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Invesco International Dividend Achievers ETF

109 hedge funds and large institutions have $454M invested in Invesco International Dividend Achievers ETF in 2015 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 44 increasing their positions, 29 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 29

15% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 13

1% more funds holding

Funds holding: 108109 (+1)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2.65% less ownership

Funds ownership: 34.12%31.47% (-2.7%)

15% less capital invested

Capital invested by funds: $531M → $454M (-$77.2M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $340K

Holders
109
Holders Change
+1
Holders Change %
+0.93%
% of All Funds
2.94%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
15
Increased
44
Reduced
29
Closed
13
Calls
Puts
$340K
Net Calls
-$340K
Net Calls Change
-$340K
Name Holding Trade Value Shares
Change
Change in
Stake
GWA
26
Genesis Wealth Advisors
Massachusetts
$2.77M +$305K +16,863 +12%
GWM
27
Gupta Wealth Management
California
$2.76M +$1.34M +74,077 +85%
T
28
Thomaspartners
Massachusetts
$2.48M -$318K -17,613 -11%
CBB
29
Citizens Business Bank
California
$2.38M -$438K -24,253 -15%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$2.2M +$118K +6,541 +5%
NPC
31
National Planning Corporation
California
$2.05M +$168K +9,323 +8%
MFS
32
MSI Financial Services
Massachusetts
$1.91M -$601K -33,286 -23%
PAG
33
Private Advisor Group
New Jersey
$1.91M +$996K +55,112 +98%
CAL
34
Capital Advisors Ltd
Ohio
$1.58M +$67K +3,707 +4%
ZB
35
Zions Bancorporation
Utah
$1.36M -$138K -7,652 -9%
SF
36
Synovus Financial
Georgia
$1.36M +$39.8K +2,203 +3%
Janus Henderson Group
37
Janus Henderson Group
United Kingdom
$1.29M
Jane Street
38
Jane Street
New York
$1.16M +$1.22M +67,708 New
FAT
39
First American Trust
California
$1.14M -$1.19M -65,942 -50%
WSTAM
40
Wilbanks Smith & Thomas Asset Management
Virginia
$1.12M -$134K -7,425 -10%
RJA
41
Raymond James & Associates
Florida
$1.06M +$77.8K +4,306 +7%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$1.05M +$72K +3,986 +7%
FHC
43
Forest Hill Capital
Arkansas
$1.05M +$117K +6,500 +12%
ECAM
44
East Coast Asset Management
Massachusetts
$1.01M -$137K -7,558 -11%
KA
45
Klingman & Associates
New York
$1M
NIA
46
Northstar Investment Advisors
Colorado
$952K +$259K +14,324 +35%
BP
47
Ballentine Partners
Massachusetts
$915K
RMAM
48
Raab & Moskowitz Asset Management
New Jersey
$871K +$722K +39,975 +363%
SA
49
Strategic Advisors
New York
$854K +$903K +49,986 New
CWM
50
Concert Wealth Management
California
$813K -$68.5K -3,792 -7%

PID Hedge Fund Activity: Q2 2015 in Review

109 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Invesco International Dividend Achievers ETF (PID) for Q2 2015, worth a combined $454M — down 15% from $531M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new PID positions and 13 closed out — a net gain of 2 holders — while 44 added to existing stakes and 29 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $5.38M. The largest seller was Bank of America, cutting an estimated $26.2M.

  • 109 institutional investors held Invesco International Dividend Achievers ETF (PID) as of Q2 2015, up from 108 in Q1 2015.
  • Funds reported $454M of Invesco International Dividend Achievers ETF stock for Q2 2015, down 15% quarter-over-quarter.
  • 15 funds opened new Invesco International Dividend Achievers ETF positions in Q2 2015 and 13 closed out, a net change of +2 holders.
  • The largest Invesco International Dividend Achievers ETF buyer in Q2 2015 was Goldman Sachs, an estimated $5.38M added.
  • The largest Invesco International Dividend Achievers ETF seller in Q2 2015 was Bank of America, an estimated $26.2M sold.

Based on aggregated 13F filings for Q2 2015.