We are live on ! Find out more
DJD icon

Invesco Dow Jones Industrial Average Dividend ETF

20 hedge funds and large institutions have $11.6M invested in Invesco Dow Jones Industrial Average Dividend ETF in 2020 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 5

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

13% less funds holding

Funds holding: 2320 (-3)

13.89% less ownership

Funds ownership: 33.79%19.9% (-14%)

61% less capital invested

Capital invested by funds: $30M → $11.6M (-$18.3M)

Holders
20
Holders Change
-3
Holders Change %
-13.04%
% of All Funds
0.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
8
Reduced
5
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
1
B. Riley Wealth Advisors
Florida
$2.52M +$64.6K +1,802 +2%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$2.42M +$867K +24,205 +43%
LPL Financial
3
LPL Financial
California
$1.37M +$886K +24,726 +119%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$986K +$1.18M +32,866 New
Citadel Advisors
5
Citadel Advisors
Florida
$969K +$944K +26,339 +440%
Bank of America
6
Bank of America
North Carolina
$966K -$1.55M -43,243 -57%
Stifel Financial
7
Stifel Financial
Missouri
$442K -$69.4K -1,936 -12%
RJA
8
Raymond James & Associates
Florida
$293K +$351K +9,784 New
FHC
9
First Heartland Consultants
Missouri
$288K +$32.5K +906 +10%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$286K -$10.7M -299,101 -97%
Osaic Holdings
11
Osaic Holdings
Arizona
$284K +$338K +9,446 New
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$202K -$263K -7,330 -52%
IA
13
IFP Advisors
Florida
$181K +$94.4K +2,635 +79%
APA
14
American Portfolios Advisors
New York
$165K +$42.8K +1,193 +28%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$123K +$147K +4,100 New
LFG
16
LifePlan Financial Group
Ohio
$57K +$26.9K +752 +66%
US Bancorp
17
US Bancorp
Minnesota
$31K +$36.9K +1,030 New
GWM
18
Geneos Wealth Management
Colorado
$30K
Wells Fargo
19
Wells Fargo
California
$29K -$1.25K -35 -3%
Morgan Stanley
20
Morgan Stanley
New York
$3K +$4.08K +114 New
GSC
21
G&S Capital
Colorado
-$1.9M -48,161 Closed
RICHC
22
Renaissance Investment Consultants Holding Company
Pennsylvania
-$1.77M -44,958 Closed
Jane Street
23
Jane Street
New York
-$1.6M -40,568 Closed
CA
24
Cetera Advisors
Colorado
-$256K -6,460 Closed
GVAG
25
Great Valley Advisor Group
Delaware
-$204K -5,168 Closed