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Invesco Dow Jones Industrial Average Dividend ETF

44 hedge funds and large institutions have $56.2M invested in Invesco Dow Jones Industrial Average Dividend ETF in 2021 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

13% more capital invested

Capital invested by funds: $49.6M → $56.2M (+$6.64M)

10% more funds holding

Funds holding: 4044 (+4)

1.77% more ownership

Funds ownership: 30.26%32.03% (+1.8%)

7% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 14

Holders
44
Holders Change
+4
Holders Change %
+10%
% of All Funds
0.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
15
Reduced
14
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
26
Cetera Advisors
Colorado
$220K +$214K +4,849 New
IA
27
IFP Advisors
Florida
$141K +$309 +7 +0.2%
BAM
28
Belpointe Asset Management
Nevada
$126K -$27.4K -620 -18%
RG
29
Retirement Group
California
$56K +$441 +10 +0.8%
UBS Group
30
UBS Group
Switzerland
$55K +$48.8K +1,107 +1,096%
Morgan Stanley
31
Morgan Stanley
New York
$44K +$42.5K +964 New
HI
32
Harbour Investments
Wisconsin
$36K +$4.72K +107 +15%
Wells Fargo
33
Wells Fargo
California
$32K -$44 -1 -0.1%
FWP
34
FAS Wealth Partners
Kansas
$27K +$221 +5 +0.8%
GWM
35
Geneos Wealth Management
Colorado
$23K
Fifth Third Bancorp
36
Fifth Third Bancorp
Ohio
$23K +$22.1K +500 New
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$14K
TCWM
38
Total Clarity Wealth Management
Illinois
$11K
PO
39
Private Ocean
California
$10K
MCC
40
Money Concepts Capital
Florida
$9K +$8.43K +191 New
CAAS
41
Capital Asset Advisory Services
Michigan
$1K
FHC
42
First Heartland Consultants
Missouri
$227 -$1.61M -36,492 -88%
PAS
43
Park Avenue Securities
New York
-$1.79M -41,920 Closed
Bessemer Group
44
Bessemer Group
New Jersey
-$34K -800 Closed
AWA
45
Arkadios Wealth Advisors
Georgia
-$8K -195 Closed
RE
46
RBC Europe
United Kingdom
-$6.32K -148 Closed
Fidelity Investments
47
Fidelity Investments
Massachusetts
+$309 +7 New

DJD Hedge Fund Activity: Q4 2021 in Review

44 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Invesco Dow Jones Industrial Average Dividend ETF (DJD) for Q4 2021, worth a combined $56.2M — up 13% from $49.6M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new DJD positions and 4 closed out — a net gain of 4 holders — while 15 added to existing stakes and 14 trimmed.

The largest buyer was LPL Financial, adding an estimated $6.14M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $2M.

  • 44 institutional investors held Invesco Dow Jones Industrial Average Dividend ETF (DJD) as of Q4 2021, up from 40 in Q3 2021.
  • Funds reported $56.2M of Invesco Dow Jones Industrial Average Dividend ETF stock for Q4 2021, up 13% quarter-over-quarter.
  • 8 funds opened new Invesco Dow Jones Industrial Average Dividend ETF positions in Q4 2021 and 4 closed out, a net change of +4 holders.
  • The largest Invesco Dow Jones Industrial Average Dividend ETF buyer in Q4 2021 was LPL Financial, an estimated $6.14M added.
  • The largest Invesco Dow Jones Industrial Average Dividend ETF seller in Q4 2021 was Raymond James Financial Services Advisors, an estimated $2M sold.

Based on aggregated 13F filings for Q4 2021.