Invesco Dow Jones Industrial Average Dividend ETF
DJD
50 hedge funds and large institutions have $82.4M invested in Invesco Dow Jones Industrial Average Dividend ETF in 2022 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 5 closing their positions.
100% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 5
67% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 12
20% more capital invested
Capital invested by funds: $68.7M → $82.4M (+$13.8M)
11% more funds holding
Funds holding: 45 → 50 (+5)
3.13% more ownership
Funds ownership: 35.35% → 38.48% (+3.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$7.02M |
| 2 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
+$3.99M |
| 3 |
MAG
MRA Advisory Group
Parsippany,
New Jersey
|
+$3.58M |
| 4 |
BWA
Beam Wealth Advisors
Covington,
Louisiana
|
+$1.85M |
| 5 |
PAS
Park Avenue Securities
New York
|
+$1.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$619K |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$290K |
| 3 |
AWS
Atria Wealth Solutions
New York
|
-$255K |
| 4 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$194K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$167K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BAM
51
Belpointe Asset Management
Reno,
Nevada
| – | -$163K | -3,526 | Closed |
|
52
UBS Group
Zurich,
Switzerland
| – | -$62K | -1,345 | Closed |
|
|
PO
53
Private Ocean
San Rafael,
California
| – | -$10K | -221 | Closed |
|
|
PFS
54
Prospera Financial Services
Dallas,
Texas
| – | -$8K | -170 | Closed |
|
|
PMFA
55
Plante Moran Financial Advisors
Southfield,
Michigan
| – | +$45 | +1 | New |
|
DJD Hedge Fund Activity: Q2 2022 in Review
50 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Invesco Dow Jones Industrial Average Dividend ETF (DJD) for Q2 2022, worth a combined $82.4M — up 20% from $68.7M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new DJD positions and 5 closed out — a net gain of 5 holders — while 20 added to existing stakes and 12 trimmed.
The largest buyer was LPL Financial, adding an estimated $7.02M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $619K.
- 50 institutional investors held Invesco Dow Jones Industrial Average Dividend ETF (DJD) as of Q2 2022, up from 45 in Q1 2022.
- Funds reported $82.4M of Invesco Dow Jones Industrial Average Dividend ETF stock for Q2 2022, up 20% quarter-over-quarter.
- 10 funds opened new Invesco Dow Jones Industrial Average Dividend ETF positions in Q2 2022 and 5 closed out, a net change of +5 holders.
- The largest Invesco Dow Jones Industrial Average Dividend ETF buyer in Q2 2022 was LPL Financial, an estimated $7.02M added.
- The largest Invesco Dow Jones Industrial Average Dividend ETF seller in Q2 2022 was Cambridge Investment Research Advisors, an estimated $619K sold.
Based on aggregated 13F filings for Q2 2022.