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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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
10
Holders Change
+2
Holders Change %
+25%
% of All Funds
0.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
3
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJT
Raymond James Trust
Florida
+$754K
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$115K
3
IA
IFP Advisors
Florida
+$108K
4
AG
Advisor Group
Arizona
+$28.3K
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$18.5K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$303K
2
Bank of America
Bank of America
North Carolina
-$72.7K
3
UBS Group
UBS Group
Switzerland
-$66K
4
GWM
Geneos Wealth Management
Colorado
-$9.97K
5
LTFS
Ladenburg Thalmann Financial Services
Florida
-$1.57K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$1.67M -$72.7K -2,077 -4%
RJT
2
Raymond James Trust
Florida
$717K +$754K +21,544 New
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$295K +$105 +3 +0%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$131K +$115K +3,293 +503%
IA
5
IFP Advisors
Florida
$102K +$108K +3,100 New
GWM
6
Geneos Wealth Management
Colorado
$53K -$9.97K -285 -15%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$43K -$1.57K -45 -3%
AG
8
Advisor Group
Arizona
$27K +$28.3K +810 New
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$18K +$18.5K +529 New
ASN
10
Advisory Services Network
Georgia
$3K +$35 +1 +1%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
– -$303K -8,398 Closed
UBS Group
12
UBS Group
Switzerland
– -$66K -1,833 Closed