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Invesco Dow Jones Industrial Average Dividend ETF
DJD

Overview Fund Activity

58 hedge funds and large institutions have $100M invested in Invesco Dow Jones Industrial Average Dividend ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 23 reducing their positions, and 7 closing their positions.

Holders
58
Holders Change
-2
Holders Change %
-3.33%
% of All Funds
0.93%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
5
Increased
20
Reduced
23
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BIA
1
Barry Investment Advisors
Massachusetts
$7.69M
2
LPL Financial
2
LPL Financial
California
$50.8M
3
IWC
3
Integrated Wealth Concepts
Massachusetts
$2.67M
4
IWM
4
IHT Wealth Management
Illinois
$1.6M
5
MFG
5
Merit Financial Group
Georgia
$3.76M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$6.28M
2
WA
2
Win Advisors
Florida
$0
3
BFS
3
Bard Financial Services
Connecticut
$0
4
KF
4
Krilogy Financial
Missouri
$961K
5
PAS
5
Park Avenue Securities
New York
$953K
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$50.8M 1,228,324 +82,305 +7%
BIA
2
Barry Investment Advisors
Massachusetts
$7.69M 185,874 +107,953 +139%
Bank of America
3
Bank of America
North Carolina
$6.28M 151,973 -92,110 -38%
MAG
4
MRA Advisory Group
New Jersey
$4.42M 106,924 -1,161 -1%
MFG
5
Merit Financial Group
Georgia
$3.76M 91,009 +12,529 +16%
IWC
6
Integrated Wealth Concepts
Massachusetts
$2.67M 64,605 +42,122 +187%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$2.53M 61,214 -3,826 -6%
IWM
8
IHT Wealth Management
Illinois
$1.6M 38,641 +38,641 New
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$1.58M 38,203 +1,094 +3%
Osaic Holdings
10
Osaic Holdings
Arizona
$1.42M 34,281 +1,741 +5%
LFAS
11
Level Four Advisory Services
Texas
$1.3M 31,351 -4,275 -12%
RJA
12
Raymond James & Associates
Florida
$1.24M 30,072 +1,335 +5%
BWA
13
Beam Wealth Advisors
Louisiana
$1.23M 29,713 -9,779 -25%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$1.08M 26,127 -215 -0.8%
IGWM
15
ICA Group Wealth Management
Colorado
$962K 23,270 +4,796 +26%
KF
16
Krilogy Financial
Missouri
$961K 23,244 -21,440 -48%
PAS
17
Park Avenue Securities
New York
$953K 23,058 -15,004 -39%
Stifel Financial
18
Stifel Financial
Missouri
$783K 18,947 -826 -4%
PAG
19
Private Advisor Group
New Jersey
$767K 18,541 +1,812 +11%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$698K 16,870 -2,084 -11%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$608K 14,705 -3,588 -20%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$586K 14,170 +749 +6%
CIBC World Market
23
CIBC World Market
Ontario, Canada
$473K 11,441 +11,441 New
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$446K 10,795 +2,107 +24%
NAM
25
NTV Asset Management
West Virginia
$410K 9,925 – –
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