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Invesco Dow Jones Industrial Average Dividend ETF
DJD
DJD
28 hedge funds and large institutions have $64M invested in Invesco Dow Jones Industrial Average Dividend ETF in 2020 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 3 closing their positions.
New
Increased
Maintained
Reduced
Closed
450% more capital invested
Capital invested by funds: $11.6M → $64M (+$52.3M)
267% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 3
43.9% more ownership
Funds ownership: 19.9% → 63.8% (+44%)
40% more funds holding
Funds holding: 20 → 28 (+8)
13% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 8
Holders
28
Holders Change
+8
Holders Change %
+40%
% of All Funds
0.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
7
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$20.5M |
| 2 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$20.3M |
| 3 |
LPL Financial
San Diego,
California
|
+$8.93M |
| 4 |
LAS
Lloyd Advisory Services
Suwanee,
Georgia
|
+$1.37M |
| 5 |
LFAS
Level Four Advisory Services
Dallas,
Texas
|
+$601K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAN
26
Cetera Advisor Networks
El Segundo,
California
| $11K | +$10.8K | +325 | New |
|
|
PO
27
Private Ocean
San Rafael,
California
| $7K | +$7.32K | +221 | New |
|
|
RJA
28
Raymond James & Associates
St Petersburg,
Florida
| – | -$293K | -9,784 | Closed |
|
|
RJFSA
29
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| – | -$286K | -9,522 | Closed |
|
30
US Bancorp
Minneapolis,
Minnesota
| – | -$31K | -1,030 | Closed |
|
31
Fidelity Investments
Boston,
Massachusetts
| – | +$66 | +2 | New |
|