Summary
RDIV Chart
RDIV: A Yield Play For A Broader Market, But Not A Buy Yet
The Invesco S&P Ultra Dividend Revenue ETF is rated HOLD, reflecting a less compelling risk-reward after a strong recent rally. RDIV offers 3.66% yield and exposure to financials, energy, and consumer sectors, targeting value-oriented, income-producing companies overlooked during the mega-cap growth cycle. The fund's concentrated portfolio (top 10 holdings = 48.03% of assets) and cyclical sector tilt increase company-specific and economic risk.
Should Invesco S&P Ultra Dividend Revenue ETF (RDIV) Be on Your Investing Radar?
Looking for broad exposure to the Large Cap Value segment of the US equity market? You should consider the Invesco S&P Ultra Dividend Revenue ETF (RDIV), a passively managed exchange traded fund launched on October 1, 2013.
Should Invesco S&P Ultra Dividend Revenue ETF (RDIV) Be on Your Investing Radar?
If you're interested in broad exposure to the Large Cap Value segment of the US equity market, look no further than the Invesco S&P Ultra Dividend Revenue ETF (RDIV), a passively managed exchange traded fund launched on October 1, 2013.
Invesco S&P Ultra Dividend Revenue ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BS Barrett Schultz Ashton Thomas Securities LLC | 15,192 | $752,589.72 | $916,229.52 | $163,639.8 | 21.74% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 3,729 | $204,068.21 | $224,504.44 | $20,436.23 | 10.01% |
| AC Adam Claypool First Community Trust Na | 1,100 | $46,365 | $66,247.5 | $19,882.5 | 42.88% |
| RR rosemary richard WCG Wealth Advisors LLC | 39,640 | $1.91M | $2.39M | $479,614.94 | 25.14% |
 Jeff Ameen Spire Wealth Management | 101 | $5,621.66 | $6,050.91 | $429.25 | 7.64% |
Invesco S&P Ultra Dividend Revenue ETF (RDIV) FAQ
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Does it pay dividends? What is the current yield?
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Has Invesco S&P Ultra Dividend Revenue ETF ever had a stock split?
Invesco S&P Ultra Dividend Revenue ETF Profile
| ARCA Exchange | US Country |
Overview
The described company is a financial entity, primarily focused on managing an investment fund that aims to mirror the performance of selected securities within the S&P 900® Index. By allocating at least 90% of its total assets into securities from the underlying index, the company seeks to track the performance of companies showing positive revenue growth. Notably, the company operates a non-diversified fund, which may concentrate its investments more heavily in fewer securities, potentially increasing the fund's risk and volatility compared to diversified funds. The fund’s strategy is executed with the expertise of an index provider responsible for compiling, maintaining, and calculating the index, ensuring that the fund's investments are well-aligned with its objectives.
Products and Services
- Index-based Investment Fund
This product involves the company investing a majority of its assets into securities that are a part of the underlying index, specifically targeting the S&P 900® Index. The aim is to generate returns that closely match the performance of the index, focusing on companies with positive revenue growth. The investment approach is suitable for investors looking to gain exposure to a broad cross section of the U.S. equity market, encompassing various sectors and industries. By investing in this fund, individuals and institutions can diversify their portfolio while benefiting from the potential growth of the selected companies within the S&P 900®.
