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Invesco Dow Jones Industrial Average Dividend ETF
DJD
DJD
30 hedge funds and large institutions have $31M invested in Invesco Dow Jones Industrial Average Dividend ETF in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 5 closing their positions.
New
Increased
Maintained
Reduced
Closed
80% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 5
15% more funds holding
Funds holding: 26 → 30 (+4)
13% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 8
56.55% less ownership
Funds ownership: 81.34% → 24.79% (-57%)
70% less capital invested
Capital invested by funds: $103M → $31M (-$71.9M)
Holders
30
Holders Change
+4
Holders Change %
+15.38%
% of All Funds
0.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
7
Reduced
8
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TCWM
26
Total Clarity Wealth Management
St. Charles,
Illinois
| $11K | +$10.2K | +250 | New |
|
|
PO
27
Private Ocean
San Rafael,
California
| $10K | – | – | – |
|
|
RE
28
RBC Europe
London,
United Kingdom
| $6.39K | – | – | – |
|
|
VWM
29
Venturi Wealth Management
Austin,
Texas
| $3K | +$2.85K | +70 | New |
|
|
AWM
30
AE Wealth Management
Topeka,
Kansas
| – | -$39.4M | -1,030,200 | Closed |
|
|
SS
31
Simplicity Solutions
Minneapolis,
Minnesota
| – | -$37.3M | -975,525 | Closed |
|
|
BRWA
32
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$3.39M | -88,752 | Closed |
|
|
LGA
33
Lebenthal Global Advisors
Hauppauge,
New York
| – | -$141K | -3,710 | Closed |
|
|
LAS
34
Lloyd Advisory Services
Suwanee,
Georgia
| – | -$57K | -1,401 | -100% |
|
35
Morgan Stanley
New York
| – | -$16K | -410 | Closed |
|