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Invesco Dow Jones Industrial Average Dividend ETF
DJD

69 hedge funds and large institutions have $132M invested in Invesco Dow Jones Industrial Average Dividend ETF in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

21% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 19

5% more funds holding

Funds holding: 66 → 69 (+3)

5.45% less ownership

Funds ownership: 39.79% → 34.34% (-5.5%)

6% less capital invested

Capital invested by funds: $141M → $132M (-$8.2M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
69
Holders Change
+3
Holders Change %
+4.55%
% of All Funds
0.91%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
10
Increased
23
Reduced
19
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$4.98M
2
IWC
Integrated Wealth Concepts
Massachusetts
+$2.19M
3
PS
Principal Securities
Iowa
+$984K
4
MAG
MRA Advisory Group
New Jersey
+$739K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$493K

Top Sellers

Rank Fund Capital Flow
1
BIA
Barry Investment Advisors
Massachusetts
-$18.2M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.92M
3
GS
GTS Securities
New York
-$1.28M
4
WEG
World Equity Group
Illinois
-$527K
5
CIBC World Market
CIBC World Market
Ontario, Canada
-$338K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$82K – – –
PK
52
Pflug Koory
Nebraska
$81.5K +$217 +4 +0.3%
Morgan Stanley
53
Morgan Stanley
New York
$68.1K -$65.2K -1,203 -49%
ADL
54
Asset Dedication LLC
California
$43.7K – – –
AWM
55
AE Wealth Management
Kansas
$26.2K +$5.26K +97 +26%
William Blair & Company
56
William Blair & Company
Illinois
$26.2K +$25.7K +474 New
BWL
57
Bogart Wealth LLC
Virginia
$25.7K +$25.2K +465 New
MWA
58
Medallion Wealth Advisors
Connecticut
$24.8K – – –
GWM
59
Geneos Wealth Management
Colorado
$23.9K +$54 +1 +0.2%
AF
60
Advisornet Financial
Minnesota
$11K – – –
CIAS
61
Capital Investment Advisory Services
North Carolina
$11K – – –
FC
62
Fairscale Capital
New Hampshire
$11K – – –
Wells Fargo
63
Wells Fargo
California
$9.91K +$9.65K +178 +8,900%
VDBMI
64
Van Den Berg Management I
Texas
$8.28K – – –
EWA
65
EverSource Wealth Advisors
Alabama
$5.52K +$5.42K +100 New
CAM
66
Costello Asset Management
Pennsylvania
$2.92K – – –
PWAM
67
Private Wealth Asset Management
Iowa
$2.54K +$2.49K +46 New
GRP
68
Global Retirement Partners
California
$2.21K – – –
SS
69
Sunbelt Securities
Texas
$2.1K +$2.06K +38 New
SIS
70
Sound Income Strategies
Florida
$25 – – –
GS
71
GTS Securities
New York
– -$1.28M -24,031 Closed
WEG
72
World Equity Group
Illinois
– -$527K -9,916 Closed
BMM
73
Berkshire Money Management
Massachusetts
– -$82.5K -1,551 Closed
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
– -$72K -1,359 Closed
FFA
75
Farther Finance Advisors
California
– -$7.25K -136 Closed
1 2
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DJD Hedge Fund Activity: Q3 2025 in Review

69 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Invesco Dow Jones Industrial Average Dividend ETF (DJD) for Q3 2025, worth a combined $132M — down 5.8% from $141M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new DJD positions and 6 closed out — a net gain of 4 holders — while 23 added to existing stakes and 19 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $4.98M. The largest seller was Barry Investment Advisors, cutting an estimated $18.2M.

  • 69 institutional investors held Invesco Dow Jones Industrial Average Dividend ETF (DJD) as of Q3 2025, up from 66 in Q2 2025.
  • Funds reported $132M of Invesco Dow Jones Industrial Average Dividend ETF stock for Q3 2025, down 5.8% quarter-over-quarter.
  • 10 funds opened new Invesco Dow Jones Industrial Average Dividend ETF positions in Q3 2025 and 6 closed out, a net change of +4 holders.
  • The largest Invesco Dow Jones Industrial Average Dividend ETF buyer in Q3 2025 was Goldman Sachs, an estimated $4.98M added.
  • The largest Invesco Dow Jones Industrial Average Dividend ETF seller in Q3 2025 was Barry Investment Advisors, an estimated $18.2M sold.

Based on aggregated 13F filings for Q3 2025.