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Invesco Dow Jones Industrial Average Dividend ETF

83 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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

3.19% more ownership

Funds ownership: 34.33%37.52% (+3.2%)

14% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 21

Holders
83
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$11.6M
2 +$3.67M
3 +$2.11M
4
KAS
Kestra Advisory Services
Texas
+$1.66M
5
GS
GTS Securities
New York
+$1.29M

Top Sellers

1 -$6.16M
2 -$4.59M
3 -$2.64M
4
Osaic Holdings
Osaic Holdings
Arizona
-$895K
5
CIBC World Market
CIBC World Market
Ontario, Canada
-$841K
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$204K
HWA
52
HHM Wealth Advisors
Tennessee
$186K
WCAMG
53
Woodard & Company Asset Management Group
North Carolina
$171K
Fidelity Investments
54
Fidelity Investments
Massachusetts
$135K
Morgan Stanley
55
Morgan Stanley
New York
$97.4K
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$87K
PK
57
Pflug Koory
Nebraska
$84.6K
AW
58
Ankerstar Wealth
Texas
$68.6K
CTWM
59
Cherry Tree Wealth Management
Minnesota
$62.9K
ADL
60
Asset Dedication LLC
California
$45.2K
SPIA
61
Steward Partners Investment Advisory
New York
$45.2K
William Blair & Company
62
William Blair & Company
Illinois
$27.3K
AWM
63
AE Wealth Management
Kansas
$27.1K
BWL
64
Bogart Wealth LLC
Virginia
$26.7K
GWM
65
Geneos Wealth Management
Colorado
$24.8K
IAIM
66
International Assets Investment Management
Florida
$24K
FFA
67
Farther Finance Advisors
California
$21.9K
Fifth Third Bancorp
68
Fifth Third Bancorp
Ohio
$20.1K
SIS
69
Sound Income Strategies
Florida
$20K
Russell Investments Group
70
Russell Investments Group
United Kingdom
$13.5K
AF
71
Advisornet Financial
Minnesota
$11.4K
FC
72
Fairscale Capital
New Hampshire
$11.4K
Wells Fargo
73
Wells Fargo
California
$10.3K
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$9K
VDBMI
75
Van Den Berg Management I
Texas
$8.57K