Invesco Dow Jones Industrial Average Dividend ETF
DJD
61 hedge funds and large institutions have $124M invested in Invesco Dow Jones Industrial Average Dividend ETF in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 22 reducing their positions, and 10 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 22
5% less funds holding
Funds holding: 64 → 61 (-3)
6.84% less ownership
Funds ownership: 48.08% → 41.24% (-6.8%)
20% less capital invested
Capital invested by funds: $154M → $124M (-$30.6M)
20% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 10
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cetera Advisors
Denver,
Colorado
|
+$1.46M |
| 2 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
+$1.05M |
| 3 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$711K |
| 4 |
BIA
Barry Investment Advisors
New Bedford,
Massachusetts
|
+$652K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$603K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
-$24.8M |
| 2 |
LPL Financial
San Diego,
California
|
-$12.8M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$1.6M |
| 4 |
FFN
Focus Financial Network
Minneapolis,
Minnesota
|
-$748K |
| 5 |
SCA
Southern Capital Advisors
Jackson,
Tennessee
|
-$613K |
DJD Hedge Fund Activity: Q1 2024 in Review
61 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Invesco Dow Jones Industrial Average Dividend ETF (DJD) for Q1 2024, worth a combined $124M — down 20% from $154M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of DJD and 8 opened new positions — a net loss of 2 holders — while 22 trimmed existing stakes and 22 added.
The largest buyer was Cetera Advisors, opening a new position worth an estimated $1.46M. The largest seller was Win Advisors, exiting entirely with an estimated $24.8M sold.
- 61 institutional investors held Invesco Dow Jones Industrial Average Dividend ETF (DJD) as of Q1 2024, down from 64 in Q4 2023.
- Funds reported $124M of Invesco Dow Jones Industrial Average Dividend ETF stock for Q1 2024, down 20% quarter-over-quarter.
- 8 funds opened new Invesco Dow Jones Industrial Average Dividend ETF positions in Q1 2024 and 10 closed out, a net change of -2 holders.
- The largest Invesco Dow Jones Industrial Average Dividend ETF buyer in Q1 2024 was Cetera Advisors, an estimated $1.46M added.
- The largest Invesco Dow Jones Industrial Average Dividend ETF seller in Q1 2024 was Win Advisors, an estimated $24.8M sold.
Based on aggregated 13F filings for Q1 2024.