Invesco Dow Jones Industrial Average Dividend ETF
DJD
7 hedge funds and large institutions have $1.96M invested in Invesco Dow Jones Industrial Average Dividend ETF in 2018 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 4 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
14.66% more ownership
Funds ownership: 0% → 14.66% (+15%)
22% less funds holding
Funds holding: 9 → 7 (-2)
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
93% less capital inflows, than outflows
Capital inflows: $416K | Capital outflows: $6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$311K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$56.4K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$26.4K |
| 4 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$22.7K |
| 5 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$34 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWS
Paragon Wealth Strategies
Jacksonville,
Florida
|
-$4.26M |
| 2 |
Jane Street
New York
|
-$1.06M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$604K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$75.9K |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
-$8K |
DJD Hedge Fund Activity: Q2 2018 in Review
7 of the 4,386 institutional investors tracked by Wall St. Rank reported a position in Invesco Dow Jones Industrial Average Dividend ETF (DJD) for Q2 2018, worth a combined $1.96M — down 74% from $7.53M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of DJD and 2 opened new positions — a net loss of 2 holders — while 1 trimmed existing stakes and 3 added.
The largest buyer was Commonwealth Equity Services, opening a new position worth an estimated $311K. The largest seller was Paragon Wealth Strategies, exiting entirely with an estimated $4.26M sold.
- 7 institutional investors held Invesco Dow Jones Industrial Average Dividend ETF (DJD) as of Q2 2018, down from 9 in Q1 2018.
- Funds reported $1.96M of Invesco Dow Jones Industrial Average Dividend ETF stock for Q2 2018, down 74% quarter-over-quarter.
- 2 funds opened new Invesco Dow Jones Industrial Average Dividend ETF positions in Q2 2018 and 4 closed out, a net change of -2 holders.
- The largest Invesco Dow Jones Industrial Average Dividend ETF buyer in Q2 2018 was Commonwealth Equity Services, an estimated $311K added.
- The largest Invesco Dow Jones Industrial Average Dividend ETF seller in Q2 2018 was Paragon Wealth Strategies, an estimated $4.26M sold.
Based on aggregated 13F filings for Q2 2018.