Dividend Appreciation Ownership


USD 158.64  1.02  0.64%   

Some institutional investors establish a significant position in etfs such as Dividend Appreciation in order to find ways to drive up its value. Retail investors, on the other hand, need to know that institutional holders can own millions of shares of Dividend Appreciation, and when they decide to sell, the etf will often sell-off, which may instantly impact shareholders' value. So, traders who get in early or near the beginning of the institutional investor's buying cycle could potentially generate profits. Also, please take a look at World Market Map.
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.

Dividend Etf Ownership Analysis

Dividend Appreciation is is formed as Regulated Investment Company in the United States. ETF is managed and operated by The Vanguard Group, Inc.. The fund has 291 constituents with avarage daily trading value of 1.4 M. The fund charges 0.05 percent management fee with total expences of 0.06 percent of total asset. The fund generated five year return of 12.0%. Dividend Appreciation ETF keeps 99.85% of net assets in stocks. This fund last dividend was 0.601 per share. The adviser employs an indexing investment approach designed to track the performance of the index, which consists of common stocks of companies that have a record of increasing dividends over time. Dividend Appreciation is traded on NYSEArca Exchange in the United States. For more information please call F McNabb at NA.

Sector Exposure (%)

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Dividend Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Dividend Appreciation , and the less return is expected.

Investment Allocations (%)

Top Etf Constituents

At Risk
ACNAccenture Plc 0.05 (3.19) 
MMM3M Company(0.06) (2.13) 
WBAWalgreens Boots Alliance(0.06) (2.92) 
LMTLockheed Martin Corp(0.05) (2.41) 
MSFTMicrosoft Corp 0.05 (4.10) 
WMTWalmart(0.07) (3.77) 
VVisa Inc 0.0396 (3.20) 
CMCSAComcast Corp A(0.07) (3.43) 
UNHUnitedhealth Group 0.06 (2.56) 
PGProcter Gamble(0.07) (2.67) 
PEPPepsico(0.0107) (1.78) 
ORCLOracle Corp 0.0401 (3.00) 
COSTCostco Wholesale 0.0446 (2.39) 
ABTAbbott Laboratories(0.0286) (2.61) 
MDTMedtronic(0.13) (2.77) 
MCDMcDonalds Corp 0.0225 (1.55) 
KOCoca-Cola(0.06) (1.96) 
JPMJP Morgan Chase(0.01) (2.34) 
JNJJohnson Johnson(0.18) (2.01) 
HDHome Depot 0.05 (2.60) 

Institutional Etf Holders for Dividend Appreciation

Have you ever been surprised when a price of an equity instrument such as Dividend Appreciation is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Dividend Appreciation ETF backward and forwards among themselves. Dividend Appreciation's institutional investor refers to the entity that pools money to purchase Dividend Appreciation's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
At Risk
HCMNXHcm Dividend Sector(0.06) (2.13) 
JIBOXJohn Hancock Funds(0.0381) (1.89) 
JIBRXJohn Hancock Funds(0.0378) (1.89) 
JRTAXJohn Hancock Funds(0.07) (1.43) 
JRLDXJohn Hancock Funds(0.10) (1.11) 
STTIXStadion Trilogy Alternative(0.34) (0.82) 
JLGOXJohn Hancock Funds(0.0146) (2.26) 
JABPXJhf II Multi-Index(0.016) (2.18) 
GEFAXCmg Mauldin Core(0.17) (1.32) 
JHAPXJhf II Multi-Index(0.07) (1.43) 
JHAUXJhf II Multi-Index(0.06) (1.73) 
JRTFXJohn Hancock Funds(0.06) (1.73) 
GEFIXCmg Mauldin Core(0.17) (1.31) 
PFTSXPfg Tactical Income(0.10) (0.98) 
JHANXJhf II Multi-Index(0.11) (1.11) 
JHAVXJhf II Multi-Index(0.0367) (2.00) 
JRTIXJohn Hancock Funds(0.0376) (2.00) 
JABKXJhf II Multi-Index(0.07) (1.43) 
HCMQXHcm Dividend Sector(0.06) (2.12) 
HCMWXHcm Dividend Sector(0.06) (2.12) 
Note, although Dividend Appreciation's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Dividend Appreciation Investors Sentiment

The influence of Dividend Appreciation's investor sentiment on the probability of its price appreciation or decline could be a good factor in your decision-making process regarding taking a position in Dividend. The overall investor sentiment generally increases the direction of a etf movement in a one-year investment horizon. However, the impact of investor sentiment on the entire etf markets does not have a solid backing from leading economists and market statisticians.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Dividend Appreciation in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Dividend Appreciation's short interest history, or implied volatility extrapolated from Dividend Appreciation options trading.

Also Currently Popular

Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.
Also, please take a look at World Market Map. Note that the Dividend Appreciation ETF information on this page should be used as a complementary analysis to other Dividend Appreciation's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Headlines Timeline module to stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity.

Complementary Tools for Dividend Etf analysis

When running Dividend Appreciation ETF price analysis, check to measure Dividend Appreciation's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Dividend Appreciation is operating at the current time. Most of Dividend Appreciation's value examination focuses on studying past and present price action to predict the probability of Dividend Appreciation's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Dividend Appreciation's price. Additionally, you may evaluate how the addition of Dividend Appreciation to your portfolios can decrease your overall portfolio volatility.
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The market value of Dividend Appreciation ETF is measured differently than its book value, which is the value of Dividend that is recorded on the company's balance sheet. Investors also form their own opinion of Dividend Appreciation's value that differs from its market value or its book value, called intrinsic value, which is Dividend Appreciation's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Dividend Appreciation's market value can be influenced by many factors that don't directly affect Dividend Appreciation's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Dividend Appreciation's value and its price as these two are different measures arrived at by different means. Investors typically determine Dividend Appreciation value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Dividend Appreciation's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.