Who Owns Invesco S&P Ultra Dividend Revenue ETF (RDIV)?Hedge Fund & Institutional Holders
Institutional Holders
50
as of Q4 2025
Total Institutional Value
$InfinityT
% of Float Held
—
QoQ Change in Holders
+11 / -5
Price History
RDIV — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Tactive Advisors, LLC | New Position | +128K | +$6.7B |
| COMMONWEALTH EQUITY SERVICES, LLC | New Position | +114K | +$5.0B |
| JONES FINANCIAL COMPANIES LLLP | New Position | +80K | +$4.0B |
| Golden State Equity Partners | New Position | +61K | +$3.2B |
| Onyx Bridge Wealth Group LLC | New Position | +52K | +$2.7B |
| J.W. COLE ADVISORS, INC. | New Position | +49K | +$2.5B |
| Gateway Wealth Partners, LLC | New Position | +25K | +$1.3B |
| KINGSWOOD WEALTH ADVISORS, LLC | New Position | +23K | +$1.2B |
| WCG Wealth Advisors LLC | Increased | +22K | +$1.2B |
| TWO SIGMA INVESTMENTS, LP | New Position | +30K | +$1.0B |
| RAYMOND JAMES FINANCIAL INC | Increased | +48K | +$877.9M |
| STIFEL FINANCIAL CORP | Increased | +32K | +$846.7M |
| Intrua Financial, LLC | New Position | +16K | +$845.0M |
| WELLS FARGO & COMPANY/MN | Increased | +40K | +$843.5M |
| ASHTON THOMAS SECURITIES, LLC | New Position | +15K | +$789.0M |
RDIV — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Decreased | -55K | -$6.3B |
| HighTower Advisors, LLC | Decreased | -2K | -$3.4B |
| Allworth Financial LP | Decreased | -1K | -$2.7B |
| NewEdge Advisors, LLC | Decreased | -205 | -$1.4B |
| MML INVESTORS SERVICES, LLC | Decreased | -2K | -$1.3B |
| MERCER GLOBAL ADVISORS INC /ADV | Decreased | -986 | -$992.7M |
| JPMORGAN CHASE & CO | Decreased | -2K | -$970.0M |
| CITADEL ADVISORS LLC | Closed Position | -15K | -$788.4M |
| GTS SECURITIES LLC | Closed Position | -15K | -$780.8M |
| Private Advisor Group, LLC | Decreased | -5K | -$778.3M |
| CIBC Bancorp USA Inc. | Closed Position | -14K | -$705.4M |
| CITIGROUP INC | Decreased | -10K | -$574.9M |
| IFP Advisors, Inc | Decreased | -10 | -$365.9M |
| Rise Advisors, LLC | Closed Position | -3K | -$148.1M |
| Advisory Services Network, LLC | Closed Position | -2K | -$95.0M |
Top Institutional Holders(Q4 2025)
RDIV Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 125 | $148.7B | +47 |
| Q3 2025 | 78 | $153.3B | -22 |
| Q2 2025 | 100 | $183.9B | -13 |
| Q1 2025 | 113 | $255.3B | +2 |
| Q4 2024 | 111 | $1.5T | +18 |
| Q3 2024 | 93 | $34.1T | +4 |
| Q2 2024 | 89 | $4.6T | +8 |
| Q1 2024 | 81 | $1049.0T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 50 institutional investors hold RDIV (Invesco S&P Ultra Dividend Revenue ETF). The largest holder is BANK OF AMERICA CORP /DE/ with $20.0B in shares. This quarter, 11 institutions opened new positions and 5 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 BANK OF AMERICA CORP /DE/ with $20.0B in shares.
Is institutional ownership of RDIV increasing or decreasing?
This quarter, 11 institutions opened new positions in RDIV and 5 closed their positions.