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Invesco Dow Jones Industrial Average Dividend ETF

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: 6666 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (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
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$79K +$49K +960 +183%
PK
52
Pflug Koory
Nebraska
$78.4K +$153 +3 +0.2%
Carson Wealth (CWM LLC)
53
Carson Wealth (CWM LLC)
Nebraska
$72K +$69.4K +1,359 New
ADL
54
Asset Dedication LLC
California
$42.1K
MWA
55
Medallion Wealth Advisors
Connecticut
$24.2K -$102K -2,000 -82%
GWM
56
Geneos Wealth Management
Colorado
$23K -$22.1K -432 -50%
AWM
57
AE Wealth Management
Kansas
$20.1K -$2.15K -42 -10%
CIAS
58
Capital Investment Advisory Services
North Carolina
$10.6K
AF
59
Advisornet Financial
Minnesota
$10.6K +$2.25K +44 +28%
FC
60
Fairscale Capital
New Hampshire
$10.6K
VDBMI
61
Van Den Berg Management I
Texas
$7.98K
FFA
62
Farther Finance Advisors
California
$7.25K -$18.2K -357 -72%
CAM
63
Costello Asset Management
Pennsylvania
$2.8K +$2.71K +53 New
GRP
64
Global Retirement Partners
California
$2.13K +$2.04K +40 New
CA
65
CoreCap Advisors
Michigan
$1.06K
Wells Fargo
66
Wells Fargo
California
$97 -$13.9K -272 -99%
SIS
67
Sound Income Strategies
Florida
$24 -$47.7K -934 Closed
PCIA
68
Prime Capital Investment Advisors
Kansas
-$717K -13,572 Closed
GS
69
GWN Securities
Florida
-$441K -8,689 Closed
ARC
70
Advisor Resource Council
Texas
-$283K -5,350 Closed
Creative Planning
71
Creative Planning
Kansas
-$241K -4,562 Closed
PAS
72
Park Avenue Securities
New York
-$233K -4,417 Closed
SIM
73
Synergy Investment Management
Florida
-$56K -1,060 Closed
AAG
74
Armstrong Advisory Group
Massachusetts
-$12.2K -240 Closed
SS
75
Sunbelt Securities
Texas
-$2.01K -38 Closed

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.