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 2.52 Million shares, which have been reported (via 13F filing form) to have a value of $127 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 |
Pflug Koory, LLC
|
Apr 17, 2025 Q1 2025 |
1,470
shares
|
$74,411
0.04% of portfolio
|
Q1 2025
Added 0.2%
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,326
shares
|
$67,122
0.02% of portfolio
|
Q4 2023
Added 0.91%
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
1,060
shares
|
$53,657
0.02% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
934
shares
|
$47,279
0.0% of portfolio
|
Q1 2025
New holding
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
791
shares
|
$40,040
0.0% of portfolio
|
Q3 2024
New holding
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
541
shares
|
$27,385
0.0% of portfolio
|
Q4 2024
Reduced 63.64%
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
525
shares
|
$26,575
0.0% of portfolio
|
Q1 2025
Reduced 34.7%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
493
shares
|
$24,955
0.0% of portfolio
|
Q1 2025
New holding
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
432
shares
|
$21,867
0.0% of portfolio
|
Q1 2025
Added 1.89%
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
419
shares
|
$21,209
0.0% of portfolio
|
Q1 2025
Added 299.05%
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
274
shares
|
$13,869
0.0% of portfolio
|
Q1 2025
Added 953.85%
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
240
shares
|
$12,148
0.0% of portfolio
|
Q4 2024
New holding
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
221
shares
|
$11,187
0.0% of portfolio
|
Q2 2024
New holding
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
200
shares
|
$10,124
0.0% of portfolio
|
Q2 2023
New holding
|
|
Fairscale Capital, LLC
Nashua, NH |
May 13, 2025 Q1 2025 |
200
shares
|
$10,124
0.01% of portfolio
|
Q2 2024
New holding
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
156
shares
|
$7,896
0.0% of portfolio
|
Q1 2024
New holding
|
|
Van Den Berg Management I, Inc
Austin, TX |
Feb 14, 2025 Q4 2024 |
150
shares
|
$7,593
0.0% of portfolio
|
Q4 2022
New holding
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
75
shares
|
$3,796
0.0% of portfolio
|
Q2 2024
Reduced 99.51%
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
40
shares
|
$2,024
0.0% of portfolio
|
Q1 2023
Reduced 99.4%
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
38
shares
|
$1,923
0.0% of portfolio
|
Q1 2025
New holding
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
20
shares
|
$1,012
0.0% of portfolio
|
Q1 2025
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|