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Invesco Dow Jones Industrial Average Dividend ETF
DJD

64 hedge funds and large institutions have $155M invested in Invesco Dow Jones Industrial Average Dividend ETF in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

54% more capital invested

Capital invested by funds: $100M → $155M (+$54.2M)

15% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 20

10% more funds holding

Funds holding: 58 → 64 (+6)

8.52% more ownership

Funds ownership: 39.59% → 48.11% (+8.5%)

Holders
64
Holders Change
+6
Holders Change %
+10.34%
% of All Funds
0.93%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
11
Increased
23
Reduced
20
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CIBC World Market
CIBC World Market
Ontario, Canada
+$25.6M
2
WA
Win Advisors
Florida
+$22.9M
3
MAG
MRA Advisory Group
New Jersey
+$5M
4
BIA
Barry Investment Advisors
Massachusetts
+$3.53M
5
VVP
Venture Visionary Partners
Ohio
+$809K

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$13.5M
2
IWM
IHT Wealth Management
Illinois
-$1.6M
3
MFG
Merit Financial Group
Georgia
-$1.04M
4
KF
Krilogy Financial
Missouri
-$961K
5
PAG
Private Advisor Group
New Jersey
-$767K
Name Holding Trade Value Shares
Change 		Change in
Stake
NAM
26
NTV Asset Management
West Virginia
$457K – – –
GVAG
27
Great Valley Advisor Group
Delaware
$436K -$12.6K -295 -3%
KAS
28
Kestra Advisory Services
Texas
$421K -$22.3K -524 -5%
JIP
29
Jaffetilchin Investment Partners
Florida
$394K +$364K +8,553 New
GLA
30
Good Life Advisors
Pennsylvania
$387K +$18.9K +444 +6%
APA
31
Astoria Portfolio Advisors
New York
$345K – – –
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$336K -$407K -9,564 -57%
CAN
33
Cetera Advisor Networks
California
$324K -$9.33K -219 -3%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$276K +$256K +6,003 New
PIA
35
Perennial Investment Advisors
California
$263K -$28.1K -660 -10%
BW
36
Bison Wealth
Georgia
$254K -$1.36K -32 -0.6%
ARC
37
Advisor Resource Council
Texas
$246K +$228K +5,350 New
HWA
38
HHM Wealth Advisors
Tennessee
$243K +$69.8K +1,640 +45%
HighTower Advisors
39
HighTower Advisors
Illinois
$239K -$64.6K -1,516 -23%
BFA
40
BBJS Financial Advisors
Washington
$230K -$72.4K -1,700 -25%
FHC
41
First Heartland Consultants
Missouri
$227K -$2.51K -59 -1%
MML Investors Services
42
MML Investors Services
Massachusetts
$215K +$199K +4,662 New
SWA
43
Stratos Wealth Advisors
Ohio
$209K +$193K +4,535 New
IA
44
IFP Advisors
Florida
$206K +$426 +10 +0.2%
Morgan Stanley
45
Morgan Stanley
New York
$165K +$72.6K +1,704 +91%
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$165K +$112K +2,634 +280%
PS
47
Principal Securities
Iowa
$116K +$108K +2,527 New
PK
48
Pflug Koory
Nebraska
$66.8K – – –
GWM
49
Geneos Wealth Management
Colorado
$61.6K – – –
RG
50
Retirement Group
California
$61K +$511 +12 +0.9%
1
2
3

DJD Hedge Fund Activity: Q4 2023 in Review

64 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco Dow Jones Industrial Average Dividend ETF (DJD) for Q4 2023, worth a combined $155M — up 54% from $100M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new DJD positions and 5 closed out — a net gain of 6 holders — while 23 added to existing stakes and 20 trimmed.

The largest buyer was CIBC World Market, adding an estimated $25.6M. The largest seller was LPL Financial, cutting an estimated $13.5M.

  • 64 institutional investors held Invesco Dow Jones Industrial Average Dividend ETF (DJD) as of Q4 2023, up from 58 in Q3 2023.
  • Funds reported $155M of Invesco Dow Jones Industrial Average Dividend ETF stock for Q4 2023, up 54% quarter-over-quarter.
  • 11 funds opened new Invesco Dow Jones Industrial Average Dividend ETF positions in Q4 2023 and 5 closed out, a net change of +6 holders.
  • The largest Invesco Dow Jones Industrial Average Dividend ETF buyer in Q4 2023 was CIBC World Market, an estimated $25.6M added.
  • The largest Invesco Dow Jones Industrial Average Dividend ETF seller in Q4 2023 was LPL Financial, an estimated $13.5M sold.

Based on aggregated 13F filings for Q4 2023.