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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
+$3.99M |
| 2 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$1.56M |
| 3 |
BIA
Barry Investment Advisors
New Bedford,
Massachusetts
|
+$988K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$683K |
| 5 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$657K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIBC World Market
Toronto,
Ontario, Canada
|
-$1.02M |
| 2 |
GS
GTS Securities
New York
|
-$969K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$409K |
| 4 |
LPL Financial
San Diego,
California
|
-$397K |
| 5 |
Jane Street
New York
|
-$368K |
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.