§ EQUITY
USDRDIV
INVESCO S&P ULTRA DIVIDEND
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
60 increased/new, 42 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Morgan Stanley | 1.0M | 0.0% | n/a |
| Allworth Financial LP | 753K | 0.2% | +1401% |
| LPL Financial LLC | 750K | 0.0% | +10% |
| Heartwood Wealth Advisors LLC | 740K | 3.6% | +0% |
| Bank of America Corp | 513K | 0.0% | −3% |
| Wells Fargo & Company | 399K | n/a | −2% |
◇ AC INTELLIGENCE
Top institutional owners for RDIV as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER63.2% · 110 holders
DEALER / BANK32.3% · 13 holders
QUALITY / COMPOUNDER3.0% · 2 holders
INCOME / DEFENSIVE1.6% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for RDIV in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention RDIV yet.