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Invesco Dow Jones Industrial Average Dividend ETF

66 hedge funds and large institutions have $141M invested in Invesco Dow Jones Industrial Average Dividend ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 20

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

7% more capital invested

Capital invested by funds: $132M → $141M (+$8.89M)

1.19% more ownership

Funds ownership: 38.6%39.79% (+1.2%)

0% more funds holding

Funds holding: 6666 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
66
Holders Change
Holders Change %
0%
% of All Funds
0.87%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
23
Reduced
20
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$30.9M +$1.2M +23,473 +4%
CIBC World Market
2
CIBC World Market
Ontario, Canada
$27.5M -$1.02M -19,877 -4%
BIA
3
Barry Investment Advisors
Massachusetts
$18.2M +$545K +10,676 +3%
MAG
4
MRA Advisory Group
New Jersey
$11.7M -$901K -17,645 -7%
Bank of America
5
Bank of America
North Carolina
$6.74M +$680K +13,309 +12%
PS
6
Principal Securities
Iowa
$5.72M +$5.47M +107,062 +19,790%
IWC
7
Integrated Wealth Concepts
Massachusetts
$4.68M +$574K +11,233 +15%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$3.54M -$79.4K -1,554 -2%
Raymond James Financial
9
Raymond James Financial
Florida
$2.4M +$346K +6,769 +18%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$2.27M +$85.3K +1,671 +4%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$1.9M +$243K +4,760 +15%
RPGNY
12
Retirement Planning Group (New York)
New York
$1.85M -$85.1K -1,666 -5%
Osaic Holdings
13
Osaic Holdings
Arizona
$1.74M +$771K +15,105 +85%
VVP
14
Venture Visionary Partners
Ohio
$1.66M
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$1.54M -$75K -1,469 -5%
LFAS
16
Level Four Advisory Services
Texas
$1.45M -$78.4K -1,536 -5%
GS
17
GTS Securities
New York
$1.28M +$581K +11,371 +90%
WAP
18
Wealthcare Advisory Partners
Pennsylvania
$1.24M -$78K -1,528 -6%
KWM
19
Keebeck Wealth Management
Illinois
$1.12M
Stifel Financial
20
Stifel Financial
Missouri
$910K -$36.3K -710 -4%
WIM
21
WealthPlan Investment Management
Nebraska
$863K -$172K -3,362 -17%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$729K -$39.4K -771 -5%
GLA
23
Good Life Advisors
Pennsylvania
$614K +$116K +2,262 +24%
MFG
24
Merit Financial Group
Georgia
$576K -$273K -5,355 -33%
BTWM
25
Brass Tax Wealth Management
Ohio
$549K +$3.22K +63 +0.6%

DJD Hedge Fund Activity: Q2 2025 in Review

66 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Invesco Dow Jones Industrial Average Dividend ETF (DJD) for Q2 2025, worth a combined $141M — up 6.8% from $132M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new DJD positions and 9 closed out — a net gain of 1 holder — while 23 added to existing stakes and 20 trimmed.

The largest buyer was Principal Securities, adding an estimated $5.47M. The largest seller was CIBC World Market, cutting an estimated $1.02M.

  • 66 institutional investors held Invesco Dow Jones Industrial Average Dividend ETF (DJD) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $141M of Invesco Dow Jones Industrial Average Dividend ETF stock for Q2 2025, up 6.8% quarter-over-quarter.
  • 10 funds opened new Invesco Dow Jones Industrial Average Dividend ETF positions in Q2 2025 and 9 closed out, a net change of +1 holder.
  • The largest Invesco Dow Jones Industrial Average Dividend ETF buyer in Q2 2025 was Principal Securities, an estimated $5.47M added.
  • The largest Invesco Dow Jones Industrial Average Dividend ETF seller in Q2 2025 was CIBC World Market, an estimated $1.02M sold.

Based on aggregated 13F filings for Q2 2025.