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Invesco Dow Jones Industrial Average Dividend ETF
DJD

17 hedge funds and large institutions have $18.2M invested in Invesco Dow Jones Industrial Average Dividend ETF in 2019 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 6 increasing their positions, 0 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

493% more capital invested

Capital invested by funds: $3.06M → $18.2M (+$15.1M)

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

70% more funds holding

Funds holding: 10 → 17 (+7)

20.08% more ownership

Funds ownership: 7.67% → 27.75% (+20%)

Holders
17
Holders Change
+7
Holders Change %
+70%
% of All Funds
0.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
6
Reduced
–
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BTS
BB&T Securities
Virginia
+$10M
2
GSC
G&S Capital
Colorado
+$1.83M
3
LPL Financial
LPL Financial
California
+$1.07M
4
Citadel Advisors
Citadel Advisors
Florida
+$655K
5
KWM
Kingsview Wealth Management
Oregon
+$547K

Top Sellers

Rank Fund Capital Flow
1
RJT
Raymond James Trust
Florida
-$717K
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$18K
Name Holding Trade Value Shares
Change 		Change in
Stake
BTS
1
BB&T Securities
Virginia
$10.3M +$10M +283,046 New
Bank of America
2
Bank of America
North Carolina
$2.1M +$268K +7,585 +15%
GSC
3
G&S Capital
Colorado
$1.88M +$1.83M +51,678 New
LPL Financial
4
LPL Financial
California
$1.1M +$1.07M +30,376 New
Citadel Advisors
5
Citadel Advisors
Florida
$673K +$655K +18,535 New
KWM
6
Kingsview Wealth Management
Oregon
$563K +$547K +15,495 New
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$323K +$106 +3 +0%
Jane Street
8
Jane Street
New York
$304K +$295K +8,358 New
Stifel Financial
9
Stifel Financial
Missouri
$286K +$278K +7,880 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$162K +$18K +510 +13%
APA
11
American Portfolios Advisors
New York
$124K +$120K +3,411 New
IA
12
IFP Advisors
Florida
$113K – – –
AG
13
Advisor Group
Arizona
$105K +$73.6K +2,085 +257%
GWM
14
Geneos Wealth Management
Colorado
$62K +$3.18K +90 +5%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$61K +$12.7K +360 +27%
CA
16
Cetera Advisors
Colorado
$6K +$6.18K +175 New
ASN
17
Advisory Services Network
Georgia
$4K – – –
RJT
18
Raymond James Trust
Florida
– -$717K -21,544 Closed
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
– -$18K -529 Closed

DJD Hedge Fund Activity: Q1 2019 in Review

17 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Invesco Dow Jones Industrial Average Dividend ETF (DJD) for Q1 2019, worth a combined $18.2M — up 493% from $3.06M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new DJD positions and 2 closed out — a net gain of 7 holders — while 6 added to existing stakes and 0 trimmed.

The largest buyer was BB&T Securities, opening a new position worth an estimated $10M. The largest seller was Raymond James Trust, exiting entirely with an estimated $717K sold.

  • 17 institutional investors held Invesco Dow Jones Industrial Average Dividend ETF (DJD) as of Q1 2019, up from 10 in Q4 2018.
  • Funds reported $18.2M of Invesco Dow Jones Industrial Average Dividend ETF stock for Q1 2019, up 493% quarter-over-quarter.
  • 9 funds opened new Invesco Dow Jones Industrial Average Dividend ETF positions in Q1 2019 and 2 closed out, a net change of +7 holders.
  • The largest Invesco Dow Jones Industrial Average Dividend ETF buyer in Q1 2019 was BB&T Securities, an estimated $10M added.
  • The largest Invesco Dow Jones Industrial Average Dividend ETF seller in Q1 2019 was Raymond James Trust, an estimated $717K sold.

Based on aggregated 13F filings for Q1 2019.