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Invesco Dow Jones Industrial Average Dividend ETF

84 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

400% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 4

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

22% more funds holding

Funds holding: 6984 (+15)

9% more capital invested

Capital invested by funds: $132M → $144M (+$11.4M)

3.19% more ownership

Funds ownership: 34.34%37.53% (+3.2%)

14% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 21

Holders
84
Holders Change
+15
Holders Change %
+21.74%
% of All Funds
1.02%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
20
Increased
18
Reduced
21
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$204K +$202K +3,577 New
HWA
52
HHM Wealth Advisors
Tennessee
$186K
WCAMG
53
Woodard & Company Asset Management Group
North Carolina
$171K +$169K +3,000 New
Fidelity Investments
54
Fidelity Investments
Massachusetts
$135K +$1.75K +31 +1%
Morgan Stanley
55
Morgan Stanley
New York
$97.4K +$26.5K +471 +38%
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$87K
PK
57
Pflug Koory
Nebraska
$84.6K +$169 +3 +0.2%
AW
58
Ankerstar Wealth
Texas
$68.6K +$67.6K +1,200 New
CTWM
59
Cherry Tree Wealth Management
Minnesota
$62.9K +$62K +1,100 New
ADL
60
Asset Dedication LLC
California
$45.2K
SPIA
61
Steward Partners Investment Advisory
New York
$45.2K +$44.5K +790 New
William Blair & Company
62
William Blair & Company
Illinois
$27.3K +$169 +3 +0.6%
AWM
63
AE Wealth Management
Kansas
$27.1K
BWL
64
Bogart Wealth LLC
Virginia
$26.7K +$169 +3 +0.6%
MWA
65
Medallion Wealth Advisors
Connecticut
$25.7K
GWM
66
Geneos Wealth Management
Colorado
$24.8K
IAIM
67
International Assets Investment Management
Florida
$24K +$23.7K +420 New
FFA
68
Farther Finance Advisors
California
$21.9K +$21.6K +383 New
Fifth Third Bancorp
69
Fifth Third Bancorp
Ohio
$20.1K +$19.8K +352 New
SIS
70
Sound Income Strategies
Florida
$20K +$19.2K +341 New
Russell Investments Group
71
Russell Investments Group
United Kingdom
$13.5K +$13.3K +236 New
AF
72
Advisornet Financial
Minnesota
$11.4K
FC
73
Fairscale Capital
New Hampshire
$11.4K
Wells Fargo
74
Wells Fargo
California
$10.3K
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$9K +$8.45K +150 New

DJD Hedge Fund Activity: Q4 2025 in Review

84 of the 8,224 institutional investors tracked by Wall St. Rank reported a position in Invesco Dow Jones Industrial Average Dividend ETF (DJD) for Q4 2025, worth a combined $144M — up 8.6% from $132M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new DJD positions and 4 closed out — a net gain of 16 holders — while 18 added to existing stakes and 21 trimmed.

The largest buyer was David Kennon, opening a new position worth an estimated $11.6M. The largest seller was Principal Securities, cutting an estimated $6.16M.

  • 84 institutional investors held Invesco Dow Jones Industrial Average Dividend ETF (DJD) as of Q4 2025, up from 69 in Q3 2025.
  • Funds reported $144M of Invesco Dow Jones Industrial Average Dividend ETF stock for Q4 2025, up 8.6% quarter-over-quarter.
  • 20 funds opened new Invesco Dow Jones Industrial Average Dividend ETF positions in Q4 2025 and 4 closed out, a net change of +16 holders.
  • The largest Invesco Dow Jones Industrial Average Dividend ETF buyer in Q4 2025 was David Kennon, an estimated $11.6M added.
  • The largest Invesco Dow Jones Industrial Average Dividend ETF seller in Q4 2025 was Principal Securities, an estimated $6.16M sold.

Based on aggregated 13F filings for Q4 2025.