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Invesco Dow Jones Industrial Average Dividend ETF

50 hedge funds and large institutions have $82.4M invested in Invesco Dow Jones Industrial Average Dividend ETF in 2022 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

67% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 12

20% more capital invested

Capital invested by funds: $68.7M → $82.4M (+$13.8M)

11% more funds holding

Funds holding: 4550 (+5)

3.13% more ownership

Funds ownership: 35.35%38.48% (+3.1%)

Holders
50
Holders Change
+5
Holders Change %
+11.11%
% of All Funds
0.84%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
20
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$33.5M +$7.02M +156,108 +24%
Bank of America
2
Bank of America
North Carolina
$8.74M +$118K +2,625 +1%
Goldman Sachs
3
Goldman Sachs
New York
$7.22M -$5K -111 -0.1%
MFG
4
Merit Financial Group
Georgia
$3.74M +$3.99M +88,727 New
MAG
5
MRA Advisory Group
New Jersey
$3.36M +$3.58M +79,593 New
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$2.66M -$167K -3,702 -6%
GLA
7
Good Life Advisors
Pennsylvania
$2.46M +$116K +2,579 +5%
PAS
8
Park Avenue Securities
New York
$1.93M +$1.85M +41,199 +912%
BWA
9
Beam Wealth Advisors
Louisiana
$1.74M +$1.85M +41,201 New
RJFSA
10
Raymond James Financial Services Advisors
Florida
$1.72M +$190K +4,230 +12%
HighTower Advisors
11
HighTower Advisors
Illinois
$1.71M +$1.44M +31,894 +369%
BFS
12
Bard Financial Services
Connecticut
$1.27M +$299K +6,650 +28%
LFAS
13
Level Four Advisory Services
Texas
$1.21M -$98.1K -2,181 -7%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$1.15M +$495K +11,001 +68%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$1.12M +$515K +11,441 +76%
Stifel Financial
16
Stifel Financial
Missouri
$929K +$27.8K +617 +3%
RJA
17
Raymond James & Associates
Florida
$908K -$26.2K -583 -3%
Osaic Holdings
18
Osaic Holdings
Arizona
$665K +$20.9K +465 +3%
CAN
19
Cetera Advisor Networks
California
$564K +$2.38K +53 +0.4%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$553K -$15.3K -340 -3%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$520K -$290K -6,434 -34%
GVAG
22
Great Valley Advisor Group
Delaware
$494K +$528K +11,725 New
Ameriprise
23
Ameriprise
Minnesota
$434K -$73.2K -1,627 -14%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$421K +$3.19K +71 +0.7%
NAM
25
NTV Asset Management
West Virginia
$410K +$45K +1,000 +11%

DJD Hedge Fund Activity: Q2 2022 in Review

50 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Invesco Dow Jones Industrial Average Dividend ETF (DJD) for Q2 2022, worth a combined $82.4M — up 20% from $68.7M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new DJD positions and 5 closed out — a net gain of 5 holders — while 20 added to existing stakes and 12 trimmed.

The largest buyer was LPL Financial, adding an estimated $7.02M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $619K.

  • 50 institutional investors held Invesco Dow Jones Industrial Average Dividend ETF (DJD) as of Q2 2022, up from 45 in Q1 2022.
  • Funds reported $82.4M of Invesco Dow Jones Industrial Average Dividend ETF stock for Q2 2022, up 20% quarter-over-quarter.
  • 10 funds opened new Invesco Dow Jones Industrial Average Dividend ETF positions in Q2 2022 and 5 closed out, a net change of +5 holders.
  • The largest Invesco Dow Jones Industrial Average Dividend ETF buyer in Q2 2022 was LPL Financial, an estimated $7.02M added.
  • The largest Invesco Dow Jones Industrial Average Dividend ETF seller in Q2 2022 was Cambridge Investment Research Advisors, an estimated $619K sold.

Based on aggregated 13F filings for Q2 2022.