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Invesco International Dividend Achievers ETF

97 hedge funds and large institutions have $170M invested in Invesco International Dividend Achievers ETF in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 34 increasing their positions, 28 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

21% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 28

8% more capital invested

Capital invested by funds: $158M → $170M (+$11.9M)

1% more funds holding

Funds holding: 9697 (+1)

0.49% more ownership

Funds ownership: 26.92%27.41% (+0.49%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
97
Holders Change
+1
Holders Change %
+1.04%
% of All Funds
1.49%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
34
Reduced
28
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
26
Raymond James & Associates
Florida
$1.1M -$55.9K -3,081 -5%
AI
27
Atria Investments
North Carolina
$1.03M +$1.01M +55,873 New
IFWM
28
Institute for Wealth Management
Colorado
$1.01M -$4.81K -265 -0.5%
HFA
29
High Falls Advisors
New York
$1M -$26.8K -1,477 -3%
TA
30
TFG Advisers
Michigan
$976K +$73.6K +4,059 +8%
CVM
31
Cheviot Value Management
California
$857K -$264K -14,570 -24%
AF
32
Advisornet Financial
Minnesota
$844K +$92K +5,069 +12%
SPC
33
Sigma Planning Corp
Michigan
$792K +$778K +42,889 New
AAS
34
Avantax Advisory Services
Texas
$734K +$3.86K +213 +0.5%
HighTower Advisors
35
HighTower Advisors
Illinois
$695K +$11.8K +651 +2%
PAG
36
Private Advisor Group
New Jersey
$683K +$95.2K +5,250 +17%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$677K +$430K +23,718 +183%
MML Investors Services
38
MML Investors Services
Massachusetts
$669K -$21.7K -1,197 -3%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$617K +$335K +18,488 +124%
BCM
40
Bienville Capital Management
New York
$594K
MA
41
Mutual Advisors
Nebraska
$556K -$2.72K -150 -0.5%
BRWA
42
B. Riley Wealth Advisors
Florida
$538K +$10.9K +602 +2%
OMC
43
Old Mission Capital
Illinois
$538K +$92.1K +5,078 +21%
CAL
44
Capital Advisors Ltd
Ohio
$529K +$282K +15,557 +119%
Stifel Financial
45
Stifel Financial
Missouri
$449K +$31.1K +1,712 +8%
EFS
46
Essex Financial Services
Connecticut
$374K -$26.3K -1,450 -7%
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$373K -$54.4K -3,000 -13%
NFC
48
Northeast Financial Consultants
Connecticut
$369K
CCT
49
Country Club Trust
Missouri
$347K -$29.9K -1,646 -8%
Cerity Partners
50
Cerity Partners
New York
$312K +$306K +16,890 New

PID Hedge Fund Activity: Q4 2021 in Review

97 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco International Dividend Achievers ETF (PID) for Q4 2021, worth a combined $170M — up 7.5% from $158M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new PID positions and 6 closed out — a net gain of 4 holders — while 34 added to existing stakes and 28 trimmed.

The largest buyer was AJ Wealth Strategies, adding an estimated $2.08M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $4.73M.

  • 97 institutional investors held Invesco International Dividend Achievers ETF (PID) as of Q4 2021, up from 96 in Q3 2021.
  • Funds reported $170M of Invesco International Dividend Achievers ETF stock for Q4 2021, up 7.5% quarter-over-quarter.
  • 10 funds opened new Invesco International Dividend Achievers ETF positions in Q4 2021 and 6 closed out, a net change of +4 holders.
  • The largest Invesco International Dividend Achievers ETF buyer in Q4 2021 was AJ Wealth Strategies, an estimated $2.08M added.
  • The largest Invesco International Dividend Achievers ETF seller in Q4 2021 was Raymond James Financial Services Advisors, an estimated $4.73M sold.

Based on aggregated 13F filings for Q4 2021.