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Invesco Dow Jones Industrial Average Dividend ETF

23 hedge funds and large institutions have $30M invested in Invesco Dow Jones Industrial Average Dividend ETF in 2019 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 4

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

14% more capital invested

Capital invested by funds: $26.3M → $30M (+$3.63M)

10% more funds holding

Funds holding: 2123 (+2)

1.62% more ownership

Funds ownership: 32.18%33.79% (+1.6%)

Holders
23
Holders Change
+2
Holders Change %
+9.52%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
11
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
1
Raymond James Financial Services Advisors
Florida
$12.2M -$2.23M -58,546 -16%
BRWA
2
B. Riley Wealth Advisors
Florida
$3.24M +$72.9K +1,911 +2%
Bank of America
3
Bank of America
North Carolina
$2.98M -$204K -5,358 -7%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$2.23M +$1.22M +31,853 +129%
GSC
5
G&S Capital
Colorado
$1.9M -$74.7K -1,959 -4%
RICHC
6
Renaissance Investment Consultants Holding Company
Pennsylvania
$1.77M +$1.72M +44,958 New
Jane Street
7
Jane Street
New York
$1.6M +$1.26M +33,053 +440%
LPL Financial
8
LPL Financial
California
$821K +$117K +3,055 +17%
Stifel Financial
9
Stifel Financial
Missouri
$663K +$63.3K +1,660 +11%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$555K +$11.5K +302 +2%
AG
11
Advisor Group
Arizona
$481K +$74.4K +1,951 +19%
FHC
12
First Heartland Consultants
Missouri
$343K +$81.3K +2,130 +32%
CA
13
Cetera Advisors
Colorado
$256K +$246K +6,460 New
Citadel Advisors
14
Citadel Advisors
Florida
$236K +$228K +5,980 New
GVAG
15
Great Valley Advisor Group
Delaware
$204K +$197K +5,168 New
APA
16
American Portfolios Advisors
New York
$170K +$13.6K +356 +9%
IA
17
IFP Advisors
Florida
$132K +$9.12K +239 +8%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$70K
LFG
19
LifePlan Financial Group
Ohio
$45K +$43.4K +1,138 New
GWM
20
Geneos Wealth Management
Colorado
$41K -$27.5K -720 -41%
Wells Fargo
21
Wells Fargo
California
$39K +$30.6K +801 +399%
RG
22
Retirement Group
California
$26K +$24.8K +650 New
CIAS
23
Capital Investment Advisory Services
North Carolina
$23K
KWM
24
Kingsview Wealth Management
Oregon
-$563K -15,116 Closed
ASN
25
Advisory Services Network
Georgia
-$4K -103 Closed