Who Owns Invesco S&P Ultra Dividend Revenue ETF (RDIV)?Hedge Fund & Institutional Holders

$54.62+0.00 (+0.00%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$5.4000383593500025e+190T

% of Float Held

—

QoQ Change in Holders

+15 / -2

Price History

$42.44$46.13$49.81$53.50$57.19Sep 24Jun 25Mar 26

RDIV — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Tactive Advisors, LLCNew Position+128K+$6.7M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+99K+$5.3M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+114K+$5.0M
JONES FINANCIAL COMPANIES LLLPNew Position+80K+$4.0M
Golden State Equity PartnersNew Position+61K+$3.2M
Onyx Bridge Wealth Group LLCNew Position+52K+$2.7M
J.W. COLE ADVISORS, INC.New Position+49K+$2.5M
TRUIST FINANCIAL CORPNew Position+34K+$1.8M
AE Wealth Management LLCNew Position+33K+$1.7M
Sanctuary Advisors, LLCNew Position+31K+$1.5M
Gateway Wealth Partners, LLCNew Position+25K+$1.3M
KINGSWOOD WEALTH ADVISORS, LLCNew Position+23K+$1.2M
TWO SIGMA INVESTMENTS, LPNew Position+30K+$1.0M
Janney Montgomery Scott LLCNew Position+31K+$1.0M
ENVESTNET ASSET MANAGEMENT INCNew Position+33K+$1.0M

RDIV — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
MORGAN STANLEYDecreased-3K-$54.9B
BANK OF AMERICA CORP /DE/Decreased-13K-$28.2B
Private Advisor Group, LLCDecreased-5K-$6.8B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-55K-$6.3B
Cadence BankDecreased-800-$4.7B
UBS Group AGDecreased-267-$4.6B
HighTower Advisors, LLCDecreased-2K-$3.4B
JPMORGAN CHASE & CODecreased-2K-$3.0B
Allworth Financial LPDecreased-1K-$2.7B
NewEdge Advisors, LLCDecreased-205-$1.4B
MML INVESTORS SERVICES, LLCDecreased-2K-$1.3B
MERCER GLOBAL ADVISORS INC /ADVDecreased-986-$992.7M
INTEGRITY ALLIANCE, LLC.Decreased-1K-$824.2M
CITADEL ADVISORS LLCClosed Position-15K-$788.4M
GTS SECURITIES LLCClosed Position-15K-$780.8M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1MORGAN STANLEY1,049,322$54.0M0.00%Share
2Heartwood Wealth Advisors LLC737,112$38.4M3.53%Share
3LPL Financial LLC683,779$35.0M0.01%Share
4Anchor Investment Management, LLC570$29.7M0.00%Share
5BANK OF AMERICA CORP /DE/398,021$20.0M0.00%Share
6WELLS FARGO & COMPANY/MN359,878$18.0M0.00%Share
7AMERIPRISE FINANCIAL INC215,299$11.0M0.00%Share
8OSAIC HOLDINGS, INC.146,076$7.0M0.01%Share
9RAYMOND JAMES FINANCIAL INC152,656$7.0M0.00%Share
10Tactive Advisors, LLC128,446$6.7M1.96%Share
11Rockefeller Capital Management L.P.133,798$6.0M0.01%Share
12BANK OF AMERICA CORP /DE/126,484$6.0M0.00%Share
13Private Advisor Group, LLC125,102$6.0M0.03%Share
14WEALTH ENHANCEMENT ADVISORY SERVICES, LLC99,243$5.3M0.01%Share
15COMMONWEALTH EQUITY SERVICES, LLC113,908$5.0M0.01%Share
16UBS Group AG87,398$4.5M0.00%Share
17Cadence Bank87,120$4.5M0.27%Share
18STIFEL FINANCIAL CORP92,971$4.0M0.00%Share
19JONES FINANCIAL COMPANIES LLLP79,633$4.0M0.00%Share
20Cetera Investment Advisers82,803$4.0M0.00%Share
21Golden State Equity Partners60,586$3.2M0.51%Share
22HighTower Advisors, LLC63,035$3.0M0.00%Share
23RAYMOND JAMES FINANCIAL INC58,464$3.0M0.00%Share
24Onyx Bridge Wealth Group LLC52,383$2.7M0.29%Share
25Allworth Financial LP50,140$2.6M0.01%Share
26J.W. COLE ADVISORS, INC.48,972$2.5M0.06%Share
27WCG Wealth Advisors LLC40,856$2.1M0.06%Share
28ROYAL BANK OF CANADA45,129$2.0M0.00%Share
29Wealthspire Advisors, LLC38,796$2.0M0.02%Share
30&PARTNERS41,107$2.0M0.01%Share
31WELLS FARGO & COMPANY/MN47,867$2.0M0.00%Share
32JPMORGAN CHASE & CO53,480$2.0M0.00%Share
33TRUIST FINANCIAL CORP33,671$1.8M0.00%Share
34AE Wealth Management LLC33,223$1.7M0.01%Share
35Gateway Wealth Partners, LLC25,022$1.3M0.14%Share
36KINGSWOOD WEALTH ADVISORS, LLC22,541$1.2M0.06%Share
37Stratos Wealth Partners, LTD.19,502$1.0M0.01%Share
38NewEdge Advisors, LLC27,103$1.0M0.00%Share
39Equitable Holdings, Inc.32,115$1.0M0.01%Share
40TWO SIGMA INVESTMENTS, LP30,400$1.0M0.00%Share
41MML INVESTORS SERVICES, LLC23,419$1.0M0.00%Share
42Janney Montgomery Scott LLC30,514$1.0M0.00%Share
43ENVESTNET ASSET MANAGEMENT INC32,887$1.0M0.00%Share
44Intrua Financial, LLC16,246$845K0.09%Share
45ASHTON THOMAS SECURITIES, LLC15,162$789K0.15%Share
46STEPHENS INC /AR/15,000$780K0.01%Share
47INTEGRITY ALLIANCE, LLC.14,664$763K0.03%Share
48Concurrent Investment Advisors, LLC14,264$742K0.01%Share
49Savvy Advisors, Inc.13,599$707K0.02%Share
50ASPIRIANT, LLC13,430$698K0.02%Share

RDIV Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025125$335.3M+47
Q3 202578$275.8B-22
Q2 2025100$215.6B-13
Q1 2025113$290.2B+2
Q4 2024111$7.7T+18
Q3 202493$161.0T+4
Q2 202489$135.4T+8
Q1 202481$147.3T—

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As of Q4 2025, 50 institutional investors hold RDIV (Invesco S&P Ultra Dividend Revenue ETF). The largest holder is MORGAN STANLEY with $54.0M in shares. This quarter, 15 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own RDIV?

As of Q4 2025, 50 institutional investors report holding RDIV (Invesco S&P Ultra Dividend Revenue ETF) in their 13F filings.

Who is the largest institutional holder of RDIV?

The largest institutional holder of RDIV is MORGAN STANLEY with $54.0M in shares.

Is institutional ownership of RDIV increasing or decreasing?

This quarter, 15 institutions opened new positions in RDIV and 2 closed their positions.