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Invesco Dow Jones Industrial Average Dividend ETF

66 hedge funds and large institutions have $132M invested in Invesco Dow Jones Industrial Average Dividend ETF in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 19

3% more capital invested

Capital invested by funds: $128M → $132M (+$3.94M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

1% less funds holding

Funds holding: 6766 (-1)

1.62% less ownership

Funds ownership: 40.23%38.6% (-1.6%)

Holders
66
Holders Change
-1
Holders Change %
-1.49%
% of All Funds
0.89%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
23
Reduced
19
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$29.5M +$2.37M +44,850 +9%
CIBC World Market
2
CIBC World Market
Ontario, Canada
$28.4M -$1.53M -28,883 -5%
BIA
3
Barry Investment Advisors
Massachusetts
$17.5M +$387K +7,323 +2%
MAG
4
MRA Advisory Group
New Jersey
$12.6M +$670K +12,682 +6%
Bank of America
5
Bank of America
North Carolina
$5.99M +$200K +3,779 +3%
IWC
6
Integrated Wealth Concepts
Massachusetts
$4.06M +$259K +4,898 +7%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$3.59M +$343K +6,492 +11%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$2.17M +$38.5K +729 +2%
Raymond James Financial
9
Raymond James Financial
Florida
$2.03M +$92.2K +1,745 +5%
RPGNY
10
Retirement Planning Group (New York)
New York
$1.93M -$66.5K -1,258 -3%
VVP
11
Venture Visionary Partners
Ohio
$1.65M
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.63M +$181K +3,429 +12%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$1.61M -$1.37K -26 -0.1%
LFAS
14
Level Four Advisory Services
Texas
$1.52M -$16.8K -318 -1%
WAP
15
Wealthcare Advisory Partners
Pennsylvania
$1.31M +$97K +1,835 +8%
KWM
16
Keebeck Wealth Management
Illinois
$1.11M
WIM
17
WealthPlan Investment Management
Nebraska
$1.03M -$3M -56,679 -74%
Stifel Financial
18
Stifel Financial
Missouri
$941K +$3.17K +60 +0.3%
Osaic Holdings
19
Osaic Holdings
Arizona
$935K +$298K +5,632 +47%
MFG
20
Merit Financial Group
Georgia
$855K -$891K -16,863 -51%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$765K -$25.2K -476 -3%
PCIA
22
Prime Capital Investment Advisors
Kansas
$717K +$717K +13,572 New
GS
23
GTS Securities
New York
$669K +$285K +5,392 +74%
UBS Group
24
UBS Group
Switzerland
$551K -$90.3K -1,709 -14%
BTWM
25
Brass Tax Wealth Management
Ohio
$542K +$23.1K +437 +4%