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Invesco Dow Jones Industrial Average Dividend ETF

65 hedge funds and large institutions have $139M invested in Invesco Dow Jones Industrial Average Dividend ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
65
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
22
Reduced
20
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$79K +$51.1K +960 +183%
PK
52
Pflug Koory
Nebraska
$78.4K +$160 +3 +0.2%
Carson Wealth (CWM LLC)
53
Carson Wealth (CWM LLC)
Nebraska
$72K +$72K +1,359 New
ADL
54
Asset Dedication LLC
California
$42.1K
GWM
55
Geneos Wealth Management
Colorado
$23K -$23K -432 -50%
AWM
56
AE Wealth Management
Kansas
$20.1K -$2.23K -42 -10%
CIAS
57
Capital Investment Advisory Services
North Carolina
$10.6K
AF
58
Advisornet Financial
Minnesota
$10.6K +$2.34K +44 +28%
FC
59
Fairscale Capital
New Hampshire
$10.6K
VDBMI
60
Van Den Berg Management I
Texas
$7.98K
FFA
61
Farther Finance Advisors
California
$7.25K -$19K -357 -72%
CAM
62
Costello Asset Management
Pennsylvania
$2.8K +$2.8K +53 New
GRP
63
Global Retirement Partners
California
$2.13K +$2.13K +40 New
CA
64
CoreCap Advisors
Michigan
$1.06K
Wells Fargo
65
Wells Fargo
California
$97 -$13.2K -272 -99%
SIS
66
Sound Income Strategies
Florida
$24 -$49.4K -934 Closed
PCIA
67
Prime Capital Investment Advisors
Kansas
-$717K -13,572 Closed
GS
68
GWN Securities
Florida
-$441K -8,689 Closed
ARC
69
Advisor Resource Council
Texas
-$283K -5,350 Closed
Creative Planning
70
Creative Planning
Kansas
-$241K -4,562 Closed
PAS
71
Park Avenue Securities
New York
-$233K -4,417 Closed
SIM
72
Synergy Investment Management
Florida
-$56K -1,060 Closed
AAG
73
Armstrong Advisory Group
Massachusetts
-$12.2K -240 Closed
SS
74
Sunbelt Securities
Texas
-$2.01K -38 Closed