We are live on ! Find out more
DJD icon

Invesco Dow Jones Industrial Average Dividend ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 5359 (+6)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.08% less ownership

Funds ownership: 38.68%38.6% (-0.08%)

Holders
59
Holders Change
+6
Holders Change %
+11.32%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
21
Reduced
18
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$52.1M +$12.7M +296,429 +33%
Bank of America
2
Bank of America
North Carolina
$12.8M +$4.11M +96,082 +49%
MAG
3
MRA Advisory Group
New Jersey
$5.45M -$3.24M -75,861 -38%
MFG
4
Merit Financial Group
Georgia
$3.65M -$285K -6,678 -7%
CAN
5
Cetera Advisor Networks
California
$3.6M +$2.91M +68,183 +474%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$2.73M -$7.09K -166 -0.3%
GLA
7
Good Life Advisors
Pennsylvania
$2.64M -$196K -4,580 -7%
PAS
8
Park Avenue Securities
New York
$2.62M +$278K +6,499 +12%
BFS
9
Bard Financial Services
Connecticut
$2.48M +$101K +2,375 +4%
RJA
10
Raymond James & Associates
Florida
$2.43M +$1.56M +36,534 +192%
KF
11
Krilogy Financial
Missouri
$2.26M +$2.21M +51,689 New
BWA
12
Beam Wealth Advisors
Louisiana
$1.98M +$125K +2,922 +7%
HighTower Advisors
13
HighTower Advisors
Illinois
$1.59M -$397K -9,290 -20%
SWA
14
Stratos Wealth Advisors
Ohio
$1.58M +$797K +18,645 +107%
LFAS
15
Level Four Advisory Services
Texas
$1.25M -$37.2K -870 -3%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$1.13M -$20.9K -490 -2%
Osaic Holdings
17
Osaic Holdings
Arizona
$1.12M +$300K +7,032 +38%
Stifel Financial
18
Stifel Financial
Missouri
$940K -$25.9K -607 -3%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$668K +$7.73K +181 +1%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$658K +$61K +1,427 +10%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$641K +$17.9K +420 +3%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$609K -$1.06M -24,828 -64%
GVAG
23
Great Valley Advisor Group
Delaware
$555K +$42.3K +991 +8%
Citadel Advisors
24
Citadel Advisors
Florida
$490K +$20.9K +490 +5%
NAM
25
NTV Asset Management
West Virginia
$433K