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Invesco International Dividend Achievers ETF

151 hedge funds and large institutions have $1.03B invested in Invesco International Dividend Achievers ETF in 2022 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 58 increasing their positions, 33 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

310% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 10

227% more capital invested

Capital invested by funds: $315M → $1.03B (+$715M)

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

76% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 33

25% more funds holding

Funds holding: 121151 (+30)

5.92% more ownership

Funds ownership: 41.87%47.79% (+5.9%)

Holders
151
Holders Change
+30
Holders Change %
+24.79%
% of All Funds
2.43%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
41
Increased
58
Reduced
33
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$4.54M +$741K +45,014 +20%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$4.54M +$1.53M +92,953 +52%
MML Investors Services
28
MML Investors Services
Massachusetts
$3.72M +$789K +47,969 +27%
CFA
29
Cahill Financial Advisors
Minnesota
$3.24M -$242K -14,714 -7%
Stifel Financial
30
Stifel Financial
Missouri
$3.2M +$1.56M +94,640 +98%
TAIM
31
TD Ameritrade Investment Management
Nebraska
$3.12M -$432K -26,241 -12%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$3.11M -$42.2K -2,567 -1%
FFN
33
Focus Financial Network
Minnesota
$2.92M +$271K +16,486 +10%
Mariner
34
Mariner
Kansas
$2.74M -$482K -29,273 -15%
IA
35
IFG Advisory
Georgia
$2.62M +$714K +43,395 +38%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$2.35M +$660K +40,132 +40%
AWM
37
AAF Wealth Management
Massachusetts
$2.25M +$2.21M +134,422 New
Creative Planning
38
Creative Planning
Kansas
$2.14M +$29.5K +1,794 +1%
BWM
39
BlackDiamond Wealth Management
New York
$2.11M +$26.8K +1,626 +1%
KAS
40
Kestra Advisory Services
Texas
$1.98M +$1.27M +77,314 +188%
AWS
41
AJ Wealth Strategies
New York
$1.86M -$3.45M -209,489 -65%
AI
42
Atria Investments
North Carolina
$1.62M +$236K +14,368 +17%
JMPWA
43
JP Morgan Private Wealth Advisors
California
$1.61M +$29.4K +1,790 +2%
GIA
44
GHP Investment Advisors
Colorado
$1.44M -$729K -44,322 -34%
AAS
45
Avantax Advisory Services
Texas
$1.41M -$516K -31,349 -27%
CIA
46
Capital Investment Advisors
Georgia
$1.35M -$9.79K -595 -0.7%
BOPW
47
Brandywine Oak Private Wealth
Pennsylvania
$1.34M -$34.6K -2,105 -3%
SF
48
Synovus Financial
Georgia
$1.29M -$9.86K -599 -0.8%
AIP
49
Ahrens Investment Partners
Louisiana
$1.28M -$633K -38,451 -33%
TA
50
TFG Advisers
Michigan
$1.19M -$30.2K -1,835 -3%

PID Hedge Fund Activity: Q4 2022 in Review

151 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco International Dividend Achievers ETF (PID) for Q4 2022, worth a combined $1.03B — up 227% from $315M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new PID positions and 10 closed out — a net gain of 31 holders — while 58 added to existing stakes and 33 trimmed.

The largest buyer was LPL Financial, adding an estimated $10.8M. The largest seller was Mainstay Capital Management, exiting entirely with an estimated $3.86M sold.

  • 151 institutional investors held Invesco International Dividend Achievers ETF (PID) as of Q4 2022, up from 121 in Q3 2022.
  • Funds reported $1.03B of Invesco International Dividend Achievers ETF stock for Q4 2022, up 227% quarter-over-quarter.
  • 41 funds opened new Invesco International Dividend Achievers ETF positions in Q4 2022 and 10 closed out, a net change of +31 holders.
  • The largest Invesco International Dividend Achievers ETF buyer in Q4 2022 was LPL Financial, an estimated $10.8M added.
  • The largest Invesco International Dividend Achievers ETF seller in Q4 2022 was Mainstay Capital Management, an estimated $3.86M sold.

Based on aggregated 13F filings for Q4 2022.