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Invesco Dow Jones Industrial Average Dividend ETF

84 hedge funds and large institutions have $144M invested in Invesco Dow Jones Industrial Average Dividend ETF in 2025 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 18 increasing their positions, 21 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 4

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

22% more funds holding

Funds holding: 6984 (+15)

9% more capital invested

Capital invested by funds: $132M → $144M (+$11.4M)

3.19% more ownership

Funds ownership: 34.34%37.53% (+3.2%)

14% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 21

Holders
84
Holders Change
+15
Holders Change %
+21.74%
% of All Funds
1.02%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
20
Increased
18
Reduced
21
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$595K -$4.59M -81,474 -89%
CIBC Private Wealth Group
27
CIBC Private Wealth Group
Georgia
$571K
NAM
28
NTV Asset Management
West Virginia
$567K
SLP
29
Storen Legacy Partners
Indiana
$532K +$525K +9,315 New
JIP
30
Jaffetilchin Investment Partners
Florida
$518K -$32.9K -584 -6%
HI
31
Harbour Investments
Wisconsin
$506K -$9.13K -162 -2%
TCTWM
32
Three Cord True Wealth Management
Pennsylvania
$501K
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$499K +$409K +7,255 +489%
Jones Financial Companies
34
Jones Financial Companies
Missouri
$482K +$95.1K +1,688 +25%
UBS Group
35
UBS Group
Switzerland
$477K +$70.8K +1,257 +18%
APA
36
Astoria Portfolio Advisors
New York
$460K
MML Investors Services
37
MML Investors Services
Massachusetts
$449K +$105K +1,864 +31%
KA
38
Kovack Advisors
Florida
$363K +$358K +6,347 New
EFS
39
Essex Financial Services
Connecticut
$320K
Focus Partners Wealth
40
Focus Partners Wealth
Massachusetts
$312K +$308K +5,468 New
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$284K -$8.11K -144 -3%
MFG
42
Merit Financial Group
Georgia
$282K -$51.3K -910 -16%
FHC
43
First Heartland Consultants
Missouri
$279K +$113 +2 +0%
KF
44
Krilogy Financial
Missouri
$264K
PFS
45
Prospera Financial Services
Texas
$243K -$10.6K -188 -4%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$236K -$280K -4,965 -55%
CP
47
Creekside Partners
California
$229K
HighTower Advisors
48
HighTower Advisors
Illinois
$225K +$5.13K +91 +2%
IA
49
IFP Advisors
Florida
$212K
SWP
50
Stratos Wealth Partners
Ohio
$210K +$207K +3,672 New

DJD Hedge Fund Activity: Q4 2025 in Review

84 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Invesco Dow Jones Industrial Average Dividend ETF (DJD) for Q4 2025, worth a combined $144M — up 8.6% from $132M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new DJD positions and 4 closed out — a net gain of 16 holders — while 18 added to existing stakes and 21 trimmed.

The largest buyer was David Kennon, opening a new position worth an estimated $11.6M. The largest seller was Principal Securities, cutting an estimated $6.16M.

  • 84 institutional investors held Invesco Dow Jones Industrial Average Dividend ETF (DJD) as of Q4 2025, up from 69 in Q3 2025.
  • Funds reported $144M of Invesco Dow Jones Industrial Average Dividend ETF stock for Q4 2025, up 8.6% quarter-over-quarter.
  • 20 funds opened new Invesco Dow Jones Industrial Average Dividend ETF positions in Q4 2025 and 4 closed out, a net change of +16 holders.
  • The largest Invesco Dow Jones Industrial Average Dividend ETF buyer in Q4 2025 was David Kennon, an estimated $11.6M added.
  • The largest Invesco Dow Jones Industrial Average Dividend ETF seller in Q4 2025 was Principal Securities, an estimated $6.16M sold.

Based on aggregated 13F filings for Q4 2025.