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Invesco Dow Jones Industrial Average Dividend ETF

61 hedge funds and large institutions have $116M invested in Invesco Dow Jones Industrial Average Dividend ETF in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

11% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 18

0% more funds holding

Funds holding: 6161 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.24% less ownership

Funds ownership: 41.24%40% (-1.2%)

6% less capital invested

Capital invested by funds: $124M → $116M (-$7.79M)

Holders
61
Holders Change
Holders Change %
0%
% of All Funds
0.88%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
20
Reduced
18
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
26
CIBC Private Wealth Group
Georgia
$473K
HI
27
Harbour Investments
Wisconsin
$471K -$27.9K -589 -6%
NAM
28
NTV Asset Management
West Virginia
$470K
PAS
29
Park Avenue Securities
New York
$429K -$20K -422 -4%
JIP
30
Jaffetilchin Investment Partners
Florida
$396K +$9.61K +203 +2%
GLA
31
Good Life Advisors
Pennsylvania
$386K -$12.5K -263 -3%
KAS
32
Kestra Advisory Services
Texas
$384K -$28.6K -604 -7%
APA
33
Astoria Portfolio Advisors
New York
$350K
AC
34
Apella Capital
Connecticut
$268K +$269K +5,673 New
SCM
35
Saxony Capital Management
Missouri
$266K +$30.9K +653 +13%
PIA
36
Perennial Investment Advisors
California
$262K
BW
37
Bison Wealth
Georgia
$254K
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$245K +$245K +5,179 New
MML Investors Services
39
MML Investors Services
Massachusetts
$239K +$1.99K +42 +0.8%
IA
40
IFP Advisors
Florida
$209K -$3.6K -76 -2%
HWA
41
HHM Wealth Advisors
Tennessee
$164K
Morgan Stanley
42
Morgan Stanley
New York
$127K +$39.1K +825 +44%
JP Morgan Chase
43
JP Morgan Chase
New York
$89.9K +$90K +1,900 New
PS
44
Principal Securities
Iowa
$70.4K -$49.2K -1,039 -41%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$58.8K -$181K -3,826 -75%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$38.7K
FFA
47
Fairfield Financial Advisors
Massachusetts
$30.1K +$30.1K +635 New
Fidelity Investments
48
Fidelity Investments
Massachusetts
$26.1K +$15.7K +332 +152%
GWM
49
Geneos Wealth Management
Colorado
$19.9K -$11.5K -242 -37%
PA
50
PSI Advisors
Florida
$16.4K +$189 +4 +1%