Free Trial

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

Invesco Dow Jones Industrial Average Dividend ETF logo
$60.16 +0.12 (+0.20%)
As of 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
38
Total
Institutional Inflows
(last 12 months)
$34.12M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$39.32M
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.

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/2/2026 International Assets Investment Management LLC625$37K0.0%+48.8%0.008%
4/30/2026 Kestra Advisory Services LLC39,712$2.37M0.0%+5.7%0.532%
4/27/2026 World Investment Advisors37,653$2.25M0.0%+0.7%0.500%
4/27/2026 Private Advisor Group LLC16,136$964K0.0%+7.9%0.214%
4/22/2026 MRA Advisory Group248,929$14.87M6.1%+0.7%3.306%
4/21/2026 Retirement Planning Group LLC NY29,653$1.77M1.1%-7.2%0.393%
3/13/2026 World Investment Advisors37,375$2.14M0.0%N/A0.537%
3/5/2026 Storen 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%
2/16/2026 MML Investors Services LLC7,865$449K0.0%+31.1%0.113%
2/13/2026 Kestra Advisory Services LLC37,555$2.15M0.0%+362.8%0.540%
2/12/2026 Commonwealth 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%
2/11/2026 Janney 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%
2/9/2026 Prospera Financial Services Inc4,249$243K0.0%-4.2%0.061%
2/5/2026 WealthPlan Investment Management LLC14,039$802K0.1%-8.9%0.202%
2/4/2026 World Investment Advisors37,375$2.14M0.0%N/A0.538%
2/2/2026 Woodard & Co. Asset Management Group Inc. ADV3,000$171K0.0%N/A0.043%
2/2/2026 Retirement Planning Group LLC NY31,941$1.83M1.2%-2.8%0.460%
1/26/2026 Merit Financial Group LLC4,935$282K0.0%-15.6%0.072%
1/26/2026 David Kennon Inc206,047$11.77M4.2%N/A2.999%
1/20/2026 Stratos Wealth Partners LTD.3,672$210K0.0%N/A0.054%
1/16/2026 MRA Advisory Group247,212$14.13M5.9%+5.6%3.635%
1/15/2026Jaffetilchin Investment Partners LLC9,057$518K0.0%-6.1%0.133%
1/14/2026 Wealthcare 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%
11/13/2025 Private 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%
11/7/2025 Essex Financial Services Inc.5,592$309K0.0%-7.7%0.087%
11/7/2025 Wealthcare Advisory Partners LLC23,510$1.30M0.0%+0.8%0.367%
11/7/2025 MRA 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%
11/4/2025 Three Cord True Wealth Management LLC8,775$485K0.3%-7.4%0.137%
10/28/2025 Retirement Planning Group LLC NY32,862$1.82M1.4%-5.6%0.513%
10/27/2025 WealthPlan Investment Management LLC15,417$851K0.1%-5.0%0.241%
10/27/2025 Bogart Wealth LLC465$26K0.0%N/A0.007%
10/22/2025 Barry Investment Advisors LLC7,565$417K0.1%-97.8%0.118%
10/20/2025 Merit Financial Group LLC5,845$323K0.0%-46.0%0.091%
10/14/2025 Brighton 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%
8/6/2025 Prospera Financial Services Inc4,423$235K0.0%N/A0.066%
8/6/2025 Three 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%
8/1/2025 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%
7/28/2025Harbour 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%
7/25/2025CWM 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%
5/14/2025Venture 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%
4/29/2025Envestnet 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%
4/22/2025Three Cord True Wealth Management LLC10,018$529K0.5%-9.1%0.153%
4/22/2025Cambridge Investment Research Advisors Inc.4,764$252K0.0%-5.5%0.073%
4/22/2025Retirement Planning Group LLC NY36,478$1.93M2.0%-3.3%0.557%
4/22/2025Advisor Resource Council5,350$283K0.0%N/A0.082%
4/17/2025Sound Income Strategies LLC934$49K0.0%N/A0.014%
4/15/2025Transform Wealth LLC5,468$289K0.0%+16.3%0.085%
4/15/2025Wealthcare Advisory Partners LLC24,842$1.31M0.0%+8.0%0.385%
4/14/2025Farther Finance Advisors LLC493$26K0.0%N/A0.008%
4/14/2025Park Avenue Securities LLC4,417$233K0.0%-32.5%0.068%
4/11/2025MRA Advisory Group238,169$12.58M6.7%+5.6%3.687%
4/9/2025Merit Financial Group LLC16,183$855K0.0%-51.0%0.251%
2/19/2025Three Cord True Wealth Management LLC11,021$559K0.5%N/A0.175%


DJD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DJD shares?

During the previous two years, 71 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 ($14.87M), David Kennon Inc ($11.77M), Bank of America Corp DE ($7.28M), Cetera Investment Advisers ($2.60M), and Raymond James Financial Inc. ($2.41M).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 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 ($44.67K).

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

Institutional investors have bought a total of 607,153 shares in the last 24 months. This purchase volume represents approximately $34.12M in transactions.

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

Of the 21 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), WealthPlan Investment Management LLC ($62.23K), Venture Visionary Partners LLC ($31.25K), Cibc World Market Inc. ($21.16K), and MRA Advisory Group ($17.65K).

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

Institutional investors have sold a total of 708,403 shares in the last 24 months. This volume of shares sold represents approximately $39.32M in transactions.



This page (NYSEARCA:DJD) was last updated on 5/5/2026 by MarketBeat.com Staff.
From Our Partners