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Invesco Dow Jones Industrial Average Dividend ETF

69 hedge funds and large institutions have $132M invested in Invesco Dow Jones Industrial Average Dividend ETF in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

21% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 19

5% more funds holding

Funds holding: 6669 (+3)

5.45% less ownership

Funds ownership: 39.79%34.34% (-5.5%)

6% less capital invested

Capital invested by funds: $141M → $132M (-$8.2M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
69
Holders Change
+3
Holders Change %
+4.55%
% of All Funds
0.91%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
10
Increased
23
Reduced
19
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$32M -$141K -2,608 -0.4%
CIBC World Market
2
CIBC World Market
Ontario, Canada
$28.2M -$338K -6,240 -1%
MAG
3
MRA Advisory Group
New Jersey
$12.9M +$739K +13,635 +6%
Bank of America
4
Bank of America
North Carolina
$7.28M +$277K +5,100 +4%
IWC
5
Integrated Wealth Concepts
Massachusetts
$7.09M +$2.19M +40,455 +46%
PS
6
Principal Securities
Iowa
$6.94M +$984K +18,151 +17%
Goldman Sachs
7
Goldman Sachs
New York
$5.07M +$4.98M +91,881 New
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$2.45M +$94.6K +1,745 +4%
Raymond James Financial
9
Raymond James Financial
Florida
$2.41M -$85.9K -1,584 -4%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$1.97M -$217 -4 -0%
RPGNY
11
Retirement Planning Group (New York)
New York
$1.81M -$106K -1,950 -6%
Osaic Holdings
12
Osaic Holdings
Arizona
$1.77M -$24.2K -447 -1%
VVP
13
Venture Visionary Partners
Ohio
$1.73M
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$1.72M -$1.92M -35,357 -53%
LFAS
15
Level Four Advisory Services
Texas
$1.53M +$18.4K +340 +1%
KWM
16
Keebeck Wealth Management
Illinois
$1.46M +$290K +5,340 +25%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$1.3M -$297K -5,478 -19%
WAP
18
Wealthcare Advisory Partners
Pennsylvania
$1.3M +$10.6K +196 +0.8%
Stifel Financial
19
Stifel Financial
Missouri
$906K -$37.6K -694 -4%
WIM
20
WealthPlan Investment Management
Nebraska
$851K -$43.9K -810 -5%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$769K +$12.4K +229 +2%
Citadel Advisors
22
Citadel Advisors
Florida
$573K +$108K +1,994 +24%
BTWM
23
Brass Tax Wealth Management
Ohio
$571K +$596 +11 +0.1%
CIBC Private Wealth Group
24
CIBC Private Wealth Group
Georgia
$552K
NAM
25
NTV Asset Management
West Virginia
$548K

DJD Hedge Fund Activity: Q3 2025 in Review

69 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Invesco Dow Jones Industrial Average Dividend ETF (DJD) for Q3 2025, worth a combined $132M — down 5.8% from $141M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new DJD positions and 6 closed out — a net gain of 4 holders — while 23 added to existing stakes and 19 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $4.98M. The largest seller was Barry Investment Advisors, cutting an estimated $18.2M.

  • 69 institutional investors held Invesco Dow Jones Industrial Average Dividend ETF (DJD) as of Q3 2025, up from 66 in Q2 2025.
  • Funds reported $132M of Invesco Dow Jones Industrial Average Dividend ETF stock for Q3 2025, down 5.8% quarter-over-quarter.
  • 10 funds opened new Invesco Dow Jones Industrial Average Dividend ETF positions in Q3 2025 and 6 closed out, a net change of +4 holders.
  • The largest Invesco Dow Jones Industrial Average Dividend ETF buyer in Q3 2025 was Goldman Sachs, an estimated $4.98M added.
  • The largest Invesco Dow Jones Industrial Average Dividend ETF seller in Q3 2025 was Barry Investment Advisors, an estimated $18.2M sold.

Based on aggregated 13F filings for Q3 2025.