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

Invesco Dow Jones Industrial Average Dividend ETF logo
$66.59 +0.37 (+0.56%)
As of 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)
$29.93M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$33.17M
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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
7/10/2026 Wealthcare Advisory Partners LLC15,567$986K0.0%+9.2%0.213%
7/8/2026 MRA Advisory Group252,799$16.02M5.8%+1.6%3.458%
6/18/2026 Western Wealth Management LLC2,910$174K0.0%N/A0.039%
5/19/2026 Western Wealth Management LLC2,910$174K0.0%N/A0.039%
5/19/2026 Bank of America Corp DE153,319$9.16M0.0%+4.4%2.052%
5/18/2026 Royal Bank of Canada14,086$841K0.0%+1.6%0.189%
5/13/2026 Cetera Investment Advisers48,457$2.90M0.0%+6.4%0.649%
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%
2/17/2026 Cetera Investment Advisers45,549$2.60M0.0%+2.5%0.654%
2/17/2026 Kovack Advisors Inc.6,347$363K0.0%N/A0.091%
2/17/2026 Osaic 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%
2/12/2026 Ankerstar Wealth LLC1,200$69K0.1%N/A0.017%
2/12/2026 Steward Partners Investment Advisory LLC790$45K0.0%N/A0.011%
2/12/2026 Bank of Montreal Can8,740$499K0.0%+488.6%0.126%
2/12/2026 Principal Securities Inc.16,493$942K0.0%-86.9%0.237%
2/12/2026 Kovack Advisors Inc.6,347$363K0.0%N/A0.091%
2/11/2026 Janney Montgomery Scott LLC21,524$1.23M0.0%-8.6%0.309%
2/11/2026 LPL Financial LLC644,401$36.82M0.0%+11.3%9.259%
2/10/2026 Cibc World Market Inc.496,367$28.36M0.0%-2.9%7.132%
2/10/2026 Goldman Sachs Group Inc.10,407$595K0.0%-88.7%0.150%
2/10/2026Cherry Tree Wealth Management LLC1,100$63K0.0%N/A0.016%
2/9/2026 Harbour 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%
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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%
11/21/2025 CIBC Bancorp USA Inc.10,000$552K0.0%N/A0.156%
11/17/2025 Susquehanna International Group LLP9,096$502K0.0%N/A0.142%
11/17/2025 Citadel Advisors LLC10,379$573K0.0%+23.8%0.162%
11/17/2025 Bank of America Corp DE131,852$7.28M0.0%+4.0%2.060%
11/14/2025 Raymond James Financial Inc.43,587$2.41M0.0%-3.5%0.681%
11/14/2025 Keebeck Wealth Management26,390$1.46M0.2%+25.4%0.412%
11/13/2025 Private Advisor Group LLC9,353$516K0.0%+37.7%0.146%
11/13/2025 Blair William & Co. IL474$26K0.0%N/A0.007%
11/12/2025 Level 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%
11/6/2025 Cibc World Market Inc.511,286$28.23M0.1%-1.2%7.989%
11/4/2025 Jones 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%
9/4/2025 Osaic Holdings Inc.32,796$1.75M0.0%+85.4%0.487%
8/15/2025 Bank of America Corp DE126,752$6.74M0.0%+11.7%1.881%
8/14/2025 Raymond James Financial Inc.45,171$2.40M0.0%+17.6%0.670%
8/13/2025 Level 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%
8/8/2025 Cetera 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%
8/5/2025 Bank 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%
7/28/2025 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%
7/25/2025CWM 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%
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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%


DJD Institutional Ownership - Frequently Asked Questions

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 ($36.82M), Cibc World Market Inc. ($28.36M), MRA Advisory Group ($16.02M), David Kennon Inc ($11.77M), Bank of America Corp DE ($9.16M), Cetera Investment Advisers ($2.90M), and Raymond James Financial Inc. ($2.41M).Learn more on Invesco Dow Jones Industrial Average Dividend ETF's institutional investors.

Of the 56 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 525,125 shares in the last 24 months. This purchase volume represents approximately $29.93M in transactions.

Of the 17 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), Osaic Holdings Inc. ($15.89K), Wealthcare Advisory Partners LLC ($7.66K), and Merit Financial Group LLC ($5.89K).

Institutional investors have sold a total of 592,254 shares in the last 24 months. This volume of shares sold represents approximately $33.17M 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 7/10/2026. New 13F filings are added each quarter as they're published.
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