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Invesco Dow Jones Industrial Average Dividend ETF

59 hedge funds and large institutions have $99.9M invested in Invesco Dow Jones Industrial Average Dividend ETF in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 5959 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

2.38% less ownership

Funds ownership: 38.6%36.22% (-2.4%)

10% less capital invested

Capital invested by funds: $111M → $99.9M (-$11.6M)

15% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 20

Holders
59
Holders Change
Holders Change %
0%
% of All Funds
0.94%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
17
Reduced
20
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$45.2M -$5.95M -137,137 -11%
Bank of America
2
Bank of America
North Carolina
$12.7M +$215K +4,964 +2%
MAG
3
MRA Advisory Group
New Jersey
$4.83M -$520K -11,987 -10%
CAN
4
Cetera Advisor Networks
California
$4.08M +$556K +12,806 +16%
MFG
5
Merit Financial Group
Georgia
$3.52M -$54.3K -1,251 -1%
PAS
6
Park Avenue Securities
New York
$2.74M +$174K +4,011 +7%
KF
7
Krilogy Financial
Missouri
$2.57M +$363K +8,370 +16%
Citadel Advisors
8
Citadel Advisors
Florida
$2.51M +$2.06M +47,525 +424%
BFS
9
Bard Financial Services
Connecticut
$2.28M -$161K -3,700 -6%
BWA
10
Beam Wealth Advisors
Louisiana
$1.89M -$55.3K -1,275 -3%
HighTower Advisors
11
HighTower Advisors
Illinois
$1.49M -$69.6K -1,603 -4%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$1.29M +$669K +15,406 +105%
Osaic Holdings
13
Osaic Holdings
Arizona
$1.29M +$187K +4,303 +17%
LFAS
14
Level Four Advisory Services
Texas
$1.26M +$37.1K +855 +3%
RJA
15
Raymond James & Associates
Florida
$1.23M -$1.17M -26,857 -48%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$1.13M +$19.3K +444 +2%
Stifel Financial
17
Stifel Financial
Missouri
$847K -$74.8K -1,724 -8%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$649K -$5.47K -126 -0.8%
GVAG
19
Great Valley Advisor Group
Delaware
$641K +$98.9K +2,278 +18%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$616K -$28.4K -655 -4%
GLA
21
Good Life Advisors
Pennsylvania
$556K -$2.06M -47,413 -79%
SWA
22
Stratos Wealth Advisors
Ohio
$490K -$1.07M -24,660 -68%
IGWM
23
ICA Group Wealth Management
Colorado
$482K +$223K +5,137 +84%
NAM
24
NTV Asset Management
West Virginia
$425K
SCA
25
Southern Capital Advisors
Tennessee
$415K +$421K +9,690 New