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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Buy | +17,044 | — | 17,044 | $988.55K | Q2 2026 | Sep 02, 2026 |
| Mercer Global Advisors Inc | Sell | -3,944 | -28.1% | 10,111 | $586.44K | Q2 2026 | Aug 19, 2026 |
| Kingsview Wealth Management, Llc | Buy | +1,474 | +7.3% | 21,763 | $1.26M | Q2 2026 | Aug 19, 2026 |
| Equitable Holdings, Inc. | Sell | -4,195 | -11.6% | 31,867 | $1.85M | Q2 2026 | Aug 17, 2026 |
| Ameriprise Financial Inc | Buy | +180,339 | — | 180,339 | $10.45M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -89,037 | -25.9% | 254,862 | $14.78M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +69,877 | +17.5% | 469,271 | $27.22M | Q2 2026 | Aug 14, 2026 |
| Gts Securities Llc | Sell | -28,388 | -84.1% | 5,387 | $312.45K | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +16,624 | +19.7% | 100,957 | $5.99M | Q2 2026 | Aug 14, 2026 |
| Park Place Capital Corp | Buy | +11,500 | — | 11,500 | $667.00K | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +9,767 | — | 9,767 | $566.46K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +8,281 | +5.1% | 170,818 | $9.91M | Q2 2026 | Aug 14, 2026 |
| Wcg Wealth Advisors Llc | Sell | -5,732 | -14.5% | 33,908 | $1.97M | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | Buy | +3,974 | — | 3,974 | $230.49K | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +2,726 | +0.5% | 515,465 | $29.90M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +1,382 | +27.0% | 6,510 | $377.58K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +1,189 | +2.6% | 46,978 | $2.73M | Q2 2026 | Aug 14, 2026 |
| &Partners | Buy | +868 | +2.1% | 41,982 | $2.43M | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, Llc | Sell | -750 | -10.9% | 6,138 | $356.00K | Q2 2026 | Aug 14, 2026 |
| Perennial Investment Advisors, Llc | Sell | -168 | -2.4% | 6,704 | $388.78K | Q2 2026 | Aug 14, 2026 |
| Nfsg Corp | Sell | -99 | -4.5% | 2,106 | $122.15K | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Buy | +36,776 | +3.5% | 1,084,783 | $62.92M | Q2 2026 | Aug 13, 2026 |
| Huntington National Bank | Sell | -11,500 | -13.5% | 73,620 | $4.27M | Q2 2026 | Aug 13, 2026 |
| Mariner, Llc | Buy | +3,989 | — | 3,989 | $231.38K | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Sell | -616 | -0.6% | 99,195 | $5.75M | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | Sell | -455 | -0.3% | 135,013 | $7.83M | Q2 2026 | Aug 13, 2026 |
| Cibc Bancorp Usa Inc. | Sell | -350 | -2.6% | 13,184 | $764.67K | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, Llc | Sell | -260 | -2.1% | 12,270 | $711.66K | Q2 2026 | Aug 13, 2026 |
| Fmr Llc | Sell | -130 | -3.7% | 3,408 | $197.64K | Q2 2026 | Aug 13, 2026 |
| Captrust Financial Advisors | Buy | +87 | +0.5% | 17,264 | $1.00M | Q2 2026 | Aug 13, 2026 |
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.