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Invesco Dow Jones Industrial Average Dividend ETF

61 hedge funds and large institutions have $124M invested in Invesco Dow Jones Industrial Average Dividend ETF in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 23

5% less funds holding

Funds holding: 6461 (-3)

6.86% less ownership

Funds ownership: 48.11%41.24% (-6.9%)

20% less capital invested

Capital invested by funds: $155M → $124M (-$30.7M)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
61
Holders Change
-3
Holders Change %
-4.69%
% of All Funds
0.88%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
8
Increased
21
Reduced
23
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GVAG
26
Great Valley Advisor Group
Delaware
$421K -$33.2K -712 -8%
KAS
27
Kestra Advisory Services
Texas
$419K -$19.9K -428 -5%
GLA
28
Good Life Advisors
Pennsylvania
$405K +$839 +18 +0.2%
JIP
29
Jaffetilchin Investment Partners
Florida
$392K -$18.6K -398 -5%
CAN
30
Cetera Advisor Networks
California
$355K +$16.6K +356 +5%
APA
31
Astoria Portfolio Advisors
New York
$342K
RJFSA
32
Raymond James Financial Services Advisors
Florida
$319K +$29.4K +631 +11%
OC
33
Oppenheimer & Co
New York
$296K +$287K +6,150 New
PIA
34
Perennial Investment Advisors
California
$266K -$8.39K -180 -3%
KWM
35
Keebeck Wealth Management
Illinois
$257K +$249K +5,350 New
BW
36
Bison Wealth
Georgia
$254K -$10.4K -223 -4%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$244K +$69.6K +1,493 +42%
PCIA
38
Prime Capital Investment Advisors
Kansas
$243K +$235K +5,052 New
MML Investors Services
39
MML Investors Services
Massachusetts
$241K +$16.1K +346 +7%
SCM
40
Saxony Capital Management
Missouri
$239K +$231K +4,966 New
UBS Group
41
UBS Group
Switzerland
$236K +$204K +4,387 +844%
HighTower Advisors
42
HighTower Advisors
Illinois
$219K -$27.1K -582 -11%
IA
43
IFP Advisors
Florida
$216K +$93 +2 +0%
SWA
44
Stratos Wealth Advisors
Ohio
$211K -$7.13K -153 -3%
Citadel Advisors
45
Citadel Advisors
Florida
$210K +$204K +4,374 New
HWA
46
HHM Wealth Advisors
Tennessee
$166K -$84.8K -1,820 -34%
PS
47
Principal Securities
Iowa
$121K
Morgan Stanley
48
Morgan Stanley
New York
$89.3K -$80.4K -1,725 -48%
PK
49
Pflug Koory
Nebraska
$70K +$186 +4 +0.3%
RG
50
Retirement Group
California
$63.7K