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Invesco Dow Jones Industrial Average Dividend ETF

65 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
Holders
65
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$29.5M
CIBC World Market
2
CIBC World Market
Ontario, Canada
$28.4M
BIA
3
Barry Investment Advisors
Massachusetts
$17.5M
MAG
4
MRA Advisory Group
New Jersey
$12.6M
Bank of America
5
Bank of America
North Carolina
$5.99M
IWC
6
Integrated Wealth Concepts
Massachusetts
$4.06M
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$3.59M
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$2.17M
Raymond James Financial
9
Raymond James Financial
Florida
$2.03M
RPGNY
10
Retirement Planning Group (New York)
New York
$1.93M
VVP
11
Venture Visionary Partners
Ohio
$1.65M
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.63M
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$1.61M
LFAS
14
Level Four Advisory Services
Texas
$1.52M
WAP
15
Wealthcare Advisory Partners
Pennsylvania
$1.31M
KWM
16
Keebeck Wealth Management
Illinois
$1.11M
WIM
17
WealthPlan Investment Management
Nebraska
$1.03M
Stifel Financial
18
Stifel Financial
Missouri
$941K
Osaic Holdings
19
Osaic Holdings
Arizona
$935K
MFG
20
Merit Financial Group
Georgia
$855K
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$765K
PCIA
22
Prime Capital Investment Advisors
Kansas
$717K
GS
23
GTS Securities
New York
$669K
UBS Group
24
UBS Group
Switzerland
$551K
BTWM
25
Brass Tax Wealth Management
Ohio
$542K