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

Invesco S&P Ultra Dividend Revenue ETF logo
$44.52 -0.23 (-0.51%)
Closing price 04/15/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Invesco S&P Ultra Dividend Revenue ETF (NYSEARCA:RDIV)

Number of
Institutional Buyers
(last 12 months)
55
Total
Institutional Inflows
(last 12 months)
$54.32M
Number of
Institutional Sellers
(last 12 months)
36
Total
Institutional Outflows
(last 12 months)
$11.10M
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RDIV Institutional Buying and Selling by Quarter

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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
4/10/2025 Whipplewood Advisors LLC12,227$597K0.2%+1,371.4%0.075%
3/17/2025Wealth Enhancement Advisory Services LLC107,533$5.19M0.0%+463.4%0.658%
3/6/2025Elite Financial Inc.5,087$245K0.1%N/A0.031%
2/24/2025Ameriflex Group Inc.691$34K0.0%N/A0.004%
2/18/2025GTS Securities LLC32,692$1.58M0.1%N/A0.194%
2/17/2025D. E. Shaw & Co. Inc.4,650$224K0.0%-40.2%0.028%
2/17/2025Cetera Investment Advisers40,104$1.94M0.0%+23.1%0.238%
2/17/2025Captrust Financial Advisors18,944$914K0.0%-10.8%0.112%
2/17/2025Bank of America Corp DE536,256$25.87M0.0%+1.0%3.177%
2/17/2025Ameriprise Financial Inc.90,936$4.39M0.0%-9.7%0.539%
2/14/2025Mercer Global Advisors Inc. ADV26,056$1.26M0.0%-16.0%0.154%
2/14/2025Comerica Bank7,740$373K0.0%-14.9%0.046%
2/14/2025Stifel Financial Corp36,524$1.76M0.0%+33.7%0.216%
2/14/2025Tower Research Capital LLC TRC 5,775$279K0.0%+1,977.3%0.034%
2/14/2025MML Investors Services LLC34,164$1.65M0.0%+1.5%0.202%
2/14/2025Cadence Bank91,835$4.43M0.3%-1.5%0.544%
2/13/2025Rockefeller Capital Management L.P.105,073$5.07M0.0%+0.9%0.622%
2/13/2025Bank of Montreal Can1,835$89K0.0%+144.7%0.011%
2/13/2025Envestnet Asset Management Inc.35,595$1.72M0.0%-1.0%0.211%
2/13/2025Perennial Investment Advisors LLC5,275$255K0.0%+13.5%0.031%
2/13/2025Wells Fargo & Company MN323,787$15.62M0.0%+14.9%1.918%
2/12/2025JPMorgan Chase & Co.56,814$2.74M0.0%-4.0%0.337%
2/11/2025LPL Financial LLC530,292$25.59M0.0%-2.2%3.142%
2/10/2025Thrivent Financial for Lutherans4,262$219K0.0%N/A0.025%
2/10/2025Envestnet Portfolio Solutions Inc.7,236$349K0.0%-11.9%0.043%
2/10/2025Commonwealth Equity Services LLC75,994$3.67M0.0%-3.4%0.450%
2/10/2025Avantax Advisory Services Inc.47,900$2.31M0.0%-1.1%0.284%
2/7/2025HighTower Advisors LLC95,146$4.59M0.0%+1.3%0.564%
2/7/2025Prosperity Financial Group Inc.4,308$208K0.1%N/A0.026%
2/7/2025Independent Advisor Alliance5,080$245K0.0%N/A0.030%
2/6/2025Raymond James Financial Inc.247,875$11.96M0.0%N/A1.468%
2/6/2025Steward Partners Investment Advisory LLC2,483$120K0.0%-12.2%0.015%
2/6/2025Jones Financial Companies Lllp22,854$1.10M0.0%+43.3%0.135%
2/5/2025Cape Investment Advisory Inc.2,535$122K0.0%+34.5%0.015%
2/5/2025 Whipplewood Advisors LLC831$40K0.0%N/A0.005%
2/4/2025Wealthspire Advisors LLC38,403$1.85M0.0%+1.1%0.228%
2/3/2025Callan Capital LLC5,000$241K0.0%N/A0.030%
2/3/2025Private Advisor Group LLC201,983$9.75M0.1%+3.6%1.197%
1/31/2025Atlas Legacy Advisors LLC7,476$361K0.1%N/A0.044%
1/31/2025Atria Wealth Solutions Inc.27,690$1.34M0.0%+1.0%0.164%
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1/31/2025Truist Financial Corp31,032$1.50M0.0%-11.3%0.184%
1/31/2025Sanctuary Advisors LLC6,096$304K0.0%-3.3%0.036%
1/31/2025J.W. Cole Advisors Inc.36,953$1.78M0.1%+1.3%0.219%
1/30/2025Allworth Financial LP20,575$1.01M0.0%-70.5%0.122%
1/27/2025Onyx Bridge Wealth Group LLC57,969$2.80M0.4%+155.8%0.343%
1/27/2025Stratos Wealth Partners LTD.18,758$905K0.0%+3.0%0.111%
1/24/2025Golden State Equity Partners51,523$2.49M0.5%+16.9%0.305%
1/23/2025Crews Bank & Trust2,250$109K0.0%N/A0.013%
1/23/2025Gateway Wealth Partners LLC23,005$1.11M0.3%-1.6%0.136%
1/22/2025 Patriot Financial Group Insurance Agency LLC101,720$4.91M0.7%+13.3%0.603%
1/22/2025Kingswood Wealth Advisors LLC22,894$1.11M0.1%-3.8%0.136%
1/17/2025Janney Montgomery Scott LLC32,695$1.58M0.0%-4.0%0.194%
1/10/2025Heartwood Wealth Advisors LLC708,949$34.21M3.9%+0.8%4.200%
1/8/2025International 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%
10/24/2024 Patriot 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%
10/24/2024Wealth 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%
10/11/2024ORG Partners LLC1,020$51K0.0%N/A0.006%
10/8/2024Heartwood 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%
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8/12/2024Mercer Global Advisors Inc. ADV33,694$1.51M0.0%-3.4%0.200%
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%
7/30/2024International 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%
(Data available from 1/1/2016 forward)

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RDIV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of RDIV shares?

During the previous two years, 114 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), Bank of America Corp DE ($25.87M), LPL Financial LLC ($25.59M), Wells Fargo & Company MN ($15.62M), Raymond James Financial Inc. ($11.96M), NEIRG Wealth Management LLC ($11.61M), and Northwestern Mutual Wealth Management Co. ($10.51M).Learn more on RDIV's institutional investors.

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

Of the 90 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 ($615.95K), Osaic Holdings Inc. ($355.76K), International Assets Investment Management LLC ($335.82K), Raymond James Financial Inc. ($247.88K), Private Advisor Group LLC ($230.22K), Patriot Financial Group Insurance Agency LLC ($101.72K), and Wealth Enhancement Advisory Services LLC ($97.70K).

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

Institutional investors have bought a total of 2,962,724 shares in the last 24 months. This purchase volume represents approximately $131.32M in transactions.

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

Of the 62 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: LPL Financial LLC ($160.80K), Raymond James & Associates ($131.13K), Allworth Financial LP ($70.62K), Commonwealth Equity Services LLC ($66.14K), Janney Montgomery Scott LLC ($60.35K), Raymond James Financial Services Advisors Inc. ($57.17K), and Golden State Equity Partners ($38.46K).

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

Institutional investors have sold a total of 965,293 shares in the last 24 months. This volume of shares sold represents approximately $39.84M in transactions.


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This page (NYSEARCA:RDIV) was last updated on 4/16/2025 by MarketBeat.com Staff
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