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 72 institutions that hold shares in the stock, with a total of 2.59 Million shares, which have been reported (via 13F filing form) to have a value of $136 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pflug Koory, LLC
|
Jan 21, 2025 Q4 2024 |
1,467
shares
|
$77,222
0.01% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,326
shares
|
$69,800
0.02% of portfolio
|
Q4 2023
Added 0.91%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
1,064
shares
|
$56,008
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
804
shares
|
$42,322
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
791
shares
|
$41,638
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
635
shares
|
$33,426
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
541
shares
|
$28,478
0.0% of portfolio
|
Q4 2024
Reduced 63.64%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
424
shares
|
$22,319
0.0% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Jan 29, 2025 Q4 2024 |
369
shares
|
$19,424
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
352
shares
|
$18,529
0.01% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
240
shares
|
$12,633
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
221
shares
|
$11,633
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Feb 07, 2025 Q4 2024 |
200
shares
|
$10,528
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
200
shares
|
$10,528
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
156
shares
|
$8,211
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Van Den Berg Management I, Inc
Austin, TX |
Feb 14, 2025 Q4 2024 |
150
shares
|
$7,896
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
105
shares
|
$5,527
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
75
shares
|
$3,948
0.0% of portfolio
|
Q2 2024
Reduced 99.51%
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
56
shares
|
$2,947
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
40
shares
|
$2,105
0.0% of portfolio
|
Q1 2023
Reduced 99.4%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
26
shares
|
$1,368
0.0% of portfolio
|
Q4 2024
Added 2500.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|