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Invesco Dow Jones Industrial Average Dividend ETF

58 hedge funds and large institutions have $100M invested in Invesco Dow Jones Industrial Average Dividend ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.69% more ownership

Funds ownership: 38.9%39.59% (+0.69%)

3% less capital invested

Capital invested by funds: $103M → $100M (-$3M)

3% less funds holding

Funds holding: 6058 (-2)

13% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 23

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
58
Holders Change
-2
Holders Change %
-3.33%
% of All Funds
0.92%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
5
Increased
20
Reduced
23
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GVAG
26
Great Valley Advisor Group
Delaware
$404K -$1.72K -40 -0.4%
KAS
27
Kestra Advisory Services
Texas
$400K +$86.8K +2,020 +26%
WAP
28
Wealthcare Advisory Partners
Pennsylvania
$398K -$16.4K -382 -4%
GLA
29
Good Life Advisors
Pennsylvania
$329K +$344 +8 +0.1%
APA
30
Astoria Portfolio Advisors
New York
$300K
CAN
31
Cetera Advisor Networks
California
$300K +$86 +2 +0%
HI
32
Harbour Investments
Wisconsin
$297K +$119K +2,779 +63%
HighTower Advisors
33
HighTower Advisors
Illinois
$280K -$56.9K -1,324 -16%
SCA
34
Southern Capital Advisors
Tennessee
$277K -$119K -2,780 -29%
BFA
35
BBJS Financial Advisors
Washington
$277K +$288K +6,700 New
PIA
36
Perennial Investment Advisors
California
$264K -$10.7K -250 -4%
GS
37
GTS Securities
New York
$233K -$145K -3,368 -37%
BW
38
Bison Wealth
Georgia
$229K -$1.12K -26 -0.5%
FHC
39
First Heartland Consultants
Missouri
$206K
IA
40
IFP Advisors
Florida
$185K -$21.4K -499 -10%
HWA
41
HHM Wealth Advisors
Tennessee
$150K -$427K -9,935 -73%
FWP
42
FAS Wealth Partners
Kansas
$81.6K +$773 +18 +0.9%
Morgan Stanley
43
Morgan Stanley
New York
$77.6K +$62.1K +1,445 +334%
PK
44
Pflug Koory
Nebraska
$60K
GWM
45
Geneos Wealth Management
Colorado
$55.3K -$16.7K -389 -23%
RG
46
Retirement Group
California
$54.3K +$559 +13 +1%
CPA
47
Cardiff Park Advisors
California
$43.6K +$45.3K +1,055 New
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$38.9K -$7.56K -176 -16%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$35.1K
FFA
50
Fairfield Financial Advisors
Massachusetts
$26.3K