We are live on ! Find out more
DJD icon

Invesco Dow Jones Industrial Average Dividend ETF

26 hedge funds and large institutions have $22.8M invested in Invesco Dow Jones Industrial Average Dividend ETF in 2020 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less funds holding

Funds holding: 2826 (-2)

10% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 10

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

35.08% less ownership

Funds ownership: 63.8%28.72% (-35%)

64% less capital invested

Capital invested by funds: $64M → $22.8M (-$41.2M)

Holders
26
Holders Change
-2
Holders Change %
-7.14%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
9
Reduced
10
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$11.1M +$239K +6,886 +2%
BRWA
2
B. Riley Wealth Advisors
Florida
$2.96M +$102K +2,934 +4%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$2.89M -$54.3K -1,561 -2%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.02M +$613K +17,630 +147%
Bank of America
5
Bank of America
North Carolina
$798K -$254K -7,290 -24%
LFAS
6
Level Four Advisory Services
Texas
$592K -$34.2K -982 -5%
RJA
7
Raymond James & Associates
Florida
$547K +$552K +15,870 New
Osaic Holdings
8
Osaic Holdings
Arizona
$477K +$93K +2,674 +24%
Stifel Financial
9
Stifel Financial
Missouri
$463K -$41.7K -1,200 -8%
FAAS
10
First Allied Advisory Services
California
$357K +$129K +3,723 +56%
FHC
11
First Heartland Consultants
Missouri
$328K +$139 +4 +0%
CA
12
Cetera Advisors
Colorado
$280K +$51.2K +1,472 +22%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$233K -$835 -24 -0.4%
APA
14
American Portfolios Advisors
New York
$155K -$16.4K -473 -10%
LFG
15
LifePlan Financial Group
Ohio
$153K +$10.3K +297 +7%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$140K -$869 -25 -0.6%
IA
17
IFP Advisors
Florida
$107K
RG
18
Retirement Group
California
$41K +$383 +11 +0.9%
GWM
19
Geneos Wealth Management
Colorado
$34K
Wells Fargo
20
Wells Fargo
California
$24K -$9.29K -267 -28%
Morgan Stanley
21
Morgan Stanley
New York
$18K -$15.9K -456 -47%
Citigroup
22
Citigroup
New York
$17K +$16.9K +485 New
UBS Group
23
UBS Group
Switzerland
$13K +$13.3K +382 New
PO
24
Private Ocean
California
$8K
CCM
25
Cribstone Capital Management
Maine
$3K +$3.48K +100 New