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

Invesco S&P Ultra Dividend Revenue ETF logo
$63.65 +0.27 (+0.43%)
As of 09:55 AM 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)
59
Total
Institutional Inflows
(last 12 months)
$34.05M
Number of
Institutional Sellers
(last 12 months)
42
Total
Institutional Outflows
(last 12 months)
$12.98M
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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
5/19/2026Western Wealth Management LLC1,694$94K0.0%N/A0.010%
5/19/2026Bank of America Corp DE512,739$28.54M0.0%-3.2%2.979%
5/18/2026 EverSource Wealth Advisors LLC890$50K0.0%-20.2%0.005%
5/18/2026Royal Bank of Canada45,789$2.55M0.0%-5.7%0.266%
5/15/2026 Gateway Wealth Partners LLC49,540$2.76M0.1%+98.0%0.288%
5/13/2026 Cetera Investment Advisers83,366$4.64M0.0%+0.7%0.484%
5/5/2026 Geneos Wealth Management Inc.5,639$314K0.0%+21.9%0.033%
5/5/2026Sanctuary Advisors LLC10,714$596K0.0%+11.6%0.062%
5/1/2026 Fifth Third Bancorp8,396$467K0.0%N/A0.049%
4/30/2026 Kestra Advisory Services LLC11,406$635K0.0%+6.0%0.066%
4/28/2026 Ascentis Independent Advisors59,597$3.32M0.3%-1.6%0.346%
4/28/2026 Stephens Inc. AR13,000$724K0.0%-13.3%0.076%
4/27/2026 Private Advisor Group LLC120,433$6.70M0.0%-3.7%0.699%
4/24/2026 Essex Financial Services Inc.3,720$207K0.0%N/A0.022%
4/23/2026 Intrua Financial LLC16,754$933K0.1%+3.1%0.097%
4/22/2026 Janney Montgomery Scott LLC63,520$3.54M0.0%+108.2%0.368%
4/22/2026 Onyx Bridge Wealth Group LLC53,258$2.96M0.3%+1.7%0.309%
3/17/2026Rockefeller Capital Management L.P.133,798$6.96M0.0%+6.7%0.642%
2/19/2026 Axxcess Wealth Management LLC7,191$374K0.0%N/A0.034%
2/18/2026 Mercer Global Advisors Inc. ADV18,060$940K0.0%-5.2%0.087%
2/18/2026 Onyx Bridge Wealth Group LLC52,383$2.73M0.3%-2.7%0.251%
2/18/2026 NewEdge Advisors LLC27,103$1.41M0.0%-0.8%0.130%
2/17/2026 Cetera Investment Advisers82,803$4.31M0.0%+0.8%0.397%
2/17/2026Hilltop Holdings Inc.4,330$225K0.0%+4.3%0.021%
2/17/2026Equitable Holdings Inc.32,115$1.67M0.0%+5.2%0.154%
2/17/2026Osaic Holdings Inc.165,994$8.64M0.0%+0.8%0.796%
2/17/2026 Private Advisor Group LLC125,102$6.51M0.0%-3.8%0.600%
2/17/2026Captrust Financial Advisors17,033$886K0.0%+2.2%0.082%
2/17/2026&PARTNERS41,107$2.14M0.0%+3.8%0.197%
2/17/2026Royal Bank of Canada48,534$2.53M0.0%+2.5%0.233%
2/16/2026 MML Investors Services LLC23,419$1.22M0.0%-6.6%0.112%
2/16/2026Mariner LLC4,557$237K0.0%N/A0.022%
2/13/2026 Kestra Advisory Services LLC10,757$560K0.0%+3.3%0.052%
2/13/2026 Stifel Financial Corp92,971$4.84M0.0%+53.7%0.446%
2/13/2026Morgan Stanley1,050,996$54.69M0.0%-0.3%5.041%
2/13/2026Wells Fargo & Company MN407,745$21.22M0.0%+10.9%1.956%
2/12/2026 Commonwealth Equity Services LLC113,908$5.93M0.0%+61.4%0.546%
2/12/2026Steward Partners Investment Advisory LLC10,756$560K0.0%+8.8%0.052%
2/11/2026 LPL Financial LLC683,779$35.58M0.0%+7.5%3.280%
2/11/2026 J.W. Cole Advisors Inc.48,972$2.55M0.1%+11.2%0.235%
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2/10/2026WCG Wealth Advisors LLC40,856$2.13M0.1%+119.7%0.196%
2/10/2026 Northwestern Mutual Wealth Management Co.110,420$5.75M0.0%-8.8%0.530%
2/9/2026Kingsview Wealth Management LLC18,151$945K0.0%N/A0.087%
2/9/2026 Integrity Alliance LLC.14,664$763K0.0%-7.4%0.070%
2/9/2026 Prospera Financial Services Inc9,900$515K0.0%+38.3%0.047%
2/6/2026 Axxcess Wealth Management LLC7,191$374K0.0%N/A0.034%
2/6/2026 HighTower Advisors LLC63,035$3.28M0.0%-3.3%0.302%
2/6/2026 Envestnet Portfolio Solutions Inc.6,799$354K0.0%-9.2%0.033%
2/5/2026 Intrua Financial LLC16,246$845K0.1%-1.3%0.078%
2/5/2026 Northwestern Mutual Wealth Management Co.66,548$3.46M0.0%-45.0%0.319%
2/5/2026 Allworth Financial LP50,140$2.61M0.0%-2.1%0.240%
2/4/2026 Englebert Financial Advisers LLC8,703$453K0.5%N/A0.051%
2/4/2026 Money Concepts Capital Corp6,723$350K0.0%-10.3%0.039%
2/3/2026 International Assets Investment Management LLC8,403$437K0.0%-10.4%0.049%
2/2/2026 Truist Financial Corp33,671$1.75M0.0%+4.5%0.197%
2/2/2026 Aurora Private Wealth Inc.4,921$256K0.2%N/A0.029%
1/30/2026Cadence Bank88,720$4.62M0.3%-0.9%0.519%
1/29/2026UBS Group AG87,398$4.55M0.0%-0.3%0.532%
1/29/2026Sanctuary Advisors LLC9,604$500K0.0%+5.8%0.058%
1/29/2026 Golden State Equity Partners60,586$3.15M0.5%+0.3%0.369%
1/28/2026 Geneos Wealth Management Inc.4,625$241K0.0%-9.6%0.028%
1/26/2026 Private Trust Co. NA2,355$123K0.0%-8.2%0.014%
1/26/2026 Prosperity Financial Group Inc.11,939$621K0.2%+25.2%0.073%
1/23/2026 Assetmark Inc.1,048$55K0.0%N/A0.006%
1/20/2026 Savvy Advisors Inc.13,599$708K0.0%+5.2%0.083%
1/20/2026 Stratos Wealth Partners LTD.19,502$1.02M0.0%+5.0%0.119%
1/12/2026 Heartwood Wealth Advisors LLC737,112$38.36M3.5%+1.9%4.481%
1/9/2026 Tactive Advisors LLC128,446$6.68M2.0%N/A0.778%
1/8/2026 Sound View Wealth Advisors Group LLC5,089$265K0.0%N/A0.031%
1/8/2026 Wealth Enhancement Advisory Services LLC99,243$5.27M0.0%-4.1%0.601%
1/7/2026 Aventura Private Wealth LLC576$30K0.0%N/A0.003%
12/29/2025 Cape Investment Advisory Inc.1,635$85K0.1%-28.4%0.010%
12/2/2025 Allworth Financial LP51,192$2.67M0.0%-1.1%0.317%
12/2/2025 IFP Advisors Inc7,021$366K0.0%+5.3%0.043%
11/21/2025CIBC Bancorp USA Inc.13,534$705K0.0%N/A0.084%
11/18/2025 Advisory Services Network LLC1,823$95K0.0%N/A0.011%
11/17/2025 NewEdge Advisors LLC27,308$1.42M0.0%-3.5%0.169%
11/17/2025 Northwestern Mutual Wealth Management Co.121,087$6.31M0.0%-24.8%0.750%
11/17/2025 Mercer Global Advisors Inc. ADV19,046$993K0.0%-44.9%0.118%
11/17/2025Hilltop Holdings Inc.4,150$216K0.0%N/A0.026%
11/17/2025Citadel Advisors LLC15,126$788K0.0%N/A0.094%
11/17/2025Bank of America Corp DE542,480$28.27M0.0%-1.5%3.359%
11/17/2025Ameriprise Financial Inc.220,340$11.49M0.0%+0.8%1.364%
11/14/2025Creative Planning4,582$239K0.0%-8.0%0.028%
11/14/2025Raymond James Financial Inc.175,021$9.12M0.0%+2.4%1.084%
11/14/2025Equitable Holdings Inc.30,532$1.59M0.0%+12.6%0.189%
11/14/2025Comerica Bank8,138$424K0.0%+3.8%0.050%
11/14/2025WCG Wealth Advisors LLC18,599$969K0.1%-26.4%0.115%
11/14/2025Cadence Bank89,520$4.67M0.3%+2.4%0.554%
11/13/2025UBS Group AG87,665$4.57M0.0%+2.7%0.543%
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11/13/2025 Private Advisor Group LLC130,052$6.78M0.0%-2.6%0.805%
11/13/2025 ProVise Management Group LLC4,593$239K0.0%-4.0%0.028%
11/12/2025Perennial Investment Advisors LLC6,790$354K0.0%-4.2%0.042%
11/12/2025IFG Advisory LLC9,657$503K0.0%-6.4%0.060%
11/7/2025 HighTower Advisors LLC65,196$3.40M0.0%-13.0%0.404%
11/6/2025 Savvy Advisors Inc.12,932$674K0.0%N/A0.080%
11/6/2025 Onyx Bridge Wealth Group LLC53,861$2.81M0.3%-8.9%0.334%
11/6/2025 Stratos Wealth Partners LTD.18,566$968K0.0%+4.4%0.115%
11/6/2025 Prospera Financial Services Inc7,157$373K0.0%+37.7%0.044%
11/5/2025 Capital Investment Advisory Services LLC765$40K0.0%-62.3%0.005%


RDIV Institutional Ownership - Frequently Asked Questions

During the previous two years, 118 institutional investors and hedge funds held shares of Invesco S&P Ultra Dividend Revenue ETF. The most heavily invested institutionals were Morgan Stanley ($54.69M), Heartwood Wealth Advisors LLC ($38.36M), LPL Financial LLC ($35.58M), Bank of America Corp DE ($28.54M), Wells Fargo & Company MN ($21.22M), Ameriprise Financial Inc. ($11.49M), and Raymond James Financial Inc. ($9.12M).Learn more on Invesco S&P Ultra Dividend Revenue ETF's institutional investors.

Of the 99 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: Raymond James Financial Inc. ($252.04K), Tactive Advisors LLC ($128.45K), Patriot Financial Group Insurance Agency LLC ($101.72K), Wealth Enhancement Advisory Services LLC ($98.07K), Cadence Bank ($95.32K), Kingsview Wealth Management LLC ($83.60K), and Wells Fargo & Company MN ($82.29K).

Institutional investors have bought a total of 651,641 shares in the last 24 months. This purchase volume represents approximately $34.05M in transactions.

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: Northwestern Mutual Wealth Management Co. ($105.16K), Bank of America Corp DE ($25.49K), Simplicity Wealth LLC ($20.04K), Mercer Global Advisors Inc. ADV ($16.49K), Private Advisor Group LLC ($13.15K), HighTower Advisors LLC ($11.92K), and MML Investors Services LLC ($7.08K).

Institutional investors have sold a total of 248,012 shares in the last 24 months. This volume of shares sold represents approximately $12.98M in transactions.


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Institutional ownership data for NYSEARCA:RDIV is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 5/19/2026. New 13F filings are added each quarter as they're published.
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