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

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(As of 05/10/2024 ET)
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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)
36
Total
Institutional Inflows
(last 12 months)
$74.25M
Number of
Institutional Sellers
(last 12 months)
37
Total
Institutional Outflows
(last 12 months)
$29.52M
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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
5/10/2024Osaic Holdings Inc.220,887$10.12M0.0%-5.8%1.313%
5/8/2024 Avantax Advisory Services Inc.51,431$2.36M0.0%-3.0%0.306%
5/6/2024 Envestnet Portfolio Solutions Inc.6,701$307K0.0%+26.5%0.040%
5/2/2024 FinTrust Capital Advisors LLC30,466$1.40M0.3%+63.6%0.181%
5/1/2024 Janney Montgomery Scott LLC35,247$1.62M0.0%-7.9%0.210%
4/30/2024 Private Advisor Group LLC213,081$9.77M0.1%+3.0%1.267%
4/30/2024 J.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%
4/24/2024 Essex Financial Services Inc.4,780$219K0.0%-7.7%0.028%
4/23/2024 Raymond James Financial Services Advisors Inc.121,467$5.57M0.0%+5.3%0.721%
4/22/2024 Raymond 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%
3/13/2024 MONECO 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%
2/13/2024 FinTrust Capital Advisors LLC18,617$814K0.2%+14.7%0.096%
2/9/2024 ProVise 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%
2/8/2024 Janney Montgomery Scott LLC38,252$1.67M0.0%-20.7%0.196%
2/7/2024 Avantax Advisory Services Inc.53,033$2.32M0.0%-9.6%0.272%
2/7/2024 Envestnet Portfolio Solutions Inc.5,297$231K0.0%N/A0.027%
2/7/2024 Ethos Financial Group LLC14,279$624K0.1%N/A0.073%
2/7/2024 Sanctuary Wealth Management L.L.C.2,938$128K0.1%+11.9%0.015%
2/6/2024 Private Advisor Group LLC206,781$9.04M0.1%-4.0%1.061%
2/6/2024 Carson Advisory Inc.5,100$223K0.2%N/A0.026%
2/6/2024 Essex Financial Services Inc.5,180$226K0.0%N/A0.027%
2/5/2024 MONECO 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%
1/24/2024 Stratos Wealth Partners LTD.12,946$566K0.0%-6.5%0.066%
1/24/2024 Allworth 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%
1/18/2024 Planned Solutions Inc.2,876$126K0.1%N/A0.015%
1/17/2024 IFG Advisory LLC11,159$488K0.0%-7.3%0.057%
1/17/2024 Heartwood Wealth Advisors LLC668,605$29.22M3.9%+578.5%3.431%
1/16/2024 Raymond James Financial Services Advisors Inc.115,342$5.04M0.0%+0.6%0.592%
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1/16/2024 Raymond James & Associates115,751$5.06M0.0%+6.8%0.594%
1/2/2024Anchor Investment Management LLC570$25K0.0%N/A0.003%
11/14/2023Tower Research Capital LLC TRC15,870$590K0.0%+265.5%0.081%
11/13/2023Cadence Bank96,035$3.57M0.3%+0.8%0.493%
11/13/2023Stifel Financial Corp78,699$2.93M0.0%-14.2%0.404%
11/13/2023LPL Financial LLC572,941$21.31M0.0%-14.7%2.940%
11/13/2023WCG Wealth Advisors LLC22,776$855K0.1%-15.5%0.117%
11/13/2023Kestra Advisory Services LLC8,032$299K0.0%-48.7%0.041%
11/9/2023UBS Group AG162,412$6.04M0.0%-1.8%0.833%
11/8/2023Herold Advisors Inc.12,282$457K0.1%-8.6%0.063%
11/8/2023 Janney Montgomery Scott LLC48,216$1.79M0.0%-14.9%0.247%
11/8/2023Atria Wealth Solutions Inc.25,599$952K0.0%-1.1%0.131%
11/8/2023J.P. Morgan Private Wealth Advisors LLC8,826$328K0.0%+6.6%0.045%
11/8/2023 Avantax Advisory Services Inc.58,677$2.18M0.0%+1.6%0.301%
11/3/2023 Private Advisor Group LLC215,493$8.02M0.1%+4.2%1.106%
10/31/2023 Allworth Financial LP97,527$3.63M0.0%+0.4%0.500%
10/30/2023 Sanctuary Wealth Management L.L.C.2,626$98K0.1%+29.9%0.013%
10/24/2023 J.W. Cole Advisors Inc.31,352$1.17M0.1%+6.6%0.161%
10/24/2023 Stratos Wealth Partners LTD.13,853$515K0.0%+7.2%0.071%
10/24/2023 Raymond James Financial Services Advisors Inc.114,634$4.26M0.0%+2.1%0.588%
10/24/2023 Raymond James & Associates108,371$4.03M0.0%-51.6%0.556%
10/24/2023 FinTrust Capital Advisors LLC16,238$604K0.1%+216.8%0.083%
10/24/2023 Cambridge Investment Research Advisors Inc.17,342$645K0.0%-15.6%0.089%
10/23/2023Commonwealth Equity Services LLC141,087$5.25M0.0%-14.3%0.724%
10/17/2023 Heartwood Wealth Advisors LLC98,536$3.67M0.5%+8.2%0.506%
10/11/2023AE Wealth Management LLC29,300$1.09M0.0%+4.7%0.150%
10/10/2023 Tsfg LLC1,055$39K0.0%-65.2%0.005%
10/5/2023QP Wealth Management LLC20,585$766K1.3%+2.3%0.106%
9/26/2023Intrepid Capital Management Inc.3,737$146K0.1%N/A0.019%
8/21/2023Osaic Holdings Inc.845,971$33.22M0.1%+26.6%4.341%
8/15/2023Cadence Bank95,235$3.73M0.3%-14.6%0.489%
8/11/2023Kestra Advisory Services LLC15,663$613K0.0%-8.0%0.080%
8/10/2023Osaic Holdings Inc.845,971$33.22M0.1%+26.6%4.341%
8/10/2023Commonwealth Equity Services LLC164,683$6.45M0.0%-12.9%0.845%
8/10/2023 US Bancorp DE5,912$231K0.0%-56.6%0.030%
8/10/2023 Private Advisor Group LLC206,777$8.09M0.1%+11.6%1.061%
8/10/2023Cetera Advisors LLC11,033$432K0.0%-8.1%0.057%
8/10/2023Cetera Advisor Networks LLC10,100$395K0.0%-6.7%0.052%
8/10/2023Cetera Investment Advisers101,381$3.97M0.0%-3.8%0.520%
8/9/2023Flow Traders U.S. LLC23,989$939K0.0%N/A0.123%
8/8/2023Prospera Financial Services Inc9,256$362K0.0%-48.2%0.047%
8/4/2023Envestnet Asset Management Inc.68,770$2.69M0.0%+1.7%0.353%
8/3/2023Atria Wealth Solutions Inc.25,889$1.01M0.0%-11.3%0.133%
8/1/2023Truist Financial Corp40,219$1.57M0.0%+15.2%0.206%
8/1/2023 WealthBridge Capital Management LLC6,487$254K0.1%-12.9%0.033%
7/31/2023LPL Financial LLC671,818$26.30M0.0%-7.0%3.447%
7/31/2023NEIRG Wealth Management LLC296,504$11.61M2.1%-9.9%1.521%
7/27/2023 J.W. Cole Advisors Inc.29,418$1.15M0.1%+30.4%0.139%
7/26/2023 Janney Montgomery Scott LLC56,668$2.22M0.0%-39.2%0.269%
7/25/2023 Raymond James Financial Services Advisors Inc.112,320$4.40M0.0%-33.7%0.533%
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7/25/2023 Raymond James & Associates223,774$8.76M0.0%-6.6%1.061%
7/25/2023 Sanctuary Wealth Management L.L.C.2,022$79K0.1%N/A0.010%
7/21/2023 IFG Advisory LLC12,100$474K0.0%-12.5%0.057%
7/20/2023 Aurora Private Wealth Inc.6,542$256K0.3%-73.5%0.031%
7/19/2023 Heartwood Wealth Advisors LLC91,091$3.57M0.5%+6.0%0.432%
7/18/2023 Allworth Financial LP97,094$3.80M0.0%-8.3%0.460%
7/18/2023 Stratos Wealth Partners LTD.12,918$506K0.0%+21.9%0.061%
7/18/2023Prudent Investors Network Inc.187,071$7.32M3.5%-1.2%0.887%
7/17/2023Herold Advisors Inc.13,438$526K0.2%-10.9%0.064%
7/13/2023 Cambridge Investment Research Advisors Inc.20,543$804K0.0%-6.2%0.097%
(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, 102 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 ($31.50M), Advisor Group Holdings Inc. ($28.87M), Bank of America Corp DE ($25.95M), LPL Financial LLC ($21.31M), Wells Fargo & Company MN ($13.77M), Northwestern Mutual Wealth Management Co. ($12.93M), and NEIRG Wealth Management LLC ($11.61M).Learn more on RDIV's institutional investors.

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

Of the 89 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 ($627.92K), Advisor Group Holdings Inc. ($399.21K), International Assets Investment Management LLC ($357.81K), Osaic Holdings Inc. ($355.76K), NEIRG Wealth Management LLC ($285.83K), Private Advisor Group LLC ($268.24K), and KFG Wealth Management LLC ($234.73K).

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

Institutional investors have bought a total of 4,292,812 shares in the last 24 months. This purchase volume represents approximately $180.76M in transactions.

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

Of the 54 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 ($198.86K), LPL Financial LLC ($149.10K), Cambridge Investment Research Advisors Inc. ($97.01K), Commonwealth Equity Services LLC ($63.82K), Janney Montgomery Scott LLC ($60.58K), Raymond James Financial Services Advisors Inc. ($57.17K), and Private Advisor Group LLC ($41.72K).

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

Institutional investors have sold a total of 1,035,890 shares in the last 24 months. This volume of shares sold represents approximately $41.66M in transactions.


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This page (NYSEARCA:RDIV) was last updated on 5/11/2024 by MarketBeat.com Staff

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