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Invesco Dow Jones Industrial Average Dividend ETF

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, 21 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 23

5% less funds holding

Funds holding: 6461 (-3)

6.86% less ownership

Funds ownership: 48.11%41.24% (-6.9%)

20% less capital invested

Capital invested by funds: $155M → $124M (-$30.7M)

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: 32 (-1)

Holders
61
Holders Change
-3
Holders Change %
-4.69%
% of All Funds
0.88%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
8
Increased
21
Reduced
23
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$30.6M -$12.8M -274,731 -30%
CIBC World Market
2
CIBC World Market
Ontario, Canada
$29.2M -$241K -5,175 -0.8%
BIA
3
Barry Investment Advisors
Massachusetts
$13.6M +$652K +14,000 +5%
MAG
4
MRA Advisory Group
New Jersey
$11.4M +$601K +12,905 +6%
Bank of America
5
Bank of America
North Carolina
$6.27M -$1.6M -34,394 -21%
MFG
6
Merit Financial Group
Georgia
$4.19M +$1.05M +22,611 +34%
IWC
7
Integrated Wealth Concepts
Massachusetts
$3.35M +$711K +15,250 +28%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$2.88M -$61.1K -1,312 -2%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$2.01M +$603K +12,941 +45%
CA
10
Cetera Advisors
Colorado
$1.51M +$1.46M +31,362 New
LFAS
11
Level Four Advisory Services
Texas
$1.5M +$7.64K +164 +0.5%
RJA
12
Raymond James & Associates
Florida
$1.48M +$21.1K +453 +1%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$1.44M -$63K -1,351 -4%
VVP
14
Venture Visionary Partners
Ohio
$913K
Stifel Financial
15
Stifel Financial
Missouri
$894K -$23.6K -506 -3%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$819K +$52.5K +1,127 +7%
Osaic Holdings
17
Osaic Holdings
Arizona
$812K -$36.6K -785 -4%
IGWM
18
ICA Group Wealth Management
Colorado
$730K -$250K -5,360 -26%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$662K +$9.88K +212 +2%
WAP
20
Wealthcare Advisory Partners
Pennsylvania
$630K +$22.7K +487 +4%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$595K +$237K +5,084 +70%
HI
22
Harbour Investments
Wisconsin
$506K -$33.1K -711 -6%
CIBC Private Wealth Group
23
CIBC Private Wealth Group
Georgia
$481K +$466K +10,000 New
NAM
24
NTV Asset Management
West Virginia
$477K
PAS
25
Park Avenue Securities
New York
$456K -$244K -5,240 -36%