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Invesco Dow Jones Industrial Average Dividend ETF

61 hedge funds and large institutions have $124M invested in Invesco Dow Jones Industrial Average Dividend ETF in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 23

5% less funds holding

Funds holding: 6461 (-3)

6.86% less ownership

Funds ownership: 48.11%41.24% (-6.9%)

20% less capital invested

Capital invested by funds: $155M → $124M (-$30.7M)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
61
Holders Change
-3
Holders Change %
-4.69%
% of All Funds
0.88%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
8
Increased
21
Reduced
23
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPA
51
Cardiff Park Advisors
California
$51.6K +$466 +10 +0.9%
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$38.6K
GWM
53
Geneos Wealth Management
Colorado
$31.8K -$31.6K -677 -51%
PA
54
PSI Advisors
Florida
$16.5K +$93 +2 +0.6%
Fidelity Investments
55
Fidelity Investments
Massachusetts
$10.5K -$10.6K -227 -51%
CIAS
56
Capital Investment Advisory Services
North Carolina
$9.61K
AF
57
Advisornet Financial
Minnesota
$7.5K +$7.27K +156 New
VDBMI
58
Van Den Berg Management I
Texas
$7.21K
GRP
59
Global Retirement Partners
California
$1.92K
FWP
60
FAS Wealth Partners
Kansas
$45 -$29.9K -642 -100%
Wells Fargo
61
Wells Fargo
California
$29 -$3.96K -85 -99%
WA
62
Win Advisors
Florida
-$24.8M -538,235 Closed
FFN
63
Focus Financial Network
Minnesota
-$748K -16,255 Closed
SCA
64
Southern Capital Advisors
Tennessee
-$613K -13,313 Closed
BWA
65
Beam Wealth Advisors
Louisiana
-$612K -13,293 Closed
ARC
66
Advisor Resource Council
Texas
-$246K -5,350 Closed
BFA
67
BBJS Financial Advisors
Washington
-$230K -5,000 Closed
FHC
68
First Heartland Consultants
Missouri
-$227K -4,934 Closed
SFC
69
SYM Financial Corp
Indiana
-$37K -804 Closed
GFL
70
Granite FO LLC
New Hampshire
-$25.3K -550 Closed
PO
71
Private Ocean
California
-$10.2K -221 Closed