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Invesco Dow Jones Industrial Average Dividend ETF
DJD

67 hedge funds and large institutions have $128M invested in Invesco Dow Jones Industrial Average Dividend ETF in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 3

38% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 16

12% more funds holding

Funds holding: 60 → 67 (+7)

1.22% more ownership

Funds ownership: 39% → 40.23% (+1.2%)

2% more capital invested

Capital invested by funds: $125M → $128M (+$2.84M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
67
Holders Change
+7
Holders Change %
+11.67%
% 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
12
Increased
22
Reduced
16
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WIM
WealthPlan Investment Management
Nebraska
+$3.99M
2
SPC
Sigma Planning Corp
Michigan
+$1.56M
3
BIA
Barry Investment Advisors
Massachusetts
+$988K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$683K
5
IWC
Integrated Wealth Concepts
Massachusetts
+$657K

Top Sellers

Rank Fund Capital Flow
1
CIBC World Market
CIBC World Market
Ontario, Canada
-$1.02M
2
GS
GTS Securities
New York
-$969K
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$409K
4
LPL Financial
LPL Financial
California
-$397K
5
Jane Street
Jane Street
New York
-$368K
Name Holding Trade Value Shares
Change 		Change in
Stake
CIBC Private Wealth Group
26
CIBC Private Wealth Group
Georgia
$507K – – –
NAM
27
NTV Asset Management
West Virginia
$503K – – –
BTWM
28
Brass Tax Wealth Management
Ohio
$498K +$22.5K +431 +5%
JIP
29
Jaffetilchin Investment Partners
Florida
$477K +$30.2K +578 +7%
GLA
30
Good Life Advisors
Pennsylvania
$473K -$236K -4,515 -33%
MML Investors Services
31
MML Investors Services
Massachusetts
$454K +$202K +3,866 +76%
HI
32
Harbour Investments
Wisconsin
$452K -$8.89K -170 -2%
KAS
33
Kestra Advisory Services
Texas
$412K +$19.6K +374 +5%
APA
34
Astoria Portfolio Advisors
New York
$377K – – –
GS
35
GTS Securities
New York
$369K -$969K -18,528 -72%
PAS
36
Park Avenue Securities
New York
$332K -$111K -2,124 -24%
AC
37
Apella Capital
Connecticut
$288K – – –
PIA
38
Perennial Investment Advisors
California
$281K – – –
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$256K -$409K -7,827 -61%
TW
40
Transform Wealth
Colorado
$238K +$15.7K +300 +7%
CP
41
Creekside Partners
California
$203K – – –
IA
42
IFP Advisors
Florida
$197K +$9.78K +187 +5%
HWA
43
HHM Wealth Advisors
Tennessee
$165K – – –
Jones Financial Companies
44
Jones Financial Companies
Missouri
$134K +$91.2K +1,744 +196%
MWA
45
Medallion Wealth Advisors
Connecticut
$128K +$128K +2,450 New
Morgan Stanley
46
Morgan Stanley
New York
$121K -$14.8K -283 -11%
NWWA
47
New Wave Wealth Advisors
Arkansas
$120K +$124K +2,370 New
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$83.1K +$11.6K +221 +16%
PK
49
Pflug Koory
Nebraska
$74.4K +$209 +4 +0.3%
SIM
50
Synergy Investment Management
Florida
$54K +$55.6K +1,064 New
1
2
3

DJD Hedge Fund Activity: Q4 2024 in Review

67 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco Dow Jones Industrial Average Dividend ETF (DJD) for Q4 2024, worth a combined $128M — up 2.3% from $125M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new DJD positions and 3 closed out — a net gain of 9 holders — while 22 added to existing stakes and 16 trimmed.

The largest buyer was WealthPlan Investment Management, opening a new position worth an estimated $3.99M. The largest seller was CIBC World Market, cutting an estimated $1.02M.

  • 67 institutional investors held Invesco Dow Jones Industrial Average Dividend ETF (DJD) as of Q4 2024, up from 60 in Q3 2024.
  • Funds reported $128M of Invesco Dow Jones Industrial Average Dividend ETF stock for Q4 2024, up 2.3% quarter-over-quarter.
  • 12 funds opened new Invesco Dow Jones Industrial Average Dividend ETF positions in Q4 2024 and 3 closed out, a net change of +9 holders.
  • The largest Invesco Dow Jones Industrial Average Dividend ETF buyer in Q4 2024 was WealthPlan Investment Management, an estimated $3.99M added.
  • The largest Invesco Dow Jones Industrial Average Dividend ETF seller in Q4 2024 was CIBC World Market, an estimated $1.02M sold.

Based on aggregated 13F filings for Q4 2024.