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Get Institutions for : 
Invesco Dow Jones Industrial Average Dividend ETF (DJD)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 61    2
Total shares held : 
 3,329,325  
% of shares held : 
 14.29%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   7  
Amount of shares held : 
 915,081  
% of shares held change : 
   3.93%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
7
 44,592
 1.34%
 
Increased Positions :
24
 1,381,458
 41.49%
 
Unchanged Positions :
11
 40,092
 1.2%
 
Decreased Positions :
19
-414,120
-12.44%
 
Closed Positions :
5
-96,849
-2.91%
 
Guru Positions :
1
150
 0%
 
View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for period: 12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Barry Investment Advisors LLC 4 - 2024-03-31 282,742 $13,586,000 14,000
   Morris Retirement Advisors LLC 2 - 2024-03-31 237,112 $11,393,000 12,905
   Merit Financial Group LLC 163 - 2024-03-31 89,171 $4,190,000 22,611
   Integrated Wealth Concepts LLC 355 - 2024-03-31 69,771 $3,353,000 15,250
   Cetera Investment Advisers 1531 - 2024-03-31 41,804 $2,009,000 12,941
   LEVEL FOUR ADVISORY SERVICES LLC 243 - 2024-03-31 32,541 $1,498,000 164
   RAYMOND JAMES & ASSOCIATES 2332 - 2024-03-31 30,830 $1,481,000 453
   ENVESTNET ASSET MANAGEMENT INC 3136 - 2024-03-31 17,046 $819,000 1,127
   ROYAL BANK OF CANADA 3276 - 2024-03-31 13,770 $662,000 212
   Wealthcare Advisory Partners LLC 489 - 2024-03-31 13,114 $630,000 487
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2128 - 2024-03-31 12,390 $595,000 5,084
   HARBOUR INVESTMENTS INC. 526 - 2023-12-31 11,239 $517,000 4,061
   Good Life Advisors LLC 293 - 2024-03-31 8,426 $405,000 18
   FINANCIAL NETWORK 2150 - 2024-03-31 7,395 $355,000 356
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2778 - 2024-03-31 6,634 $319,000 631
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1473 - 2024-03-31 5,069 $244,000 1,493
   MML INVESTORS SERVICES LLC 2246 - 2024-03-31 5,008 $241,000 346
   UBS Group AG 4576 - 2024-03-31 4,907 $236,000 4,387
   IFP Advisors Inc 910 - 2023-12-31 4,485 $206,000 10
   MORGAN STANLEY 5826 - 2024-03-31 1,857 $89,000 66
   Pflug Koory LLC 206 - 2024-03-31 1,456 $70,000 4
   CARDIFF PARK ADVISORS LLC 306 - 2024-03-31 1,074 $52,000 10
   PSI Advisors LLC 413 - 2024-03-31 343 $17,000 2
  23 Records found
  1    
  Page 1 of 1
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