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Invesco Dow Jones Industrial Average Dividend ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 12 (+1)

22% more funds holding

Funds holding: 6984 (+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

Holders
84
Holders Change
+15
Holders Change %
+21.74%
% of All Funds
1.02%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
20
Increased
18
Reduced
21
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$36.8M +$3.67M +65,189 +11%
CIBC World Market
2
CIBC World Market
Ontario, Canada
$28.4M -$841K -14,919 -3%
MAG
3
MRA Advisory Group
New Jersey
$14.1M +$735K +13,053 +6%
DK
4
David Kennon
Florida
$11.8M +$11.6M +206,047 New
Bank of America
5
Bank of America
North Carolina
$8.39M +$848K +15,049 +11%
IWC
6
Integrated Wealth Concepts
Massachusetts
$4.66M -$2.64M -46,896 -37%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$2.6M +$62.4K +1,107 +2%
Raymond James Financial
8
Raymond James Financial
Florida
$2.41M -$79.9K -1,418 -3%
KAS
9
Kestra Advisory Services
Texas
$2.15M +$1.66M +29,440 +363%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$2.14M +$97.4K +1,729 +5%
WIA
11
World Investment Advisors
California
$2.14M +$2.11M +37,375 New
RPGNY
12
Retirement Planning Group (New York)
New York
$1.83M -$51.9K -921 -3%
VVP
13
Venture Visionary Partners
Ohio
$1.79M
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$1.62M -$157K -2,791 -9%
LFAS
15
Level Four Advisory Services
Texas
$1.58M -$732 -13 -0%
KWM
16
Keebeck Wealth Management
Illinois
$1.51M
GS
17
GTS Securities
New York
$1.31M +$1.29M +22,976 New
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$1.23M -$115K -2,036 -9%
PS
19
Principal Securities
Iowa
$942K -$6.16M -109,261 -87%
Osaic Holdings
20
Osaic Holdings
Arizona
$941K -$895K -15,889 -49%
Stifel Financial
21
Stifel Financial
Missouri
$932K -$5.58K -99 -0.6%
WAP
22
Wealthcare Advisory Partners
Pennsylvania
$906K -$431K -7,657 -33%
PAG
23
Private Advisor Group
New Jersey
$854K +$315K +5,596 +60%
WIM
24
WealthPlan Investment Management
Nebraska
$802K -$77.6K -1,378 -9%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$792K -$3.72K -66 -0.5%

DJD Hedge Fund Activity: Q4 2025 in Review

84 of the 8,223 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.