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

$63.28 +0.27 (+0.42%)

As of 12:47 PM Eastern

Number of Institutional Buyers (last 12 months): 57
Total Institutional Inflows (last 12 months): $33.33M

Number of Institutional Sellers (last 12 months): 40
Total Institutional Outflows (last 12 months): $12.59M

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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 Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
9/2/2026	Citadel Advisors LLC	17,044	$989K	0.0%	N/A	0.077%
8/21/2026	Tsfg LLC	877	$51K	0.0%	-16.9%	0.004%
5/19/2026	Western Wealth Management LLC	1,694	$94K	0.0%	N/A	0.010%
5/19/2026	Bank of America Corp DE	512,739	$28.54M	0.0%	-3.2%	2.979%
5/18/2026	EverSource Wealth Advisors LLC	890	$50K	0.0%	-20.2%	0.005%
5/18/2026	Royal Bank of Canada	45,789	$2.55M	0.0%	-5.7%	0.266%
5/15/2026	Gateway Wealth Partners LLC	49,540	$2.76M	0.1%	+98.0%	0.288%
5/13/2026	Cetera Investment Advisers	83,366	$4.64M	0.0%	+0.7%	0.484%
5/5/2026	Geneos Wealth Management Inc.	5,639	$314K	0.0%	+21.9%	0.033%
5/5/2026	Sanctuary Advisors LLC	10,714	$596K	0.0%	+11.6%	0.062%
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5/1/2026	Fifth Third Bancorp	8,396	$467K	0.0%	N/A	0.049%
4/30/2026	Kestra Advisory Services LLC	11,406	$635K	0.0%	+6.0%	0.066%
4/28/2026	Ascentis Independent Advisors	59,597	$3.32M	0.3%	-1.6%	0.346%
4/28/2026	Stephens Inc. AR	13,000	$724K	0.0%	-13.3%	0.076%
4/27/2026	Private Advisor Group LLC	120,433	$6.70M	0.0%	-3.7%	0.699%
4/24/2026	Essex Financial Services Inc.	3,720	$207K	0.0%	N/A	0.022%
4/23/2026	Intrua Financial LLC	16,754	$933K	0.1%	+3.1%	0.097%
4/22/2026	Janney Montgomery Scott LLC	63,520	$3.54M	0.0%	+108.2%	0.368%
4/22/2026	Onyx Bridge Wealth Group LLC	53,258	$2.96M	0.3%	+1.7%	0.309%
3/17/2026	Rockefeller Capital Management L.P.	133,798	$6.96M	0.0%	+6.7%	0.642%
2/19/2026	Axxcess Wealth Management LLC	7,191	$374K	0.0%	N/A	0.034%
2/18/2026	Mercer Global Advisors Inc. ADV	18,060	$940K	0.0%	-5.2%	0.087%
2/18/2026	Onyx Bridge Wealth Group LLC	52,383	$2.73M	0.3%	-2.7%	0.251%
2/18/2026	NewEdge Advisors LLC	27,103	$1.41M	0.0%	-0.8%	0.130%
2/17/2026	Cetera Investment Advisers	82,803	$4.31M	0.0%	+0.8%	0.397%
2/17/2026	Hilltop Holdings Inc.	4,330	$225K	0.0%	+4.3%	0.021%
2/17/2026	Equitable Holdings Inc.	32,115	$1.67M	0.0%	+5.2%	0.154%
2/17/2026	Osaic Holdings Inc.	165,994	$8.64M	0.0%	+0.8%	0.796%
2/17/2026	Private Advisor Group LLC	125,102	$6.51M	0.0%	-3.8%	0.600%
2/17/2026	Captrust Financial Advisors	17,033	$886K	0.0%	+2.2%	0.082%
2/17/2026	&PARTNERS	41,107	$2.14M	0.0%	+3.8%	0.197%
2/17/2026	Royal Bank of Canada	48,534	$2.53M	0.0%	+2.5%	0.233%
2/16/2026	MML Investors Services LLC	23,419	$1.22M	0.0%	-6.6%	0.112%
2/16/2026	Mariner LLC	4,557	$237K	0.0%	N/A	0.022%
2/13/2026	Kestra Advisory Services LLC	10,757	$560K	0.0%	+3.3%	0.052%
2/13/2026	Stifel Financial Corp	92,971	$4.84M	0.0%	+53.7%	0.446%
2/13/2026	Morgan Stanley	1,050,996	$54.69M	0.0%	-0.3%	5.041%
2/13/2026	Wells Fargo & Company MN	407,745	$21.22M	0.0%	+10.9%	1.956%
2/12/2026	Commonwealth Equity Services LLC	113,908	$5.93M	0.0%	+61.4%	0.546%
2/12/2026	Steward Partners Investment Advisory LLC	10,756	$560K	0.0%	+8.8%	0.052%
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2/11/2026	LPL Financial LLC	683,779	$35.58M	0.0%	+7.5%	3.280%
2/11/2026	J.W. Cole Advisors Inc.	48,972	$2.55M	0.1%	+11.2%	0.235%
2/10/2026	WCG Wealth Advisors LLC	40,856	$2.13M	0.1%	+119.7%	0.196%
2/10/2026	Northwestern Mutual Wealth Management Co.	110,420	$5.75M	0.0%	-8.8%	0.530%
2/9/2026	Kingsview Wealth Management LLC	18,151	$945K	0.0%	N/A	0.087%
2/9/2026	Integrity Alliance LLC.	14,664	$763K	0.0%	-7.4%	0.070%
2/9/2026	Prospera Financial Services Inc	9,900	$515K	0.0%	+38.3%	0.047%
2/6/2026	Axxcess Wealth Management LLC	7,191	$374K	0.0%	N/A	0.034%
2/6/2026	HighTower Advisors LLC	63,035	$3.28M	0.0%	-3.3%	0.302%
2/6/2026	Envestnet Portfolio Solutions Inc.	6,799	$354K	0.0%	-9.2%	0.033%
2/5/2026	Intrua Financial LLC	16,246	$845K	0.1%	-1.3%	0.078%
2/5/2026	Northwestern Mutual Wealth Management Co.	66,548	$3.46M	0.0%	-45.0%	0.319%
2/5/2026	Allworth Financial LP	50,140	$2.61M	0.0%	-2.1%	0.240%
2/4/2026	Englebert Financial Advisers LLC	8,703	$453K	0.5%	N/A	0.051%
2/4/2026	Money Concepts Capital Corp	6,723	$350K	0.0%	-10.3%	0.039%
2/3/2026	International Assets Investment Management LLC	8,403	$437K	0.0%	-10.4%	0.049%
2/2/2026	Truist Financial Corp	33,671	$1.75M	0.0%	+4.5%	0.197%
2/2/2026	Aurora Private Wealth Inc.	4,921	$256K	0.2%	N/A	0.029%
1/30/2026	Cadence Bank	88,720	$4.62M	0.3%	-0.9%	0.519%
1/29/2026	UBS Group AG	87,398	$4.55M	0.0%	-0.3%	0.532%
1/29/2026	Sanctuary Advisors LLC	9,604	$500K	0.0%	+5.8%	0.058%
1/29/2026	Golden State Equity Partners	60,586	$3.15M	0.5%	+0.3%	0.369%
1/28/2026	Geneos Wealth Management Inc.	4,625	$241K	0.0%	-9.6%	0.028%
1/26/2026	Private Trust Co. NA	2,355	$123K	0.0%	-8.2%	0.014%
1/26/2026	Prosperity Financial Group Inc.	11,939	$621K	0.2%	+25.2%	0.073%
1/23/2026	Assetmark Inc.	1,048	$55K	0.0%	N/A	0.006%
1/20/2026	Savvy Advisors Inc.	13,599	$708K	0.0%	+5.2%	0.083%
1/20/2026	Stratos Wealth Partners LTD.	19,502	$1.02M	0.0%	+5.0%	0.119%
1/12/2026	Heartwood Wealth Advisors LLC	737,112	$38.36M	3.5%	+1.9%	4.481%
1/9/2026	Tactive Advisors LLC	128,446	$6.68M	2.0%	N/A	0.778%
1/8/2026	Sound View Wealth Advisors Group LLC	5,089	$265K	0.0%	N/A	0.031%
1/8/2026	Wealth Enhancement Advisory Services LLC	99,243	$5.27M	0.0%	-4.1%	0.601%
1/7/2026	Aventura Private Wealth LLC	576	$30K	0.0%	N/A	0.003%
12/29/2025	Cape Investment Advisory Inc.	1,635	$85K	0.1%	-28.4%	0.010%
12/2/2025	Allworth Financial LP	51,192	$2.67M	0.0%	-1.1%	0.317%
12/2/2025	IFP Advisors Inc	7,021	$366K	0.0%	+5.3%	0.043%
11/21/2025	CIBC Bancorp USA Inc.	13,534	$705K	0.0%	N/A	0.084%
11/18/2025	Advisory Services Network LLC	1,823	$95K	0.0%	N/A	0.011%
11/17/2025	NewEdge Advisors LLC	27,308	$1.42M	0.0%	-3.5%	0.169%
11/17/2025	Northwestern Mutual Wealth Management Co.	121,087	$6.31M	0.0%	-24.8%	0.750%
11/17/2025	Mercer Global Advisors Inc. ADV	19,046	$993K	0.0%	-44.9%	0.118%
11/17/2025	Hilltop Holdings Inc.	4,150	$216K	0.0%	N/A	0.026%
11/17/2025	Citadel Advisors LLC	15,126	$788K	0.0%	N/A	0.094%
11/17/2025	Bank of America Corp DE	542,480	$28.27M	0.0%	-1.5%	3.359%
11/17/2025	Ameriprise Financial Inc.	220,340	$11.49M	0.0%	+0.8%	1.364%
11/14/2025	Creative Planning	4,582	$239K	0.0%	-8.0%	0.028%
11/14/2025	Raymond James Financial Inc.	175,021	$9.12M	0.0%	+2.4%	1.084%
11/14/2025	Equitable Holdings Inc.	30,532	$1.59M	0.0%	+12.6%	0.189%
11/14/2025	Comerica Bank	8,138	$424K	0.0%	+3.8%	0.050%
11/14/2025	WCG Wealth Advisors LLC	18,599	$969K	0.1%	-26.4%	0.115%
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid (Ad) A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from collapsing — and billionaire Sam Altman is now an investor. This under-the-radar firm is drawing serious attention from those watching the energy infrastructure space closely. Click here to learn this company's name for free today
11/14/2025	Cadence Bank	89,520	$4.67M	0.3%	+2.4%	0.554%
11/13/2025	UBS Group AG	87,665	$4.57M	0.0%	+2.7%	0.543%
11/13/2025	Private Advisor Group LLC	130,052	$6.78M	0.0%	-2.6%	0.805%
11/13/2025	ProVise Management Group LLC	4,593	$239K	0.0%	-4.0%	0.028%
11/12/2025	Perennial Investment Advisors LLC	6,790	$354K	0.0%	-4.2%	0.042%
11/12/2025	IFG Advisory LLC	9,657	$503K	0.0%	-6.4%	0.060%
11/7/2025	HighTower Advisors LLC	65,196	$3.40M	0.0%	-13.0%	0.404%
11/6/2025	Savvy Advisors Inc.	12,932	$674K	0.0%	N/A	0.080%
11/6/2025	Onyx Bridge Wealth Group LLC	53,861	$2.81M	0.3%	-8.9%	0.334%
11/6/2025	Stratos Wealth Partners LTD.	18,566	$968K	0.0%	+4.4%	0.115%

RDIV Institutional Ownership - Frequently Asked Questions

During the previous two years, 119 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 633,031 shares in the last 24 months. This purchase volume represents approximately $33.33M in transactions.

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: 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 Onyx Bridge Wealth Group LLC ($6.75K).

Institutional investors have sold a total of 239,720 shares in the last 24 months. This volume of shares sold represents approximately $12.59M in transactions.

Related Companies

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 9/2/2026. New 13F filings are added each quarter as they're published.

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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

Who are the largest shareholders of RDIV shares?

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

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

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

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

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