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Invesco Dow Jones Industrial Average Dividend ETF

64 hedge funds and large institutions have $155M invested in Invesco Dow Jones Industrial Average Dividend ETF in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 20 reducing their positions, and 5 closing their positions.

Holders
64
Holders Change
+6
Holders Change %
+10.34%
% of All Funds
0.94%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
11
Increased
23
Reduced
20
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$42M 912,188 -316,136 -26%
CIBC World Market
2
CIBC World Market
Ontario, Canada
$28.2M 612,765 +601,324 +5,256%
WA
3
Win Advisors
Florida
$24.8M 538,235 +538,235 New
BIA
4
Barry Investment Advisors
Massachusetts
$12.4M 268,742 +82,868 +45%
MAG
5
MRA Advisory Group
New Jersey
$10.3M 224,207 +117,283 +110%
Bank of America
6
Bank of America
North Carolina
$7.59M 164,844 +12,871 +8%
MFG
7
Merit Financial Group
Georgia
$3.06M 66,560 -24,449 -27%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$2.82M 61,278 +64 +0.1%
IWC
9
Integrated Wealth Concepts
Massachusetts
$2.51M 54,521 -10,084 -16%
LFAS
10
Level Four Advisory Services
Texas
$1.49M 32,377 +1,026 +3%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$1.44M 31,379 -6,824 -18%
RJA
12
Raymond James & Associates
Florida
$1.4M 30,377 +305 +1%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$1.33M 28,863 +2,736 +10%
IGWM
14
ICA Group Wealth Management
Colorado
$946K 20,549 -2,721 -12%
Stifel Financial
15
Stifel Financial
Missouri
$880K 19,116 +169 +0.9%
VVP
16
Venture Visionary Partners
Ohio
$874K 18,999 +18,999 New
Osaic Holdings
17
Osaic Holdings
Arizona
$814K 17,681 -16,600 -48%
FFN
18
Focus Financial Network
Minnesota
$748K 16,255 +16,255 New
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$733K 15,919 +1,214 +8%
PAS
20
Park Avenue Securities
New York
$678K 14,734 -8,324 -36%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$624K 13,558 -612 -4%
SCA
22
Southern Capital Advisors
Tennessee
$613K 13,313 +6,606 +98%
BWA
23
Beam Wealth Advisors
Louisiana
$612K 13,293 -16,420 -55%
WAP
24
Wealthcare Advisory Partners
Pennsylvania
$581K 12,627 +2,991 +31%
HI
25
Harbour Investments
Wisconsin
$517K 11,239 +4,061 +57%