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

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$47.84
+0.38 (+0.80%)
(As of 05/9/2024 ET)
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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)
$50.54M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$17.79M
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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
5/7/2024 Oppenheimer & Co. Inc.6,150$296K0.0%N/A0.098%
5/4/2024 Geneos Wealth Management Inc.662$32K0.0%-50.6%0.011%
5/3/2024 MRA Advisory Group237,112$11.39M6.8%+5.8%3.770%
5/1/2024 Janney Montgomery Scott LLC30,028$1.44M0.0%-4.3%0.477%
4/30/2024 Saxony Capital Management LLC4,966$239K0.3%N/A0.079%
4/29/2024Commonwealth Equity Services LLC59,966$2.88M0.0%-2.1%0.953%
4/18/2024 Barry Investment Advisors LLC282,742$13.59M4.5%+5.2%4.495%
4/15/2024 Wealthcare Advisory Partners LLC13,114$630K0.0%+3.9%0.208%
4/10/2024 Park Avenue Securities LLC9,494$456K0.0%-35.6%0.151%
2/28/2024 Bbjs Financial Advisors LLC5,000$230K0.1%-25.4%0.079%
2/12/2024Focus Financial Network Inc. ADV16,255$748K0.0%N/A0.258%
2/9/2024 Barry 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%
2/8/2024 Janney Montgomery Scott LLC31,379$1.44M0.0%-17.9%0.499%
2/7/2024Principal Securities Inc.2,527$116K0.0%N/A0.040%
2/6/2024 Wealthcare Advisory Partners LLC12,627$581K0.0%+31.0%0.201%
2/6/2024 SYM FINANCIAL Corp804$37K0.0%N/A0.013%
2/6/2024 Merit Financial Group LLC66,560$3.06M0.1%-26.9%1.058%
2/6/2024 Great Valley Advisor Group Inc.9,474$436K0.0%-3.0%0.151%
2/5/2024 Win Advisors Inc.538,235$24.77M11.2%N/A8.557%
2/5/2024HHM Wealth Advisors LLC5,280$243K0.0%+45.1%0.084%
1/31/2024 Beam Wealth Advisors Inc.13,293$612K0.4%-55.3%0.211%
1/24/2024 Stratos Wealth Advisors LLC4,535$209K0.0%N/A0.072%
1/24/2024Venture Visionary Partners LLC15,744$725K0.0%N/A0.250%
1/23/2024 FAS Wealth Partners Inc.643$30K0.0%-67.4%0.010%
1/22/2024 Southern Capital Advisors LLC13,313$613K0.4%+98.5%0.212%
1/18/2024 Good Life Advisors LLC8,408$387K0.0%+5.6%0.134%
1/16/2024 Raymond James Financial Services Advisors Inc.6,003$276K0.0%N/A0.095%
1/16/2024 Raymond James & Associates30,377$1.40M0.0%+1.0%0.483%
1/12/2024 Advisor 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%
11/9/2023 Bbjs Financial Advisors LLC6,700$277K0.1%N/A0.107%
11/8/2023 HighTower Advisors LLC6,701$280K0.0%-16.5%0.107%
11/8/2023 Janney 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%
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11/3/2023 Private Advisor Group LLC18,541$767K0.0%+10.8%0.295%
11/1/2023 Krilogy Financial LLC23,244$961K0.1%-48.0%0.370%
10/31/2023 Southern Capital Advisors LLC6,707$277K0.2%-29.3%0.107%
10/26/2023 Beam 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%
10/24/2023 Raymond James & Associates30,072$1.24M0.0%+4.6%0.478%
10/24/2023 Cambridge Investment Research Advisors Inc.16,870$698K0.0%-11.0%0.268%
10/23/2023Commonwealth Equity Services LLC61,214$2.53M0.0%-5.9%0.973%
10/12/2023IFP Advisors Inc4,475$185K0.0%-10.0%0.071%
10/12/2023 Wealthcare Advisory Partners LLC9,636$398K0.0%-3.8%0.153%
10/11/2023 Geneos Wealth Management Inc.1,339$55K0.0%-22.5%0.021%
8/10/2023Commonwealth Equity Services LLC65,040$2.78M0.0%+4.1%1.034%
8/10/2023 Private Advisor Group LLC16,729$714K0.0%+104.7%0.266%
8/10/2023Cetera Advisor Networks LLC7,256$310K0.0%-92.4%0.115%
8/3/2023 Barry Investment Advisors LLC77,921$3.33M1.1%N/A1.221%
8/2/2023Bank of Montreal Can804$32K0.0%N/A0.013%
8/1/2023 Merit Financial Group LLC78,480$3.35M0.1%-4.6%1.230%
7/31/2023LPL Financial LLC1,146,019$48.91M0.0%+8.6%17.963%
7/26/2023 Janney Montgomery Scott LLC37,109$1.58M0.0%+23.3%0.582%
7/26/2023 Beam Wealth Advisors Inc.39,492$1.69M1.2%-10.5%0.619%
7/19/2023 Krilogy Financial LLC44,684$1.91M0.2%-25.6%0.700%
7/17/2023 MRA Advisory Group108,085$4.61M3.2%-4.2%1.694%
7/17/2023 Wealthcare Advisory Partners LLC10,018$428K0.0%+4.6%0.157%
7/14/2023 Park Avenue Securities LLC38,062$1.62M0.0%-40.5%0.597%
7/14/2023 Win Advisors Inc.71,360$2.45M3.3%N/A1.118%
7/13/2023 Cambridge Investment Research Advisors Inc.18,954$809K0.0%+211.9%0.297%
7/11/2023 Good Life Advisors LLC7,956$340K0.0%-38.7%0.125%
7/10/2023Level Four Advisory Services LLC35,626$1.52M0.1%+21.2%0.558%
6/5/2023Level Four Advisory Services LLC29,399$1.26M0.1%+3.0%0.461%
5/15/2023ICA Group Wealth Management LLC11,277$482K0.1%+83.7%0.177%
5/11/2023 FAS Wealth Partners Inc.1,937$83K0.0%+212.9%0.030%
5/11/2023Envestnet Asset Management Inc.14,406$616K0.0%-4.3%0.226%
5/10/2023 Private Advisor Group LLC8,171$350K0.0%N/A0.128%
5/10/2023LPL Financial LLC1,055,714$45.16M0.0%-11.5%16.547%
5/9/2023 Acorn Wealth Advisors LLC4,826$206K0.2%N/A0.076%
5/8/2023 Good Life Advisors LLC12,985$556K0.1%-78.5%0.204%
5/4/2023 Wealthcare Advisory Partners LLC9,578$410K0.0%N/A0.150%
5/3/2023 Krilogy Financial LLC60,059$2.57M0.2%+16.2%0.941%
5/3/2023 Great Valley Advisor Group Inc.14,994$641K0.0%+17.9%0.235%
4/28/2023 Janney Montgomery Scott LLC30,091$1.29M0.0%+104.9%0.434%
4/27/2023 Southern Capital Advisors LLC9,690$415K0.3%N/A0.140%
4/27/2023 Stratos Wealth Advisors LLC11,455$490K0.0%-68.3%0.165%
4/26/2023 Beam Wealth Advisors Inc.44,103$1.89M1.9%-2.8%0.636%
4/26/2023 Bard Financial Services Inc.53,225$2.28M0.2%-6.5%0.768%
4/24/2023 Merit Financial Group LLC82,299$3.52M0.1%-1.5%1.188%
4/18/2023 Park Avenue Securities LLC64,005$2.74M0.0%+6.7%0.924%
4/18/2023IFP Advisors Inc4,963$167K0.0%-31.0%0.072%
4/14/2023 Raymond James & Associates28,724$1.23M0.0%-48.3%0.414%
4/13/2023 MRA Advisory Group112,868$4.83M3.5%-9.6%1.629%
2/10/2023 Good Life Advisors LLC60,398$2.64M0.4%-7.0%0.892%
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2/9/2023 HighTower Advisors LLC36,497$1.59M0.0%-20.3%0.539%
2/8/2023 Raymond James Financial Services Advisors Inc.13,953$609K0.0%-64.0%0.206%
2/8/2023 Raymond James & Associates55,581$2.43M0.0%+191.8%0.821%
2/8/2023 Belpointe Asset Management LLC2,226$97K0.0%N/A0.033%
2/8/2023 Cambridge Investment Research Advisors Inc.9,572$418K0.0%+8.8%0.141%
2/7/2023LPL Financial LLC1,192,851$52.08M0.0%+33.1%17.620%
2/7/2023IFP Advisors Inc7,189$242K0.0%+109.4%0.106%
2/7/2023Envestnet Asset Management Inc.15,061$658K0.0%+10.5%0.222%
2/2/2023 MRA Advisory Group124,855$5.45M4.3%-37.8%1.844%
2/1/2023 Janney Montgomery Scott LLC14,685$641K0.0%+2.9%0.217%
(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, 54 institutional investors and hedge funds held shares of Invesco Dow Jones Industrial Average Dividend ETF. The most heavily invested institutionals were LPL Financial LLC ($50.79M), Win Advisors Inc. ($24.77M), Barry Investment Advisors LLC ($13.59M), MRA Advisory Group ($11.39M), Morris Retirement Advisors LLC ($7.61M), Merit Financial Group LLC ($3.06M), and Commonwealth Equity Services LLC ($2.88M).Learn more on DJD's institutional investors.

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

Of the 52 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: LPL Financial LLC ($625.15K), Win Advisors Inc. ($609.60K), Morris Retirement Advisors LLC ($200.72K), Barry Investment Advisors LLC ($174.79K), Merit Financial Group LLC ($102.76K), Park Avenue Securities LLC ($59.49K), and Beam Wealth Advisors Inc. ($45.38K).

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

Institutional investors have bought a total of 2,244,507 shares in the last 24 months. This purchase volume represents approximately $97.18M in transactions.

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

Of the 28 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 ($137.14K), MRA Advisory Group ($93.79K), Cetera Advisor Networks LLC ($88.12K), Good Life Advisors LLC ($57.02K), Park Avenue Securities LLC ($46.19K), Krilogy Financial LLC ($36.82K), and Merit Financial Group LLC ($36.20K).

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

Institutional investors have sold a total of 695,108 shares in the last 24 months. This volume of shares sold represents approximately $29.92M in transactions.


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This page (NYSEARCA:DJD) was last updated on 5/10/2024 by MarketBeat.com Staff

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