Invesco Dow Jones Industrial Average Dividend ETF
DJD
59 hedge funds and large institutions have $111M invested in Invesco Dow Jones Industrial Average Dividend ETF in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 5 closing their positions.
140% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 5
30% more capital invested
Capital invested by funds: $85.6M → $111M (+$25.9M)
17% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 18
11% more funds holding
Funds holding: 53 → 59 (+6)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.08% less ownership
Funds ownership: 38.68% → 38.6% (-0.08%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$12.7M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$4.11M |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$2.91M |
| 4 |
KF
Krilogy Financial
St. Louis,
Missouri
|
+$2.21M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$6.42M |
| 2 |
MAG
MRA Advisory Group
Parsippany,
New Jersey
|
-$3.24M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.06M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$645K |
| 5 |
VWA
V Wealth Advisors
Overland Park,
Kansas
|
-$558K |
DJD Hedge Fund Activity: Q4 2022 in Review
59 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Invesco Dow Jones Industrial Average Dividend ETF (DJD) for Q4 2022, worth a combined $111M — up 30% from $85.6M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new DJD positions and 5 closed out — a net gain of 7 holders — while 21 added to existing stakes and 18 trimmed.
The largest buyer was LPL Financial, adding an estimated $12.7M. The largest seller was Goldman Sachs, exiting entirely with an estimated $6.42M sold.
- 59 institutional investors held Invesco Dow Jones Industrial Average Dividend ETF (DJD) as of Q4 2022, up from 53 in Q3 2022.
- Funds reported $111M of Invesco Dow Jones Industrial Average Dividend ETF stock for Q4 2022, up 30% quarter-over-quarter.
- 12 funds opened new Invesco Dow Jones Industrial Average Dividend ETF positions in Q4 2022 and 5 closed out, a net change of +7 holders.
- The largest Invesco Dow Jones Industrial Average Dividend ETF buyer in Q4 2022 was LPL Financial, an estimated $12.7M added.
- The largest Invesco Dow Jones Industrial Average Dividend ETF seller in Q4 2022 was Goldman Sachs, an estimated $6.42M sold.
Based on aggregated 13F filings for Q4 2022.