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Invesco Dow Jones Industrial Average Dividend ETF

60 hedge funds and large institutions have $125M invested in Invesco Dow Jones Industrial Average Dividend ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

8% more capital invested

Capital invested by funds: $116M → $125M (+$8.78M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less ownership

Funds ownership: 40%39% (-1%)

2% less funds holding

Funds holding: 6160 (-1)

32% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 22

Holders
60
Holders Change
-1
Holders Change %
-1.64%
% of All Funds
0.86%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
15
Reduced
22
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BTWM
26
Brass Tax Wealth Management
Ohio
$494K +$468K +9,393 New
HI
27
Harbour Investments
Wisconsin
$478K -$42.4K -850 -9%
JIP
28
Jaffetilchin Investment Partners
Florida
$464K +$23.6K +474 +6%
PAS
29
Park Avenue Securities
New York
$456K -$19.9K -400 -4%
KAS
30
Kestra Advisory Services
Texas
$408K -$18.4K -369 -5%
APA
31
Astoria Portfolio Advisors
New York
$390K
Jane Street
32
Jane Street
New York
$368K -$183K -3,662 -34%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$353K -$281K -5,643 -46%
AC
34
Apella Capital
Connecticut
$296K
PIA
35
Perennial Investment Advisors
California
$291K
MML Investors Services
36
MML Investors Services
Massachusetts
$267K +$1.79K +36 +0.7%
TW
37
Transform Wealth
Colorado
$231K +$219K +4,400 New
CP
38
Creekside Partners
California
$210K +$199K +4,000 New
OIA
39
OneDigital Investment Advisors
Kansas
$201K +$190K +3,822 New
IA
40
IFP Advisors
Florida
$194K -$35.6K -715 -16%
HWA
41
HHM Wealth Advisors
Tennessee
$171K -$9.97K -200 -6%
Morgan Stanley
42
Morgan Stanley
New York
$140K -$698 -14 -0.5%
PS
43
Principal Securities
Iowa
$78.3K
PK
44
Pflug Koory
Nebraska
$77K +$72.9K +1,463 New
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$74.6K +$8.72K +175 +14%
Jones Financial Companies
46
Jones Financial Companies
Missouri
$46.8K +$44.5K +892 New
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$42.1K
ADL
48
Asset Dedication LLC
California
$41.6K +$39.4K +791 New
FFA
49
Fairfield Financial Advisors
Massachusetts
$33.4K
Fidelity Investments
50
Fidelity Investments
Massachusetts
$23.6K -$5.08K -102 -19%