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

Invesco S&P Ultra Dividend Revenue ETF logo
$48.57 +0.34 (+0.70%)
Closing price 04:10 PM Eastern
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$48.56 -0.01 (-0.02%)
As of 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)
67
Total
Institutional Inflows
(last 12 months)
$56.58M
Number of
Institutional Sellers
(last 12 months)
41
Total
Institutional Outflows
(last 12 months)
$16.41M
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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
8/8/2025Rockefeller Capital Management L.P.120,528$5.77M0.0%+8.3%0.736%
8/8/2025Avantax Advisory Services Inc.44,181$2.11M0.0%-8.2%0.270%
8/8/2025Cetera Investment Advisers33,843$1.62M0.0%-13.1%0.207%
8/8/2025Creative Planning4,980$238K0.0%-9.2%0.030%
8/8/2025Intrua Financial LLC14,522$695K0.1%+1.8%0.089%
8/6/2025 Prospera Financial Services Inc5,197$249K0.0%N/A0.032%
8/6/2025 AE Wealth Management LLC41,302$1.98M0.0%-2.2%0.252%
8/4/2025 Integrity Alliance LLC.16,704$799K0.0%+236.1%0.102%
8/1/2025 Envestnet Asset Management Inc.32,075$1.54M0.0%-27.4%0.196%
7/30/2025 Prosperity Financial Group Inc.9,585$459K0.2%+39.2%0.059%
7/30/2025 Onyx Bridge Wealth Group LLC59,129$2.83M0.4%-3.4%0.361%
7/29/2025 Stratos Wealth Partners LTD.17,790$851K0.0%-7.4%0.109%
7/28/2025 Mutual Advisors LLC8,370$416K0.0%N/A0.051%
7/25/2025 Envestnet Portfolio Solutions Inc.5,266$252K0.0%-29.6%0.032%
7/25/2025 CWM LLC2,108$101K0.0%+27.1%0.013%
7/25/2025 Concurrent Investment Advisors LLC14,516$695K0.0%N/A0.089%
7/24/2025 IFP Advisors Inc6,665$319K0.0%+12,968.6%0.041%
7/22/2025 Simplicity Wealth LLC30,066$1.44M0.1%+200.0%0.184%
7/21/2025 QRG Capital Management Inc.9,458$453K0.0%N/A0.058%
7/18/2025 Truist Financial Corp32,411$1.55M0.0%-19.5%0.198%
7/17/2025 Janney Montgomery Scott LLC30,735$1.47M0.0%+1.2%0.188%
7/14/2025 Golden State Equity Partners61,077$2.92M0.5%+2.2%0.373%
7/10/2025 Wealth Enhancement Advisory Services LLC101,929$5.04M0.0%-11.8%0.623%
7/8/2025 Heartwood Wealth Advisors LLC711,039$34.02M3.6%+1.1%4.349%
6/27/2025Goldman Sachs Group Inc.29,942$1.46M0.0%+0.9%0.183%
5/28/2025Intrua Financial LLC14,261$696K0.1%-11.2%0.087%
5/21/2025Geneos Wealth Management Inc.5,469$267K0.0%+6.7%0.033%
5/20/2025 Integrity Alliance LLC.4,970$243K0.0%N/A0.030%
5/16/2025Goldman Sachs Group Inc.29,942$1.46M0.0%+0.9%0.183%
5/16/2025Jones Financial Companies Lllp32,128$1.57M0.0%+40.6%0.196%
5/16/2025 Rise Advisors LLC3,085$151K0.1%+11.3%0.019%
5/16/2025NewEdge Advisors LLC28,251$1.38M0.0%+1.1%0.172%
5/15/2025 Ashton Thomas Securities LLC15,072$736K0.2%+58.9%0.092%
5/14/2025WCG Wealth Advisors LLC25,034$1.22M0.1%-10.8%0.153%
5/14/2025Cadence Bank88,835$4.34M0.3%-3.3%0.542%
5/14/2025Northwestern Mutual Wealth Management Co.188,840$9.22M0.0%-17.3%1.153%
5/14/2025Summit Financial LLC6,040$295K0.0%N/A0.037%
5/13/2025Raymond James Financial Inc.222,416$10.86M0.0%-10.3%1.358%
5/9/2025Wealthspire Advisors LLC38,796$1.89M0.0%+1.0%0.237%
5/9/2025 Atria Wealth Solutions Inc.27,210$1.33M0.0%-1.7%0.166%
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5/8/2025ProVise Management Group LLC4,965$242K0.0%-4.4%0.030%
5/7/2025LPL Financial LLC516,986$25.24M0.0%-2.5%3.164%
5/6/2025Cetera Investment Advisers38,940$1.90M0.0%-2.9%0.238%
5/6/2025Avantax Advisory Services Inc.48,131$2.35M0.0%+0.5%0.295%
5/6/2025 AE Wealth Management LLC42,241$2.06M0.0%+1.7%0.259%
5/6/2025Choreo LLC4,596$224K0.0%N/A0.028%
5/5/2025J.W. Cole Advisors Inc.43,032$2.10M0.1%+16.5%0.263%
5/5/2025Private Advisor Group LLC205,812$10.05M0.1%+1.9%1.260%
5/1/2025 Stephens Inc. AR15,000$732K0.0%-1.5%0.092%
4/30/2025 Allworth Financial LP51,589$2.37M0.0%+150.7%0.316%
4/30/2025 Stratos Wealth Partners LTD.19,206$938K0.0%+2.4%0.118%
4/29/2025 Envestnet Asset Management Inc.44,207$2.16M0.0%+24.2%0.271%
4/29/2025 Onyx Bridge Wealth Group LLC61,223$2.99M0.4%+5.6%0.375%
4/24/2025Money Concepts Capital Corp6,905$337K0.0%+5.9%0.042%
4/23/2025 Golden State Equity Partners59,757$2.92M0.6%+16.0%0.366%
4/23/2025 International Assets Investment Management LLC9,227$450K0.0%-2.4%0.056%
4/22/2025Tanglewood Legacy Advisors LLC6,433$314K0.1%-76.2%0.039%
4/21/2025 Envestnet Portfolio Solutions Inc.7,482$365K0.0%+3.4%0.046%
4/21/2025 Heartwood Wealth Advisors LLC702,958$34.32M3.9%-0.8%4.302%
4/17/2025 Janney Montgomery Scott LLC30,366$1.48M0.0%-7.1%0.186%
4/16/2025 Wealth Enhancement Advisory Services LLC115,569$5.64M0.0%+7.5%0.707%
4/10/2025 Whipplewood Advisors LLC12,227$597K0.2%+1,371.4%0.075%
3/17/2025 Wealth Enhancement Advisory Services LLC107,533$5.19M0.0%+463.4%0.658%
3/6/2025Elite Financial Inc.5,087$245K0.1%N/A0.031%
2/24/2025 Ameriflex 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 TRC5,775$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%
2/13/2025 Bank of Montreal Can1,835$89K0.0%+144.7%0.011%
2/13/2025 Envestnet 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%
2/10/2025 Envestnet Portfolio Solutions Inc.7,236$349K0.0%-11.9%0.043%
2/10/2025 Commonwealth 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%
2/7/2025 Prosperity Financial Group Inc.4,308$208K0.1%N/A0.026%
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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%
1/31/2025 Atlas Legacy Advisors LLC7,476$361K0.1%N/A0.044%
(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, 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 ($34.02M), Bank of America Corp DE ($25.87M), LPL Financial LLC ($25.24M), Wells Fargo & Company MN ($15.62M), Raymond James Financial Inc. ($10.86M), Osaic Holdings Inc. ($10.12M), and Private Advisor Group LLC ($10.05M).Learn more on Invesco S&P Ultra Dividend Revenue ETF's institutional investors.

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

Of the 88 institutional investors that purchased Invesco S&P Ultra Dividend Revenue ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Heartwood Wealth Advisors LLC ($618.88K), Osaic Holdings Inc. ($355.76K), International Assets Investment Management LLC ($335.82K), Raymond James Financial Inc. ($247.88K), Wealth Enhancement Advisory Services LLC ($105.74K), Patriot Financial Group Insurance Agency LLC ($101.72K), and Cadence Bank ($94.04K).

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

Institutional investors have bought a total of 1,163,512 shares in the last 24 months. This purchase volume represents approximately $56.58M in transactions.

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

Of the 41 institutional investors that sold Invesco S&P Ultra Dividend Revenue ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Allworth Financial LP ($54.74K), Northwestern Mutual Wealth Management Co. ($45.15K), Golden State Equity Partners ($38.46K), Raymond James Financial Inc. ($25.46K), LPL Financial LLC ($25.00K), Tanglewood Legacy Advisors LLC ($20.60K), and Wealth Enhancement Advisory Services LLC ($14.36K).

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

Institutional investors have sold a total of 337,795 shares in the last 24 months. This volume of shares sold represents approximately $16.41M in transactions.


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This page (NYSEARCA:RDIV) was last updated on 8/8/2025 by MarketBeat.com Staff
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