We are live on ! Find out more
DJD icon

Invesco Dow Jones Industrial Average Dividend ETF
DJD

59 hedge funds and large institutions have $111M invested in Invesco Dow Jones Industrial Average Dividend ETF in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

30% more capital invested

Capital invested by funds: $85.6M → $111M (+$25.9M)

17% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 18

11% more funds holding

Funds holding: 53 → 59 (+6)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.08% less ownership

Funds ownership: 38.68% → 38.6% (-0.08%)

Holders
59
Holders Change
+6
Holders Change %
+11.32%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
21
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$12.7M
2
Bank of America
Bank of America
North Carolina
+$4.11M
3
CAN
Cetera Advisor Networks
California
+$2.91M
4
KF
Krilogy Financial
Missouri
+$2.21M
5
RJA
Raymond James & Associates
Florida
+$1.56M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$6.42M
2
MAG
MRA Advisory Group
New Jersey
-$3.24M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.06M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$645K
5
VWA
V Wealth Advisors
Kansas
-$558K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
51
Wells Fargo
California
$8.78K – – –
Fidelity Investments
52
Fidelity Investments
Massachusetts
$7.03K -$16.8K -392 -71%
RIA
53
Realta Investment Advisors
Delaware
$6.55K – – –
VDBMI
54
Van Den Berg Management I
Texas
$6.55K +$6.41K +150 New
MWM
55
MinichMacGregor Wealth Management
New York
$5.81K +$5.68K +133 New
SPIA
56
Steward Partners Investment Advisory
New York
$2.62K +$2.56K +60 New
SC
57
SouthState Corp
Florida
$1.31K +$1.28K +30 New
Morgan Stanley
58
Morgan Stanley
New York
$44 – – –
PMFA
59
Plante Moran Financial Advisors
Michigan
$27 – – –
Goldman Sachs
60
Goldman Sachs
New York
– -$6.42M -171,304 Closed
VWA
61
V Wealth Advisors
Kansas
– -$558K -14,875 Closed
SFA
62
Sequoia Financial Advisors
Ohio
– -$494K -13,176 Closed
PWA
63
PCG Wealth Advisors
Kansas
– -$226K -6,020 Closed
UBS Group
64
UBS Group
Switzerland
– -$149K -3,966 Closed
1 2
3