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

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Stock Analysis Chart Headlines Holdings Ownership Ratings

Number of Institutional Buyers (last 12 months): 62
Total Institutional Inflows (last 12 months): $89.31M

Number of Institutional Sellers (last 12 months): 50
Total Institutional Outflows (last 12 months): $53.26M

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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 Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
4/11/2024	International Assets Investment Management LLC	6,767	$308K	0.0%	-7.3%	0.035%
4/2/2024	Heartwood Wealth Advisors LLC	687,316	$31.50M	3.9%	+2.8%	3.527%
3/22/2024	PNC Financial Services Group Inc.	2,643	$116K	0.0%	+577.7%	0.014%
3/13/2024	MONECO Advisors LLC	5,132	$224K	0.0%	N/A	0.026%
2/15/2024	GTS Securities LLC	6,155	$269K	0.0%	-70.7%	0.032%
2/15/2024	Mercer Global Advisors Inc. ADV	42,748	$1.87M	0.0%	-7.7%	0.219%
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2/15/2024	Citadel Advisors LLC	13,366	$584K	0.0%	-78.1%	0.069%
2/15/2024	Comerica Bank	9,883	$432K	0.0%	+93.3%	0.051%
2/14/2024	Royal Bank of Canada	52,418	$2.29M	0.0%	-16.5%	0.269%
2/14/2024	Kestra Advisory Services LLC	6,333	$277K	0.0%	-21.2%	0.032%
2/14/2024	Creative Planning	4,581	$200K	0.0%	+369.8%	0.024%
2/13/2024	Envestnet Asset Management Inc.	51,129	$2.23M	0.0%	-14.3%	0.262%
2/13/2024	Tower Research Capital LLC TRC	1,835	$80K	0.0%	-88.4%	0.009%
2/13/2024	CIBC Private Wealth Group LLC	12,834	$561K	0.0%	-4.9%	0.066%
2/13/2024	FinTrust Capital Advisors LLC	18,617	$814K	0.2%	+14.7%	0.096%
2/12/2024	Stifel Financial Corp	67,407	$2.95M	0.0%	-14.3%	0.346%
2/9/2024	ProVise Management Group LLC	6,530	$285K	0.0%	-9.1%	0.034%
2/9/2024	Wells Fargo & Company MN	315,179	$13.77M	0.0%	-9.2%	1.617%
2/9/2024	Gladstone Institutional Advisory LLC	7,579	$331K	0.0%	N/A	0.039%
2/9/2024	UBS Group AG	141,504	$6.18M	0.0%	-12.9%	0.726%
2/9/2024	PNC Financial Services Group Inc.	2,643	$116K	0.0%	+577.7%	0.014%
2/8/2024	Janney Montgomery Scott LLC	38,252	$1.67M	0.0%	-20.7%	0.196%
2/7/2024	Avantax Advisory Services Inc.	53,033	$2.32M	0.0%	-9.6%	0.272%
2/7/2024	Envestnet Portfolio Solutions Inc.	5,297	$231K	0.0%	N/A	0.027%
2/7/2024	Ethos Financial Group LLC	14,279	$624K	0.1%	N/A	0.073%
2/7/2024	Sanctuary Wealth Management L.L.C.	2,938	$128K	0.1%	+11.9%	0.015%
2/6/2024	Private Advisor Group LLC	206,781	$9.04M	0.1%	-4.0%	1.061%
2/6/2024	Carson Advisory Inc.	5,100	$223K	0.2%	N/A	0.026%
2/6/2024	Essex Financial Services Inc.	5,180	$226K	0.0%	N/A	0.027%
2/5/2024	MONECO Advisors LLC	5,132	$224K	0.0%	N/A	0.026%
2/2/2024	Truist Financial Corp	40,345	$1.76M	0.0%	-4.5%	0.207%
1/25/2024	International Assets Investment Management LLC	7,301	$319K	0.0%	N/A	0.037%
1/24/2024	Stratos Wealth Partners LTD.	12,946	$566K	0.0%	-6.5%	0.066%
1/24/2024	Allworth Financial LP	90,480	$3.95M	0.0%	-7.2%	0.464%
1/24/2024	International Assets Investment Management LLC	319,060	$13.94M	0.0%	N/A	1.637%
1/18/2024	Planned Solutions Inc.	2,876	$126K	0.1%	N/A	0.015%
1/17/2024	IFG Advisory LLC	11,159	$488K	0.0%	-7.3%	0.057%
1/17/2024	Heartwood Wealth Advisors LLC	668,605	$29.22M	3.9%	+578.5%	3.431%
1/16/2024	Raymond James Financial Services Advisors Inc.	115,342	$5.04M	0.0%	+0.6%	0.592%
1/16/2024	Raymond James & Associates	115,751	$5.06M	0.0%	+6.8%	0.594%
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1/2/2024	Anchor Investment Management LLC	570	$25K	0.0%	N/A	0.003%
11/21/2023	Comerica Bank	5,113	$190K	0.0%	N/A	0.026%
11/16/2023	Creative Planning	975	$36K	0.0%	N/A	0.005%
11/16/2023	GTS Securities LLC	21,015	$782K	0.0%	+8.0%	0.108%
11/16/2023	Morgan Stanley	1,415,484	$52.65M	0.0%	-6.5%	7.263%
11/15/2023	Mercer Global Advisors Inc. ADV	46,331	$1.72M	0.0%	-6.9%	0.238%
11/15/2023	Royal Bank of Canada	62,763	$2.33M	0.0%	-15.7%	0.322%
11/15/2023	Ameriprise Financial Inc.	63,188	$2.35M	0.0%	-22.3%	0.324%
11/14/2023	Tower Research Capital LLC TRC	15,870	$590K	0.0%	+265.5%	0.081%
11/14/2023	Qube Research & Technologies Ltd	2,194	$82K	0.0%	N/A	0.011%
11/13/2023	Cadence Bank	96,035	$3.57M	0.3%	+0.8%	0.493%
11/13/2023	Stifel Financial Corp	78,699	$2.93M	0.0%	-14.2%	0.404%
11/13/2023	LPL Financial LLC	572,941	$21.31M	0.0%	-14.7%	2.940%
11/13/2023	Envestnet Asset Management Inc.	59,681	$2.22M	0.0%	-13.2%	0.306%
11/13/2023	WCG Wealth Advisors LLC	22,776	$855K	0.1%	-15.5%	0.117%
11/13/2023	Kestra Advisory Services LLC	8,032	$299K	0.0%	-48.7%	0.041%
11/9/2023	UBS Group AG	162,412	$6.04M	0.0%	-1.8%	0.833%
11/8/2023	Herold Advisors Inc.	12,282	$457K	0.1%	-8.6%	0.063%
11/8/2023	Janney Montgomery Scott LLC	48,216	$1.79M	0.0%	-14.9%	0.247%
11/8/2023	Atria Wealth Solutions Inc.	25,599	$952K	0.0%	-1.1%	0.131%
11/8/2023	J.P. Morgan Private Wealth Advisors LLC	8,826	$328K	0.0%	+6.6%	0.045%
11/8/2023	Avantax Advisory Services Inc.	58,677	$2.18M	0.0%	+1.6%	0.301%
11/3/2023	Private Advisor Group LLC	215,493	$8.02M	0.1%	+4.2%	1.106%
10/31/2023	Allworth Financial LP	97,527	$3.63M	0.0%	+0.4%	0.500%
10/30/2023	Sanctuary Wealth Management L.L.C.	2,626	$98K	0.1%	+29.9%	0.013%
10/24/2023	J.W. Cole Advisors Inc.	31,352	$1.17M	0.1%	+6.6%	0.161%
10/24/2023	Stratos Wealth Partners LTD.	13,853	$515K	0.0%	+7.2%	0.071%
10/24/2023	Raymond James Financial Services Advisors Inc.	114,634	$4.26M	0.0%	+2.1%	0.588%
10/24/2023	Raymond James & Associates	108,371	$4.03M	0.0%	-51.6%	0.556%
10/24/2023	FinTrust Capital Advisors LLC	16,238	$604K	0.1%	+216.8%	0.083%
10/24/2023	Cambridge Investment Research Advisors Inc.	17,342	$645K	0.0%	-15.6%	0.089%
10/23/2023	Commonwealth Equity Services LLC	141,087	$5.25M	0.0%	-14.3%	0.724%
10/17/2023	Heartwood Wealth Advisors LLC	98,536	$3.67M	0.5%	+8.2%	0.506%
10/11/2023	AE Wealth Management LLC	29,300	$1.09M	0.0%	+4.7%	0.150%
10/10/2023	Tsfg LLC	1,055	$39K	0.0%	-65.2%	0.005%
10/5/2023	QP Wealth Management LLC	20,585	$766K	1.3%	+2.3%	0.106%
9/26/2023	Intrepid Capital Management Inc.	3,737	$146K	0.1%	N/A	0.019%
8/21/2023	Osaic Holdings Inc.	845,971	$33.22M	0.1%	+26.6%	4.341%
8/16/2023	GTS Securities LLC	19,459	$762K	0.0%	N/A	0.100%
8/15/2023	Equitable Holdings Inc.	58,432	$2.29M	0.0%	+5.2%	0.300%
8/15/2023	Wells Fargo & Company MN	338,314	$13.24M	0.0%	-23.1%	1.736%
8/15/2023	Goldman Sachs Group Inc.	14,794	$579K	0.0%	N/A	0.076%
8/15/2023	Captrust Financial Advisors	23,802	$932K	0.0%	N/A	0.122%
8/15/2023	Royal Bank of Canada	74,438	$2.91M	0.0%	-43.8%	0.382%
8/15/2023	Rockefeller Capital Management L.P.	99,200	$3.88M	0.0%	+2.0%	0.509%
8/15/2023	Stifel Financial Corp	91,718	$3.59M	0.0%	-13.3%	0.471%
8/15/2023	Citadel Advisors LLC	12,349	$483K	0.0%	-72.9%	0.063%
8/15/2023	Cadence Bank	95,235	$3.73M	0.3%	-14.6%	0.489%
8/14/2023	Mercer Global Advisors Inc. ADV	49,749	$1.95M	0.0%	-22.9%	0.255%
8/14/2023	Stephens Inc. AR	20,706	$810K	0.0%	-23.2%	0.106%
Don’t expose yourself to stocks during the week (Ad) The S&P 500 just crossed below the 200 day moving average… The Nasdaq is bleeding out… Are we headed for a recession?! If you’ve been in the stock market the last few months, it hasn’t been fun… But what if I told you there was a way to target “BONUS” income just by doing a unique type of trade over the weekend? When the markets are closed. And volatility is minimal. Click here and I’ll give you all the details.
8/14/2023	Tower Research Capital LLC TRC	4,342	$170K	0.0%	-70.3%	0.022%
8/14/2023	MML Investors Services LLC	72,374	$2.83M	0.0%	-21.4%	0.371%
8/14/2023	Snowden Capital Advisors LLC	5,213	$204K	0.0%	N/A	0.027%
8/11/2023	Kestra Advisory Services LLC	15,663	$613K	0.0%	-8.0%	0.080%
8/10/2023	Osaic Holdings Inc.	845,971	$33.22M	0.1%	+26.6%	4.341%
8/10/2023	Commonwealth Equity Services LLC	164,683	$6.45M	0.0%	-12.9%	0.845%
8/10/2023	US Bancorp DE	5,912	$231K	0.0%	-56.6%	0.030%
8/10/2023	Private Advisor Group LLC	206,777	$8.09M	0.1%	+11.6%	1.061%
8/10/2023	Cetera Advisors LLC	11,033	$432K	0.0%	-8.1%	0.057%
8/10/2023	Cetera Advisor Networks LLC	10,100	$395K	0.0%	-6.7%	0.052%

(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, 124 institutional investors and hedge funds held shares of Invesco S&P Ultra Dividend Revenue ETF. The most heavily invested institutionals were Morgan Stanley ($52.65M), Osaic Holdings Inc. ($33.22M), Heartwood Wealth Advisors LLC ($31.50M), Advisor Group Holdings Inc. ($28.87M), Bank of America Corp DE ($26.46M), LPL Financial LLC ($21.31M), and Wells Fargo & Company MN ($13.77M).Learn more on RDIV's institutional investors.
Which institutional investors have been buying Invesco S&P Ultra Dividend Revenue ETF stock?: Of the 114 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 ($634.12K), 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 ($261.94K), 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 5,055,911 shares in the last 24 months. This purchase volume represents approximately $212.67M in transactions.

Which Invesco S&P Ultra Dividend Revenue ETF major shareholders have been selling company stock?: Of the 65 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), Equitable Holdings Inc. ($181.33K), LPL Financial LLC ($149.10K), Wells Fargo & Company MN ($133.58K), Royal Bank of Canada ($122.13K), Cambridge Investment Research Advisors Inc. ($118.48K), and Morgan Stanley ($98.78K).
How much institutional selling is happening at Invesco S&P Ultra Dividend Revenue ETF?: Institutional investors have sold a total of 1,984,192 shares in the last 24 months. This volume of shares sold represents approximately $80.23M in transactions.

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This page (NYSEARCA:RDIV) was last updated on 4/18/2024 by MarketBeat.com Staff

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

RDIV Institutional Buying and Selling by Quarter

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

RDIV Institutional Ownership - Frequently Asked Questions

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

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

RDIV Institutional Buying and Selling by Quarter

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

RDIV Institutional Ownership - Frequently Asked Questions