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Invesco Dow Jones Industrial Average Dividend ETF

90 hedge funds and large institutions have $155M invested in Invesco Dow Jones Industrial Average Dividend ETF in 2026 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 28 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

8% more capital invested

Capital invested by funds: $144M → $155M (+$11.3M)

7% more funds holding

Funds holding: 8490 (+6)

8% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 26

2.88% less ownership

Funds ownership: 37.53%34.64% (-2.9%)

Holders
90
Holders Change
+6
Holders Change %
+7.14%
% of All Funds
1.11%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
17
Increased
28
Reduced
26
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
51
Regal Investment Advisors
Michigan
$245K +$247K +4,095 New
Creative Planning
52
Creative Planning
Kansas
$241K +$27.6K +458 +13%
CP
53
Creekside Partners
California
$239K
HighTower Advisors
54
HighTower Advisors
Illinois
$238K +$3.08K +51 +1%
PFS
55
Prospera Financial Services
Texas
$238K -$16.3K -270 -6%
FHC
56
First Heartland Consultants
Missouri
$215K -$77.8K -1,289 -26%
IA
57
IFP Advisors
Florida
$207K -$14.6K -242 -7%
HWA
58
HHM Wealth Advisors
Tennessee
$188K -$7.3K -121 -4%
Fidelity Investments
59
Fidelity Investments
Massachusetts
$162K +$21.2K +352 +15%
Morgan Stanley
60
Morgan Stanley
New York
$119K +$17.1K +283 +17%
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$91.8K +$845 +14 +0.9%
PK
62
Pflug Koory
Nebraska
$88.6K +$181 +3 +0.2%
CTWM
63
Cherry Tree Wealth Management
Minnesota
$65.7K
SIM
64
Synergy Investment Management
Florida
$59.7K +$60.4K +1,000 New
SPIA
65
Steward Partners Investment Advisory
New York
$47.5K +$302 +5 +0.6%
ADL
66
Asset Dedication LLC
California
$47.3K
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$45.4K -$482K -7,980 -91%
IAIM
68
International Assets Investment Management
Florida
$37K +$12.4K +205 +49%
AWM
69
AE Wealth Management
Kansas
$35K +$6.76K +112 +24%
IAAG
70
Innovative Asset Advisors Group
Connecticut
$31.4K +$31.7K +526 New
MWA
71
Medallion Wealth Advisors
Connecticut
$26.9K
GWM
72
Geneos Wealth Management
Colorado
$25.9K +$60 +1 +0.2%
SFC
73
SYM Financial Corp
Indiana
$24.2K +$24.4K +405 New
FFA
74
Farther Finance Advisors
California
$22.7K
Fifth Third Bancorp
75
Fifth Third Bancorp
Ohio
$21K