Who Owns DJD?
Invesco Dow Jones Industrial Average Dividend ETF — Institutional Ownership & 13F Holdings
$60.01
-0.08 (-0.13%)
Market Cap
$451.4M
Shares Outstanding
7,345,456
Institutional Holders
65
Total Inst. Value
$175.1M
% of Float Held
—
QoQ Holder Change
+23
Institutional data as of Q1 2025
New Positions
16
Closed Positions
8
Increased
19
Decreased
18
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $80.4M | 1,522 |
| 2 | CIBC WORLD MARKET INC. | $28.4M | 537,403 |
| 3 | Barry Investment Advisors, LLCNew | $17.5M | 331,950 |
| 4 | MRA Advisory GroupNew | $12.6M | 238,169 |
| 5 | BANK OF AMERICA CORP /DE/ | $6.0M | 113,443 |
| 6 | Integrated Wealth Concepts LLC | $4.1M | 76,790 |
| 7 | Cetera Investment Advisers | $2.2M | 41,026 |
| 8 | RAYMOND JAMES FINANCIAL INC | $2.0M | 38,402 |
| 9 | RETIREMENT PLANNING GROUP, LLC / NY | $1.9M | 36,478 |
| 10 | Venture Visionary Partners LLC | $1.7M | 31,249 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Barry Investment Advisors, LLCNew | +332K | $17.5M |
| MRA Advisory GroupNew | +238K | $12.6M |
| BANK OF AMERICA CORP /DE/ | +4K | $6.0M |
| Integrated Wealth Concepts LLC | +5K | $4.1M |
| Cetera Investment Advisers | +729 | $2.2M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| WealthPlan Investment Management, LLC | -57K | $1.0M |
| Venture Visionary Partners LLC | -31K | $1.7M |
| CIBC WORLD MARKET INC. | -29K | $28.4M |
| Merit Financial Group, LLC | -17K | $855K |
| UBS Group AG | -2K | $551K |
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Frequently Asked Questions
How many institutional investors hold DJD?
As of Q1 2025, 65 institutional investors report holding DJD (Invesco Dow Jones Industrial Average Dividend ETF) in their 13F filings.
Which hedge fund owns the most DJD?
The largest institutional holder of DJD is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $80.4M in shares.
Are institutions buying or selling DJD?
This quarter, 16 institutions opened new positions in DJD and 8 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.