Invesco Dow Jones Industrial Average Dividend ETF
DJD
10 hedge funds and large institutions have $3.06M invested in Invesco Dow Jones Industrial Average Dividend ETF in 2018 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
25% more funds holding
Funds holding: 8 → 10 (+2)
12% more capital invested
Capital invested by funds: $2.73M → $3.06M (+$331K)
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
11.18% less ownership
Funds ownership: 18.85% → 7.67% (-11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJT
Raymond James Trust
St. Petersburg,
Florida
|
+$754K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$115K |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
+$108K |
| 4 |
AG
Advisor Group
Phoenix,
Arizona
|
+$28.3K |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$18.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$303K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$72.7K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$66K |
| 4 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$9.97K |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$1.57K |
DJD Hedge Fund Activity: Q4 2018 in Review
10 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Invesco Dow Jones Industrial Average Dividend ETF (DJD) for Q4 2018, worth a combined $3.06M — up 12% from $2.73M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new DJD positions and 2 closed out — a net gain of 2 holders — while 3 added to existing stakes and 3 trimmed.
The largest buyer was Raymond James Trust, opening a new position worth an estimated $754K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $303K sold.
- 10 institutional investors held Invesco Dow Jones Industrial Average Dividend ETF (DJD) as of Q4 2018, up from 8 in Q3 2018.
- Funds reported $3.06M of Invesco Dow Jones Industrial Average Dividend ETF stock for Q4 2018, up 12% quarter-over-quarter.
- 4 funds opened new Invesco Dow Jones Industrial Average Dividend ETF positions in Q4 2018 and 2 closed out, a net change of +2 holders.
- The largest Invesco Dow Jones Industrial Average Dividend ETF buyer in Q4 2018 was Raymond James Trust, an estimated $754K added.
- The largest Invesco Dow Jones Industrial Average Dividend ETF seller in Q4 2018 was Susquehanna International Group, an estimated $303K sold.
Based on aggregated 13F filings for Q4 2018.