We are live on ! Find out more
DJD icon

Invesco Dow Jones Industrial Average Dividend ETF

30 hedge funds and large institutions have $31M invested in Invesco Dow Jones Industrial Average Dividend ETF in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

15% more funds holding

Funds holding: 2630 (+4)

13% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 8

56.55% less ownership

Funds ownership: 81.34%24.79% (-57%)

70% less capital invested

Capital invested by funds: $103M → $31M (-$71.9M)

Holders
30
Holders Change
+4
Holders Change %
+15.38%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
7
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$13.5M -$2.23M -54,732 -15%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$5.9M +$5.56M +136,655 New
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$3.34M -$409K -10,050 -11%
Bank of America
4
Bank of America
North Carolina
$1.55M +$559K +13,730 +62%
RJA
5
Raymond James & Associates
Florida
$809K +$121K +2,965 +19%
Osaic Holdings
6
Osaic Holdings
Arizona
$772K +$160K +3,934 +28%
LFAS
7
Level Four Advisory Services
Texas
$732K -$9.2K -226 -1%
FFN
8
Focus Financial Network
Minnesota
$662K +$624K +15,320 New
Stifel Financial
9
Stifel Financial
Missouri
$615K +$19.6K +482 +4%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$461K -$111K -2,736 -20%
Citadel Advisors
11
Citadel Advisors
Florida
$415K +$391K +9,610 New
CA
12
Cetera Advisors
Colorado
$409K +$54.9K +1,348 +17%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$309K +$22.7K +558 +8%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$280K +$264K +6,489 New
NAM
15
NTV Asset Management
West Virginia
$275K +$260K +6,375 New
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$207K +$195K +4,790 New
APA
17
American Portfolios Advisors
New York
$183K -$4.72K -116 -3%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$163K -$450K -11,061 -75%
BAM
19
Belpointe Asset Management
Nevada
$147K +$138K +3,396 New
IA
20
IFP Advisors
Florida
$134K
RG
21
Retirement Group
California
$52K +$407 +10 +0.8%
Wells Fargo
22
Wells Fargo
California
$30K
MCC
23
Money Concepts Capital
Florida
$28K
GWM
24
Geneos Wealth Management
Colorado
$23K -$15.9K -390 -42%
Citigroup
25
Citigroup
New York
$21K