Invesco Dow Jones Industrial Average Dividend ETF
DJD
60 hedge funds and large institutions have $103M invested in Invesco Dow Jones Industrial Average Dividend ETF in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 19 reducing their positions, and 6 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
21% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 19
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
2.68% more ownership
Funds ownership: 36.22% → 38.9% (+2.7%)
2% more funds holding
Funds holding: 59 → 60 (+1)
3% more capital invested
Capital invested by funds: $99.9M → $103M (+$3.47M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$3.84M |
| 2 |
BIA
Barry Investment Advisors
New Bedford,
Massachusetts
|
+$3.32M |
| 3 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
+$3.04M |
| 4 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$564K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$548K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$3.75M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$2.51M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$2.27M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$1.14M |
| 5 |
PAS
Park Avenue Securities
New York
|
-$1.1M |
DJD Hedge Fund Activity: Q2 2023 in Review
60 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco Dow Jones Industrial Average Dividend ETF (DJD) for Q2 2023, worth a combined $103M — up 3.5% from $99.9M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new DJD positions and 6 closed out — a net gain of 1 holder — while 23 added to existing stakes and 19 trimmed.
The largest buyer was LPL Financial, adding an estimated $3.84M. The largest seller was Cetera Advisor Networks, cutting an estimated $3.75M.
- 60 institutional investors held Invesco Dow Jones Industrial Average Dividend ETF (DJD) as of Q2 2023, up from 59 in Q1 2023.
- Funds reported $103M of Invesco Dow Jones Industrial Average Dividend ETF stock for Q2 2023, up 3.5% quarter-over-quarter.
- 7 funds opened new Invesco Dow Jones Industrial Average Dividend ETF positions in Q2 2023 and 6 closed out, a net change of +1 holder.
- The largest Invesco Dow Jones Industrial Average Dividend ETF buyer in Q2 2023 was LPL Financial, an estimated $3.84M added.
- The largest Invesco Dow Jones Industrial Average Dividend ETF seller in Q2 2023 was Cetera Advisor Networks, an estimated $3.75M sold.
Based on aggregated 13F filings for Q2 2023.