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Invesco S&P Ultra Dividend Revenue ETF (RDIV) Institutional Ownership

Invesco S&P Ultra Dividend Revenue ETF logo
$49.04 +0.26 (+0.53%)
As of 01/17/2025 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Invesco S&P Ultra Dividend Revenue ETF (NYSEARCA:RDIV)

Number of
Institutional Buyers
(last 12 months)
42
Total
Institutional Inflows
(last 12 months)
$44.82M
Number of
Institutional Sellers
(last 12 months)
31
Total
Institutional Outflows
(last 12 months)
$10.94M
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RDIV Institutional Buying and Selling by Quarter

Invesco S&P Ultra Dividend Revenue ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025Janney Montgomery Scott LLC32,695$1.58M0.0%-4.0%0.194%
1/10/2025 Heartwood Wealth Advisors LLC708,949$34.21M3.9%+0.8%4.200%
1/8/2025 International Assets Investment Management LLC9,458$457K0.0%N/A0.056%
12/26/2024JPMorgan Chase & Co.59,156$2.95M0.0%+83.2%0.350%
11/25/2024Sanctuary Advisors LLC6,304$329K0.0%+14.5%0.037%
11/15/2024MML Investors Services LLC33,647$1.68M0.0%-7.2%0.199%
11/15/2024Jane Street Group LLC7,741$387K0.0%-56.1%0.046%
11/15/2024Stifel Financial Corp27,319$1.36M0.0%+14.3%0.162%
11/15/2024HighTower Advisors LLC93,958$4.69M0.0%+2.0%0.557%
11/14/2024Captrust Financial Advisors21,227$1.06M0.0%+2.9%0.126%
11/14/2024Rockefeller Capital Management L.P.104,138$5.20M0.0%+1.6%0.617%
11/13/2024Cadence Bank93,235$4.66M0.3%N/A0.552%
11/13/2024FMR LLC2,090$104K0.0%-14.2%0.012%
11/12/2024Kingsview Wealth Management LLC65,452$3.27M0.1%N/A0.388%
11/4/2024Ashton Thomas Securities LLC9,456$472K0.1%N/A0.056%
10/29/2024Janney Montgomery Scott LLC34,041$1.70M0.0%-1.5%0.202%
10/28/2024Stephens Inc. AR15,224$760K0.0%-5.3%0.090%
10/25/2024Golden State Equity Partners7,185$359K0.1%-84.3%0.043%
10/25/2024Gateway Wealth Partners LLC23,369$1.17M0.3%-9.1%0.138%
10/24/2024Patriot Financial Group Insurance Agency LLC89,743$4.48M0.6%N/A0.532%
10/24/2024J.W. Cole Advisors Inc.36,484$1.82M0.1%+5.2%0.216%
10/24/2024 Wealth Enhancement Advisory Services LLC19,086$953K0.0%-3.6%0.113%
10/23/2024Allworth Financial LP69,716$3.48M0.0%-7.4%0.413%
10/22/2024Private Advisor Group LLC194,959$9.74M0.1%+0.7%1.155%
10/18/2024Raymond James & Associates131,241$6.55M0.0%+4.4%0.777%
10/17/2024Onyx Bridge Wealth Group LLC22,660$1.13M0.2%N/A0.134%
10/16/2024Good Life Advisors LLC4,958$248K0.0%N/A0.029%
10/11/2024Creative Planning5,481$274K0.0%-9.4%0.032%
10/11/2024 ORG Partners LLC1,020$51K0.0%N/A0.006%
10/8/2024 Heartwood Wealth Advisors LLC703,640$35.14M3.9%+1.3%4.168%
10/7/2024WealthBridge Capital Management LLC4,807$240K0.1%-6.8%0.028%
9/11/2024Newbridge Financial Services Group Inc.2,050$92K0.0%-10.9%0.012%
9/5/2024Sanctuary Advisors LLC5,505$243K0.0%N/A0.033%
8/22/2024Cetera Investment Advisers38,778$1.74M0.0%+8.1%0.230%
8/21/2024Truist Financial Corp35,847$1.61M0.0%-6.2%0.212%
8/16/2024Gateway Wealth Partners LLC25,697$1.15M0.3%N/A0.152%
8/16/2024Northwestern Mutual Wealth Management Co.234,664$10.51M0.0%-2.3%1.390%
8/12/2024ProVise Management Group LLC5,421$243K0.0%-17.0%0.032%
8/12/2024WCG Wealth Advisors LLC28,724$1.29M0.1%+79.6%0.170%
8/12/2024Mercer Global Advisors Inc. ADV33,694$1.51M0.0%-3.4%0.200%
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8/8/2024J.W. Cole Advisors Inc.34,666$1.55M0.1%+7.0%0.205%
8/7/2024Ashton Thomas Private Wealth LLC3,065$137K0.0%N/A0.018%
8/5/2024Private Advisor Group LLC193,560$8.67M0.1%-9.2%1.147%
7/31/2024Commonwealth Equity Services LLC90,355$4.05M0.0%-2.1%0.535%
7/31/2024IFG Advisory LLC11,346$508K0.0%+2.0%0.067%
7/30/2024 International Assets Investment Management LLC6,049$271K0.0%-10.6%0.036%
7/30/2024Golden State Equity Partners45,644$2.05M0.4%N/A0.270%
7/22/2024Atria Wealth Solutions Inc.28,354$1.27M0.0%+10.3%0.168%
7/19/2024Raymond James & Associates125,655$5.63M0.0%+5.0%0.744%
7/17/2024Tanglewood Legacy Advisors LLC27,030$1.21M0.6%-2.2%0.160%
7/16/2024Envestnet Portfolio Solutions Inc.7,278$326K0.0%+8.6%0.043%
7/16/2024GPS Wealth Strategies Group LLC583$26K0.0%-70.4%0.003%
7/16/2024 Wealth Enhancement Advisory Services LLC19,808$887K0.0%+87.7%0.117%
7/10/2024Simplicity Wealth LLC10,022$449K0.0%N/A0.059%
7/10/2024CWM LLC1,312$59K0.0%N/A0.008%
7/9/2024Kingswood Wealth Advisors LLC22,031$987K0.1%N/A0.131%
7/5/2024 Thurston Springer Miller Herd & Titak Inc.725$32K0.0%N/A0.004%
5/24/2024Cetera Advisors LLC27,056$1.24M0.0%+152.3%0.160%
5/24/2024Cetera Investment Advisers35,870$1.64M0.0%+75.2%0.213%
5/17/2024Comerica Bank9,097$417K0.0%-8.0%0.054%
5/14/2024Cadence Bank94,835$4.35M0.3%-4.6%0.564%
5/10/2024Osaic Holdings Inc.220,887$10.12M0.0%-5.8%1.313%
5/8/2024Avantax Advisory Services Inc.51,431$2.36M0.0%-3.0%0.306%
5/6/2024Envestnet Portfolio Solutions Inc.6,701$307K0.0%+26.5%0.040%
5/2/2024FinTrust Capital Advisors LLC30,466$1.40M0.3%+63.6%0.181%
5/1/2024Janney Montgomery Scott LLC35,247$1.62M0.0%-7.9%0.210%
4/30/2024Private Advisor Group LLC213,081$9.77M0.1%+3.0%1.267%
4/30/2024J.W. Cole Advisors Inc.32,408$1.49M0.1%+2.8%0.193%
4/29/2024Commonwealth Equity Services LLC92,300$4.23M0.0%-12.7%0.549%
4/24/2024Essex Financial Services Inc.4,780$219K0.0%-7.7%0.028%
4/23/2024Raymond James Financial Services Advisors Inc.121,467$5.57M0.0%+5.3%0.721%
4/22/2024Raymond James & Associates119,650$5.48M0.0%+3.4%0.711%
4/11/2024 International Assets Investment Management LLC6,767$308K0.0%-7.3%0.035%
4/2/2024 Heartwood Wealth Advisors LLC687,316$31.50M3.9%+2.8%3.527%
3/22/2024PNC Financial Services Group Inc.2,643$116K0.0%+577.7%0.014%
3/13/2024MONECO Advisors LLC5,132$224K0.0%N/A0.026%
2/13/2024Tower Research Capital LLC TRC1,835$80K0.0%-88.4%0.009%
2/13/2024CIBC Private Wealth Group LLC12,834$561K0.0%-4.9%0.066%
2/13/2024FinTrust Capital Advisors LLC18,617$814K0.2%+14.7%0.096%
2/9/2024ProVise Management Group LLC6,530$285K0.0%-9.1%0.034%
2/9/2024Wells Fargo & Company MN315,179$13.77M0.0%-9.2%1.617%
2/9/2024Gladstone Institutional Advisory LLC7,579$331K0.0%N/A0.039%
2/9/2024UBS Group AG141,504$6.18M0.0%-12.9%0.726%
2/8/2024Janney Montgomery Scott LLC38,252$1.67M0.0%-20.7%0.196%
2/7/2024Avantax Advisory Services Inc.53,033$2.32M0.0%-9.6%0.272%
2/7/2024Envestnet Portfolio Solutions Inc.5,297$231K0.0%N/A0.027%
2/7/2024Ethos Financial Group LLC14,279$624K0.1%N/A0.073%
2/7/2024Sanctuary Wealth Management L.L.C.2,938$128K0.1%+11.9%0.015%
2/6/2024Private Advisor Group LLC206,781$9.04M0.1%-4.0%1.061%
2/6/2024Carson Advisory Inc.5,100$223K0.2%N/A0.026%
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2/6/2024Essex Financial Services Inc.5,180$226K0.0%N/A0.027%
2/5/2024MONECO Advisors LLC5,132$224K0.0%N/A0.026%
2/2/2024Truist Financial Corp40,345$1.76M0.0%-4.5%0.207%
1/25/2024 International Assets Investment Management LLC7,301$319K0.0%N/A0.037%
1/24/2024Stratos Wealth Partners LTD.12,946$566K0.0%-6.5%0.066%
1/24/2024Allworth Financial LP90,480$3.95M0.0%-7.2%0.464%
1/24/2024 International Assets Investment Management LLC319,060$13.94M0.0%N/A1.637%
1/18/2024Planned Solutions Inc.2,876$126K0.1%N/A0.015%
1/17/2024IFG Advisory LLC11,159$488K0.0%-7.3%0.057%
1/17/2024 Heartwood Wealth Advisors LLC668,605$29.22M3.9%+578.5%3.431%
(Data available from 1/1/2016 forward)

RDIV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of RDIV shares?

During the previous two years, 106 institutional investors and hedge funds held shares of Invesco S&P Ultra Dividend Revenue ETF. The most heavily invested institutionals were Heartwood Wealth Advisors LLC ($34.21M), Advisor Group Holdings Inc. ($28.87M), LPL Financial LLC ($21.31M), Wells Fargo & Company MN ($13.77M), NEIRG Wealth Management LLC ($11.61M), Northwestern Mutual Wealth Management Co. ($10.51M), and KFG Wealth Management LLC ($10.23M).Learn more on RDIV's institutional investors.

Which institutional investors have been buying Invesco S&P Ultra Dividend Revenue ETF stock?

Of the 92 institutional investors that purchased Invesco S&P Ultra Dividend Revenue ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Heartwood Wealth Advisors LLC ($625.15K), Advisor Group Holdings Inc. ($399.21K), International Assets Investment Management LLC ($367.27K), Osaic Holdings Inc. ($355.76K), KFG Wealth Management LLC ($234.73K), Prudent Investors Network Inc. ($224.46K), and Private Advisor Group LLC ($223.19K).

How much institutional buying is happening at Invesco S&P Ultra Dividend Revenue ETF?

Institutional investors have bought a total of 4,046,704 shares in the last 24 months. This purchase volume represents approximately $175.21M in transactions.

Which Invesco S&P Ultra Dividend Revenue ETF major shareholders have been selling company stock?

Of the 55 institutional investors that sold Invesco S&P Ultra Dividend Revenue ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Raymond James & Associates ($195.52K), LPL Financial LLC ($149.10K), Commonwealth Equity Services LLC ($63.44K), Janney Montgomery Scott LLC ($60.35K), Raymond James Financial Services Advisors Inc. ($57.17K), Golden State Equity Partners ($38.46K), and Prudent Investors Network Inc. ($37.39K).

How much institutional selling is happening at Invesco S&P Ultra Dividend Revenue ETF?

Institutional investors have sold a total of 941,411 shares in the last 24 months. This volume of shares sold represents approximately $38.35M in transactions.


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This page (NYSEARCA:RDIV) was last updated on 1/18/2025 by MarketBeat.com Staff
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