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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
ARA
76
Alexander Randolph Advisory
Virginia
$464K +$431K +25,155 New
CG
77
Cynosure Group
Utah
$453K
TFM
78
Trademark Financial Management
Minnesota
$449K +$416K +24,330 New
DWM
79
Drive Wealth Management
Utah
$420K +$3.54K +207 +0.9%
EFS
80
Essex Financial Services
Connecticut
$411K -$157K -9,180 -29%
FZCM
81
Flynn Zito Capital Management
New York
$404K +$2.93K +171 +0.8%
BW
82
BIP Wealth
Georgia
$402K
PFS
83
Prospera Financial Services
Texas
$369K -$787 -46 -0.2%
Janney Montgomery Scott
84
Janney Montgomery Scott
Pennsylvania
$366K -$30.5K -1,784 -8%
CAPTRUST Financial Advisors
85
CAPTRUST Financial Advisors
North Carolina
$352K -$2.07K -121 -0.6%
PWA
86
PCG Wealth Advisors
Kansas
$351K -$89.3K -5,218 -22%
SI
87
SimpliFi Inc
California
$348K
CF
88
Centaurus Financial
California
$343K -$41.7K -2,438 -12%
Comerica Bank
89
Comerica Bank
Texas
$342K -$441K -25,753 -58%
WWM
90
Western Wealth Management
Colorado
$339K +$565 +33 +0.2%
HFA
91
High Falls Advisors
New York
$323K -$45.7K -2,670 -13%
BRWA
92
B. Riley Wealth Advisors
Florida
$307K -$180K -10,511 -39%
CAL
93
Capital Analysts LLC
Pennsylvania
$289K +$56.7K +3,310 +27%
FDCDDQ
94
Federation des caisses Desjardins du Quebec
Quebec, Canada
$277K
HB
95
HTLF Bank
Colorado
$269K +$250K +14,600 New
Rockefeller Capital Management
96
Rockefeller Capital Management
New York
$265K +$3.92K +229 +2%
GIA
97
GHP Investment Advisors
Colorado
$262K -$32.2K -1,881 -12%
Wealth Enhancement Advisory Services
98
Wealth Enhancement Advisory Services
Minnesota
$258K -$62.6K -3,656 -21%
CCM
99
Crabel Capital Management
California
$257K +$238K +13,930 New
VWA
100
Visionary Wealth Advisors
Illinois
$234K +$217K +12,679 New

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.