Invesco Dow Jones IndustrialDJDETF
13F holders, Q3 2025 (September 30)69holders +3
10new positions
6sold out
1famous investor
$55.21avg. 13F price*
At the end of Q3 2025, 69 institutions reported holding Invesco Dow Jones Industrial (DJD) in their 13F filings, up 3 from Q2 2025. 10 opened new positions and 6 sold out. The largest holders were LPL Financial LLC ($32.0M), Cibc World Market Inc. ($28.2M) and MRA Advisory Group ($12.9M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $6.3M |
| Exits | 6 | $2.0M |
All 13F filers, Q2 2025 → Q3 2025: 205,504 shares bought and 439,119 shares sold, net −233,615 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 69 holders
| LPL Financial LLC | 0.01% | Reduce -0.5% | 579,212 | $32.0M |
| Cibc World Market Inc. | 0.06% | Reduce -1.2% | 511,286 | $28.2M |
| MRA Advisory Group | 5.64% | Add +6.2% | 234,159 | $12.9M |
| Bank of America Corp. | 0.00% | Add +4.0% | 131,852 | $7.3M |
| Integrated Wealth Concepts LLC | 0.06% | Add +46.0% | 128,478 | $7.1M |
| Principal Securities, Inc. | 0.11% | Add +16.9% | 125,754 | $6.9M |
| Goldman Sachs Group Inc. | 0.00% | New | 91,881 | $5.1M |
| Cetera Investment Advisers | 0.00% | Add +4.1% | 44,442 | $2.5M |
| Raymond James Financial Inc. | 0.00% | Reduce -3.5% | 43,587 | $2.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.0% | 35,664 | $2.0M |
| Retirement Planning Group, LLC / NY | 1.36% | Reduce -5.6% | 32,862 | $1.8M |
| Osaic Holdings, Inc. | 0.00% | Reduce -1.4% | 32,349 | $1.8M |
| Venture Visionary Partners LLC | 0.06% | No change | 31,249 | $1.7M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -53.2% | 31,104 | $1.7M |
| Level Four Advisory Services, LLC | 0.05% | Add +1.2% | 27,661 | $1.5M |
| Keebeck Wealth Management | 0.17% | Add +25.4% | 26,390 | $1.5M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -18.9% | 23,560 | $1.3M |
| Wealthcare Advisory Partners LLC | 0.03% | Add +0.8% | 23,510 | $1.3M |
| Stifel Financial Corp. | 0.00% | Reduce -4.1% | 16,409 | $906K |
| WealthPlan Investment Management, LLC | 0.06% | Reduce -5.0% | 15,417 | $851K |
| Royal Bank of Canada | 0.00% | Add +1.7% | 13,934 | $769K |
| Citadel Advisors | 0.00% | Add +23.8% | 10,379 | $573K |
| Brass Tax Wealth Management, Inc. | 0.09% | Add +0.1% | 10,335 | $571K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 10,000 | $552K |
| NTV Asset Management LLC | 0.06% | No change | 9,925 | $548K |
| Jaffetilchin Investment Partners, LLC | 0.03% | Add +0.4% | 9,641 | $532K |
| Private Advisor Group, LLC | 0.00% | Add +37.7% | 9,353 | $516K |
| Susquehanna International Group, LLP | 0.00% | New | 9,096 | $502K |
| Harbour Investments, Inc. | 0.01% | Add +0.2% | 9,014 | $498K |
| Three Cord True Wealth Management, LLC | 0.33% | Reduce -7.4% | 8,775 | $485K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -0.2% | 8,115 | $448K |
| Barry Investment Advisors, LLC | 0.10% | Reduce -97.8% | 7,565 | $417K |
| Astoria Portfolio Advisors LLC. | 0.11% | No change | 7,400 | $408K |
| UBS Group AG | 0.00% | Reduce -19.7% | 7,098 | $392K |
| Jones Financial Companies LLLP | 0.00% | Add +7.5% | 6,751 | $369K |
| MML Investors Services, LLC | 0.00% | Reduce -25.9% | 6,001 | $331K |
| Merit Financial Group, LLC | 0.00% | Reduce -46.0% | 5,845 | $323K |
| Essex Financial Services, Inc. | 0.02% | Reduce -7.7% | 5,592 | $309K |
| NorthCoast Asset Management LLC | 0.00% | No change | 5,468 | $302K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -11.5% | 5,107 | $282K |
| First Heartland Consultants, Inc. | 0.02% | Add +0.0% | 4,879 | $269K |
| Krilogy Financial LLC | 0.01% | New | 4,464 | $247K |
| Prospera Financial Services Inc | 0.00% | Add +0.3% | 4,437 | $245K |
| Creekside Partners | 0.10% | No change | 4,000 | $221K |
| HighTower Advisors, LLC | 0.00% | New | 3,843 | $212K |
| Brighton Jones LLC | 0.01% | New | 3,778 | $209K |
| IFP Advisors, Inc | 0.01% | Add +0.0% | 3,707 | $205K |
| HHM Wealth Advisors, LLC | 0.02% | No change | 3,260 | $180K |
| FMR LLC | 0.00% | Add +46.1% | 2,330 | $129K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 1,522 | $84K |
| Bank of Montreal | 0.00% | No change | 1,485 | $82K |
| Pflug Koory, LLC | 0.04% | Add +0.3% | 1,477 | $82K |
| Morgan Stanley | 0.00% | Reduce -49.4% | 1,233 | $68K |
| Asset Dedication, LLC | 0.00% | No change | 791 | $44K |
| AE Wealth Management LLC | 0.00% | Add +25.7% | 474 | $26K |
| Blair William & Co. | 0.00% | New | 474 | $26K |
| Bogart Wealth, LLC | 0.00% | New | 465 | $26K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 450 | $25K |
| Geneos Wealth Management Inc. | 0.00% | Add +0.2% | 433 | $24K |
| 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 | 200 | $11K |
| Wells Fargo & Company | 0.00% | Add +8900.0% | 180 | $10K |
| Van Den Berg Management I, Inc. | 0.00% | No change | 150 | $8K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 100 | $6K |
| Costello Asset Management, INC | 0.00% | No change | 53 | $3K |
| Private Wealth Asset Management, LLC | 0.00% | New | 46 | $3K |
| Global Retirement Partners, LLC | 0.00% | No change | 40 | $2K |
| Sunbelt Securities, Inc. | 0.00% | New | 38 | $2K |
"% of holder's portfolio" is DJD's weight in each manager's 13F, not the share of Invesco Dow Jones Industrial the manager owns.