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

Invesco S&P Ultra Dividend Revenue ETF logo
$49.32 -0.44 (-0.88%)
Closing price 04:10 PM Eastern
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$49.34 +0.02 (+0.03%)
As of 04:51 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)
60
Total
Institutional Inflows
(last 12 months)
$55.38M
Number of
Institutional Sellers
(last 12 months)
40
Total
Institutional Outflows
(last 12 months)
$15.77M
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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
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%
5/20/2025Integrity 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%
5/15/2025Ashton 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%
5/9/2025Atria Wealth Solutions Inc.27,210$1.33M0.0%-1.7%0.166%
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%
5/6/2025AE 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%
5/1/2025Stephens Inc. AR15,000$732K0.0%-1.5%0.092%
4/30/2025Allworth Financial LP51,589$2.37M0.0%+150.7%0.316%
4/30/2025Stratos Wealth Partners LTD.19,206$938K0.0%+2.4%0.118%
4/29/2025Envestnet Asset Management Inc.44,207$2.16M0.0%+24.2%0.271%
4/29/2025Onyx 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%
4/23/2025Golden State Equity Partners59,757$2.92M0.6%+16.0%0.366%
4/23/2025International Assets Investment Management LLC9,227$450K0.0%-2.4%0.056%
4/22/2025Tanglewood Legacy Advisors LLC6,433$314K0.1%-76.2%0.039%
4/21/2025Envestnet 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%
4/17/2025Janney 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%
4/10/2025Whipplewood Advisors LLC12,227$597K0.2%+1,371.4%0.075%
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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%
2/24/2025Ameriflex 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 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%
2/13/2025Bank 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%
2/5/2025Whipplewood 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%
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%
1/22/2025Patriot 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%
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1/17/2025Janney Montgomery Scott LLC32,695$1.58M0.0%-4.0%0.194%
1/10/2025 Heartwood 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%
(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), NEIRG Wealth Management LLC ($11.61M), Raymond James Financial Inc. ($10.86M), and Osaic Holdings Inc. ($10.12M).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 83 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 ($624.03K), 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 1,142,903 shares in the last 24 months. This purchase volume represents approximately $55.38M in transactions.

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

Of the 40 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 ($21.22K), and Private Advisor Group LLC ($19.52K).

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

Institutional investors have sold a total of 325,802 shares in the last 24 months. This volume of shares sold represents approximately $15.77M in transactions.


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This page (NYSEARCA:RDIV) was last updated on 7/11/2025 by MarketBeat.com Staff
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