Invesco Dow Jones IndustrialDJDETF
13F holders, Q1 2024 (March 31)59holders
1famous investor
$47.98avg. 13F price*
At the end of Q1 2024, 59 institutions reported holding Invesco Dow Jones Industrial (DJD) in their 13F filings. The largest holders were LPL Financial LLC ($30.6M), Cibc World Market Inc. ($29.2M) and Barry Investment Advisors, LLC ($13.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco Dow Jones Industrial
- CUSIP
- 46137V605
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $1.7M |
| Exits | 9 | $26.8M |
Ownership 59 holders
| LPL Financial LLC | 0.02% | Reduce -30.1% | 637,457 | $30.6M |
| Cibc World Market Inc. | 0.07% | Reduce -0.8% | 607,590 | $29.2M |
| Barry Investment Advisors, LLC | 4.53% | Add +5.2% | 282,742 | $13.6M |
| MRA Advisory Group | 6.80% | Add +5.8% | 237,112 | $11.4M |
| Bank of America Corp. | 0.00% | Reduce -20.9% | 130,450 | $6.3M |
| Merit Financial Group, LLC | 0.10% | Add +34.0% | 89,171 | $4.2M |
| Integrated Wealth Concepts LLC | 0.05% | Add +28.0% | 69,771 | $3.4M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.1% | 59,966 | $2.9M |
| Cetera Investment Advisers | 0.00% | Add +44.8% | 41,804 | $2.0M |
| Level Four Advisory Services, LLC | 0.08% | Add +0.5% | 32,541 | $1.5M |
| Raymond James & Associates | 0.00% | Add +1.5% | 30,830 | $1.5M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -4.3% | 30,028 | $1.4M |
| Venture Visionary Partners LLC | 0.04% | No change | 18,999 | $913K |
| Stifel Financial Corp. | 0.00% | Reduce -2.6% | 18,610 | $894K |
| Envestnet Asset Management Inc. | 0.00% | Add +7.1% | 17,046 | $819K |
| Osaic Holdings, Inc. | 0.00% | Reduce -4.4% | 16,896 | $812K |
| ICA Group Wealth Management, LLC | 0.15% | Reduce -26.1% | 15,189 | $730K |
| Royal Bank of Canada | 0.00% | Add +1.6% | 13,770 | $662K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +3.9% | 13,114 | $630K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +69.6% | 12,390 | $595K |
| Harbour Investments, Inc. | 0.02% | Reduce -6.3% | 10,528 | $506K |
| CIBC Private Wealth Group LLC | 0.00% | New | 10,000 | $481K |
| NTV Asset Management LLC | 0.07% | No change | 9,925 | $477K |
| Park Avenue Securities LLC | 0.01% | Reduce -35.6% | 9,494 | $456K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -7.5% | 8,762 | $421K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -4.7% | 8,726 | $419K |
| Good Life Advisors, LLC | 0.04% | Add +0.2% | 8,426 | $405K |
| Jaffetilchin Investment Partners, LLC | 0.04% | Reduce -4.7% | 8,155 | $392K |
| Astoria Portfolio Advisors LLC. | 0.13% | No change | 7,400 | $342K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +10.5% | 6,634 | $319K |
| Oppenheimer & Co. Inc. | 0.00% | New | 6,150 | $296K |
| Perennial Investment Advisors, LLC | 0.04% | Reduce -3.1% | 5,535 | $266K |
| Keebeck Wealth Management | 0.04% | New | 5,350 | $257K |
| Bison Wealth, LLC | 0.04% | Reduce -4.0% | 5,294 | $254K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +41.8% | 5,069 | $244K |
| Prime Capital Investment Advisors, LLC | 0.00% | New | 5,052 | $243K |
| MML Investors Services, LLC | 0.00% | Add +7.4% | 5,008 | $241K |
| Saxony Capital Management, LLC | 0.29% | New | 4,966 | $239K |
| UBS Group AG | 0.00% | Add +843.6% | 4,907 | $236K |
| HighTower Advisors, LLC | 0.00% | Reduce -11.2% | 4,603 | $219K |
| IFP Advisors, Inc | 0.01% | Add +0.0% | 4,487 | $216K |
| Stratos Wealth Advisors, LLC | 0.01% | Reduce -3.4% | 4,382 | $211K |
| Citadel Advisors | 0.00% | New | 4,374 | $210K |
| HHM Wealth Advisors, LLC | 0.03% | Reduce -34.5% | 3,460 | $166K |
| Principal Securities, Inc. | 0.00% | No change | 2,527 | $121K |
| Morgan Stanley | 0.00% | Add +3.7% | 1,857 | $89K |
| Pflug Koory, LLC | 0.01% | Add +0.3% | 1,456 | $70K |
| Retirement Group, LLC | 0.02% | No change | 1,326 | $64K |
| Cardiff Park Advisors, LLC | 0.00% | Add +0.9% | 1,074 | $52K |
| Bank of Montreal | 0.00% | No change | 804 | $39K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -50.6% | 662 | $32K |
| PSI Advisors, LLC | 0.01% | Add +0.6% | 343 | $17K |
| FMR LLC | 0.00% | Reduce -50.9% | 219 | $11K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 200 | $10K |
| AdvisorNet Financial, Inc | 0.00% | New | 156 | $7K |
| Van Den Berg Management I, Inc. | 0.00% | No change | 150 | $7K |
| Global Retirement Partners, LLC | 0.00% | No change | 40 | $2K |
| FAS Wealth Partners, Inc. | 0.00% | Reduce -99.8% | 1 | $45 |
| Wells Fargo & Company | 0.00% | Reduce -98.8% | 1 | $29 |
"% of holder's portfolio" is DJD's weight in each manager's 13F, not the share of Invesco Dow Jones Industrial the manager owns.