Invesco Dow Jones IndustrialDJDETF
13F holders, Q2 2024 (June 30)61holders +2
8new positions
6sold out
1famous investor
$47.34avg. 13F price*
At the end of Q2 2024, 61 institutions reported holding Invesco Dow Jones Industrial (DJD) in their 13F filings, up 2 from Q1 2024. 8 opened new positions and 6 sold out. The largest holders were Cibc World Market Inc. ($28.1M), LPL Financial LLC ($26.9M) and Barry Investment Advisors, LLC ($13.8M). 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $2.3M |
| Exits | 6 | $1.4M |
All 13F filers, Q1 2024 → Q2 2024: 113,283 shares bought and 202,187 shares sold, net −88,904 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 61 holders
| Cibc World Market Inc. | 0.07% | Reduce -2.2% | 594,044 | $28.1M |
| LPL Financial LLC | 0.01% | Reduce -10.9% | 567,952 | $26.9M |
| Barry Investment Advisors, LLC | 4.66% | Add +3.4% | 292,302 | $13.8M |
| MRA Advisory Group | 6.52% | Add +1.5% | 240,698 | $11.4M |
| Bank of America Corp. | 0.00% | Add +1.1% | 131,917 | $6.2M |
| Integrated Wealth Concepts LLC | 0.05% | Add +6.7% | 74,430 | $3.5M |
| Commonwealth Equity Services, LLC | 0.00% | Add +3.2% | 61,865 | $2.9M |
| Merit Financial Group, LLC | 0.04% | Reduce -52.1% | 42,709 | $2.0M |
| Cetera Investment Advisers | 0.00% | Reduce -0.2% | 41,738 | $2.0M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -0.5% | 29,871 | $1.4M |
| Level Four Advisory Services, LLC | 0.06% | Reduce -8.5% | 29,762 | $1.4M |
| GTS Securities LLC | 0.03% | New | 25,694 | $1.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +29.3% | 22,032 | $1.0M |
| Venture Visionary Partners LLC | 0.05% | Add +12.6% | 21,398 | $1.0M |
| Raymond James & Associates | 0.00% | Reduce -34.6% | 20,169 | $955K |
| Stifel Financial Corp. | 0.00% | Reduce -2.3% | 18,177 | $860K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +20.5% | 15,807 | $748K |
| UBS Group AG | 0.00% | Add +218.5% | 15,630 | $740K |
| Royal Bank of Canada | 0.00% | Add +10.8% | 15,264 | $723K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +8.8% | 13,482 | $638K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +86.2% | 12,352 | $585K |
| Jane Street Group, LLC | 0.00% | New | 10,664 | $505K |
| Keebeck Wealth Management | 0.07% | Add +99.1% | 10,650 | $504K |
| Osaic Holdings, Inc. | 0.00% | Reduce -37.8% | 10,516 | $498K |
| Citadel Advisors | 0.00% | Add +139.7% | 10,485 | $496K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 10,000 | $473K |
| Harbour Investments, Inc. | 0.02% | Reduce -5.6% | 9,939 | $471K |
| NTV Asset Management LLC | 0.07% | No change | 9,925 | $470K |
| Park Avenue Securities LLC | 0.01% | Reduce -4.4% | 9,072 | $429K |
| Jaffetilchin Investment Partners, LLC | 0.03% | Add +2.5% | 8,358 | $396K |
| Good Life Advisors, LLC | 0.03% | Reduce -3.1% | 8,163 | $386K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -6.9% | 8,122 | $384K |
| Astoria Portfolio Advisors LLC. | 0.13% | No change | 7,400 | $350K |
| Apella Capital, LLC | 0.01% | New | 5,673 | $268K |
| Saxony Capital Management, LLC | 0.29% | Add +13.2% | 5,619 | $266K |
| Perennial Investment Advisors, LLC | 0.04% | No change | 5,535 | $262K |
| Bison Wealth, LLC | 0.04% | No change | 5,294 | $254K |
| Susquehanna International Group, LLP | 0.00% | New | 5,179 | $245K |
| MML Investors Services, LLC | 0.00% | Add +0.8% | 5,050 | $239K |
| IFP Advisors, Inc | 0.01% | Reduce -1.7% | 4,411 | $209K |
| HHM Wealth Advisors, LLC | 0.02% | No change | 3,460 | $164K |
| Morgan Stanley | 0.00% | Add +44.4% | 2,682 | $127K |
| JPMorgan Chase & Co. | 0.00% | New | 1,900 | $90K |
| Principal Securities, Inc. | 0.00% | Reduce -41.1% | 1,488 | $70K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -75.5% | 1,243 | $59K |
| Bank of Montreal | 0.00% | No change | 804 | $39K |
| Fairfield Financial Advisors, LTD | 0.01% | — | 635 | $30K |
| FMR LLC | 0.00% | Add +151.6% | 551 | $26K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -36.6% | 420 | $20K |
| PSI Advisors, LLC | 0.01% | Add +1.2% | 347 | $16K |
| Private Ocean, LLC | 0.00% | New | 221 | $10K |
| Fairscale Capital, LLC | 0.01% | — | 200 | $10K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 200 | $9K |
| AdvisorNet Financial, Inc | 0.00% | No change | 156 | $7K |
| DHJJ Financial Advisors, Ltd. | 0.00% | New | 150 | $7K |
| Van Den Berg Management I, Inc. | 0.00% | No change | 150 | $7K |
| ICA Group Wealth Management, LLC | 0.00% | Reduce -99.5% | 75 | $4K |
| Princeton Global Asset Management LLC | 0.00% | New | 56 | $3K |
| Global Retirement Partners, LLC | 0.00% | No change | 40 | $2K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 1 | $45 |
| Wells Fargo & Company | 0.00% | No change | 1 | $38 |
"% of holder's portfolio" is DJD's weight in each manager's 13F, not the share of Invesco Dow Jones Industrial the manager owns.