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Invesco Dow Jones Industrial Average Dividend ETF (DJD) Institutional Ownership

Invesco Dow Jones Industrial Average Dividend ETF logo
$52.86 -0.21 (-0.40%)
Closing price 08/1/2025 04:10 PM Eastern
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$52.87 +0.01 (+0.02%)
As of 08/1/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Invesco Dow Jones Industrial Average Dividend ETF (NYSEARCA:DJD)

Number of
Institutional Buyers
(last 12 months)
31
Total
Institutional Inflows
(last 12 months)
$21.53M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$11.46M
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DJD Institutional Buying and Selling by Quarter

Invesco Dow Jones Industrial Average Dividend ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/1/2025 Envestnet Asset Management Inc.35,668$1.90M0.0%+15.4%0.529%
7/28/2025 WealthPlan Investment Management LLC16,227$863K0.1%-17.2%0.241%
7/28/2025 Harbour Investments Inc.8,992$478K0.0%+2.8%0.133%
7/25/2025 Retirement Planning Group LLC NY34,812$1.85M1.6%-4.6%0.516%
7/25/2025 CWM LLC1,359$72K0.0%N/A0.020%
7/22/2025 Berkshire Money Management Inc.1,551$82K0.0%N/A0.023%
7/22/2025 Wealthcare Advisory Partners LLC23,314$1.24M0.0%-6.2%0.347%
7/17/2025 Janney Montgomery Scott LLC29,038$1.55M0.0%-4.8%0.432%
7/17/2025 Barry Investment Advisors LLC342,626$18.22M4.5%+3.2%5.099%
7/8/2025 MRA Advisory Group220,524$11.73M5.5%-7.4%3.282%
5/16/2025Jones Financial Companies Lllp11,222$564K0.0%+325.7%0.170%
5/15/2025Royal Bank of Canada14,476$765K0.0%-3.2%0.219%
5/14/2025 Venture Visionary Partners LLC31,249$1.65M0.1%-50.0%0.473%
5/12/2025 WealthPlan Investment Management LLC19,589$1.04M0.1%-74.3%0.299%
5/7/2025LPL Financial LLC558,347$29.50M0.0%+8.7%8.524%
5/6/2025Cetera Investment Advisers41,026$2.17M0.0%+1.8%0.626%
5/5/2025Private Advisor Group LLC6,105$323K0.0%N/A0.093%
5/1/2025 Barry Investment Advisors LLC331,950$17.54M4.7%+2.3%5.068%
4/29/2025Brass Tax Wealth Management Inc.10,261$542K0.1%+4.4%0.157%
4/29/2025 Envestnet Asset Management Inc.30,908$1.63M0.0%+12.5%0.472%
4/24/2025Jaffetilchin Investment Partners LLC9,172$485K0.0%-2.5%0.140%
4/22/2025 Three Cord True Wealth Management LLC10,018$529K0.5%-9.1%0.153%
4/22/2025 Cambridge Investment Research Advisors Inc.4,764$252K0.0%-5.5%0.073%
4/22/2025 Retirement Planning Group LLC NY36,478$1.93M2.0%-3.3%0.557%
4/22/2025Advisor Resource Council5,350$283K0.0%N/A0.082%
4/17/2025 Sound Income Strategies LLC934$49K0.0%N/A0.014%
4/15/2025Transform Wealth LLC5,468$289K0.0%+16.3%0.085%
4/15/2025 Wealthcare Advisory Partners LLC24,842$1.31M0.0%+8.0%0.385%
4/14/2025 Farther Finance Advisors LLC493$26K0.0%N/A0.008%
4/14/2025 Park Avenue Securities LLC4,417$233K0.0%-32.5%0.068%
4/11/2025 MRA Advisory Group238,169$12.58M6.7%+5.6%3.687%
4/9/2025 Merit Financial Group LLC16,183$855K0.0%-51.0%0.251%
2/19/2025 Three Cord True Wealth Management LLC11,021$559K0.5%N/A0.175%
2/19/2025 Retirement Planning Group LLC NY37,736$1.91M2.1%N/A0.600%
2/18/2025GTS Securities LLC7,268$369K0.0%-71.8%0.116%
2/17/2025Cetera Investment Advisers40,297$2.04M0.0%+2.7%0.641%
2/17/2025Bank of America Corp DE109,664$5.56M0.0%-2.3%1.743%
2/14/2025Stifel Financial Corp17,753$900K0.0%-2.5%0.282%
2/13/2025Jaffetilchin Investment Partners LLC9,410$477K0.0%+6.5%0.150%
2/13/2025Raymond James Financial Inc.36,657$1.86M0.0%N/A0.583%
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2/13/2025 Envestnet Asset Management Inc.27,479$1.39M0.0%+13.2%0.437%
2/11/2025LPL Financial LLC513,497$26.04M0.0%-1.5%8.164%
2/10/2025Commonwealth Equity Services LLC61,523$3.12M0.0%+0.6%0.978%
2/6/2025Raymond James Financial Inc.36,657$1.86M0.0%N/A0.583%
2/6/2025Jones Financial Companies Lllp2,636$134K0.0%+195.5%0.042%
2/3/2025Sigma Planning Corp29,771$1.51M0.0%N/A0.473%
2/3/2025Good Life Advisors LLC9,317$473K0.0%-32.6%0.148%
1/30/2025Principal Securities Inc.541$27K0.0%-63.6%0.009%
1/30/2025 WealthPlan Investment Management LLC76,268$3.87M0.4%N/A1.213%
1/23/2025 New Wave Wealth Advisors LLC2,370$120K0.0%N/A0.038%
1/23/2025Cibc World Market Inc.566,286$28.72M0.1%-3.3%9.003%
1/23/2025 Barry Investment Advisors LLC324,627$16.46M5.3%+6.2%5.161%
1/17/2025Transform Wealth LLC4,700$238K0.0%+6.8%0.075%
1/15/2025 Merit Financial Group LLC33,046$1.68M0.0%-10.4%0.525%
1/15/2025 Wealthcare Advisory Partners LLC23,007$1.17M0.0%+11.4%0.366%
1/14/2025 Park Avenue Securities LLC6,548$332K0.0%-24.5%0.104%
1/14/2025 MRA Advisory Group225,487$11.44M6.1%-3.0%3.585%
11/15/2024Jane Street Group LLC7,002$368K0.0%-34.3%0.111%
11/9/2024 Creekside Partners4,000$210K0.1%N/A0.064%
11/6/2024OneDigital Investment Advisors LLC3,822$201K0.0%N/A0.061%
11/5/2024 Harbour Investments Inc.9,089$478K0.0%-8.6%0.144%
11/4/2024Jaffetilchin Investment Partners LLC8,832$464K0.0%+5.7%0.140%
10/29/2024 Janney Montgomery Scott LLC30,570$1.61M0.0%+2.3%0.486%
10/25/2024 Barry Investment Advisors LLC305,723$16.08M4.9%+4.6%4.860%
10/21/2024 Venture Visionary Partners LLC31,163$1.64M0.1%+45.6%0.495%
10/16/2024Good Life Advisors LLC13,832$727K0.0%+69.4%0.220%
10/16/2024Transform Wealth LLC4,400$231K0.0%N/A0.070%
10/16/2024Asset Dedication LLC791$42K0.0%N/A0.013%
10/4/2024 MRA Advisory Group232,476$12.23M6.7%-3.4%3.696%
10/3/2024 Park Avenue Securities LLC8,672$456K0.0%-4.4%0.138%
8/16/2024Northwestern Mutual Wealth Management Co.1,243$59K0.0%-75.5%0.020%
8/9/2024 Fairfield Financial Advisors LTD635$30K0.0%N/A0.010%
8/6/2024 MRA Advisory Group240,698$11.40M6.5%+1.5%3.827%
7/31/2024Commonwealth Equity Services LLC61,865$2.93M0.0%+3.2%0.984%
7/30/2024Jaffetilchin Investment Partners LLC8,358$396K0.0%+2.5%0.133%
7/26/2024 Harbour Investments Inc.9,939$471K0.0%-5.6%0.158%
7/26/2024Saxony Capital Management LLC5,619$266K0.3%+13.1%0.089%
7/10/2024 Apella Capital LLC5,673$268K0.0%N/A0.090%
5/24/2024Cetera Advisors LLC31,362$1.51M0.0%N/A0.499%
5/24/2024Cetera Investment Advisers41,804$2.01M0.0%+44.8%0.665%
5/17/2024Jaffetilchin Investment Partners LLC8,155$392K0.0%-4.7%0.130%
5/7/2024 Oppenheimer & Co. Inc.6,150$296K0.0%N/A0.098%
5/4/2024Geneos Wealth Management Inc.662$32K0.0%-50.6%0.011%
5/3/2024 MRA Advisory Group237,112$11.39M6.8%+5.8%3.770%
5/1/2024 Janney Montgomery Scott LLC30,028$1.44M0.0%-4.3%0.477%
4/30/2024Saxony Capital Management LLC4,966$239K0.3%N/A0.079%
4/29/2024Commonwealth Equity Services LLC59,966$2.88M0.0%-2.1%0.953%
4/18/2024 Barry Investment Advisors LLC282,742$13.59M4.5%+5.2%4.495%
4/15/2024 Wealthcare Advisory Partners LLC13,114$630K0.0%+3.9%0.208%
4/10/2024 Park Avenue Securities LLC9,494$456K0.0%-35.6%0.151%
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2/28/2024Bbjs Financial Advisors LLC5,000$230K0.1%-25.4%0.079%
2/12/2024Focus Financial Network Inc. ADV16,255$748K0.0%N/A0.258%
2/9/2024 Barry Investment Advisors LLC268,742$12.37M4.2%+44.6%4.273%
2/8/2024Level Four Advisory Services LLC32,377$1.49M0.1%+3.3%0.515%
2/8/2024 Janney Montgomery Scott LLC31,379$1.44M0.0%-17.9%0.499%
2/7/2024Principal Securities Inc.2,527$116K0.0%N/A0.040%
2/6/2024 Wealthcare Advisory Partners LLC12,627$581K0.0%+31.0%0.201%
2/6/2024 SYM FINANCIAL Corp804$37K0.0%N/A0.013%
2/6/2024 Merit Financial Group LLC66,560$3.06M0.1%-26.9%1.058%
2/6/2024Great Valley Advisor Group Inc.9,474$436K0.0%-3.0%0.151%
(Data available from 1/1/2016 forward)

DJD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DJD shares?

During the previous two years, 66 institutional investors and hedge funds held shares of Invesco Dow Jones Industrial Average Dividend ETF. The most heavily invested institutionals were LPL Financial LLC ($29.50M), Cibc World Market Inc. ($28.72M), Win Advisors Inc. ($24.77M), Barry Investment Advisors LLC ($18.22M), MRA Advisory Group ($11.73M), Bank of America Corp DE ($5.56M), and Commonwealth Equity Services LLC ($3.12M).Learn more on Invesco Dow Jones Industrial Average Dividend ETF's institutional investors.

Which institutional investors have been buying Invesco Dow Jones Industrial Average Dividend ETF's stock?

Of the 49 institutional investors that purchased Invesco Dow Jones Industrial Average Dividend ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Win Advisors Inc. ($538.24K), Barry Investment Advisors LLC ($225.11K), LPL Financial LLC ($127.16K), WealthPlan Investment Management LLC ($76.27K), Raymond James Financial Inc. ($73.31K), Retirement Planning Group LLC NY ($37.74K), and Cetera Advisors LLC ($31.36K).

How much institutional buying is happening at Invesco Dow Jones Industrial Average Dividend ETF?

Institutional investors have bought a total of 418,351 shares in the last 24 months. This purchase volume represents approximately $21.53M in transactions.

Which of Invesco Dow Jones Industrial Average Dividend ETF's major shareholders have been selling company stock?

Of the 22 institutional investors that sold Invesco Dow Jones Industrial Average Dividend ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: WealthPlan Investment Management LLC ($60.04K), MRA Advisory Group ($32.86K), Venture Visionary Partners LLC ($31.25K), Merit Financial Group LLC ($20.69K), Cibc World Market Inc. ($19.57K), GTS Securities LLC ($18.53K), and LPL Financial LLC ($7.59K).

How much institutional selling is happening at Invesco Dow Jones Industrial Average Dividend ETF?

Institutional investors have sold a total of 219,953 shares in the last 24 months. This volume of shares sold represents approximately $11.46M in transactions.


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This page (NYSEARCA:DJD) was last updated on 8/3/2025 by MarketBeat.com Staff
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