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Invesco Dow Jones Industrial Average Dividend ETF

28 hedge funds and large institutions have $64M invested in Invesco Dow Jones Industrial Average Dividend ETF in 2020 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more capital invested

Capital invested by funds: $11.6M → $64M (+$52.3M)

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

43.9% more ownership

Funds ownership: 19.9%63.8% (+44%)

40% more funds holding

Funds holding: 2028 (+8)

13% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 8

Holders
28
Holders Change
+8
Holders Change %
+40%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
7
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$20.7M +$20.5M +620,107 New
SS
2
Simplicity Solutions
Minnesota
$20.5M +$20.3M +614,327 New
LPL Financial
3
LPL Financial
California
$10.5M +$8.93M +269,697 +592%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$2.86M +$160K +4,823 +6%
BRWA
5
B. Riley Wealth Advisors
Florida
$2.77M -$34K -1,026 -1%
LAS
6
Lloyd Advisory Services
Georgia
$1.39M +$1.37M +41,446 New
Bank of America
7
Bank of America
North Carolina
$1.02M -$56.9K -1,720 -5%
LFAS
8
Level Four Advisory Services
Texas
$610K +$601K +18,151 New
Citadel Advisors
9
Citadel Advisors
Florida
$519K -$555K -16,780 -52%
Stifel Financial
10
Stifel Financial
Missouri
$490K -$4.96K -150 -1%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$401K -$690K -20,854 -63%
Osaic Holdings
12
Osaic Holdings
Arizona
$376K +$58.5K +1,768 +19%
FHC
13
First Heartland Consultants
Missouri
$318K -$3.48K -105 -1%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$226K +$861 +26 +0.4%
CA
15
Cetera Advisors
Colorado
$223K +$220K +6,661 New
FAAS
16
First Allied Advisory Services
California
$222K +$220K +6,634 New
APA
17
American Portfolios Advisors
New York
$166K -$17.9K -540 -10%
LFG
18
LifePlan Financial Group
Ohio
$139K +$74.7K +2,257 +119%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$137K
IA
20
IFP Advisors
Florida
$103K -$95.1K -2,874 -48%
PAG
21
Private Advisor Group
New Jersey
$61K +$60.9K +1,839 New
RG
22
Retirement Group
California
$39K +$38.6K +1,166 New
GWM
23
Geneos Wealth Management
Colorado
$33K
Wells Fargo
24
Wells Fargo
California
$32K +$33 +1 +0.1%
Morgan Stanley
25
Morgan Stanley
New York
$32K +$28.2K +852 +747%