Invesco Dow Jones IndustrialDJDETF
13F holders, Q1 2025 (March 31)66holders −1
9new positions
9sold out
$52.79avg. 13F price*
At the end of Q1 2025, 66 institutions reported holding Invesco Dow Jones Industrial (DJD) in their 13F filings, down 1 from Q4 2024. 9 opened new positions and 9 sold out. The largest holders were LPL Financial LLC ($29.5M), Cibc World Market Inc. ($28.4M) and Barry Investment Advisors, LLC ($17.5M).
- Company
- Invesco Dow Jones Industrial
- CUSIP
- 46137V605
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $2.1M |
| Exits | 9 | $2.9M |
All 13F filers, Q4 2024 → Q1 2025: 144,916 shares bought and 169,667 shares sold, net −24,751 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 66 holders
| LPL Financial LLC | 0.01% | Add +8.7% | 558,347 | $29.5M |
| Cibc World Market Inc. | 0.06% | Reduce -5.1% | 537,403 | $28.4M |
| Barry Investment Advisors, LLC | 4.66% | Add +2.3% | 331,950 | $17.5M |
| MRA Advisory Group | 6.71% | Add +5.6% | 238,169 | $12.6M |
| Bank of America Corp. | 0.00% | Add +3.5% | 113,443 | $6.0M |
| Integrated Wealth Concepts LLC | 0.05% | Add +6.8% | 76,790 | $4.1M |
| Commonwealth Equity Services, LLC | 0.01% | Add +10.6% | 68,015 | $3.6M |
| Cetera Investment Advisers | 0.00% | Add +1.8% | 41,026 | $2.2M |
| Raymond James Financial Inc. | 0.00% | Add +4.8% | 38,402 | $2.0M |
| Retirement Planning Group, LLC / NY | 1.96% | Reduce -3.3% | 36,478 | $1.9M |
| Venture Visionary Partners LLC | 0.07% | No change | 31,249 | $1.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +12.5% | 30,908 | $1.6M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -0.1% | 30,507 | $1.6M |
| Level Four Advisory Services, LLC | 0.06% | Reduce -1.1% | 28,857 | $1.5M |
| Wealthcare Advisory Partners LLC | 0.04% | Add +8.0% | 24,842 | $1.3M |
| Keebeck Wealth Management | 0.16% | No change | 21,050 | $1.1M |
| WealthPlan Investment Management, LLC | 0.10% | Reduce -74.3% | 19,589 | $1.0M |
| Stifel Financial Corp. | 0.00% | Add +0.3% | 17,813 | $941K |
| Osaic Holdings, Inc. | 0.00% | Add +46.7% | 17,691 | $935K |
| Merit Financial Group, LLC | 0.01% | Reduce -51.0% | 16,183 | $855K |
| Royal Bank of Canada | 0.00% | Reduce -3.2% | 14,476 | $765K |
| Prime Capital Investment Advisors, LLC | 0.01% | New | 13,572 | $717K |
| GTS Securities LLC | 0.03% | Add +74.2% | 12,660 | $669K |
| UBS Group AG | 0.00% | Reduce -14.1% | 10,437 | $551K |
| Brass Tax Wealth Management, Inc. | 0.11% | Add +4.5% | 10,261 | $542K |
| Three Cord True Wealth Management, LLC | 0.45% | Reduce -9.1% | 10,018 | $529K |
| NTV Asset Management LLC | 0.07% | No change | 9,925 | $524K |
| Good Life Advisors, LLC | 0.03% | Reduce -0.3% | 9,285 | $491K |
| Jaffetilchin Investment Partners, LLC | 0.04% | Reduce -2.5% | 9,172 | $485K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 10,000 | $475K |
| Harbour Investments, Inc. | 0.01% | Reduce -1.9% | 8,748 | $462K |
| GWN Securities Inc. | 0.02% | New | 8,689 | $441K |
| MML Investors Services, LLC | 0.00% | Reduce -11.3% | 7,943 | $420K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -4.6% | 7,753 | $410K |
| Astoria Portfolio Advisors LLC. | 0.12% | No change | 7,400 | $367K |
| Private Advisor Group, LLC | 0.00% | New | 6,105 | $323K |
| Transform Wealth, LLC | 0.02% | Add +16.3% | 5,468 | $289K |
| Advisor Resource Council | 0.02% | New | 5,350 | $283K |
| Jones Financial Companies LLLP | 0.00% | Add +100.0% | 5,272 | $276K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -5.5% | 4,764 | $252K |
| Creative Planning | 0.00% | New | 4,562 | $241K |
| Park Avenue Securities LLC | 0.00% | Reduce -32.5% | 4,417 | $233K |
| Creekside Partners | 0.11% | No change | 4,000 | $211K |
| Morgan Stanley | 0.00% | Add +67.2% | 3,987 | $211K |
| IFP Advisors, Inc | 0.01% | Add +0.1% | 3,889 | $205K |
| HHM Wealth Advisors, LLC | 0.02% | No change | 3,260 | $172K |
| Medallion Wealth Advisors, LLC | 0.06% | No change | 2,450 | $129K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -7.1% | 1,522 | $80K |
| Pflug Koory, LLC | 0.04% | Add +0.2% | 1,470 | $78K |
| FMR LLC | 0.00% | Add +26.8% | 1,348 | $71K |
| Synergy Investment Management, LLC | 0.02% | Reduce -0.4% | 1,060 | $56K |
| Sound Income Strategies, LLC | 0.00% | New | 934 | $49K |
| Asset Dedication, LLC | 0.00% | No change | 791 | $42K |
| Bank of Montreal | 0.00% | Reduce -34.7% | 525 | $28K |
| Principal Securities, Inc. | 0.00% | No change | 541 | $27K |
| Farther Finance Advisors, LLC | 0.00% | New | 493 | $26K |
| Geneos Wealth Management Inc. | 0.00% | Add +1.9% | 432 | $23K |
| AE Wealth Management LLC | 0.00% | Add +299.1% | 419 | $22K |
| Wells Fargo & Company | 0.00% | Add +953.9% | 274 | $14K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 240 | $12K |
| 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 |
| Sunbelt Securities, Inc. | 0.00% | New | 38 | $2K |
| CoreCap Advisors, LLC | 0.00% | New | 20 | $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.