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Invesco Dow Jones Industrial Average Dividend ETF
DJD

Overview Fund Activity

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.

Holders
50
Holders Change
+5
Holders Change %
+11.11%
% of All Funds
0.85%
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
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$33.5M
2
MFG
2
Merit Financial Group
Georgia
$3.74M
3
MAG
3
MRA Advisory Group
New Jersey
$3.36M
4
PAS
4
Park Avenue Securities
New York
$1.93M
5
BWA
5
Beam Wealth Advisors
Louisiana
$1.74M

Top Sellers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$356K
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$520K
3
AWS
3
Atria Wealth Solutions
New York
$0
4
MCC
4
Money Concepts Capital
Florida
$5K
5
BAM
5
Belpointe Asset Management
Nevada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$356K 8,434 -13,758 -62%
APA
27
American Portfolios Advisors
New York
$336K 7,963 +328 +4%
KAS
28
Kestra Advisory Services
Texas
$294K 6,980 -703 -9%
IGWM
29
ICA Group Wealth Management
Colorado
$288K 6,490 +75 +1%
PIA
30
Perennial Investment Advisors
California
$268K 6,316 +756 +14%
Citadel Advisors
31
Citadel Advisors
Florida
$261K 6,181 +6,181 New
BW
32
Bison Wealth
Georgia
$246K 5,837 -630 -10%
VWA
33
V Wealth Advisors
Kansas
$245K 5,805 +5,805 New
FHC
34
First Heartland Consultants
Missouri
$211K 5,009 – –
IA
35
IFP Advisors
Florida
$116K 3,433 – –
HI
36
Harbour Investments
Wisconsin
$74K 1,757 +1,757 New
PK
37
Pflug Koory
Nebraska
$61K 1,452 +1,452 New
RG
38
Retirement Group
California
$53K 1,246 +10 +0.8%
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
$44K 1,036 – –
GWM
40
Geneos Wealth Management
Colorado
$38K 915 – –
Fidelity Investments
41
Fidelity Investments
Massachusetts
$27K 635 +623 +5,192%
FWP
42
FAS Wealth Partners
Kansas
$26K 609 – –
SWM
43
Selective Wealth Management
Virginia
$12K 275 – –
TCWM
44
Total Clarity Wealth Management
Illinois
$11K 250 +250 New
Wells Fargo
45
Wells Fargo
California
$9K 202 +1 +0.5%
Morgan Stanley
46
Morgan Stanley
New York
$7K 178 -93 -34%
MCC
47
Money Concepts Capital
Florida
$5K 118 -4,311 -97%
GRP
48
Global Retirement Partners
California
$2K 40 – –
CAAS
49
Capital Asset Advisory Services
Michigan
$1K 22 – –
AWS
50
Atria Wealth Solutions
New York
– – -5,542 Closed
1
2
3