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 71 institutions that hold shares in the stock, with a total of 2.57 Million shares, which have been reported (via 13F filing form) to have a value of $130 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
566,286
shares
|
$28.7 Million
0.06% of portfolio
|
Q4 2024
Reduced 3.34%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
513,497
shares
|
$26 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
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 |
Feb 14, 2025 Q4 2024 |
109,664
shares
|
$5.55 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.33%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
76,268
shares
|
$3.86 Million
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
71,892
shares
|
$3.64 Million
0.04% of portfolio
|
Q4 2024
Added 21.2%
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
62,498
shares
|
$3.16 Million
0.1% of portfolio
|
Q4 2024
Added 100.55%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
61,523
shares
|
$3.11 Million
0.0% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
40,297
shares
|
$2.04 Million
0.0% of portfolio
|
Q4 2024
Added 2.71%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
36,657
shares
|
$1.86 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
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%
|
|
|
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 |
Feb 12, 2025 Q4 2024 |
29,175
shares
|
$1.48 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
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 |
Feb 14, 2025 Q4 2024 |
21,050
shares
|
$1.07 Million
0.16% 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%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
17,753
shares
|
$898,656
0.0% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
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 |
Feb 14, 2025 Q4 2024 |
14,952
shares
|
$756,870
0.0% of portfolio
|
Q4 2024
Added 3.32%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
13,059
shares
|
$661,046
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
12,146
shares
|
$614,830
0.0% of portfolio
|
Q4 2024
Reduced 20.23%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
10,261
shares
|
$519,411
0.11% of portfolio
|
Q1 2025
Added 4.45%
|