Invesco S&p Ultra Dividend
$62.56-0.3%
+$261.3M
Net Activity
+60.12% total shares
Institutions Holding
127
Popularity Rank
#4061
Avg Weight
0.09%
Total Value
$675.8M
127 institutions currently hold RDIV, with 60 net buyers and 55 net sellers this quarter.
Institutional Moves (Q2 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
55
Net Buying Institutions
60
Top 5 by Value
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Across its top 20 institutional holders, RDIV's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 8/100, avg. turnover score 20/100).
RDIV ranks #4061 out of 37501 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
127 institutions disclose a position in RDIV, but none treat it as a major bet — even Sumitomo Life Insurance Co, its most concentrated holder, allocates just 4.2% of its own portfolio to it.
LPL Financial LLC has added to its RDIV position for two straight quarters, increasing it by $11.6M to reach $47.2M today.
Mercer Global Advisors Inc /adv has trimmed its RDIV position for two straight quarters, cutting it by $353.4K while still holding $586.4K.
RDIV is down 0.3% today, but institutions show net buying of $261.3M this quarter — a divergence between today's price move and the underlying institutional flow.
+$279.2M
Total Buy Value
$24.2M
Total Sell Value
60
Net Buyers
55
Net Sellers
RDIV
Q2 2026
Top 5 Institutional Movers
+$255.2M
+$5.4M
+$5.0M
+$4.6M
-$4.4M
RDIV does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
46138G656
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,242
Total reported value
$2.2T
3229 13F institutions increased their position this quarter
Institutions Holding
5,990
Total reported value
$3.6T
3033 13F institutions increased their position this quarter
Institutions Holding
6,153
Total reported value
$1.8T
2971 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,637
Total reported value
$985.7B
Held by 4637 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,583
Total reported value
$528.9B
Held by 4583 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,419
Total reported value
$354.5B
Held by 4419 institutions — one of the most-tracked stocks on AlphaSMO
Access RDIV's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/RDIVCLI
npx alphasmo stocks get RDIV