Who Owns RDIV?
Invesco S&P Ultra Dividend Revenue ETF — Institutional Ownership & 13F Holdings
$55.85
+0.29 (+0.52%)
Market Cap
$945.0M
Shares Outstanding
17,078,953
Institutional Holders
111
Total Inst. Value
$248.2M
% of Float Held
—
QoQ Holder Change
+30
Institutional data as of Q1 2025
New Positions
16
Closed Positions
16
Increased
41
Decreased
28
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MORGAN STANLEY | $50.0M | 1,024,820 |
| 2 | Heartwood Wealth Advisors LLC | $34.3M | 702,958 |
| 3 | BANK OF AMERICA CORP /DE/ | $26.4M | 540,630 |
| 4 | WELLS FARGO & COMPANY/MN | $15.9M | 325,340 |
| 5 | RAYMOND JAMES FINANCIAL INC | $10.9M | 222,416 |
| 6 | Private Advisor Group, LLC | $10.0M | 205,812 |
| 7 | AMERIPRISE FINANCIAL INC | $9.6M | 196,270 |
| 8 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $9.2M | 188,840 |
| 9 | OSAIC HOLDINGS, INC. | $8.5M | 173,580 |
| 10 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $5.6M | 115,569 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | +4K | $26.4M |
| WELLS FARGO & COMPANY/MN | +2K | $15.9M |
| Private Advisor Group, LLC | +4K | $10.0M |
| AMERIPRISE FINANCIAL INC | +105K | $9.6M |
| OSAIC HOLDINGS, INC. | +71K | $8.5M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| MORGAN STANLEY | -168K | $50.0M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | -40K | $9.2M |
| GTS SECURITIES LLC | -27K | $290K |
| RAYMOND JAMES FINANCIAL INC | -25K | $10.9M |
| LPL Financial LLC | -13K | $25K |
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Frequently Asked Questions
How many institutional investors hold RDIV?
As of Q1 2025, 111 institutional investors report holding RDIV (Invesco S&P Ultra Dividend Revenue ETF) in their 13F filings.
Which hedge fund owns the most RDIV?
The largest institutional holder of RDIV is MORGAN STANLEY with $50.0M in shares.
Are institutions buying or selling RDIV?
This quarter, 16 institutions opened new positions in RDIV and 16 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.