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Invesco International Dividend Achievers ETF

158 hedge funds and large institutions have $529M invested in Invesco International Dividend Achievers ETF in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 47 increasing their positions, 59 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 14

6% more funds holding

Funds holding: 149158 (+9)

2.76% more ownership

Funds ownership: 50.08%52.84% (+2.8%)

5% more capital invested

Capital invested by funds: $505M → $529M (+$24.2M)

20% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 59

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
158
Holders Change
+9
Holders Change %
+6.04%
% of All Funds
2.3%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
26
Increased
47
Reduced
59
Closed
14
Calls
$111K
Puts
Net Calls
+$111K
Net Calls Change
+$111K
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
51
Mercer Global Advisors
Colorado
$1.32M -$1.23K -72 -0.1%
CA
52
Continuum Advisory
Idaho
$1.2M -$38.9K -2,270 -3%
CIA
53
Capital Investment Advisors
Georgia
$1.16M -$33.5K -1,958 -3%
NFC
54
Northeast Financial Consultants
Connecticut
$1.14M
BCI
55
Brinker Capital Investments
Pennsylvania
$1.12M +$274K +16,017 +36%
OPS
56
Orion Portfolio Solutions
Nebraska
$1.12M +$274K +16,017 +36%
CA
57
Cetera Advisors
Colorado
$1.12M -$5.54M -323,634 -84%
AF
58
Advisornet Financial
Minnesota
$1.12M +$123K +7,183 +13%
HHRDM
59
H&H Retirement Design & Management
Nevada
$1.1M +$50K +2,922 +5%
AWM
60
Accel Wealth Management
Iowa
$1.07M +$23.7K +1,387 +2%
SEP
61
Southland Equity Partners
Missouri
$1.06M -$11.8K -692 -1%
Cetera Investment Advisers
62
Cetera Investment Advisers
Illinois
$1.04M +$338K +19,762 +54%
CAN
63
Cetera Advisor Networks
California
$1.04M +$54.3K +3,171 +6%
IFWM
64
Institute for Wealth Management
Colorado
$959K -$56.7K -3,310 -6%
BCG
65
Breakwater Capital Group
New Jersey
$909K -$243K -14,173 -22%
GI
66
GLOBALT Investments
Georgia
$902K +$837K +48,894 New
LFA
67
Legacy Financial Advisors
Kentucky
$880K +$816K +47,671 New
MFG
68
Merit Financial Group
Georgia
$871K +$429K +25,038 +113%
PWP
69
Principle Wealth Partners
Connecticut
$826K
Stifel Financial
70
Stifel Financial
Missouri
$693K -$235K -13,750 -27%
WP
71
WealthShield Partners
North Carolina
$664K +$11.1K +649 +2%
SSB
72
Sandy Spring Bank
Maryland
$653K +$606K +35,382 New
MA
73
Mutual Advisors
Nebraska
$536K +$5.13K +300 +1%
CAL
74
Capital Advisors Ltd
Ohio
$488K -$86.5K -5,053 -16%
KWM
75
Kingsview Wealth Management
Oregon
$469K +$26.9K +1,574 +7%

PID Hedge Fund Activity: Q4 2023 in Review

158 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco International Dividend Achievers ETF (PID) for Q4 2023, worth a combined $529M — up 4.8% from $505M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new PID positions and 14 closed out — a net gain of 12 holders — while 47 added to existing stakes and 59 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $62.8M. The largest seller was Parcion Private Wealth, cutting an estimated $61M.

  • 158 institutional investors held Invesco International Dividend Achievers ETF (PID) as of Q4 2023, up from 149 in Q3 2023.
  • Funds reported $529M of Invesco International Dividend Achievers ETF stock for Q4 2023, up 4.8% quarter-over-quarter.
  • 26 funds opened new Invesco International Dividend Achievers ETF positions in Q4 2023 and 14 closed out, a net change of +12 holders.
  • The largest Invesco International Dividend Achievers ETF buyer in Q4 2023 was Morgan Stanley, an estimated $62.8M added.
  • The largest Invesco International Dividend Achievers ETF seller in Q4 2023 was Parcion Private Wealth, an estimated $61M sold.

Based on aggregated 13F filings for Q4 2023.