INVESCO DOW JONES INDUSTRIAL (DJD) Institutional Ownership Changes & 13F Activity

INVESCO DOW JONES INDUSTRIAL (DJD). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Integrated Wealth Concepts Llc, Cibc World Market Inc., Envestnet Asset Management Inc, Royal Bank Of Canada, and Cetera Investment Advisers.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+13,162+32.6%53,597$3.40MQ2 2026Sep 23, 2026
Integrated Wealth Concepts LlcSell-19,098-27.5%50,447$3.20MQ2 2026Sep 09, 2026
Royal Bank Of CanadaBuy+9,590+68.1%23,676$1.50MQ2 2026Aug 14, 2026
Bank Of America CorpSell-5,563-3.6%147,756$9.36MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+3,685+9.7%41,864$2.65MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+3,390+29.5%14,896$945.90KQ2 2026Aug 14, 2026
Wcg Wealth Advisors LlcBuy+2,083+4.5%48,177$3.05MQ2 2026Aug 14, 2026
World Investment AdvisorsSell-1,345-3.6%36,308$2.27MQ2 2026Aug 14, 2026
Raymond James Financial IncSell-808-1.9%41,257$2.61MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+632—632$40.05KQ2 2026Aug 14, 2026
Regal Investment Advisors LlcBuy+227+5.5%4,322$273.89KQ2 2026Aug 14, 2026
Medallion Wealth Advisors, LlcBuy+200+80.0%450$28.52KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+99+9900.0%100$6.34KQ2 2026Aug 14, 2026
Cibc World Market Inc.Sell-14,405-3.0%470,413$29.81MQ2 2026Aug 13, 2026
Rmg Wealth Management LlcBuy+2,858—2,858$161.00KQ2 2026Aug 13, 2026
Fmr LlcBuy+1,429+52.7%4,142$262.51KQ2 2026Aug 13, 2026
Ubs Group AgSell-1,397-15.2%7,770$492.38KQ2 2026Aug 13, 2026
Cibc Bancorp Usa Inc.Buy+501+5.0%10,501$665.46KQ2 2026Aug 13, 2026
Mariner, LlcBuy+258+5.9%4,652$294.79KQ2 2026Aug 13, 2026
Morgan StanleyBuy+142+7.1%2,129$134.93KQ2 2026Aug 13, 2026
Creativeone Wealth, LlcBuy+45+0.2%18,468$1.17MQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcBuy+6+0.8%801$50.73KQ2 2026Aug 13, 2026
Cetera Investment AdvisersSell-5,657-11.7%42,800$2.71MQ2 2026Aug 12, 2026
Stifel Financial CorpSell-2,251-14.5%13,290$842.19KQ2 2026Aug 12, 2026
Aptus Capital Advisors, LlcBuy+2,121—2,121$134.41KQ2 2026Aug 12, 2026
Bank Of MontrealBuy+1,222+160.8%1,982$125.60KQ2 2026Aug 12, 2026
Us Bancorp \De\Buy+270—270$17.11KQ2 2026Aug 12, 2026
Harbour Investments, Inc.Sell-142-1.4%9,880$626.09KQ2 2026Aug 12, 2026
Cahill Financial Advisors IncBuy+3,181—3,181$201.58KQ2 2026Aug 11, 2026
Stratos Wealth Partners, Ltd.Buy+162+3.6%4,676$296.32KQ2 2026Aug 11, 2026
Showing 30 of 86

Frequently asked questions about DJD activity

  • Which institutional owners are buying DJD?

    Institutional owners buying DJD include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in DJD activity?

    "Buy" means an investor increased their reported position in DJD compared to the prior reporting period. This reflects growing exposure to INVESCO DOW JONES INDUSTRIAL (DJD) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in DJD increasing?

    Institutional interest in DJD can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

DJD Institutional Ownership Changes and 13F Activity Q2 2026 | InsiderSet