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Invesco Dow Jones Industrial Average Dividend ETF

59 hedge funds and large institutions have $111M invested in Invesco Dow Jones Industrial Average Dividend ETF in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

30% more capital invested

Capital invested by funds: $85.6M → $111M (+$25.9M)

17% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 18

11% more funds holding

Funds holding: 5359 (+6)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.08% less ownership

Funds ownership: 38.68%38.6% (-0.08%)

Holders
59
Holders Change
+6
Holders Change %
+11.32%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
21
Reduced
18
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$425K -$645K -15,094 -61%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$418K +$33.1K +774 +9%
IWC
28
Integrated Wealth Concepts
Massachusetts
$395K -$63.2K -1,480 -14%
HWA
29
HHM Wealth Advisors
Tennessee
$374K +$366K +8,575 New
APA
30
Astoria Portfolio Advisors
New York
$327K +$316K +7,400 New
AAS
31
Avantax Advisory Services
Texas
$302K -$22.5K -527 -7%
PIA
32
Perennial Investment Advisors
California
$301K -$6.41K -150 -2%
GRP
33
Global Retirement Partners
California
$290K +$282K +6,592 +16,480%
Ameriprise
34
Ameriprise
Minnesota
$279K -$134K -3,140 -33%
IGWM
35
ICA Group Wealth Management
Colorado
$268K -$15K -350 -5%
KAS
36
Kestra Advisory Services
Texas
$248K -$3.97K -93 -2%
BW
37
Bison Wealth
Georgia
$247K -$555 -13 -0.2%
IA
38
IFP Advisors
Florida
$242K +$160K +3,756 +109%
FHC
39
First Heartland Consultants
Missouri
$219K +$214K +5,009 New
MCC
40
Money Concepts Capital
Florida
$184K +$175K +4,092 +3,468%
HI
41
Harbour Investments
Wisconsin
$178K +$99.1K +2,320 +132%
BAM
42
Belpointe Asset Management
Nevada
$97.2K +$95.1K +2,226 New
GWM
43
Geneos Wealth Management
Colorado
$69.2K +$28.6K +670 +73%
PK
44
Pflug Koory
Nebraska
$63K
RG
45
Retirement Group
California
$56K +$54.6K +1,277 New
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$47.2K +$46.1K +1,080 New
FWP
47
FAS Wealth Partners
Kansas
$27K +$214 +5 +0.8%
UB
48
UMB Bank
Missouri
$22K +$21.4K +500 New
NFSG
49
Newbridge Financial Services Group
Florida
$15.5K
PO
50
Private Ocean
California
$9.65K