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Invesco International Dividend Achievers ETF
PID

96 hedge funds and large institutions have $158M invested in Invesco International Dividend Achievers ETF in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 31 increasing their positions, 27 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 27

2% more capital invested

Capital invested by funds: $155M → $158M (+$3.04M)

0.84% more ownership

Funds ownership: 26.08% → 26.92% (+0.84%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

5% less funds holding

Funds holding: 101 → 96 (-5)

36% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 11

Holders
96
Holders Change
-5
Holders Change %
-4.95%
% of All Funds
1.68%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
31
Reduced
27
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$4.56M
2
AWS
AJ Wealth Strategies
New York
+$4.09M
3
TAIM
TD Ameritrade Investment Management
Nebraska
+$1.65M
4
CFA
Cahill Financial Advisors
Minnesota
+$1.22M
5
Mariner
Mariner
Kansas
+$892K

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$2.38M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.84M
3
UBS Group
UBS Group
Switzerland
-$1.7M
4
MWM
Merriman Wealth Management
Washington
-$1.32M
5
Bank of America
Bank of America
North Carolina
-$596K
Name Holding Trade Value Shares
Change 		Change in
Stake
IWC
51
Integrated Wealth Concepts
Massachusetts
$244K +$247K +13,893 New
APA
52
American Portfolios Advisors
New York
$242K – – –
CA
53
Calton & Associates
Florida
$229K +$427 +24 +0.2%
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$227K -$1.69K -95 -0.7%
KWM
55
Kingsview Wealth Management
Oregon
$223K – – –
KAS
56
Kestra Advisory Services
Texas
$202K +$10.3K +581 +5%
CAL
57
Capital Advisors Ltd
Ohio
$197K +$92.5K +5,205 +66%
WI
58
Wintrust Investments
Illinois
$188K – – –
GLLW
59
Graves Light Lenhart Wealth
Virginia
$184K -$1.42K -80 -0.8%
Rockefeller Capital Management
60
Rockefeller Capital Management
New York
$172K – – –
CAPTRUST Financial Advisors
61
CAPTRUST Financial Advisors
North Carolina
$163K +$165K +9,290 New
FFA
62
Founders Financial Alliance
North Carolina
$147K +$43K +2,418 +41%
BU
63
BBVA USA
Alabama
$124K – – –
TFS
64
TrustCore Financial Services
Tennessee
$124K +$1.39K +78 +1%
AA
65
Addison Advisors
Vermont
$119K – – –
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$74K -$16.1K -904 -18%
CFA
67
Carroll Financial Associates
North Carolina
$70K – – –
PP
68
Prosperity Planning
Missouri
$69K – – –
HI
69
Harbour Investments
Wisconsin
$60K – – –
William Blair & Company
70
William Blair & Company
Illinois
$53K – – –
BAM
71
Bellevue Asset Management
Washington
$41K – – –
Jones Financial Companies
72
Jones Financial Companies
Missouri
$36K +$36.8K +2,068 New
CFFP
73
Center for Financial Planning
Michigan
$27K – – –
CIAS
74
Capital Investment Advisory Services
North Carolina
$25K – – –
GWM
75
Geneos Wealth Management
Colorado
$21K – – –
1 2
3
4 5

PID Hedge Fund Activity: Q3 2021 in Review

96 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Invesco International Dividend Achievers ETF (PID) for Q3 2021, worth a combined $158M — up 2% from $155M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of PID and 7 opened new positions — a net loss of 4 holders — while 27 trimmed existing stakes and 31 added.

The largest buyer was Morgan Stanley, adding an estimated $4.56M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $2.38M.

  • 96 institutional investors held Invesco International Dividend Achievers ETF (PID) as of Q3 2021, down from 101 in Q2 2021.
  • Funds reported $158M of Invesco International Dividend Achievers ETF stock for Q3 2021, up 2% quarter-over-quarter.
  • 7 funds opened new Invesco International Dividend Achievers ETF positions in Q3 2021 and 11 closed out, a net change of -4 holders.
  • The largest Invesco International Dividend Achievers ETF buyer in Q3 2021 was Morgan Stanley, an estimated $4.56M added.
  • The largest Invesco International Dividend Achievers ETF seller in Q3 2021 was Raymond James Financial Services Advisors, an estimated $2.38M sold.

Based on aggregated 13F filings for Q3 2021.