Invesco S&P Ultra Dividend Revenue ETF (RDIV)

ETF ยท NYSE Arca

Invesco S&P Ultra Dividend Revenue ETF (RDIV) is an exchange-traded fund listed on NYSE Arca, where it has traded since September 30, 2013.

Type
Exchange-traded fund
Listed On
NYSE Arca
Listed Since
September 30, 2013

Institutional ownership

In 13F filings for the quarter ended June 30, 2026, 126 institutions reported holding RDIV, with 11.6 million shares worth $672.3 million in aggregate. The largest reported holder was Sumitomo Life Insurance, with 4.4 million shares worth $255.2 million. Of the 5 largest holders listed below, 1 opened a new position in RDIV, 3 added shares and 1 reduced its position during the quarter.

InstitutionSharesValueQuarter change
Sumitomo Life Insurance4,400,000$255MNew position
Morgan Stanley1,084,783$63MAdded 3.51%
Lpl Financial813,578$47MAdded 8.46%
Heartwood Wealth Advisors763,888$44MAdded 3.25%
Allworth Financial713,262$41MReduced 5.25%

Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.

Frequently asked questions

What is RDIV?

Invesco S&P Ultra Dividend Revenue ETF (RDIV) is an exchange-traded fund listed on NYSE Arca, where it has traded since September 30, 2013.

Who are the largest institutional holders of RDIV?

In 13F filings for the quarter ended June 30, 2026, the largest reported holders of RDIV were Sumitomo Life Insurance, Morgan Stanley and Lpl Financial.

How many institutions own RDIV?

126 institutions reported a position in RDIV for the quarter ended June 30, 2026, worth $672.3 million in total.

Did institutions buy or sell RDIV last quarter?

Of the 5 largest reported holders, 1 opened a new position in RDIV, 3 added shares and 1 reduced its position during the quarter. Every reported holder and its change is on the SentiSense ownership page for RDIV.

Every reported institutional holder, plus insider and congressional trades in RDIV, on SentiSense.