Free Trial
→ Iran War Shock: What I Was Told In That Private Meeting (From Banyan Hill Publishing) (Ad)tc pixel Free DJD Stock Alerts

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

Invesco Dow Jones Industrial Average Dividend ETF logo
$64.13 -0.11 (-0.17%)
Closing price 04:10 PM Eastern
Extended Trading
$64.13 +0.00 (+0.01%)
As of 07:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Invesco Dow Jones Industrial Average Dividend ETF (NYSEARCA:DJD)

Number of
Institutional Buyers
(last 12 months)
35
Total
Institutional Inflows
(last 12 months)
$31.03M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$34.56M
Get DJD Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invesco Dow Jones Industrial Average Dividend ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

DJD Institutional Buying and Selling by Quarter

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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/9/2026First Heartland Consultants Inc.3,734$235K0.0%N/A0.048%
10/8/2026Farther Finance Advisors LLC3,308$208K0.0%+763.7%0.042%
10/8/2026City Center Advisors LLC7,109$447K0.3%N/A0.091%
10/7/2026MRA Advisory Group250,046$15.71M5.7%-1.1%3.202%
9/23/2026Envestnet Asset Management Inc.53,597$3.40M0.0%+32.6%0.687%
9/9/2026Cahill Financial Advisors Inc.3,181$202K0.0%N/A0.042%
9/9/2026Integrated Wealth Concepts LLC50,447$3.20M0.0%-27.5%0.671%
7/10/2026Wealthcare Advisory Partners LLC15,567$986K0.0%+9.2%0.213%
7/8/2026MRA Advisory Group252,799$16.02M5.8%+1.6%3.458%
6/18/2026Western Wealth Management LLC2,910$174K0.0%N/A0.039%
5/19/2026Western Wealth Management LLC2,910$174K0.0%N/A0.039%
5/19/2026Bank of America Corp DE153,319$9.16M0.0%+4.4%2.052%
5/18/2026Royal Bank of Canada14,086$841K0.0%+1.6%0.189%
5/13/2026Cetera Investment Advisers48,457$2.90M0.0%+6.4%0.649%
5/2/2026International Assets Investment Management LLC625$37K0.0%+48.8%0.008%
4/30/2026Kestra Advisory Services LLC39,712$2.37M0.0%+5.7%0.532%
4/27/2026World Investment Advisors37,653$2.25M0.0%+0.7%0.500%
4/27/2026Private Advisor Group LLC16,136$964K0.0%+7.9%0.214%
4/22/2026MRA Advisory Group248,929$14.87M6.1%+0.7%3.306%
4/21/2026Retirement Planning Group LLC NY29,653$1.77M1.1%-7.2%0.393%
3/13/2026World Investment Advisors37,375$2.14M0.0%N/A0.537%
3/5/2026Storen Legacy Partners LLC9,315$532K0.2%N/A0.134%
2/17/2026Cetera Investment Advisers45,549$2.60M0.0%+2.5%0.654%
2/17/2026Kovack Advisors Inc.6,347$363K0.0%N/A0.091%
2/17/2026Osaic Holdings Inc.16,460$941K0.0%-49.1%0.236%
2/16/2026MML Investors Services LLC7,865$449K0.0%+31.1%0.113%
2/13/2026Kestra Advisory Services LLC37,555$2.15M0.0%+362.8%0.540%
2/12/2026Commonwealth Equity Services LLC28,313$1.62M0.0%-9.0%0.407%
2/12/2026Ankerstar Wealth LLC1,200$69K0.1%N/A0.017%
2/12/2026Steward Partners Investment Advisory LLC790$45K0.0%N/A0.011%
2/12/2026Bank of Montreal Can8,740$499K0.0%+488.6%0.126%
2/12/2026Principal Securities Inc.16,493$942K0.0%-86.9%0.237%
2/12/2026Kovack Advisors Inc.6,347$363K0.0%N/A0.091%
2/11/2026Janney Montgomery Scott LLC21,524$1.23M0.0%-8.6%0.309%
2/11/2026LPL Financial LLC644,401$36.82M0.0%+11.3%9.259%
2/10/2026Cibc World Market Inc.496,367$28.36M0.0%-2.9%7.132%
2/10/2026Goldman Sachs Group Inc.10,407$595K0.0%-88.7%0.150%
2/10/2026Cherry Tree Wealth Management LLC1,100$63K0.0%N/A0.016%
2/9/2026Harbour Investments Inc.8,852$506K0.0%-1.8%0.127%
2/9/2026Prospera Financial Services Inc4,249$243K0.0%-4.2%0.061%
Ready to give options a try? Your first trade (Ticker included) -INSIDE (Ad)

Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and stinging losses? Dave Aquino is giving away the exact 11-hour options strategy he uses in volatile markets. You get the plain English blueprint behind the strategy and the very same "rinse and repeat" ticker he's traded nearly 900 times with a 95.3% success rate. It's so simple to understand, you could trade it tomorrow.tc pixel

Send me my free guide
2/5/2026WealthPlan Investment Management LLC14,039$802K0.1%-8.9%0.202%
2/4/2026World Investment Advisors37,375$2.14M0.0%N/A0.538%
2/2/2026Woodard & Co. Asset Management Group Inc. ADV3,000$171K0.0%N/A0.043%
2/2/2026Retirement Planning Group LLC NY31,941$1.83M1.2%-2.8%0.460%
1/26/2026Merit Financial Group LLC4,935$282K0.0%-15.6%0.072%
1/26/2026David Kennon Inc206,047$11.77M4.2%N/A2.999%
1/20/2026Stratos Wealth Partners LTD.3,672$210K0.0%N/A0.054%
1/16/2026MRA Advisory Group247,212$14.13M5.9%+5.6%3.635%
1/15/2026Jaffetilchin Investment Partners LLC9,057$518K0.0%-6.1%0.133%
1/14/2026Wealthcare Advisory Partners LLC15,853$906K0.0%-32.6%0.233%
11/21/2025CIBC Bancorp USA Inc.10,000$552K0.0%N/A0.156%
11/17/2025Susquehanna International Group LLP9,096$502K0.0%N/A0.142%
11/17/2025Citadel Advisors LLC10,379$573K0.0%+23.8%0.162%
11/17/2025Bank of America Corp DE131,852$7.28M0.0%+4.0%2.060%
11/14/2025Raymond James Financial Inc.43,587$2.41M0.0%-3.5%0.681%
11/14/2025Keebeck Wealth Management26,390$1.46M0.2%+25.4%0.412%
11/13/2025Private Advisor Group LLC9,353$516K0.0%+37.7%0.146%
11/13/2025Blair William & Co. IL474$26K0.0%N/A0.007%
11/12/2025Level Four Advisory Services LLC27,661$1.53M0.1%+1.2%0.432%
11/7/2025Essex Financial Services Inc.5,592$309K0.0%-7.7%0.087%
11/7/2025Wealthcare Advisory Partners LLC23,510$1.30M0.0%+0.8%0.367%
11/7/2025MRA Advisory Group234,159$12.93M5.6%+6.2%3.659%
11/6/2025Cibc World Market Inc.511,286$28.23M0.1%-1.2%7.989%
11/4/2025Jones Financial Companies Lllp6,751$369K0.0%+7.5%0.105%
11/4/2025Three Cord True Wealth Management LLC8,775$485K0.3%-7.4%0.137%
10/28/2025Retirement Planning Group LLC NY32,862$1.82M1.4%-5.6%0.513%
10/27/2025WealthPlan Investment Management LLC15,417$851K0.1%-5.0%0.241%
10/27/2025Bogart Wealth LLC465$26K0.0%N/A0.007%
10/22/2025Barry Investment Advisors LLC7,565$417K0.1%-97.8%0.118%
10/20/2025Merit Financial Group LLC5,845$323K0.0%-46.0%0.091%
10/14/2025Brighton Jones LLC3,778$209K0.0%N/A0.059%
9/4/2025Osaic Holdings Inc.32,796$1.75M0.0%+85.4%0.487%
8/15/2025Bank of America Corp DE126,752$6.74M0.0%+11.7%1.881%
8/14/2025Raymond James Financial Inc.45,171$2.40M0.0%+17.6%0.670%
8/13/2025Level Four Advisory Services LLC27,321$1.45M0.1%-5.3%0.405%
8/12/2025Jaffetilchin Investment Partners LLC9,602$511K0.0%+4.7%0.142%
8/8/2025Cetera Investment Advisers42,697$2.27M0.0%+4.1%0.633%
8/8/2025Good Life Advisors LLC11,547$614K0.0%+24.4%0.171%
8/6/2025Prospera Financial Services Inc4,423$235K0.0%N/A0.066%
8/6/2025Three Cord True Wealth Management LLC9,479$504K0.4%-5.4%0.141%
8/5/2025Bank of Montreal Can1,485$79K0.0%+182.9%0.022%
8/1/2025Envestnet Asset Management Inc.35,668$1.90M0.0%+15.4%0.529%
7/28/2025WealthPlan Investment Management LLC16,227$863K0.1%-17.2%0.241%
7/28/2025Harbour Investments Inc.8,992$478K0.0%+2.8%0.133%
7/25/2025Retirement Planning Group LLC NY34,812$1.85M1.6%-4.6%0.516%
7/25/2025CWM LLC1,359$72K0.0%N/A0.020%
7/22/2025Berkshire Money Management Inc.1,551$82K0.0%N/A0.023%
7/22/2025Wealthcare Advisory Partners LLC23,314$1.24M0.0%-6.2%0.347%
7/17/2025Janney Montgomery Scott LLC29,038$1.55M0.0%-4.8%0.432%
7/17/2025Barry Investment Advisors LLC342,626$18.22M4.5%+3.2%5.099%
Your book attached (Ad)

Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time through a temporary download link. He plans to charge for it soon. Download your copy now and lock it in at no cost, regardless of future pricing.tc pixel

Download the Safe Trade Options Formula book for free before access closes
7/8/2025MRA 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%
5/14/2025Venture Visionary Partners LLC31,249$1.65M0.1%-50.0%0.473%
5/12/2025WealthPlan 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%
5/1/2025Barry 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%


DJD Institutional Ownership - Frequently Asked Questions

During the previous two years, 70 institutional investors and hedge funds held shares of Invesco Dow Jones Industrial Average Dividend ETF. The most heavily invested institutionals were LPL Financial LLC ($36.82M), Cibc World Market Inc. ($28.36M), MRA Advisory Group ($15.71M), David Kennon Inc ($11.77M), Bank of America Corp DE ($9.16M), Envestnet Asset Management Inc. ($3.40M), and Integrated Wealth Concepts LLC ($3.20M).Learn more on Invesco Dow Jones Industrial Average Dividend ETF's institutional investors.

Of the 59 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: David Kennon Inc ($206.05K), LPL Financial LLC ($110.04K), Raymond James Financial Inc. ($80.08K), WealthPlan Investment Management LLC ($76.27K), World Investment Advisors ($75.03K), Barry Investment Advisors LLC ($50.32K), and MRA Advisory Group ($44.96K).

Institutional investors have bought a total of 540,131 shares in the last 24 months. This purchase volume represents approximately $31.03M in transactions.

Of the 19 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: Barry Investment Advisors LLC ($335.06K), Principal Securities Inc. ($109.26K), Goldman Sachs Group Inc. ($81.47K), Cibc World Market Inc. ($21.16K), Integrated Wealth Concepts LLC ($19.10K), Osaic Holdings Inc. ($15.89K), and Wealthcare Advisory Partners LLC ($7.66K).

Institutional investors have sold a total of 614,105 shares in the last 24 months. This volume of shares sold represents approximately $34.56M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:DJD is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/9/2026. New 13F filings are added each quarter as they're published.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Trump's New Dollar
Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. doll...
Porter & Company | Sponsoredtc pixel
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid
A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from c...
Altimetry | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
The end may be near for these iconic stocks
Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are ...
Chaikin Analytics | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
Bank of America: 'Digital Dollar Inevitable'
Bank of America just revealed your expiration date. In their Bloomberg interview, they didn't just predict the...
Decentralized Masters | Sponsoredtc pixel