Invesco Dow Jones IndustrialDJDETF
13F holders, Q2 2025 (June 30)66holders
9new positions
8sold out
1famous investor
$53.19avg. 13F price*
At the end of Q2 2025, 66 institutions reported holding Invesco Dow Jones Industrial (DJD) in their 13F filings, unchanged from Q1 2025. 9 opened new positions and 8 sold out. The largest holders were LPL Financial LLC ($30.9M), Cibc World Market Inc. ($27.5M) and Barry Investment Advisors, LLC ($18.2M). 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $2.2M |
| Exits | 8 | $2.0M |
All 13F filers, Q1 2025 → Q2 2025: 255,008 shares bought and 100,877 shares sold, net +154,131 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 66 holders
| LPL Financial LLC | 0.01% | Add +4.2% | 581,820 | $30.9M |
| Cibc World Market Inc. | 0.06% | Reduce -3.7% | 517,526 | $27.5M |
| Barry Investment Advisors, LLC | 4.54% | Add +3.2% | 342,626 | $18.2M |
| MRA Advisory Group | 5.49% | Reduce -7.4% | 220,524 | $11.7M |
| Bank of America Corp. | 0.00% | Add +11.7% | 126,752 | $6.7M |
| Principal Securities, Inc. | 0.11% | Add +19789.7% | 107,603 | $5.7M |
| Integrated Wealth Concepts LLC | 0.05% | Add +14.6% | 88,023 | $4.7M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.3% | 66,461 | $3.5M |
| Raymond James Financial Inc. | 0.00% | Add +17.6% | 45,171 | $2.4M |
| Cetera Investment Advisers | 0.00% | Add +4.1% | 42,697 | $2.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +15.4% | 35,668 | $1.9M |
| Retirement Planning Group, LLC / NY | 1.63% | Reduce -4.6% | 34,812 | $1.9M |
| Osaic Holdings, Inc. | 0.00% | Add +85.4% | 32,796 | $1.7M |
| Venture Visionary Partners LLC | 0.06% | No change | 31,249 | $1.7M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -4.8% | 29,038 | $1.5M |
| Level Four Advisory Services, LLC | 0.05% | Reduce -5.3% | 27,321 | $1.5M |
| GTS Securities LLC | 0.06% | Add +89.8% | 24,031 | $1.3M |
| Wealthcare Advisory Partners LLC | 0.03% | Reduce -6.2% | 23,314 | $1.2M |
| Keebeck Wealth Management | 0.15% | No change | 21,050 | $1.1M |
| Stifel Financial Corp. | 0.00% | Reduce -4.0% | 17,103 | $910K |
| WealthPlan Investment Management, LLC | 0.06% | Reduce -17.2% | 16,227 | $863K |
| Royal Bank of Canada | 0.00% | Reduce -5.3% | 13,705 | $729K |
| Good Life Advisors, LLC | 0.04% | Add +24.4% | 11,547 | $614K |
| Merit Financial Group, LLC | 0.01% | Reduce -33.1% | 10,828 | $576K |
| Brass Tax Wealth Management, Inc. | 0.11% | Add +0.6% | 10,324 | $549K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 10,000 | $532K |
| NTV Asset Management LLC | 0.06% | No change | 9,925 | $528K |
| World Equity Group, Inc. | 0.14% | New | 9,916 | $527K |
| Jaffetilchin Investment Partners, LLC | 0.03% | Add +4.7% | 9,602 | $511K |
| Three Cord True Wealth Management, LLC | 0.38% | Reduce -5.4% | 9,479 | $504K |
| Harbour Investments, Inc. | 0.01% | Add +2.8% | 8,992 | $478K |
| UBS Group AG | 0.00% | Reduce -15.3% | 8,839 | $470K |
| Citadel Advisors | 0.00% | New | 8,385 | $446K |
| Kestra Advisory Services, LLC | 0.00% | Add +4.9% | 8,133 | $433K |
| MML Investors Services, LLC | 0.00% | Add +1.9% | 8,097 | $431K |
| Astoria Portfolio Advisors LLC. | 0.11% | No change | 7,400 | $400K |
| Private Advisor Group, LLC | 0.00% | Add +11.3% | 6,793 | $361K |
| Jones Financial Companies LLLP | 0.00% | Add +19.1% | 6,280 | $331K |
| Essex Financial Services, Inc. | 0.02% | New | 6,056 | $322K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +21.1% | 5,771 | $307K |
| NorthCoast Asset Management LLC | 0.00% | New | 5,468 | $291K |
| First Heartland Consultants, Inc. | 0.02% | New | 4,878 | $259K |
| Prospera Financial Services Inc | 0.00% | New | 4,423 | $235K |
| Creekside Partners | 0.10% | No change | 4,000 | $213K |
| IFP Advisors, Inc | 0.01% | Reduce -4.7% | 3,706 | $197K |
| HHM Wealth Advisors, LLC | 0.02% | No change | 3,260 | $173K |
| Morgan Stanley | 0.00% | Reduce -38.9% | 2,436 | $130K |
| FMR LLC | 0.00% | Add +18.3% | 1,595 | $85K |
| Berkshire Money Management, Inc. | 0.01% | New | 1,551 | $82K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 1,522 | $81K |
| Bank of Montreal | 0.00% | Add +182.9% | 1,485 | $79K |
| Pflug Koory, LLC | 0.04% | Add +0.2% | 1,473 | $78K |
| Cwm, LLC | 0.00% | New | 1,359 | $72K |
| Asset Dedication, LLC | 0.00% | No change | 791 | $42K |
| Medallion Wealth Advisors, LLC | 0.01% | Reduce -81.6% | 450 | $24K |
| Geneos Wealth Management Inc. | 0.00% | No change | 432 | $23K |
| AE Wealth Management LLC | 0.00% | Reduce -10.0% | 377 | $20K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 200 | $11K |
| AdvisorNet Financial, Inc | 0.00% | Add +28.2% | 200 | $11K |
| Fairscale Capital, LLC | 0.01% | No change | 200 | $11K |
| Van Den Berg Management I, Inc. | 0.00% | No change | 150 | $8K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -72.4% | 136 | $7K |
| Costello Asset Management, INC | 0.00% | New | 53 | $3K |
| Global Retirement Partners, LLC | 0.00% | — | 40 | $2K |
| CoreCap Advisors, LLC | 0.00% | No change | 20 | $1K |
| Wells Fargo & Company | 0.00% | Reduce -99.3% | 2 | $97 |
"% of holder's portfolio" is DJD's weight in each manager's 13F, not the share of Invesco Dow Jones Industrial the manager owns.