Invesco Dow Jones Industrial Average Dividend ETF
DJD
60 hedge funds and large institutions have $125M invested in Invesco Dow Jones Industrial Average Dividend ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 22 reducing their positions, and 7 closing their positions.
14% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 7
8% more capital invested
Capital invested by funds: $116M → $125M (+$8.78M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1% less ownership
Funds ownership: 40% → 39% (-1%)
2% less funds holding
Funds holding: 61 → 60 (-1)
32% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 22
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIA
Barry Investment Advisors
New Bedford,
Massachusetts
|
+$669K |
| 2 |
KWM
Keebeck Wealth Management
Chicago,
Illinois
|
+$518K |
| 3 |
VVP
Venture Visionary Partners
Sylvania,
Ohio
|
+$487K |
| 4 |
BTWM
Brass Tax Wealth Management
Cincinnati,
Ohio
|
+$468K |
| 5 |
GLA
Good Life Advisors
Reading,
Pennsylvania
|
+$283K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$2.34M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$979K |
| 3 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$753K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$496K |
| 5 |
MAG
MRA Advisory Group
Parsippany,
New Jersey
|
-$410K |
DJD Hedge Fund Activity: Q3 2024 in Review
60 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Invesco Dow Jones Industrial Average Dividend ETF (DJD) for Q3 2024, worth a combined $125M — up 7.6% from $116M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new DJD positions and 7 closed out — a net gain of 1 holder — while 15 added to existing stakes and 22 trimmed.
The largest buyer was Barry Investment Advisors, adding an estimated $669K. The largest seller was LPL Financial, cutting an estimated $2.34M.
- 60 institutional investors held Invesco Dow Jones Industrial Average Dividend ETF (DJD) as of Q3 2024, down from 61 in Q2 2024.
- Funds reported $125M of Invesco Dow Jones Industrial Average Dividend ETF stock for Q3 2024, up 7.6% quarter-over-quarter.
- 8 funds opened new Invesco Dow Jones Industrial Average Dividend ETF positions in Q3 2024 and 7 closed out, a net change of +1 holder.
- The largest Invesco Dow Jones Industrial Average Dividend ETF buyer in Q3 2024 was Barry Investment Advisors, an estimated $669K added.
- The largest Invesco Dow Jones Industrial Average Dividend ETF seller in Q3 2024 was LPL Financial, an estimated $2.34M sold.
Based on aggregated 13F filings for Q3 2024.