
Invesco Dow Jones Industrial Average Dividend ETF is an exchange-traded fund on ARCA. As of Q3 2025, 69 institutional investors hold shares in this ETF, with total holdings valued at $132.3M. LPL Financial LLC is the largest holder with a position valued at $32.0M.
Overview of institutional ownership in DJD as of Q3 2025
Institutions with the largest positions in DJD as of Q3 2025
| Institution | Position Value |
|---|---|
L LPL Financial LLC Institution | $32.0M 0.01% of portfolio |
C CIBC World Markets Inc. Institution | $28.2M 0.06% of portfolio |
Morris Retirement Advisors, LLC RIA/Wealth | $12.9M 5.64% of portfolio |
BANK OF AMERICA CORP /DE/ Institution | $7.3M 0.00% of portfolio |
Integrated Wealth Concepts LLC RIA/Wealth | $7.1M 0.06% of portfolio |
PRINCIPAL SECURITIES, INC. RIA/Wealth | $6.9M 0.12% of portfolio |
GOLDMAN SACHS GROUP INC Institution | $5.1M 0.00% of portfolio |
Cetera Investment Advisers RIA/Wealth | $2.5M 0.00% of portfolio |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | $2.4M 0.00% of portfolio |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $2.0M 0.00% of portfolio |
Institutional buying and selling activity for DJD in Q3 2025
| Institution | Net Bought |
|---|---|
GOLDMAN SACHS GROUP INC Institution | +$5.1M +91.9K shares |
Integrated Wealth Concepts LLC RIA/Wealth | +$2.2M +40.5K shares |
PRINCIPAL SECURITIES, INC. RIA/Wealth | +$1.0M +18.2K shares |
Morris Retirement Advisors, LLC RIA/Wealth | +$752.9K +13.6K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | +$502.3K +9.1K shares |
Barry Investment Advisors, LLC RIA/Wealth | +$416.8K +-335.1K shares |
Keebeck Wealth Management, LLC RIA/Wealth | +$294.9K +5.3K shares |
BANK OF AMERICA CORP /DE/ Institution | +$281.6K +5.1K shares |
Krilogy Financial LLC RIA/Wealth | +$247.5K +4.5K shares |
HighTower Advisors, LLC RIA/Wealth | +$212.2K +3.8K shares |
| Institution | Net Sold |
|---|---|
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | −$2.0M −35.4K shares |
G GTS SECURITIES LLC Institution | −$1.3M −24.0K shares |
WORLD EQUITY GROUP, INC. RIA/Wealth | −$527.4K −9.9K shares |
C CIBC World Markets Inc. Institution | −$344.6K −6.2K shares |
Janney Montgomery Scott LLC RIA/Wealth | −$302.5K −5.5K shares |
Merit Financial Group, LLC RIA/Wealth | −$275.1K −5.0K shares |
L LPL Financial LLC Institution | −$144.0K −2.6K shares |
MML INVESTORS SERVICES, LLC RIA/Wealth | −$115.7K −2.1K shares |
RETIREMENT PLANNING GROUP, LLC / NY RIA/Wealth | −$107.7K −2.0K shares |
UBS Group AG Institution | −$96.1K −1.7K shares |
Institutions that initiated new positions or completely exited DJD in Q3 2025
| Institution | Position Value |
|---|---|
BRIGHTON JONES LLC RIA/Wealth | $208.6K 3.8K shares |
B BLAIR WILLIAM & CO/IL Institution | $26.2K 474.0 shares |
B Bogart Wealth, LLC RIA/Wealth | $25.7K 465.0 shares |
E EverSource Wealth Advisors, LLC RIA/Wealth | $5.5K 100.0 shares |
Private Wealth Asset Management, LLC RIA/Wealth | $2.5K 46.0 shares |
| Institution | Previous Position |
|---|---|
G GTS SECURITIES LLC Institution | $1.3M 24.0K shares |
WORLD EQUITY GROUP, INC. RIA/Wealth | $527.4K 9.9K shares |
B Berkshire Money Management, Inc. Institution | $82.5K 1.6K shares |
CWM, LLC RIA/Wealth | $72.3K 1.4K shares |
Farther Finance Advisors, LLC RIA/Wealth | $7.2K 136.0 shares |
CoreCap Advisors, LLC RIA/Wealth | $1.1K 20.0 shares |
Institutions with the largest Call and Put options positions in DJD as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with DJD as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Morris Retirement Advisors, LLC RIA/Wealth | 5.64% $12.9M |
RETIREMENT PLANNING GROUP, LLC / NY RIA/Wealth | 1.36% $1.8M |
T Three Cord True Wealth Management, LLC RIA/Wealth | 0.33% $484.5K |
Keebeck Wealth Management, LLC RIA/Wealth | 0.17% $1.5M |
Astoria Portfolio Advisors LLC. Fund of Funds | 0.13% $408.1K |
PRINCIPAL SECURITIES, INC. RIA/Wealth | 0.12% $6.9M |
Creekside Partners RIA/Wealth | 0.10% $220.9K |
Barry Investment Advisors, LLC RIA/Wealth | 0.10% $416.8K |
B BRASS TAX WEALTH MANAGEMENT, INC RIA/Wealth | 0.10% $570.7K |
Integrated Wealth Concepts LLC RIA/Wealth | 0.06% $7.1M |
Discover hedge funds investing in DJD


| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
We use cookies for analytics. See our Privacy and Cookie Policy.