Invesco Dow Jones Industrial Average Dividend ETF
DJD
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.
0.69% more ownership
Funds ownership: 38.9% → 39.59% (+0.69%)
3% less capital invested
Capital invested by funds: $103M → $100M (-$3M)
3% less funds holding
Funds holding: 60 → 58 (-2)
13% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 23
29% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 7
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIA
Barry Investment Advisors
New Bedford,
Massachusetts
|
+$4.64M |
| 2 |
LPL Financial
San Diego,
California
|
+$3.54M |
| 3 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$1.81M |
| 4 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$1.66M |
| 5 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
+$538K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$3.96M |
| 2 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
-$2.45M |
| 3 |
BFS
Bard Financial Services
Branford,
Connecticut
|
-$2.27M |
| 4 |
KF
Krilogy Financial
St. Louis,
Missouri
|
-$921K |
| 5 |
PAS
Park Avenue Securities
New York
|
-$645K |
DJD Hedge Fund Activity: Q3 2023 in Review
58 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Invesco Dow Jones Industrial Average Dividend ETF (DJD) for Q3 2023, worth a combined $100M — down 2.9% from $103M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of DJD and 5 opened new positions — a net loss of 2 holders — while 23 trimmed existing stakes and 20 added.
The largest buyer was Barry Investment Advisors, adding an estimated $4.64M. The largest seller was Bank of America, cutting an estimated $3.96M.
- 58 institutional investors held Invesco Dow Jones Industrial Average Dividend ETF (DJD) as of Q3 2023, down from 60 in Q2 2023.
- Funds reported $100M of Invesco Dow Jones Industrial Average Dividend ETF stock for Q3 2023, down 2.9% quarter-over-quarter.
- 5 funds opened new Invesco Dow Jones Industrial Average Dividend ETF positions in Q3 2023 and 7 closed out, a net change of -2 holders.
- The largest Invesco Dow Jones Industrial Average Dividend ETF buyer in Q3 2023 was Barry Investment Advisors, an estimated $4.64M added.
- The largest Invesco Dow Jones Industrial Average Dividend ETF seller in Q3 2023 was Bank of America, an estimated $3.96M sold.
Based on aggregated 13F filings for Q3 2023.