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Invesco Dow Jones Industrial Average Dividend ETF

45 hedge funds and large institutions have $68.7M invested in Invesco Dow Jones Industrial Average Dividend ETF in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 10

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

22% more capital invested

Capital invested by funds: $56.2M → $68.7M (+$12.4M)

3.32% more ownership

Funds ownership: 32.03%35.35% (+3.3%)

2% more funds holding

Funds holding: 4445 (+1)

Holders
45
Holders Change
+1
Holders Change %
+2.27%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
23
Reduced
10
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWS
26
Atria Wealth Solutions
New York
$255K +$252K +5,542 New
PIA
27
Perennial Investment Advisors
California
$255K +$253K +5,560 New
FHC
28
First Heartland Consultants
Missouri
$230K
PAS
29
Park Avenue Securities
New York
$208K +$206K +4,517 New
MCC
30
Money Concepts Capital
Florida
$204K +$193K +4,238 +2,219%
BAM
31
Belpointe Asset Management
Nevada
$163K +$34.1K +750 +27%
IA
32
IFP Advisors
Florida
$116K +$14.8K +326 +10%
UBS Group
33
UBS Group
Switzerland
$62K +$6.24K +137 +11%
RG
34
Retirement Group
California
$57K +$410 +9 +0.7%
CAPTRUST Financial Advisors
35
CAPTRUST Financial Advisors
North Carolina
$48K +$33.5K +736 +245%
GWM
36
Geneos Wealth Management
Colorado
$42K +$18K +395 +76%
FWP
37
FAS Wealth Partners
Kansas
$28K +$182 +4 +0.7%
SWM
38
Selective Wealth Management
Virginia
$13K +$12.5K +275 New
Morgan Stanley
39
Morgan Stanley
New York
$12K -$31.6K -693 -72%
PO
40
Private Ocean
California
$10K
Wells Fargo
41
Wells Fargo
California
$9K -$22.7K -499 -71%
PFS
42
Prospera Financial Services
Texas
$8K +$7.74K +170 New
GRP
43
Global Retirement Partners
California
$2K +$1.82K +40 New
CAAS
44
Capital Asset Advisory Services
Michigan
$1K
Fidelity Investments
45
Fidelity Investments
Massachusetts
$1K +$228 +5 +71%
Citadel Advisors
46
Citadel Advisors
Florida
-$1.29M -28,369 Closed
FFN
47
Focus Financial Network
Minnesota
-$900K -19,825 Closed
FTUS
48
Flow Traders U.S.
New York
-$602K -13,260 Closed
CA
49
Cetera Advisors
Colorado
-$220K -4,849 Closed
Fifth Third Bancorp
50
Fifth Third Bancorp
Ohio
-$23K -500 Closed