Invesco Dow Jones IndustrialDJDETF
13F holders, Q3 2024 (September 30)60holders −1
7new positions
7sold out
$52.57avg. 13F price*
At the end of Q3 2024, 60 institutions reported holding Invesco Dow Jones Industrial (DJD) in their 13F filings, down 1 from Q2 2024. 7 opened new positions and 7 sold out. The largest holders were Cibc World Market Inc. ($30.8M), LPL Financial LLC ($27.4M) and Barry Investment Advisors, LLC ($16.1M).
- Company
- Invesco Dow Jones Industrial
- CUSIP
- 46137V605
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $1.2M |
| Exits | 7 | $1.4M |
All 13F filers, Q2 2024 → Q3 2024: 72,255 shares bought and 150,222 shares sold, net −77,967 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 60 holders
| Cibc World Market Inc. | 0.07% | Reduce -1.4% | 585,858 | $30.8M |
| LPL Financial LLC | 0.01% | Reduce -8.3% | 521,084 | $27.4M |
| Barry Investment Advisors, LLC | 4.91% | Add +4.6% | 305,723 | $16.1M |
| MRA Advisory Group | 6.68% | Reduce -3.4% | 232,476 | $12.2M |
| Bank of America Corp. | 0.00% | Reduce -14.9% | 112,277 | $5.9M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.1% | 61,171 | $3.2M |
| Integrated Wealth Concepts LLC | 0.04% | Reduce -20.3% | 59,319 | $3.1M |
| Cetera Investment Advisers | 0.00% | Reduce -6.0% | 39,234 | $2.1M |
| Merit Financial Group, LLC | 0.04% | Reduce -13.7% | 36,868 | $1.9M |
| Venture Visionary Partners LLC | 0.07% | Add +45.6% | 31,163 | $1.6M |
| Janney Montgomery Scott LLC | 0.00% | Add +2.3% | 30,570 | $1.6M |
| Level Four Advisory Services, LLC | 0.06% | Reduce -1.8% | 29,232 | $1.5M |
| GTS Securities LLC | 0.03% | Add +0.4% | 25,796 | $1.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +10.2% | 24,272 | $1.3M |
| Keebeck Wealth Management | 0.16% | Add +97.7% | 21,050 | $1.1M |
| Wealthcare Advisory Partners LLC | 0.03% | Add +30.7% | 20,657 | $1.1M |
| Raymond James & Associates | 0.00% | Reduce -1.2% | 19,936 | $1.0M |
| Stifel Financial Corp. | 0.00% | Add +0.1% | 18,205 | $957K |
| UBS Group AG | 0.00% | Reduce -2.6% | 15,227 | $801K |
| Royal Bank of Canada | 0.00% | Reduce -5.2% | 14,471 | $761K |
| Good Life Advisors, LLC | 0.04% | Add +69.5% | 13,832 | $727K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -4.5% | 12,868 | $677K |
| Osaic Holdings, Inc. | 0.00% | Add +6.1% | 11,162 | $587K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 10,000 | $526K |
| NTV Asset Management LLC | 0.07% | No change | 9,925 | $522K |
| Brass Tax Wealth Management, Inc. | 0.11% | New | 9,393 | $494K |
| Harbour Investments, Inc. | 0.01% | Reduce -8.6% | 9,089 | $478K |
| Jaffetilchin Investment Partners, LLC | 0.04% | Add +5.7% | 8,832 | $464K |
| Park Avenue Securities LLC | 0.01% | Reduce -4.4% | 8,672 | $456K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -4.5% | 7,753 | $408K |
| Astoria Portfolio Advisors LLC. | 0.13% | No change | 7,400 | $390K |
| Jane Street Group, LLC | 0.00% | Reduce -34.3% | 7,002 | $368K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -45.7% | 6,709 | $353K |
| Apella Capital, LLC | 0.01% | No change | 5,673 | $296K |
| Perennial Investment Advisors, LLC | 0.04% | No change | 5,535 | $291K |
| MML Investors Services, LLC | 0.00% | Add +0.7% | 5,086 | $267K |
| Transform Wealth, LLC | 0.02% | New | 4,400 | $231K |
| Creekside Partners | 0.11% | New | 4,000 | $210K |
| OneDigital Investment Advisors LLC | 0.00% | New | 3,822 | $201K |
| IFP Advisors, Inc | 0.01% | Reduce -16.2% | 3,696 | $194K |
| HHM Wealth Advisors, LLC | 0.02% | Reduce -5.8% | 3,260 | $171K |
| Morgan Stanley | 0.00% | Reduce -0.5% | 2,668 | $140K |
| Principal Securities, Inc. | 0.00% | No change | 1,488 | $78K |
| Pflug Koory, LLC | 0.01% | — | 1,463 | $77K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +14.1% | 1,418 | $75K |
| Jones Financial Companies LLLP | 0.00% | New | 892 | $47K |
| Bank of Montreal | 0.00% | No change | 804 | $42K |
| Asset Dedication, LLC | 0.00% | New | 791 | $42K |
| Fairfield Financial Advisors, LTD | 0.01% | No change | 635 | $33K |
| FMR LLC | 0.00% | Reduce -18.5% | 449 | $24K |
| Coastline Trust Co | 0.00% | New | 447 | $24K |
| Geneos Wealth Management Inc. | 0.00% | Add +0.7% | 423 | $22K |
| PSI Advisors, LLC | 0.01% | Add +0.6% | 349 | $18K |
| Fairscale Capital, LLC | 0.01% | No change | 200 | $11K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 200 | $11K |
| AdvisorNet Financial, Inc | 0.00% | No change | 156 | $8K |
| Van Den Berg Management I, Inc. | 0.00% | No change | 150 | $8K |
| Princeton Global Asset Management LLC | 0.00% | No change | 56 | $3K |
| Global Retirement Partners, LLC | 0.00% | No change | 40 | $2K |
| Wells Fargo & Company | 0.00% | No change | 1 | $57 |
"% of holder's portfolio" is DJD's weight in each manager's 13F, not the share of Invesco Dow Jones Industrial the manager owns.