Invesco Dow Jones Industrial Average Dividend ETF
DJD
64 hedge funds and large institutions have $155M invested in Invesco Dow Jones Industrial Average Dividend ETF in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 20 reducing their positions, and 5 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
120% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 5
54% more capital invested
Capital invested by funds: $100M → $155M (+$54.2M)
15% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 20
10% more funds holding
Funds holding: 58 → 64 (+6)
8.52% more ownership
Funds ownership: 39.59% → 48.11% (+8.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIBC World Market
Toronto,
Ontario, Canada
|
+$25.6M |
| 2 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
+$22.9M |
| 3 |
MAG
MRA Advisory Group
Parsippany,
New Jersey
|
+$5M |
| 4 |
BIA
Barry Investment Advisors
New Bedford,
Massachusetts
|
+$3.53M |
| 5 |
VVP
Venture Visionary Partners
Sylvania,
Ohio
|
+$809K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$13.5M |
| 2 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
-$1.6M |
| 3 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
-$1.04M |
| 4 |
KF
Krilogy Financial
St. Louis,
Missouri
|
-$961K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$767K |
DJD Hedge Fund Activity: Q4 2023 in Review
64 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco Dow Jones Industrial Average Dividend ETF (DJD) for Q4 2023, worth a combined $155M — up 54% from $100M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new DJD positions and 5 closed out — a net gain of 6 holders — while 23 added to existing stakes and 20 trimmed.
The largest buyer was CIBC World Market, adding an estimated $25.6M. The largest seller was LPL Financial, cutting an estimated $13.5M.
- 64 institutional investors held Invesco Dow Jones Industrial Average Dividend ETF (DJD) as of Q4 2023, up from 58 in Q3 2023.
- Funds reported $155M of Invesco Dow Jones Industrial Average Dividend ETF stock for Q4 2023, up 54% quarter-over-quarter.
- 11 funds opened new Invesco Dow Jones Industrial Average Dividend ETF positions in Q4 2023 and 5 closed out, a net change of +6 holders.
- The largest Invesco Dow Jones Industrial Average Dividend ETF buyer in Q4 2023 was CIBC World Market, an estimated $25.6M added.
- The largest Invesco Dow Jones Industrial Average Dividend ETF seller in Q4 2023 was LPL Financial, an estimated $13.5M sold.
Based on aggregated 13F filings for Q4 2023.