Free Trial
→ Buffett, Gates and Bezos Dumping Stocks (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
$54.97 -0.43 (-0.78%)
Closing price 09/12/2025 04:10 PM Eastern
Extended Trading
$55.02 +0.05 (+0.08%)
As of 09/12/2025 04:10 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 Polygon.io. 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)
34
Total
Institutional Inflows
(last 12 months)
$23.72M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$11.39M
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
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 to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
8/12/2025 Jaffetilchin Investment Partners LLC9,602$511K0.0%+4.7%0.142%
8/8/2025 Cetera Investment Advisers42,697$2.27M0.0%+4.1%0.633%
8/8/2025 Good 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%
7/25/2025 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%
5/14/2025Venture 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%
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%
1/15/2025Merit 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%
1/14/2025Park Avenue Securities LLC6,548$332K0.0%-24.5%0.104%
1/14/2025MRA 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%
10/16/2024Transform Wealth LLC4,400$231K0.0%N/A0.070%
10/16/2024Asset Dedication LLC791$42K0.0%N/A0.013%
10/4/2024MRA Advisory Group232,476$12.23M6.7%-3.4%3.696%
10/3/2024Park 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%
8/6/2024MRA 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%
7/10/2024Apella 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%
5/3/2024MRA 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%
4/10/2024Park Avenue Securities LLC9,494$456K0.0%-35.6%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, 68 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 ($6.74M), 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 53 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 ($147.19K), LPL Financial LLC ($127.16K), Raymond James Financial Inc. ($80.08K), WealthPlan Investment Management LLC ($76.27K), 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 459,059 shares in the last 24 months. This purchase volume represents approximately $23.72M 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 218,202 shares in the last 24 months. This volume of shares sold represents approximately $11.39M in transactions.


Related Companies

This page (NYSEARCA:DJD) was last updated on 9/13/2025 by MarketBeat.com Staff
From Our Partners
He Called Nvidia at $1.10. Now, He Says THIS Stock Will…
The original Magnificent Seven returned 16,894%—turning $7K into $1.18 million. Now, the man who called Nvi...
The Oxford Club | Sponsoredtc pixel
Why Trump’s “Smart Dollar” could rewrite the rules
MUST SEE: Donald Trump's Radical Overhaul of the U.S. Dollar Congress just approved President Trump's lates...
Stansberry Research | Sponsoredtc pixel
Trump's Law S.1582: $21T Dollar Revolution Coming
Do you have money in any of these banks? Chase. Bank of America. Citigroup. Wells Fargo. U.S. Bancorp. I...
Brownstone Research | Sponsoredtc pixel
Retire Comfortably with These New Monthly Income ETFs?
Too many retirees lie awake at night, worried their savings won’t last. Traditional advice and tiny returns ju...
Investors Alley | Sponsoredtc pixel
Forget Tesla — This Tiny AI Stock Is Musk’s Real Play
While Wall Street focused on Tesla’s earnings, Elon Musk was quietly building a supercomputer so powerful it c...
Behind the Markets | Sponsoredtc pixel
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsoredtc pixel
Nvidia Times 1,000,000
Nvidia’s latest AI chip is a $25,000 powerhouse — with 80 billion transistors and the ability to perform 60 tr...
Paradigm Press | Sponsoredtc pixel
“Sell Nvidia before earnings”
Eric Fry just went live with one of his most controversial calls yet: “Sell Nvidia.” While Wall Street has bee...
InvestorPlace | Sponsoredtc pixel