We are live on ! Find out more
RDIV icon

Invesco S&P Ultra Dividend Revenue ETF

126 hedge funds and large institutions have $406M invested in Invesco S&P Ultra Dividend Revenue ETF in 2026 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 45 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

41% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 32

21% more capital invested

Capital invested by funds: $336M → $406M (+$69.8M)

3.51% more ownership

Funds ownership: 39.17%42.68% (+3.5%)

1% more funds holding

Funds holding: 125126 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
126
Holders Change
+1
Holders Change %
+0.8%
% of All Funds
1.55%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
17
Increased
45
Reduced
32
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$58.3M -$165K -2,989 -0.3%
AF
2
Allworth Financial
California
$41.9M +$38.7M +702,645 +1,401%
LPL Financial
3
LPL Financial
California
$41.8M +$3.66M +66,342 +10%
HWA
4
Heartwood Wealth Advisors
Virginia
$41.2M +$149K +2,698 +0.4%
Bank of America
5
Bank of America
North Carolina
$28.5M -$947K -17,182 -3%
Wells Fargo
6
Wells Fargo
California
$22.2M -$460K -8,351 -2%
Raymond James Financial
7
Raymond James Financial
Florida
$19.1M +$6.66M +120,914 +54%
Ameriprise
8
Ameriprise
Minnesota
$12M -$261K -4,728 -2%
Osaic Holdings
9
Osaic Holdings
Arizona
$9.05M -$191K -3,457 -2%
Rockefeller Capital Management
10
Rockefeller Capital Management
New York
$7.54M +$92K +1,670 +1%
PAG
11
Private Advisor Group
New Jersey
$6.7M -$257K -4,669 -4%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$6.32M +$177K +3,207 +3%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$6.24M -$104K -1,878 -2%
UBS Group
14
UBS Group
Switzerland
$5.56M +$684K +12,413 +14%
Stifel Financial
15
Stifel Financial
Missouri
$5.4M +$221K +4,005 +4%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$5.06M -$429K -7,790 -8%
HNB
17
Huntington National Bank
Ohio
$4.74M +$4.69M +85,120 New
Jones Financial Companies
18
Jones Financial Companies
Missouri
$4.69M +$259K +4,700 +6%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$4.64M +$31K +563 +0.7%
JP Morgan Chase
20
JP Morgan Chase
New York
$3.58M +$538K +9,765 +18%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$3.54M +$1.82M +33,006 +108%
HighTower Advisors
22
HighTower Advisors
Illinois
$3.43M -$74.5K -1,352 -2%
GSEP
23
Golden State Equity Partners
California
$3.32M -$54.5K -989 -2%
JWCA
24
J.W. Cole Advisors
Florida
$2.97M +$246K +4,466 +9%
OBWG
25
Onyx Bridge Wealth Group
New York
$2.96M +$48.2K +875 +2%