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 2.69 Million shares, which have been reported (via 13F filing form) to have a value of $148 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
2,436
shares
|
$133,906
0.0% of portfolio
|
Q2 2025
Reduced 38.9%
|
|
|
Berkshire Money Management, Inc.
|
Jul 22, 2025 Q2 2025 |
1,551
shares
|
$85,258
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
1,522
shares
|
$83,664
0.0% of portfolio
|
Q1 2025
Reduced 7.14%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
1,485
shares
|
$81,630
0.0% of portfolio
|
Q2 2025
Added 182.86%
|
|
|
Pflug Koory, LLC
|
Jul 21, 2025 Q2 2025 |
1,473
shares
|
$80,970
0.04% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
1,359
shares
|
$74,704
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,326
shares
|
$72,890
0.02% of portfolio
|
Q4 2023
Added 0.91%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
791
shares
|
$43,481
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
432
shares
|
$23,747
0.0% of portfolio
|
Q1 2025
Added 1.89%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
377
shares
|
$20,723
0.0% of portfolio
|
Q2 2025
Reduced 10.02%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
221
shares
|
$12,148
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
200
shares
|
$10,994
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
200
shares
|
$10,994
0.0% of portfolio
|
Q2 2025
Added 28.21%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Aug 12, 2025 Q2 2025 |
200
shares
|
$10,994
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Van Den Berg Management I, Inc
Austin, TX |
Aug 14, 2025 Q2 2025 |
150
shares
|
$8,245
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
136
shares
|
$7,475
0.0% of portfolio
|
Q2 2025
Reduced 72.41%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
75
shares
|
$4,122
0.0% of portfolio
|
Q2 2024
Reduced 99.51%
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
53
shares
|
$2,913
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
40
shares
|
$2,198
0.0% of portfolio
|
Q1 2023
Reduced 99.4%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
20
shares
|
$1,099
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
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
|
Jul 17, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
Closed
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|