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NYSEARCA:RDIV

Invesco S&P Ultra Dividend Revenue ETF - RDIV Institutional Ownership

$39.41
+0.52 (+1.34%)
(As of 03/27/2023 01:09 PM ET)
Add
Compare
Today's Range
$39.13
▼
$39.62
50-Day Range
$38.59
▼
$47.80
52-Week Range
$37.63
▼
$47.97
Volume
39,709 shs
Average Volume
111,395 shs
Market Capitalization
$924.16 million
Assets Under Management
$882.39 million
Dividend Yield
3.81%
Net Expense Ratio
0.39%

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

Number of
Institutional Buyers
(last 12 months)
83
Total
Institutional Inflows
(last 12 months)
$111.43 M
Number of
Institutional Sellers
(last 12 months)
39
Total
Institutional Outflows
(last 12 months)
$26.97 M
Skip Chart & View Institutional Buying and Selling Data

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 DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/21/2023Northwestern Mutual Wealth Management Co.296,656$12.93M0.0%+2.5%1.266%
2/17/2023Truist Financial Corp22,475$0.98M0.0%-14.5%0.096%
2/15/2023Retirement Group LLC9,955$0.43M0.2%+5,139.5%0.042%
2/15/2023Jane Street Group LLC63,949$2.79M0.0%+667.7%0.273%
2/15/2023Stonebridge Capital Advisors LLC600$26K0.0%N/A0.003%
2/15/2023Money Concepts Capital Corp4,208$0.18M0.0%+291.8%0.018%
2/15/2023Morgan Stanley1,902,699$82.90M0.0%+5.9%8.117%
2/15/2023Equitable Holdings Inc.61,160$2.67M0.0%+1.3%0.261%
2/15/2023First Capital Advisors Group LLC.5,635$0.25M0.2%N/A0.024%
2/15/2023Axxcess Wealth Management LLC33,703$1.47M0.1%+126.6%0.144%
2/14/2023Susquehanna International Group LLP8,258$0.36M0.0%-75.2%0.035%
2/14/2023Cetera Advisor Networks LLC9,916$0.43M0.0%-12.0%0.042%
2/14/2023Cetera Investment Advisers110,809$4.83M0.0%+4.7%0.473%
2/14/2023Cetera Advisors LLC11,682$0.51M0.0%-6.7%0.050%
2/14/2023Quantitative Advantage LLC12,402$0.54M0.1%+93.3%0.053%
2/13/2023Wells Fargo & Company MN467,291$20.36M0.0%+5.7%1.994%
2/13/2023Tanglewood Legacy Advisors LLC27,500$1.20M0.9%N/A0.117%
2/13/2023Atria Wealth Solutions Inc.29,545$1.29M0.0%-1.4%0.126%
2/13/2023DB Wealth Management Group LLC101,507$4.42M2.9%+47.8%0.433%
2/13/2023JPMorgan Chase & Co.21,527$0.94M0.0%-3.8%0.092%
2/10/2023Bank of America Corp DE558,779$24.35M0.0%-0.3%2.384%
2/10/2023Prudent Investors Network Inc.224,456$9.78M4.6%N/A0.958%
2/10/2023Advisor Group Holdings Inc.662,682$28.87M0.1%+151.5%2.827%
2/10/2023ProVise Management Group LLC6,253$0.27M0.0%N/A0.027%
2/9/2023Running Point Capital Advisors LLC567$25K0.0%N/A0.002%
2/9/2023EverSource Wealth Advisors LLC1,395$61K0.0%N/A0.006%
2/9/2023HighTower Advisors LLC40,717$1.77M0.0%+19.6%0.174%
2/9/2023Mercer Global Advisors Inc. ADV57,831$2.52M0.0%+48.6%0.247%
2/8/2023Raymond James Financial Services Advisors Inc.123,546$5.38M0.0%+16.1%0.527%
2/8/2023Raymond James & Associates226,611$9.87M0.0%-22.1%0.967%
2/8/2023Carson Advisory Inc.5,100$0.22M0.2%N/A0.022%
2/8/2023UBS Group AG177,078$7.72M0.0%+5.1%0.755%
2/8/2023Prospera Financial Services Inc20,325$0.89M0.0%N/A0.087%
2/8/2023Cambridge Investment Research Advisors Inc.43,370$1.89M0.0%+64.4%0.185%
2/7/2023Commonwealth Equity Services LLC176,408$7.69M0.0%+2.0%0.753%
2/7/2023LPL Financial LLC668,147$29.11M0.0%+20.7%2.850%
2/7/2023IFP Advisors Inc5,119$0.19M0.0%+955.5%0.022%
2/7/2023Envestnet Asset Management Inc.39,405$1.72M0.0%+75.8%0.168%
2/6/2023Intrepid Capital Management Inc.8,947$0.39M0.3%-14.1%0.038%
2/6/2023Meitav Dash Investments Ltd.11,270$0.49M0.0%N/A0.048%
2/2/2023NEIRG Wealth Management LLC309,538$13.49M2.5%+44.9%1.321%
2/1/2023Gladstone Institutional Advisory LLC5,410$0.24M0.0%-20.7%0.023%
2/1/2023Janney Montgomery Scott LLC93,732$4.08M0.0%+2.8%0.400%
1/31/2023WealthBridge Capital Management LLC6,766$0.30M0.1%N/A0.029%
1/31/2023AE Wealth Management LLC13,494$0.59M0.0%N/A0.058%
1/31/2023IFG Advisory LLC14,099$0.61M0.1%-4.7%0.060%
1/31/2023Geneos Wealth Management Inc.6,615$0.29M0.0%+56.6%0.028%
1/30/2023Advisory Alpha LLC6,006$0.26M0.0%N/A0.026%
1/30/2023International Assets Investment Management LLC15,725$0.20M0.0%N/A0.067%
1/25/2023Stephens Inc. AR27,275$1.19M0.0%-5.1%0.117%
1/24/2023International Assets Investment Management LLC15,725$0.20M0.0%N/A0.067%
1/20/2023Intrua Financial LLC23,296$1.04M0.2%+58.1%0.100%
1/18/2023KFG Wealth Management LLC234,726$10.23M10.5%N/A1.009%
1/18/2023Private Advisor Group LLC150,788$6.57M0.0%-1.8%0.648%
1/17/2023QP Wealth Management LLC23,664$1.03M1.6%N/A0.102%
1/17/2023Newbridge Financial Services Group Inc.3,255$0.14M0.1%+55.0%0.014%
1/13/2023AdvisorNet Financial Inc600$26K0.0%N/A0.003%
1/13/2023Aurora Private Wealth Inc.6,408$0.28M0.3%+14.7%0.028%
1/13/2023Allworth Financial LP103,604$4.51M0.1%-1.0%0.448%
1/12/2023Heartwood Wealth Advisors LLC76,744$3.34M0.5%-4.0%0.332%
1/10/2023Fulcrum Equity Management5,555$0.24M0.2%N/A0.024%
11/16/2022Jane Street Group LLC8,330$0.31M0.0%-80.0%0.042%
11/15/2022Mercer Global Advisors Inc. ADV38,918$1.47M0.0%+16.3%0.197%
11/15/2022Flow Traders U.S. LLC29,267$1.10M0.1%+8.5%0.151%
11/15/2022Commonwealth Equity Services LLC172,881$6.52M0.0%-1.3%0.892%
11/14/2022Royal Bank of Canada96,120$3.62M0.0%-30.5%0.496%
11/14/2022Equitable Holdings Inc.60,399$2.28M0.0%-6.4%0.311%
11/14/2022MML Investors Services LLC23,165$0.87M0.0%+2.8%0.119%
11/14/2022Quantitative Advantage LLC6,417$0.24M0.0%-15.9%0.033%
11/10/2022Envestnet Asset Management Inc.22,415$0.85M0.0%+40.9%0.116%
11/10/2022Cadence Bank122,735$4.63M0.5%-1.4%0.633%
11/10/2022Strategic Wealth Advisors Group LLC40,835$1.54M0.1%+6.3%0.211%
11/10/2022Tower Research Capital LLC TRC19,774$0.75M0.0%+269.5%0.102%
11/10/2022UBS Group AG168,408$6.35M0.0%+5.2%0.869%
11/9/2022DB Wealth Management Group LLC68,658$2.59M1.8%+21,490.6%0.354%
11/7/2022NEIRG Wealth Management LLC213,635$8.05M1.6%+52.8%1.102%
11/7/2022Arete Wealth Advisors LLC10,900$0.41M0.0%N/A0.056%
11/3/2022ACG Wealth9,439$0.36M0.1%-33.0%0.049%
11/2/2022Rockefeller Capital Management L.P.96,515$3.64M0.0%+1.0%0.497%
11/2/2022Stephens Inc. AR28,750$1.08M0.0%-1.4%0.148%
11/2/2022Avantax Advisory Services Inc.52,973$2M0.0%-2.2%0.273%
11/2/2022Hudock Inc.3,263$0.12M0.0%-10.0%0.017%
11/1/2022Kestra Advisory Services LLC13,352$0.50M0.0%+12.0%0.069%
10/31/2022J.W. Cole Advisors Inc.17,754$0.67M0.1%+5.6%0.091%
10/27/2022US Bancorp DE8,928$0.34M0.0%-27.7%0.046%
10/27/2022Money Concepts Capital Corp1,074$40K0.0%+184.1%0.006%
10/27/2022CWM LLC1,254$47K0.0%+100.0%0.006%
10/25/2022Janney Montgomery Scott LLC91,214$3.44M0.0%+91.4%0.470%
10/25/2022Raymond James & Associates291,007$10.97M0.0%+29.1%1.501%
10/25/2022Raymond James Financial Services Advisors Inc.106,421$4.01M0.0%+26.2%0.549%
10/24/2022Stratos Wealth Partners LTD.11,781$0.44M0.0%-34.4%0.061%
10/20/2022Gladstone Institutional Advisory LLC6,822$0.26M0.0%-6.8%0.035%
10/18/2022Allworth Financial LP104,607$3.94M0.0%+16.9%0.539%
10/17/2022Cambridge Investment Research Advisors Inc.26,388$1M0.0%+3.7%0.136%
10/14/2022Private Advisor Group LLC153,509$5.79M0.1%-12.7%0.792%
10/13/2022Newbridge Financial Services Group Inc.2,100$79K0.0%+147.1%0.011%
10/13/2022Flagship Harbor Advisors LLC6,853$0.26M0.0%+7.0%0.035%
10/12/2022Aurora Private Wealth Inc.5,587$0.21M0.1%-8.0%0.029%
10/11/2022Householder Group Estate & Retirement Specialist LLC1,935$72K0.0%N/A0.010%
9/16/2022Private Trust Co. NA3,312$0.14M0.0%N/A0.014%
(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, 134 institutional investors and hedge funds held shares of Invesco S&P Ultra Dividend Revenue ETF. The most heavily invested institutionals were Morgan Stanley ($82.90M), LPL Financial LLC ($29.11M), Advisor Group Holdings Inc. ($28.87M), Bank of America Corp DE ($24.35M), Wells Fargo & Company MN ($20.36M), NEIRG Wealth Management LLC ($13.49M), and Northwestern Mutual Wealth Management Co. ($12.93M).Learn more on RDIV's institutional investors.

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

Of the 124 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: Advisor Group Holdings Inc. ($0.53M), NEIRG Wealth Management LLC ($0.31M), KFG Wealth Management LLC ($0.23M), Prudent Investors Network Inc. ($0.22M), LPL Financial LLC ($0.21M), Wells Fargo & Company MN ($0.18M), and Moors & Cabot Inc. ($0.12M).

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

Institutional investors have bought a total of 4,103,289 shares in the last 24 months. This purchase volume represents approximately $170.99M in transactions.

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

Of the 57 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: Heartwood Wealth Advisors LLC ($0.53M), Bank of America Corp DE ($0.36M), Equitable Holdings Inc. ($0.26M), Morgan Stanley ($0.16M), Ameriprise Financial Inc. ($0.15M), Advisor Group Holdings Inc. ($0.12M), and Cambridge Investment Research Advisors Inc. ($0.12M).

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

Institutional investors have sold a total of 2,297,287 shares in the last 24 months. This volume of shares sold represents approximately $95.39M in transactions.

This page (NYSEARCA:RDIV) was last updated on 3/27/2023 by MarketBeat.com Staff