Heartwood Wealth Advisors LLC Boosts Stake in Invesco S&P Ultra Dividend Revenue ETF (NYSEARCA:RDIV)

Heartwood Wealth Advisors LLC lifted its stake in shares of Invesco S&P Ultra Dividend Revenue ETF (NYSEARCA:RDIV) by 0.8% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 708,949 shares of the company’s stock after purchasing an additional 5,309 shares during the quarter. Invesco S&P Ultra Dividend Revenue ETF accounts for 3.9% of Heartwood Wealth Advisors LLC’s holdings, making the stock its 6th biggest holding. Heartwood Wealth Advisors LLC’s holdings in Invesco S&P Ultra Dividend Revenue ETF were worth $34,207,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors have also bought and sold shares of the stock. Captrust Financial Advisors grew its position in Invesco S&P Ultra Dividend Revenue ETF by 2.9% in the third quarter. Captrust Financial Advisors now owns 21,227 shares of the company’s stock valued at $1,060,000 after acquiring an additional 590 shares during the last quarter. Sanctuary Advisors LLC increased its position in Invesco S&P Ultra Dividend Revenue ETF by 14.5% during the 3rd quarter. Sanctuary Advisors LLC now owns 6,304 shares of the company’s stock worth $329,000 after purchasing an additional 799 shares in the last quarter. ORG Partners LLC bought a new position in Invesco S&P Ultra Dividend Revenue ETF in the 3rd quarter valued at approximately $51,000. Private Advisor Group LLC boosted its position in Invesco S&P Ultra Dividend Revenue ETF by 0.7% in the third quarter. Private Advisor Group LLC now owns 194,959 shares of the company’s stock valued at $9,736,000 after buying an additional 1,399 shares in the last quarter. Finally, Rockefeller Capital Management L.P. lifted its stake in shares of Invesco S&P Ultra Dividend Revenue ETF by 1.6% in the 3rd quarter. Rockefeller Capital Management L.P. now owns 104,138 shares of the company’s stock valued at $5,200,000 after acquiring an additional 1,650 shares during the last quarter.

Invesco S&P Ultra Dividend Revenue ETF Stock Down 1.8 %

Invesco S&P Ultra Dividend Revenue ETF stock traded down $0.87 during trading hours on Friday, hitting $47.43. The stock had a trading volume of 43,169 shares, compared to its average volume of 27,716. The business’s 50 day simple moving average is $50.22 and its 200-day simple moving average is $48.93. Invesco S&P Ultra Dividend Revenue ETF has a one year low of $41.36 and a one year high of $53.02. The stock has a market cap of $800.62 million, a price-to-earnings ratio of 12.00 and a beta of 0.95.

About Invesco S&P Ultra Dividend Revenue ETF

The Invesco S&P Ultra Dividend Revenue ETF (RDIV) is an exchange-traded fund that is based on the S&P 900 Dividend Revenue-Weighted index. The fund selects the 60-highest-yielding stocks from the S&P 900 and weights them by revenue. RDIV was launched on Oct 1, 2013 and is managed by Invesco.