Invesco Dow Jones Industrial Average Dividend ETF
DJD
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.
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: 1 → 2 (+1)
22% more funds holding
Funds holding: 69 → 84 (+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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DK
David Kennon
Sarasota,
Florida
|
+$11.6M |
| 2 |
LPL Financial
San Diego,
California
|
+$3.67M |
| 3 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$2.11M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$1.66M |
| 5 |
GS
GTS Securities
New York
|
+$1.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PS
Principal Securities
Des Moines,
Iowa
|
-$6.16M |
| 2 |
Goldman Sachs
New York
|
-$4.59M |
| 3 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$2.64M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$895K |
| 5 |
CIBC World Market
Toronto,
Ontario, Canada
|
-$841K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VDBMI
76
Van Den Berg Management I
Austin,
Texas
| $8.57K | – | – | – |
|
|
EWA
77
EverSource Wealth Advisors
Birmingham,
Alabama
| $5.71K | – | – | – |
|
|
AC
78
AlphaCore Capital
La Jolla,
California
| $5.71K | +$5.63K | +100 | New |
|
|
CICI
79
Capital Investment Counsel Inc
Raleigh,
North Carolina
| $5.71K | +$5.63K | +100 | New |
|
|
CAM
80
Costello Asset Management
Feasterville,
Pennsylvania
| $3.04K | – | – | – |
|
|
CIAS
81
Capital Investment Advisory Services
Raleigh,
North Carolina
| $2.86K | -$8.45K | -150 | -75% |
|
|
PWAM
82
Private Wealth Asset Management
Cedar Rapids,
Iowa
| $2.63K | – | – | – |
|
|
GRP
83
Global Retirement Partners
San Rafael,
California
| $2.29K | – | – | – |
|
|
SS
84
Sunbelt Securities
Houston,
Texas
| $2.17K | – | – | – |
|
85
Citadel Advisors
Miami,
Florida
| – | -$573K | -10,379 | Closed |
|
|
BIA
86
Barry Investment Advisors
New Bedford,
Massachusetts
| – | -$417K | -7,565 | Closed |
|
87
Kovitz Investment Group Partners
Chicago,
Illinois
| – | -$302K | -5,468 | Closed |
|
|
BJL
88
Brighton Jones LLC
Seattle,
Washington
| – | -$209K | -3,778 | Closed |
|
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.