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Invesco Dow Jones Industrial Average Dividend ETF
DJD

Overview Fund Activity

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.

Holders
64
Holders Change
+6
Holders Change %
+10.34%
% of All Funds
0.94%
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

1
CIBC World Market
1
CIBC World Market
Ontario, Canada
$28.2M
2
WA
2
Win Advisors
Florida
$24.8M
3
MAG
3
MRA Advisory Group
New Jersey
$10.3M
4
BIA
4
Barry Investment Advisors
Massachusetts
$12.4M
5
VVP
5
Venture Visionary Partners
Ohio
$874K

Top Sellers

1
LPL Financial
1
LPL Financial
California
$42M
2
IWM
2
IHT Wealth Management
Illinois
$0
3
MFG
3
Merit Financial Group
Georgia
$3.06M
4
KF
4
Krilogy Financial
Missouri
$0
5
PAG
5
Private Advisor Group
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
NAM
26
NTV Asset Management
West Virginia
$457K 9,925 – –
GVAG
27
Great Valley Advisor Group
Delaware
$436K 9,474 -295 -3%
KAS
28
Kestra Advisory Services
Texas
$421K 9,154 -524 -5%
JIP
29
Jaffetilchin Investment Partners
Florida
$394K 8,553 +8,553 New
GLA
30
Good Life Advisors
Pennsylvania
$387K 8,408 +444 +6%
APA
31
Astoria Portfolio Advisors
New York
$345K 7,400 – –
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$336K 7,306 -9,564 -57%
CAN
33
Cetera Advisor Networks
California
$324K 7,039 -219 -3%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$276K 6,003 +6,003 New
PIA
35
Perennial Investment Advisors
California
$263K 5,715 -660 -10%
BW
36
Bison Wealth
Georgia
$254K 5,517 -32 -0.6%
ARC
37
Advisor Resource Council
Texas
$246K 5,350 +5,350 New
HWA
38
HHM Wealth Advisors
Tennessee
$243K 5,280 +1,640 +45%
HighTower Advisors
39
HighTower Advisors
Illinois
$239K 5,185 -1,516 -23%
BFA
40
BBJS Financial Advisors
Washington
$230K 5,000 -1,700 -25%
FHC
41
First Heartland Consultants
Missouri
$227K 4,934 -59 -1%
MML Investors Services
42
MML Investors Services
Massachusetts
$215K 4,662 +4,662 New
SWA
43
Stratos Wealth Advisors
Ohio
$209K 4,535 +4,535 New
IA
44
IFP Advisors
Florida
$206K 4,485 +10 +0.2%
Morgan Stanley
45
Morgan Stanley
New York
$165K 3,582 +1,704 +91%
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$165K 3,576 +2,634 +280%
PS
47
Principal Securities
Iowa
$116K 2,527 +2,527 New
PK
48
Pflug Koory
Nebraska
$66.8K 1,452 – –
GWM
49
Geneos Wealth Management
Colorado
$61.6K 1,339 – –
RG
50
Retirement Group
California
$61K 1,326 +12 +0.9%
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