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 2.55 Million shares, which have been reported (via 13F filing form) to have a value of $129 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
558,347
shares
|
$28.3 Million
0.01% of portfolio
|
Q1 2025
Added 8.73%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
537,403
shares
|
$27.2 Million
0.06% of portfolio
|
Q1 2025
Reduced 5.1%
|
|
|
Barry Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
331,950
shares
|
$16.8 Million
4.76% of portfolio
|
Q1 2025
Added 2.26%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Apr 10, 2025 Q1 2025 |
238,169
shares
|
$12.1 Million
6.79% of portfolio
|
Q1 2025
Added 5.62%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
113,443
shares
|
$5.74 Million
0.0% of portfolio
|
Q1 2025
Added 3.45%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
76,790
shares
|
$3.89 Million
0.05% of portfolio
|
Q1 2025
Added 6.81%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
68,015
shares
|
$3.44 Million
0.01% of portfolio
|
Q1 2025
Added 10.55%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
41,026
shares
|
$2.08 Million
0.0% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
38,402
shares
|
$1.94 Million
0.0% of portfolio
|
Q1 2025
Added 4.76%
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Apr 22, 2025 Q1 2025 |
36,478
shares
|
$1.85 Million
1.96% of portfolio
|
Q1 2025
Reduced 3.33%
|
|
|
Venture Visionary Partners LLC
|
May 14, 2025 Q1 2025 |
31,249
shares
|
$1.58 Million
0.07% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
30,908
shares
|
$1.56 Million
0.0% of portfolio
|
Q1 2025
Added 12.48%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
30,507
shares
|
$1.54 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
28,857
shares
|
$1.46 Million
0.07% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
24,842
shares
|
$1.26 Million
0.04% of portfolio
|
Q1 2025
Added 7.98%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
21,050
shares
|
$1.07 Million
0.17% of portfolio
|
Q3 2024
Added 97.65%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
19,936
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
19,589
shares
|
$991,595
0.11% of portfolio
|
Q1 2025
Reduced 74.32%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
17,813
shares
|
$901,694
0.0% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
17,691
shares
|
$895,518
0.0% of portfolio
|
Q1 2025
Added 80.87%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
16,255
shares
|
$822,828
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
16,183
shares
|
$819,183
0.01% of portfolio
|
Q1 2025
Reduced 51.03%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
14,476
shares
|
$732,775
0.0% of portfolio
|
Q1 2025
Reduced 3.18%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
13,572
shares
|
$687,014
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
12,660
shares
|
$640,849
0.03% of portfolio
|
Q1 2025
Added 74.19%
|