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Invesco Dow Jones Industrial Average Dividend ETF

90 hedge funds and large institutions have $155M invested in Invesco Dow Jones Industrial Average Dividend ETF in 2026 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 28 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

8% more capital invested

Capital invested by funds: $144M → $155M (+$11.3M)

7% more funds holding

Funds holding: 8490 (+6)

8% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 26

2.88% less ownership

Funds ownership: 37.53%34.64% (-2.9%)

Holders
90
Holders Change
+6
Holders Change %
+7.14%
% of All Funds
1.11%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
17
Increased
28
Reduced
26
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 -$7.67M -127,087 -20%
CIBC World Market
2
CIBC World Market
Ontario, Canada
$29M -$697K -11,549 -2%
MAG
3
MRA Advisory Group
New Jersey
$14.9M +$104K +1,717 +0.7%
DK
4
David Kennon
Florida
$13M +$658K +10,905 +5%
Bank of America
5
Bank of America
North Carolina
$9.16M +$387K +6,418 +4%
ACM
6
Absolute Capital Management
Pennsylvania
$6.58M +$6.64M +110,100 New
IWC
7
Integrated Wealth Concepts
Massachusetts
$4.15M -$726K -12,037 -15%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$2.89M +$176K +2,908 +6%
WWA
9
WCG Wealth Advisors
Nevada
$2.75M +$2.78M +46,094 New
Raymond James Financial
10
Raymond James Financial
Florida
$2.51M -$6.28K -104 -0.2%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$2.42M +$184K +3,042 +8%
KAS
12
Kestra Advisory Services
Texas
$2.37M +$130K +2,157 +6%
Osaic Holdings
13
Osaic Holdings
Arizona
$2.28M +$1.31M +21,719 +132%
WIA
14
World Investment Advisors
California
$2.25M +$16.8K +278 +0.7%
VVP
15
Venture Visionary Partners
Ohio
$1.87M
RPGNY
16
Retirement Planning Group (New York)
New York
$1.77M -$138K -2,288 -7%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$1.76M +$71.2K +1,180 +4%
PNFS
18
PW Nova Financial Services
Pennsylvania
$1.61M +$1.62M +26,919 New
KWM
19
Keebeck Wealth Management
Illinois
$1.58M
LFAS
20
Level Four Advisory Services
Texas
$1.51M -$139K -2,309 -8%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$1.28M -$2.78K -46 -0.2%
CW
22
CreativeOne Wealth
Kansas
$1.1M +$1.11M +18,423 New
PAG
23
Private Advisor Group
New Jersey
$964K +$71.6K +1,187 +8%
Stifel Financial
24
Stifel Financial
Missouri
$928K -$46.4K -769 -5%
PS
25
Principal Securities
Iowa
$908K -$78K -1,293 -8%