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Invesco Dow Jones Industrial Average Dividend ETF

26 hedge funds and large institutions have $103M invested in Invesco Dow Jones Industrial Average Dividend ETF in 2020 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

352% more capital invested

Capital invested by funds: $22.8M → $103M (+$80.1M)

52.61% more ownership

Funds ownership: 28.72%81.34% (+53%)

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

29% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 7

0% more funds holding

Funds holding: 2626 (0)

Holders
26
Holders Change
Holders Change %
0%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
9
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$39.4M +$37.6M +1,030,200 New
SS
2
Simplicity Solutions
Minnesota
$37.3M +$35.6M +975,525 New
LPL Financial
3
LPL Financial
California
$14M +$1.64M +45,060 +14%
BRWA
4
B. Riley Wealth Advisors
Florida
$3.39M +$106K +2,909 +3%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$3.34M +$126K +3,451 +4%
Bank of America
6
Bank of America
North Carolina
$850K -$34.3K -941 -4%
LFAS
7
Level Four Advisory Services
Texas
$656K +$73 +2 +0%
RJA
8
Raymond James & Associates
Florida
$603K -$3.47K -95 -0.6%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$567K +$393K +10,761 +264%
Osaic Holdings
10
Osaic Holdings
Arizona
$532K +$876 +24 +0.2%
Stifel Financial
11
Stifel Financial
Missouri
$526K +$10.9K +300 +2%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$513K +$490K +13,417 New
CA
13
Cetera Advisors
Colorado
$310K -$803 -22 -0.3%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$252K -$5.51K -151 -2%
APA
15
American Portfolios Advisors
New York
$166K -$5.47K -150 -3%
LGA
16
Lebenthal Global Advisors
New York
$141K +$135K +3,710 New
IA
17
IFP Advisors
Florida
$118K
LAS
18
Lloyd Advisory Services
Georgia
$54K +$49.8K +1,365 +3,689%
RG
19
Retirement Group
California
$45K +$511 +14 +1%
GWM
20
Geneos Wealth Management
Colorado
$39K -$4.2K -115 -11%
Wells Fargo
21
Wells Fargo
California
$27K
MCC
22
Money Concepts Capital
Florida
$25K +$23.9K +654 New
Citigroup
23
Citigroup
New York
$19K
Morgan Stanley
24
Morgan Stanley
New York
$16K -$3.65K -100 -20%
PO
25
Private Ocean
California
$8K