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Invesco Dow Jones Industrial Average Dividend ETF

50 hedge funds and large institutions have $82.4M invested in Invesco Dow Jones Industrial Average Dividend ETF in 2022 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

67% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 12

20% more capital invested

Capital invested by funds: $68.7M → $82.4M (+$13.8M)

11% more funds holding

Funds holding: 4550 (+5)

3.13% more ownership

Funds ownership: 35.35%38.48% (+3.1%)

Holders
50
Holders Change
+5
Holders Change %
+11.11%
% of All Funds
0.84%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
20
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$356K -$619K -13,758 -62%
APA
27
American Portfolios Advisors
New York
$336K +$14.8K +328 +4%
KAS
28
Kestra Advisory Services
Texas
$294K -$31.6K -703 -9%
IGWM
29
ICA Group Wealth Management
Colorado
$288K +$3.38K +75 +1%
PIA
30
Perennial Investment Advisors
California
$268K +$34K +756 +14%
Citadel Advisors
31
Citadel Advisors
Florida
$261K +$278K +6,181 New
BW
32
Bison Wealth
Georgia
$246K -$28.3K -630 -10%
VWA
33
V Wealth Advisors
Kansas
$245K +$261K +5,805 New
FHC
34
First Heartland Consultants
Missouri
$211K
IA
35
IFP Advisors
Florida
$116K
HI
36
Harbour Investments
Wisconsin
$74K +$79.1K +1,757 New
PK
37
Pflug Koory
Nebraska
$61K +$65.3K +1,452 New
RG
38
Retirement Group
California
$53K +$450 +10 +0.8%
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
$44K
GWM
40
Geneos Wealth Management
Colorado
$38K
Fidelity Investments
41
Fidelity Investments
Massachusetts
$27K +$28K +623 +5,192%
FWP
42
FAS Wealth Partners
Kansas
$26K
SWM
43
Selective Wealth Management
Virginia
$12K
TCWM
44
Total Clarity Wealth Management
Illinois
$11K +$11.2K +250 New
Wells Fargo
45
Wells Fargo
California
$9K +$45 +1 +0.5%
Morgan Stanley
46
Morgan Stanley
New York
$7K -$4.18K -93 -34%
MCC
47
Money Concepts Capital
Florida
$5K -$194K -4,311 -97%
GRP
48
Global Retirement Partners
California
$2K
CAAS
49
Capital Asset Advisory Services
Michigan
$1K
AWS
50
Atria Wealth Solutions
New York
-$255K -5,542 Closed

DJD Hedge Fund Activity: Q2 2022 in Review

50 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Invesco Dow Jones Industrial Average Dividend ETF (DJD) for Q2 2022, worth a combined $82.4M — up 20% from $68.7M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new DJD positions and 5 closed out — a net gain of 5 holders — while 20 added to existing stakes and 12 trimmed.

The largest buyer was LPL Financial, adding an estimated $7.02M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $619K.

  • 50 institutional investors held Invesco Dow Jones Industrial Average Dividend ETF (DJD) as of Q2 2022, up from 45 in Q1 2022.
  • Funds reported $82.4M of Invesco Dow Jones Industrial Average Dividend ETF stock for Q2 2022, up 20% quarter-over-quarter.
  • 10 funds opened new Invesco Dow Jones Industrial Average Dividend ETF positions in Q2 2022 and 5 closed out, a net change of +5 holders.
  • The largest Invesco Dow Jones Industrial Average Dividend ETF buyer in Q2 2022 was LPL Financial, an estimated $7.02M added.
  • The largest Invesco Dow Jones Industrial Average Dividend ETF seller in Q2 2022 was Cambridge Investment Research Advisors, an estimated $619K sold.

Based on aggregated 13F filings for Q2 2022.