Who Owns Invesco Dow Jones Industrial Average Dividend ETF (DJD)?Hedge Fund & Institutional Holders

$60.66+0.07 (+0.12%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$3.600028000141251e+150T

% of Float Held

—

QoQ Change in Holders

+15 / -3

Price History

$47.46$51.29$55.13$58.96$62.79Sep 24Jun 25Mar 26

DJD — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
David Kennon IncNew Position+206K+$11.8M
ENVESTNET ASSET MANAGEMENT INCNew Position+37K+$2.0M
RETIREMENT PLANNING GROUP, LLC / NYNew Position+32K+$1.8M
Janney Montgomery Scott LLCNew Position+22K+$1.0M
GTS SECURITIES LLCNew Position+23K+$1.0M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+28K+$1.0M
WealthPlan Investment Management, LLCNew Position+14K+$802K
NTV ASSET MANAGEMENT LLCNew Position+10K+$567K
Three Cord True Wealth Management, LLCNew Position+9K+$501K
World Investment AdvisorsNew Position+37K+$465K
Merit Financial Group, LLCNew Position+5K+$281K
Kovack Advisors, Inc.New Position+6K+$278K
Krilogy Financial LLCNew Position+4K+$263K
Creekside PartnersNew Position+4K+$228K
Stratos Wealth Partners, LTD.New Position+4K+$209K

DJD — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
CIBC WORLD MARKET INC.Decreased-15K-$28.2B
Integrated Wealth Concepts LLCDecreased-47K-$7.1B
PRINCIPAL SECURITIES, INC.Decreased-109K-$6.9B
GOLDMAN SACHS GROUP INCDecreased-81K-$5.1B
RAYMOND JAMES FINANCIAL INCDecreased-1K-$2.4B
OSAIC HOLDINGS, INC.Decreased-16K-$1.8B
LEVEL FOUR ADVISORY SERVICES, LLCDecreased-13-$1.5B
Wealthcare Advisory Partners LLCDecreased-8K-$1.3B
STIFEL FINANCIAL CORPDecreased-99-$906.1M
ROYAL BANK OF CANADADecreased-66-$769.0M
CITADEL ADVISORS LLCClosed Position-10K-$573.1M
BRASS TAX WEALTH MANAGEMENT, INCClosed Position-10K-$570.7M
CIBC Bancorp USA Inc.Closed Position-10K-$552.2M
Jaffetilchin Investment Partners, LLCDecreased-584-$531.8M
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-5K-$502.3M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1LPL Financial LLC644,401$36.0M0.01%Share
2CIBC WORLD MARKET INC.496,367$28.0M0.05%Share
3MRA Advisory Group247,212$14.1M5.93%Share
4David Kennon Inc206,047$11.8M4.18%Share
5BANK OF AMERICA CORP /DE/107,466$6.0M0.00%Share
6Integrated Wealth Concepts LLC81,582$4.0M0.05%Share
7Cetera Investment Advisers45,549$2.0M0.00%Share
8Kestra Advisory Services, LLC37,555$2.0M0.01%Share
9BANK OF AMERICA CORP /DE/39,435$2.0M0.00%Share
10ENVESTNET ASSET MANAGEMENT INC37,393$2.0M0.00%Share
11RETIREMENT PLANNING GROUP, LLC / NY31,941$1.8M1.24%Share
12Keebeck Wealth Management26,390$1.5M0.17%Share
13Janney Montgomery Scott LLC21,524$1.0M0.00%Share
14Venture Visionary Partners LLC31,249$1.0M0.03%Share
15LEVEL FOUR ADVISORY SERVICES, LLC27,648$1.0M0.03%Share
16RAYMOND JAMES FINANCIAL INC20,270$1.0M0.00%Share
17RAYMOND JAMES FINANCIAL INC21,899$1.0M0.00%Share
18GTS SECURITIES LLC22,976$1.0M0.03%Share
19COMMONWEALTH EQUITY SERVICES, LLC28,313$1.0M0.00%Share
20Wealthcare Advisory Partners LLC15,853$905K0.02%Share
21WealthPlan Investment Management, LLC14,020$801K0.05%Share
22NTV ASSET MANAGEMENT LLC9,925$567K0.06%Share
23Jaffetilchin Investment Partners, LLC9,057$517K0.03%Share
24HARBOUR INVESTMENTS, INC.8,852$505K0.01%Share
25Three Cord True Wealth Management, LLC8,775$501K0.29%Share
26World Investment Advisors37,375$465K0.01%Share
27UBS Group AG5,555$317K0.00%Share
28First Heartland Consultants, Inc.4,881$278K0.02%Share
29Kovack Advisors, Inc.6,347$278K0.02%Share
30Krilogy Financial LLC4,464$263K0.01%Share
31Creekside Partners4,000$228K0.10%Share
32Merit Financial Group, LLC3,678$210K0.00%Share
33Stratos Wealth Partners, LTD.3,672$209K0.00%Share
34HHM Wealth Advisors, LLC3,260$186K0.02%Share
35WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV3,000$171K0.03%Share
36UBS Group AG2,800$159K0.00%Share
37NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO12,534$125K0.00%Share
38Pflug Koory, LLC1,480$84K0.04%Share
39Merit Financial Group, LLC1,257$71K0.00%Share
40Ankerstar Wealth, LLC1,200$68K0.07%Share
41Cherry Tree Wealth Management, LLC1,100$62K0.01%Share
42Asset Dedication, LLC791$45K0.00%Share
43Bogart Wealth, LLC468$26K0.00%Share
44Geneos Wealth Management Inc.433$24K0.00%Share
45INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC420$23K0.00%Share
46Farther Finance Advisors, LLC383$21K0.00%Share
47FIFTH THIRD BANCORP352$20K0.00%Share
48Sound Income Strategies, LLC341$19K0.00%Share
49AE Wealth Management LLC324$18K0.00%Share
50AdvisorNet Financial, Inc200$11K0.00%Share

DJD Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202581$125.5M+33
Q3 202548$122.0B-14
Q2 202562$130.7B-3
Q1 202565$126.2B+8
Q4 202457$5.5T+13
Q3 202444$43.7T-2
Q2 202446$43.7T+4
Q1 202442$43.8T—

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As of Q4 2025, 50 institutional investors hold DJD (Invesco Dow Jones Industrial Average Dividend ETF). The largest holder is LPL Financial LLC with $36.0M in shares. This quarter, 15 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own DJD?

As of Q4 2025, 50 institutional investors report holding DJD (Invesco Dow Jones Industrial Average Dividend ETF) in their 13F filings.

Who is the largest institutional holder of DJD?

The largest institutional holder of DJD is LPL Financial LLC with $36.0M in shares.

Is institutional ownership of DJD increasing or decreasing?

This quarter, 15 institutions opened new positions in DJD and 3 closed their positions.