INVESCO S&P ULTRA DIVIDEND (RDIV) Institutional Ownership Changes & 13F Activity

INVESCO S&P ULTRA DIVIDEND (RDIV). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Raymond James Financial Inc, Wells Fargo & Company/Mn, Morgan Stanley, and Gts Securities Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Citadel Advisors LlcBuy+17,04417,044$988.55KQ2 2026Sep 02, 2026
Mercer Global Advisors IncSell-3,944-28.1%10,111$586.44KQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcBuy+1,474+7.3%21,763$1.26MQ2 2026Aug 19, 2026
Equitable Holdings, Inc.Sell-4,195-11.6%31,867$1.85MQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+180,339180,339$10.45MQ2 2026Aug 14, 2026
Raymond James Financial IncSell-89,037-25.9%254,862$14.78MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+69,877+17.5%469,271$27.22MQ2 2026Aug 14, 2026
Gts Securities LlcSell-28,388-84.1%5,387$312.45KQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+16,624+19.7%100,957$5.99MQ2 2026Aug 14, 2026
Park Place Capital CorpBuy+11,50011,500$667.00KQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+9,7679,767$566.46KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+8,281+5.1%170,818$9.91MQ2 2026Aug 14, 2026
Wcg Wealth Advisors LlcSell-5,732-14.5%33,908$1.97MQ2 2026Aug 14, 2026
D. E. Shaw & Co., Inc.Buy+3,9743,974$230.49KQ2 2026Aug 14, 2026
Bank Of America CorpBuy+2,726+0.5%515,465$29.90MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+1,382+27.0%6,510$377.58KQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+1,189+2.6%46,978$2.73MQ2 2026Aug 14, 2026
&PartnersBuy+868+2.1%41,982$2.43MQ2 2026Aug 14, 2026
Mutual Advisors, LlcSell-750-10.9%6,138$356.00KQ2 2026Aug 14, 2026
Perennial Investment Advisors, LlcSell-168-2.4%6,704$388.78KQ2 2026Aug 14, 2026
Nfsg CorpSell-99-4.5%2,106$122.15KQ2 2026Aug 14, 2026
Morgan StanleyBuy+36,776+3.5%1,084,783$62.92MQ2 2026Aug 13, 2026
Huntington National BankSell-11,500-13.5%73,620$4.27MQ2 2026Aug 13, 2026
Mariner, LlcBuy+3,9893,989$231.38KQ2 2026Aug 13, 2026
Ubs Group AgSell-616-0.6%99,195$5.75MQ2 2026Aug 13, 2026
Rockefeller Capital Management L.P.Sell-455-0.3%135,013$7.83MQ2 2026Aug 13, 2026
Cibc Bancorp Usa Inc.Sell-350-2.6%13,184$764.67KQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcSell-260-2.1%12,270$711.66KQ2 2026Aug 13, 2026
Fmr LlcSell-130-3.7%3,408$197.64KQ2 2026Aug 13, 2026
Captrust Financial AdvisorsBuy+87+0.5%17,264$1.00MQ2 2026Aug 13, 2026
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Frequently asked questions about RDIV activity

  • Which institutional owners are buying RDIV?

    Institutional owners buying RDIV include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in RDIV activity?

    "Buy" means an investor increased their reported position in RDIV compared to the prior reporting period. This reflects growing exposure to INVESCO S&P ULTRA DIVIDEND (RDIV) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in RDIV increasing?

    Institutional interest in RDIV can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.