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Invesco Dow Jones Industrial Average Dividend ETF

61 hedge funds and large institutions have $116M invested in Invesco Dow Jones Industrial Average Dividend ETF in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

11% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 18

0% more funds holding

Funds holding: 6161 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.24% less ownership

Funds ownership: 41.24%40% (-1.2%)

6% less capital invested

Capital invested by funds: $124M → $116M (-$7.79M)

Holders
61
Holders Change
Holders Change %
0%
% of All Funds
0.88%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
20
Reduced
18
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC World Market
1
CIBC World Market
Ontario, Canada
$28.1M -$642K -13,546 -2%
LPL Financial
2
LPL Financial
California
$26.9M -$3.29M -69,505 -11%
BIA
3
Barry Investment Advisors
Massachusetts
$13.8M +$453K +9,560 +3%
MAG
4
MRA Advisory Group
New Jersey
$11.4M +$170K +3,586 +2%
Bank of America
5
Bank of America
North Carolina
$6.24M +$69.5K +1,467 +1%
IWC
6
Integrated Wealth Concepts
Massachusetts
$3.52M +$221K +4,659 +7%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$2.93M +$89.9K +1,899 +3%
MFG
8
Merit Financial Group
Georgia
$2.02M -$2.2M -46,462 -52%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$1.98M -$3.13K -66 -0.2%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$1.41M -$7.44K -157 -0.5%
LFAS
11
Level Four Advisory Services
Texas
$1.41M -$132K -2,779 -9%
GS
12
GTS Securities
New York
$1.22M +$1.22M +25,694 New
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$1.04M +$236K +4,986 +29%
VVP
14
Venture Visionary Partners
Ohio
$1.01M +$114K +2,399 +13%
RJA
15
Raymond James & Associates
Florida
$955K -$505K -10,661 -35%
Stifel Financial
16
Stifel Financial
Missouri
$860K -$20.5K -433 -2%
WAP
17
Wealthcare Advisory Partners
Pennsylvania
$748K +$128K +2,693 +21%
UBS Group
18
UBS Group
Switzerland
$740K +$508K +10,723 +219%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$723K +$70.8K +1,494 +11%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$638K +$51.7K +1,092 +9%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$585K +$271K +5,718 +86%
Jane Street
22
Jane Street
New York
$505K +$505K +10,664 New
KWM
23
Keebeck Wealth Management
Illinois
$504K +$251K +5,300 +99%
Osaic Holdings
24
Osaic Holdings
Arizona
$498K -$302K -6,380 -38%
Citadel Advisors
25
Citadel Advisors
Florida
$496K +$289K +6,111 +140%