Invesco Dow Jones Industrial Average Dividend ETF
DJD
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.
80% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 5
15% more funds holding
Funds holding: 26 → 30 (+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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$5.56M |
| 2 |
FFN
Focus Financial Network
Minneapolis,
Minnesota
|
+$624K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$559K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$391K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$264K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$39.4M |
| 2 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$37.3M |
| 3 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$3.39M |
| 4 |
LPL Financial
San Diego,
California
|
-$2.23M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$450K |
DJD Hedge Fund Activity: Q1 2021 in Review
30 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Invesco Dow Jones Industrial Average Dividend ETF (DJD) for Q1 2021, worth a combined $31M — down 70% from $103M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new DJD positions and 5 closed out — a net gain of 4 holders — while 7 added to existing stakes and 8 trimmed.
The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $5.56M. The largest seller was AE Wealth Management, exiting entirely with an estimated $39.4M sold.
- 30 institutional investors held Invesco Dow Jones Industrial Average Dividend ETF (DJD) as of Q1 2021, up from 26 in Q4 2020.
- Funds reported $31M of Invesco Dow Jones Industrial Average Dividend ETF stock for Q1 2021, down 70% quarter-over-quarter.
- 9 funds opened new Invesco Dow Jones Industrial Average Dividend ETF positions in Q1 2021 and 5 closed out, a net change of +4 holders.
- The largest Invesco Dow Jones Industrial Average Dividend ETF buyer in Q1 2021 was Raymond James Financial Services Advisors, an estimated $5.56M added.
- The largest Invesco Dow Jones Industrial Average Dividend ETF seller in Q1 2021 was AE Wealth Management, an estimated $39.4M sold.
Based on aggregated 13F filings for Q1 2021.