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Invesco International Dividend Achievers ETF

112 hedge funds and large institutions have $140M invested in Invesco International Dividend Achievers ETF in 2020 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 37 increasing their positions, 42 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.6% more ownership

Funds ownership: 24.97%28.57% (+3.6%)

4% less funds holding

Funds holding: 117112 (-5)

12% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 42

17% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 12

26% less capital invested

Capital invested by funds: $190M → $140M (-$49.5M)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
112
Holders Change
-5
Holders Change %
-4.27%
% of All Funds
2.47%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
10
Increased
37
Reduced
42
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AI
26
Atria Investments
North Carolina
$1.2M -$33.9K -2,214 -2%
JMPWA
27
JP Morgan Private Wealth Advisors
California
$1.14M -$22.2K -1,450 -1%
CIA
28
Capital Investment Advisors
Georgia
$1.12M -$103K -6,699 -6%
BOPW
29
Brandywine Oak Private Wealth
Pennsylvania
$1.09M -$204K -13,310 -8%
NA
30
NewEdge Advisors
Louisiana
$993K +$594K +38,780 +80%
Cerity Partners
31
Cerity Partners
New York
$851K
PV
32
Private Vista
Illinois
$843K +$1.14M +74,188 New
CVM
33
Cheviot Value Management
California
$821K -$24.8K -1,620 -2%
TA
34
TFG Advisers
Michigan
$786K +$30.4K +1,988 +3%
AAS
35
Avantax Advisory Services
Texas
$682K +$28.2K +1,844 +3%
IFWM
36
Institute for Wealth Management
Colorado
$649K -$60.4K -3,947 -6%
SEIA
37
Signature Estate & Investment Advisors
California
$648K -$112K -7,344 -11%
VV
38
Verity & Verity
South Carolina
$635K -$13.2K -862 -2%
DC
39
Derby & Company
Massachusetts
$606K +$575K +37,572 +238%
RW
40
RVW Wealth
California
$513K -$183K -11,984 -21%
FHC
41
Forest Hill Capital
Arkansas
$482K
AIP
42
Ahrens Investment Partners
Louisiana
$437K -$810K -52,920 -58%
PAG
43
Private Advisor Group
New Jersey
$436K +$99.9K +6,523 +20%
WEC
44
Winslow Evans & Crocker
Massachusetts
$378K -$13.7K -896 -3%
MA
45
Mutual Advisors
Nebraska
$369K +$105K +6,835 +27%
MML Investors Services
46
MML Investors Services
Massachusetts
$368K -$21.1K -1,380 -4%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$333K -$18.8K -1,229 -4%
AF
48
Advisornet Financial
Minnesota
$328K +$434K +28,376 +5,405%
Stifel Financial
49
Stifel Financial
Missouri
$314K -$1.45M -94,520 -77%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$295K -$112K -7,314 -22%

PID Hedge Fund Activity: Q1 2020 in Review

112 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Invesco International Dividend Achievers ETF (PID) for Q1 2020, worth a combined $140M — down 26% from $190M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of PID and 10 opened new positions — a net loss of 2 holders — while 42 trimmed existing stakes and 37 added.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $9M. The largest seller was Pacific Wealth Strategies Group, exiting entirely with an estimated $2.85M sold.

  • 112 institutional investors held Invesco International Dividend Achievers ETF (PID) as of Q1 2020, down from 117 in Q4 2019.
  • Funds reported $140M of Invesco International Dividend Achievers ETF stock for Q1 2020, down 26% quarter-over-quarter.
  • 10 funds opened new Invesco International Dividend Achievers ETF positions in Q1 2020 and 12 closed out, a net change of -2 holders.
  • The largest Invesco International Dividend Achievers ETF buyer in Q1 2020 was HighTower Advisors, an estimated $9M added.
  • The largest Invesco International Dividend Achievers ETF seller in Q1 2020 was Pacific Wealth Strategies Group, an estimated $2.85M sold.

Based on aggregated 13F filings for Q1 2020.