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Invesco Dow Jones Industrial Average Dividend ETF

53 hedge funds and large institutions have $85.6M invested in Invesco Dow Jones Industrial Average Dividend ETF in 2022 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 13

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

6% more funds holding

Funds holding: 5053 (+3)

4% more capital invested

Capital invested by funds: $82.4M → $85.6M (+$3.2M)

0.2% more ownership

Funds ownership: 38.48%38.68% (+0.2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
53
Holders Change
+3
Holders Change %
+6%
% of All Funds
0.91%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
21
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$33.6M +$4.25M +101,253 +13%
MAG
2
MRA Advisory Group
New Jersey
$7.61M +$5.09M +121,123 +152%
Bank of America
3
Bank of America
North Carolina
$7.36M -$455K -10,831 -5%
Goldman Sachs
4
Goldman Sachs
New York
$6.42M
MFG
5
Merit Financial Group
Georgia
$3.38M +$63K +1,501 +2%
GLA
6
Good Life Advisors
Pennsylvania
$2.44M +$283K +6,739 +12%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$2.35M -$12.6K -301 -0.5%
BFS
8
Bard Financial Services
Connecticut
$2.04M +$1.03M +24,450 +81%
PAS
9
Park Avenue Securities
New York
$2.01M +$327K +7,779 +17%
HighTower Advisors
10
HighTower Advisors
Illinois
$1.72M +$221K +5,257 +13%
BWA
11
Beam Wealth Advisors
Louisiana
$1.59M +$52.7K +1,255 +3%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$1.45M -$79.3K -1,889 -5%
LFAS
13
Level Four Advisory Services
Texas
$1.1M +$28.9K +688 +2%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$990K -$2.65K -63 -0.2%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$931K -$103K -2,448 -9%
Stifel Financial
16
Stifel Financial
Missouri
$830K +$4.2K +100 +0.5%
RJA
17
Raymond James & Associates
Florida
$714K -$104K -2,480 -12%
Osaic Holdings
18
Osaic Holdings
Arizona
$701K +$124K +2,941 +19%
SWA
19
Stratos Wealth Advisors
Ohio
$655K +$734K +17,470 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$567K +$216K +5,144 +52%
VWA
21
V Wealth Advisors
Kansas
$558K +$381K +9,070 +156%
CAN
22
Cetera Advisor Networks
California
$539K +$42.6K +1,014 +8%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$535K +$53.3K +1,269 +10%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$511K +$54.8K +1,305 +11%
SFA
25
Sequoia Financial Advisors
Ohio
$494K +$553K +13,176 New