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Invesco Dow Jones Industrial Average Dividend ETF

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.

Holders
60
Holders Change
+1
Holders Change %
+1.69%
% of All Funds
0.95%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
7
Increased
23
Reduced
19
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$48.9M 1,146,019 +90,305 +9%
Bank of America
2
Bank of America
North Carolina
$10.4M 244,083 -53,298 -18%
MAG
3
MRA Advisory Group
New Jersey
$4.61M 108,085 -4,783 -4%
MFG
4
Merit Financial Group
Georgia
$3.35M 78,480 -3,819 -5%
BIA
5
Barry Investment Advisors
Massachusetts
$3.33M 77,921 +77,921 New
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$2.78M 65,040 +2,577 +4%
WA
7
Win Advisors
Florida
$2.45M 71,360 +71,360 New
BFS
8
Bard Financial Services
Connecticut
$2.27M 53,225
KF
9
Krilogy Financial
Missouri
$1.91M 44,684 -15,375 -26%
BWA
10
Beam Wealth Advisors
Louisiana
$1.69M 39,492 -4,611 -10%
PAS
11
Park Avenue Securities
New York
$1.62M 38,062 -25,943 -41%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$1.58M 37,109 +7,018 +23%
LFAS
13
Level Four Advisory Services
Texas
$1.52M 35,626 +6,227 +21%
Osaic Holdings
14
Osaic Holdings
Arizona
$1.39M 32,540 +2,490 +8%
RJA
15
Raymond James & Associates
Florida
$1.23M 28,737 +13 +0%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$1.12M 26,342 -30 -0.1%
IWC
17
Integrated Wealth Concepts
Massachusetts
$960K 22,483 +13,251 +144%
Stifel Financial
18
Stifel Financial
Missouri
$844K 19,773 -36 -0.2%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$809K 18,954 +12,878 +212%
IGWM
20
ICA Group Wealth Management
Colorado
$788K 18,474 +7,197 +64%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$781K 18,293 +3,887 +27%
PAG
22
Private Advisor Group
New Jersey
$714K 16,729 +8,558 +105%
HWA
23
HHM Wealth Advisors
Tennessee
$579K 13,575 +5,000 +58%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$573K 13,421 -1,760 -12%
SWA
25
Stratos Wealth Advisors
Ohio
$494K 11,568 +113 +1%