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Invesco Dow Jones Industrial Average Dividend ETF
DJD

66 hedge funds and large institutions have $141M invested in Invesco Dow Jones Industrial Average Dividend ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 20

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

7% more capital invested

Capital invested by funds: $132M → $141M (+$8.89M)

1.19% more ownership

Funds ownership: 38.6% → 39.79% (+1.2%)

0% more funds holding

Funds holding: 66 → 66 (0)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
66
Holders Change
–
Holders Change %
0%
% of All Funds
0.87%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
23
Reduced
20
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PS
Principal Securities
Iowa
+$5.47M
2
LPL Financial
LPL Financial
California
+$1.2M
3
Osaic Holdings
Osaic Holdings
Arizona
+$771K
4
Bank of America
Bank of America
North Carolina
+$680K
5
GS
GTS Securities
New York
+$581K

Top Sellers

Rank Fund Capital Flow
1
CIBC World Market
CIBC World Market
Ontario, Canada
-$1.02M
2
MAG
MRA Advisory Group
New Jersey
-$901K
3
PCIA
Prime Capital Investment Advisors
Kansas
-$717K
4
GS
GWN Securities
Florida
-$441K
5
ARC
Advisor Resource Council
Texas
-$283K
Name Holding Trade Value Shares
Change 		Change in
Stake
CIBC Private Wealth Group
26
CIBC Private Wealth Group
Georgia
$532K – – –
NAM
27
NTV Asset Management
West Virginia
$528K – – –
WEG
28
World Equity Group
Illinois
$527K +$506K +9,916 New
JIP
29
Jaffetilchin Investment Partners
Florida
$511K +$22K +430 +5%
TCTWM
30
Three Cord True Wealth Management
Pennsylvania
$504K -$27.5K -539 -5%
HI
31
Harbour Investments
Wisconsin
$478K +$12.5K +244 +3%
UBS Group
32
UBS Group
Switzerland
$470K -$81.6K -1,598 -15%
Citadel Advisors
33
Citadel Advisors
Florida
$446K +$428K +8,385 New
KAS
34
Kestra Advisory Services
Texas
$433K +$19.4K +380 +5%
MML Investors Services
35
MML Investors Services
Massachusetts
$431K +$7.86K +154 +2%
APA
36
Astoria Portfolio Advisors
New York
$400K – – –
PAG
37
Private Advisor Group
New Jersey
$361K +$35.1K +688 +11%
Jones Financial Companies
38
Jones Financial Companies
Missouri
$331K +$51.5K +1,008 +19%
EFS
39
Essex Financial Services
Connecticut
$322K +$309K +6,056 New
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$307K +$51.4K +1,007 +21%
Kovitz Investment Group Partners
41
Kovitz Investment Group Partners
Illinois
$291K +$279K +5,468 New
FHC
42
First Heartland Consultants
Missouri
$259K +$249K +4,878 New
PFS
43
Prospera Financial Services
Texas
$235K +$226K +4,423 New
CP
44
Creekside Partners
California
$213K – – –
IA
45
IFP Advisors
Florida
$197K -$9.35K -183 -5%
HWA
46
HHM Wealth Advisors
Tennessee
$173K – – –
Morgan Stanley
47
Morgan Stanley
New York
$130K -$79.2K -1,551 -39%
Fidelity Investments
48
Fidelity Investments
Massachusetts
$84.8K +$12.6K +247 +18%
BMM
49
Berkshire Money Management
Massachusetts
$82.5K +$79.2K +1,551 New
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$81K – – –
1
2
3

DJD Hedge Fund Activity: Q2 2025 in Review

66 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Invesco Dow Jones Industrial Average Dividend ETF (DJD) for Q2 2025, worth a combined $141M — up 6.8% from $132M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new DJD positions and 9 closed out — a net gain of 1 holder — while 23 added to existing stakes and 20 trimmed.

The largest buyer was Principal Securities, adding an estimated $5.47M. The largest seller was CIBC World Market, cutting an estimated $1.02M.

  • 66 institutional investors held Invesco Dow Jones Industrial Average Dividend ETF (DJD) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $141M of Invesco Dow Jones Industrial Average Dividend ETF stock for Q2 2025, up 6.8% quarter-over-quarter.
  • 10 funds opened new Invesco Dow Jones Industrial Average Dividend ETF positions in Q2 2025 and 9 closed out, a net change of +1 holder.
  • The largest Invesco Dow Jones Industrial Average Dividend ETF buyer in Q2 2025 was Principal Securities, an estimated $5.47M added.
  • The largest Invesco Dow Jones Industrial Average Dividend ETF seller in Q2 2025 was CIBC World Market, an estimated $1.02M sold.

Based on aggregated 13F filings for Q2 2025.