Invesco Dow Jones IndustrialDJDETF
13F holders, Q4 2024 (December 31)67holders +7
7new positions
3sold out
$50.72avg. 13F price*
At the end of Q4 2024, 67 institutions reported holding Invesco Dow Jones Industrial (DJD) in their 13F filings, up 7 from Q3 2024. 7 opened new positions and 3 sold out. The largest holders were Cibc World Market Inc. ($28.7M), LPL Financial LLC ($26.0M) and Barry Investment Advisors, LLC ($16.5M).
- Company
- Invesco Dow Jones Industrial
- CUSIP
- 46137V605
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $6.2M |
| Exits | 3 | $593K |
All 13F filers, Q3 2024 → Q4 2024: 170,443 shares bought and 89,875 shares sold, net +80,568 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 67 holders
| Cibc World Market Inc. | 0.07% | Reduce -3.3% | 566,286 | $28.7M |
| LPL Financial LLC | 0.01% | Reduce -1.5% | 513,497 | $26.0M |
| Barry Investment Advisors, LLC | 5.29% | Add +6.2% | 324,627 | $16.5M |
| MRA Advisory Group | 6.06% | Reduce -3.0% | 225,487 | $11.4M |
| Bank of America Corp. | 0.00% | Reduce -2.3% | 109,664 | $5.6M |
| WealthPlan Investment Management, LLC | 0.38% | New | 76,268 | $3.9M |
| Integrated Wealth Concepts LLC | 0.04% | Add +21.2% | 71,892 | $3.6M |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.6% | 61,523 | $3.1M |
| Cetera Investment Advisers | 0.00% | Add +2.7% | 40,297 | $2.0M |
| Retirement Planning Group, LLC / NY | 2.11% | — | 37,736 | $1.9M |
| Raymond James Financial Inc. | 0.00% | — | 36,657 | $1.9M |
| Merit Financial Group, LLC | 0.03% | Reduce -10.4% | 33,046 | $1.7M |
| Venture Visionary Partners LLC | 0.07% | Add +0.3% | 31,249 | $1.6M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -0.1% | 30,533 | $1.5M |
| Sigma Planning Corp | 0.05% | New | 29,771 | $1.5M |
| Level Four Advisory Services, LLC | 0.06% | Reduce -0.2% | 29,175 | $1.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +13.2% | 27,479 | $1.4M |
| Wealthcare Advisory Partners LLC | 0.03% | Add +11.4% | 23,007 | $1.2M |
| Keebeck Wealth Management | 0.15% | No change | 21,050 | $1.1M |
| Stifel Financial Corp. | 0.00% | Reduce -2.5% | 17,753 | $900K |
| Royal Bank of Canada | 0.00% | Add +3.3% | 14,952 | $758K |
| Susquehanna International Group, LLP | 0.00% | New | 13,059 | $662K |
| UBS Group AG | 0.00% | Reduce -20.2% | 12,146 | $616K |
| Osaic Holdings, Inc. | 0.00% | Add +8.0% | 12,059 | $612K |
| Three Cord True Wealth Management, LLC | 0.48% | — | 11,021 | $559K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 10,000 | $507K |
| NTV Asset Management LLC | 0.07% | No change | 9,925 | $503K |
| Brass Tax Wealth Management, Inc. | 0.10% | Add +4.6% | 9,824 | $498K |
| Jaffetilchin Investment Partners, LLC | 0.03% | Add +6.5% | 9,410 | $477K |
| Good Life Advisors, LLC | 0.03% | Reduce -32.6% | 9,317 | $473K |
| MML Investors Services, LLC | 0.00% | Add +76.0% | 8,952 | $454K |
| Harbour Investments, Inc. | 0.01% | Reduce -1.9% | 8,919 | $452K |
| Kestra Advisory Services, LLC | 0.00% | Add +4.8% | 8,127 | $412K |
| Astoria Portfolio Advisors LLC. | 0.13% | No change | 7,400 | $377K |
| GTS Securities LLC | 0.02% | Reduce -71.8% | 7,268 | $369K |
| Park Avenue Securities LLC | 0.00% | Reduce -24.5% | 6,548 | $332K |
| Apella Capital, LLC | 0.01% | No change | 5,673 | $288K |
| Perennial Investment Advisors, LLC | 0.03% | No change | 5,535 | $281K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -60.8% | 5,041 | $256K |
| Transform Wealth, LLC | 0.01% | Add +6.8% | 4,700 | $238K |
| Creekside Partners | 0.11% | No change | 4,000 | $203K |
| IFP Advisors, Inc | 0.01% | Add +5.1% | 3,883 | $197K |
| HHM Wealth Advisors, LLC | 0.02% | No change | 3,260 | $165K |
| Jones Financial Companies LLLP | 0.00% | Add +195.5% | 2,636 | $134K |
| Medallion Wealth Advisors, LLC | 0.06% | — | 2,450 | $128K |
| Morgan Stanley | 0.00% | Reduce -10.6% | 2,385 | $121K |
| New Wave Wealth Advisors LLC | 0.05% | New | 2,370 | $120K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +15.6% | 1,639 | $83K |
| Pflug Koory, LLC | 0.01% | Add +0.3% | 1,467 | $74K |
| Synergy Investment Management, LLC | 0.02% | — | 1,064 | $54K |
| FMR LLC | 0.00% | Add +136.8% | 1,063 | $54K |
| Bank of Montreal | 0.00% | No change | 804 | $41K |
| Asset Dedication, LLC | 0.00% | No change | 791 | $40K |
| Fairfield Financial Advisors, LTD | 0.01% | No change | 635 | $32K |
| Principal Securities, Inc. | 0.00% | Reduce -63.6% | 541 | $27K |
| Geneos Wealth Management Inc. | 0.00% | Add +0.2% | 424 | $21K |
| POM Investment Strategies, LLC | 0.01% | New | 369 | $19K |
| PSI Advisors, LLC | 0.01% | Add +0.9% | 352 | $18K |
| Armstrong Advisory Group, Inc. | 0.00% | New | 240 | $12K |
| Fairscale Capital, LLC | 0.01% | No change | 200 | $10K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 200 | $10K |
| AdvisorNet Financial, Inc | 0.00% | No change | 156 | $8K |
| Van Den Berg Management I, Inc. | 0.00% | No change | 150 | $8K |
| AE Wealth Management LLC | 0.00% | New | 105 | $5K |
| 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% | Add +2500.0% | 26 | $1K |
"% of holder's portfolio" is DJD's weight in each manager's 13F, not the share of Invesco Dow Jones Industrial the manager owns.