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Invesco Dow Jones Industrial Average Dividend ETF

66 hedge funds and large institutions have $132M invested in Invesco Dow Jones Industrial Average Dividend ETF in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 19

3% more capital invested

Capital invested by funds: $128M → $132M (+$3.94M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

1% less funds holding

Funds holding: 6766 (-1)

1.62% less ownership

Funds ownership: 40.23%38.6% (-1.6%)

Holders
66
Holders Change
-1
Holders Change %
-1.49%
% of All Funds
0.89%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
23
Reduced
19
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
51
Synergy Investment Management
Florida
$56K -$211 -4 -0.4%
SIS
52
Sound Income Strategies
Florida
$49.4K +$49.4K +934 New
GWM
53
Geneos Wealth Management
Colorado
$45.6K +$23.3K +440 +104%
ADL
54
Asset Dedication LLC
California
$41.8K
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$27.7K -$14.7K -279 -35%
PS
56
Principal Securities
Iowa
$27.4K
FFA
57
Farther Finance Advisors
California
$26K +$26.1K +493 New
AWM
58
AE Wealth Management
Kansas
$22.1K +$16.6K +314 +299%
Wells Fargo
59
Wells Fargo
California
$14.5K +$13.1K +248 +954%
AAG
60
Armstrong Advisory Group
Massachusetts
$12.2K
CIAS
61
Capital Investment Advisory Services
North Carolina
$10.6K
FC
62
Fairscale Capital
New Hampshire
$10.6K
AF
63
Advisornet Financial
Minnesota
$8.24K
VDBMI
64
Van Den Berg Management I
Texas
$7.92K
SS
65
Sunbelt Securities
Texas
$2.01K +$2.01K +38 New
CA
66
CoreCap Advisors
Michigan
$1.06K +$1.06K +20 New
SPC
67
Sigma Planning Corp
Michigan
-$1.51M -29,771 Closed
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
-$662K -13,059 Closed
AC
69
Apella Capital
Connecticut
-$288K -5,673 Closed
PIA
70
Perennial Investment Advisors
California
-$281K -5,535 Closed
NWWA
71
New Wave Wealth Advisors
Arkansas
-$120K -2,370 Closed
FFA
72
Fairfield Financial Advisors
Massachusetts
-$32.2K -635 Closed
PIS
73
POM Investment Strategies
North Carolina
-$18.7K -369 Closed
PA
74
PSI Advisors
Florida
-$17.8K -352 Closed
PGAM
75
Princeton Global Asset Management
New Jersey
-$2.84K -56 Closed