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

Invesco Dow Jones Industrial Average Dividend ETF logo
$50.07 -0.22 (-0.44%)
Closing price 04/15/2025 04:10 PM Eastern
Extended Trading
$50.05 -0.02 (-0.04%)
As of 04/15/2025 07:51 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)
27
Total
Institutional Inflows
(last 12 months)
$20.78M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$5.49M
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DJD Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
4/14/2025 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%
2/19/2025Three Cord True Wealth Management LLC11,021$559K0.5%N/A0.175%
2/19/2025Retirement 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%
2/13/2025Envestnet 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%
1/30/2025WealthPlan Investment Management LLC76,268$3.87M0.4%N/A1.213%
1/23/2025New 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%
1/23/2025Barry 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%
1/15/2025Wealthcare 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%
11/9/2024Creekside Partners4,000$210K0.1%N/A0.064%
11/6/2024OneDigital Investment Advisors LLC3,822$201K0.0%N/A0.061%
11/5/2024Harbour Investments Inc.9,089$478K0.0%-8.6%0.144%
11/4/2024Jaffetilchin Investment Partners LLC8,832$464K0.0%+5.7%0.140%
10/29/2024Janney Montgomery Scott LLC30,570$1.61M0.0%+2.3%0.486%
10/25/2024Barry Investment Advisors LLC305,723$16.08M4.9%+4.6%4.860%
10/21/2024Venture Visionary Partners LLC31,163$1.64M0.1%+45.6%0.495%
10/16/2024Good Life Advisors LLC13,832$727K0.0%+69.4%0.220%
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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%
8/9/2024Fairfield 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%
7/26/2024Harbour 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%
5/7/2024Oppenheimer & 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%
5/1/2024Janney 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%
4/18/2024Barry Investment Advisors LLC282,742$13.59M4.5%+5.2%4.495%
4/15/2024Wealthcare Advisory Partners LLC13,114$630K0.0%+3.9%0.208%
4/10/2024 Park Avenue Securities LLC9,494$456K0.0%-35.6%0.151%
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%
2/9/2024Barry 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%
2/8/2024Janney Montgomery Scott LLC31,379$1.44M0.0%-17.9%0.499%
2/7/2024Principal Securities Inc.2,527$116K0.0%N/A0.040%
2/6/2024Wealthcare Advisory Partners LLC12,627$581K0.0%+31.0%0.201%
2/6/2024SYM 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%
2/5/2024Win Advisors Inc.538,235$24.77M11.2%N/A8.557%
2/5/2024HHM Wealth Advisors LLC5,280$243K0.0%+45.1%0.084%
1/31/2024Beam Wealth Advisors Inc.13,293$612K0.4%-55.3%0.211%
1/24/2024Stratos Wealth Advisors LLC4,535$209K0.0%N/A0.072%
1/24/2024Venture Visionary Partners LLC15,744$725K0.0%N/A0.250%
1/23/2024FAS Wealth Partners Inc.643$30K0.0%-67.4%0.010%
1/22/2024Southern Capital Advisors LLC13,313$613K0.4%+98.5%0.212%
1/18/2024Good Life Advisors LLC8,408$387K0.0%+5.6%0.134%
1/16/2024Raymond James Financial Services Advisors Inc.6,003$276K0.0%N/A0.095%
1/16/2024Raymond James & Associates30,377$1.40M0.0%+1.0%0.483%
1/12/2024Advisor Resource Council5,350$246K0.0%N/A0.085%
11/16/2023Harbour Investments Inc.7,178$297K0.0%+63.2%0.114%
11/13/2023LPL Financial LLC1,228,324$50.79M0.0%+7.2%19.528%
11/13/2023Cardiff Park Advisors LLC1,055$44K0.0%N/A0.017%
11/13/2023Kestra Advisory Services LLC9,678$400K0.0%+26.4%0.154%
11/9/2023Bbjs Financial Advisors LLC6,700$277K0.1%N/A0.107%
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11/8/2023HighTower Advisors LLC6,701$280K0.0%-16.5%0.107%
11/8/2023Janney Montgomery Scott LLC38,203$1.58M0.0%+2.9%0.607%
11/8/2023 MRA Advisory Group106,924$4.42M3.2%-1.1%1.700%
11/7/2023 Merit Financial Group LLC91,009$3.76M0.1%+16.0%1.447%
11/4/2023HHM Wealth Advisors LLC3,640$150K0.0%-73.2%0.058%
11/3/2023Private Advisor Group LLC18,541$767K0.0%+10.8%0.295%
11/1/2023Krilogy Financial LLC23,244$961K0.1%-48.0%0.370%
10/31/2023Southern Capital Advisors LLC6,707$277K0.2%-29.3%0.107%
10/26/2023Beam Wealth Advisors Inc.29,713$1.23M0.9%-24.8%0.472%
10/26/2023 Park Avenue Securities LLC23,058$953K0.0%-39.4%0.367%
(Data available from 1/1/2016 forward)

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DJD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DJD shares?

During the previous two years, 65 institutional investors and hedge funds held shares of Invesco Dow Jones Industrial Average Dividend ETF. The most heavily invested institutionals were Cibc World Market Inc. ($28.72M), LPL Financial LLC ($26.04M), Win Advisors Inc. ($24.77M), Barry Investment Advisors LLC ($16.46M), MRA Advisory Group ($12.58M), Bank of America Corp DE ($5.56M), and WealthPlan Investment Management LLC ($3.87M).Learn more on DJD's institutional investors.

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

Of the 53 institutional investors that purchased Invesco Dow Jones Industrial Average Dividend ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Win Advisors Inc. ($609.60K), Barry Investment Advisors LLC ($207.11K), LPL Financial LLC ($172.61K), 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 1,557,947 shares in the last 24 months. This purchase volume represents approximately $71.81M in transactions.

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

Of the 32 institutional investors that sold Invesco Dow Jones Industrial Average Dividend ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: LPL Financial LLC ($144.72K), Cetera Advisor Networks LLC ($88.12K), Good Life Advisors LLC ($56.96K), Park Avenue Securities LLC ($50.84K), Merit Financial Group LLC ($50.20K), Krilogy Financial LLC ($36.82K), and Beam Wealth Advisors Inc. ($32.09K).

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

Institutional investors have sold a total of 598,285 shares in the last 24 months. This volume of shares sold represents approximately $26.57M in transactions.



This page (NYSEARCA:DJD) was last updated on 4/16/2025 by MarketBeat.com Staff
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