Institutional Ownership Invesco Exchange Traded Fd Tr (DJD)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (DJD). We have compiled data on the 73 institutions that hold shares in the stock, with a total of 2.3 Million shares, which have been reported (via 13F filing form) to have a value of $126 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
3,706
shares
|
$203,533
0.01% of portfolio
|
Q2 2025
Reduced 4.71%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
3,260
shares
|
$179,039
0.02% of portfolio
|
Q3 2024
Reduced 5.78%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
2,436
shares
|
$133,785
0.0% of portfolio
|
Q2 2025
Reduced 38.9%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
1,522
shares
|
$83,588
0.0% of portfolio
|
Q1 2025
Reduced 7.14%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
1,485
shares
|
$81,556
0.0% of portfolio
|
Q2 2025
Added 182.86%
|
|
|
Pflug Koory, LLC
|
Oct 21, 2025 Q3 2025 |
1,477
shares
|
$81,116
0.04% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,326
shares
|
$72,823
0.02% of portfolio
|
Q4 2023
Added 0.91%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
791
shares
|
$43,441
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
474
shares
|
$26,032
0.0% of portfolio
|
Q3 2025
Added 25.73%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
465
shares
|
$25,537
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
433
shares
|
$23,780
0.0% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
221
shares
|
$12,137
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
200
shares
|
$10,984
0.0% of portfolio
|
Q2 2025
Added 28.21%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 05, 2025 Q3 2025 |
200
shares
|
$10,984
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
200
shares
|
$10,984
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Van Den Berg Management I, Inc
Austin, TX |
Aug 14, 2025 Q2 2025 |
150
shares
|
$8,238
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
75
shares
|
$4,119
0.0% of portfolio
|
Q2 2024
Reduced 99.51%
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
53
shares
|
$2,910
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
46
shares
|
$2,526
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
40
shares
|
$2,196
0.0% of portfolio
|
Q1 2023
Reduced 99.4%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
2
shares
|
$109
0.0% of portfolio
|
Q2 2025
Reduced 99.27%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|