Free Trial

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

→ Elon’s New Device is About to Shock the World (From InvestorPlace) (Ad)
Free RDIV Stock Alerts
$45.49
+0.06 (+0.13%)
(As of 05/10/2024 ET)
Compare
Stock AnalysisChartHeadlinesHoldingsOwnershipRatings

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
Get RDIV Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invesco S&P Ultra Dividend Revenue ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

RDIV Institutional Buying and Selling by Quarter

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

Export to Excel
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%
Gold Set to EXPLODE! (Ad)

Gold has already reached all-time highs, and experts believe it's not slowing down any time soon. In fact, some analysts predict a $7,000 price tag by 2025.

Click here now to download the free Precious Metals Buying Guide!
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%
Gold Set to EXPLODE! (Ad)

Gold has already reached all-time highs, and experts believe it's not slowing down any time soon. In fact, some analysts predict a $7,000 price tag by 2025.

Click here now to download the free Precious Metals Buying Guide!
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.


Related Companies:
This page (NYSEARCA:RDIV) was last updated on 5/10/2024 by MarketBeat.com Staff

From Our Partners
Tech GIANT’s Plans to Revolutionize Crypto…
Crypto 101 Media
He Is Giving Away Bitcoin
Crypto Swap Profits
Charles Payne Demystifies Options
Unstoppable Prosperity
You need to know these two things about AI stocks ASAP…
InvestorPlace
Shocking: One AI startup's revenue could surge 4,735%
Manward Press
Forget AI, Imperium Is Expected to Grow 320,00% in 3 Years
Banyan Hill Publishing
Missed NVDA? Buy this AI stock NOW
Chaikin Analytics
Gold Mania
Stansberry Research