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Invesco International Dividend Achievers ETF
PID

110 hedge funds and large institutions have $229M invested in Invesco International Dividend Achievers ETF in 2017 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 30 increasing their positions, 35 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

317% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 6

21% more funds holding

Funds holding: 91 → 110 (+19)

0% less capital invested

Capital invested by funds: $230M → $229M (-$882K)

0.93% less ownership

Funds ownership: 26.28% → 25.35% (-0.93%)

14% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 35

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
110
Holders Change
+19
Holders Change %
+20.88%
% of All Funds
2.49%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
25
Increased
30
Reduced
35
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCI
Brinker Capital Investments
Pennsylvania
+$11.3M
2
Morgan Stanley
Morgan Stanley
New York
+$6.07M
3
DI
Diligent Investors
California
+$1.09M
4
Renaissance Technologies
Renaissance Technologies
New York
+$745K
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$520K

Top Sellers

1
PV
Private Vista
Illinois
-$13.6M
2
Wells Fargo
Wells Fargo
California
-$5.05M
3
CCT
Country Club Trust
Missouri
-$3.31M
4
Invesco
Invesco
Georgia
-$2.72M
5
Jane Street
Jane Street
New York
-$1.82M
Name Holding Trade Value Shares
Change 		Change in
Stake
POIA
101
Pin Oak Investment Advisors
Texas
$6K +$6.19K +385 New
SEI Investments
102
SEI Investments
Pennsylvania
$5K -$1.38K -86 -21%
SWA
103
Sutton Wealth Advisors
Florida
$4.9K – – –
IA
104
IFP Advisors
Florida
$4K -$7.88K -490 -65%
MA
105
MCF Advisors
Kentucky
$4K +$32 +2 +0.9%
WAP
106
Wealthcare Advisory Partners
Pennsylvania
$2K – – –
DAM
107
Delta Asset Management
Tennessee
$1K – – –
BlackRock
108
BlackRock
New York
$1K +$611 +38 New
Fifth Third Bancorp
109
Fifth Third Bancorp
Ohio
$1K +$949 +59 New
PV
110
Private Vista
Illinois
– -$13.6M -839,348 Closed
ICOA
111
Investment Centers of America
North Dakota
– -$396K -24,405 Closed
SFA
112
Sequoia Financial Advisors
Ohio
– -$301K -18,640 Closed
CG
113
Cutler Group
California
– -$96K -5,990 Closed
LWM
114
Lenox Wealth Management
Ohio
– -$20K -1,290 Closed
PWM
115
Perigon Wealth Management
California
– -$5K -325 Closed
1 2 3 4
5

PID Hedge Fund Activity: Q4 2017 in Review

110 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Invesco International Dividend Achievers ETF (PID) for Q4 2017, worth a combined $229M — down 0.38% from $230M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new PID positions and 6 closed out — a net gain of 19 holders — while 30 added to existing stakes and 35 trimmed.

The largest buyer was Brinker Capital Investments, opening a new position worth an estimated $11.3M. The largest seller was Private Vista, exiting entirely with an estimated $13.6M sold.

  • 110 institutional investors held Invesco International Dividend Achievers ETF (PID) as of Q4 2017, up from 91 in Q3 2017.
  • Funds reported $229M of Invesco International Dividend Achievers ETF stock for Q4 2017, down 0.38% quarter-over-quarter.
  • 25 funds opened new Invesco International Dividend Achievers ETF positions in Q4 2017 and 6 closed out, a net change of +19 holders.
  • The largest Invesco International Dividend Achievers ETF buyer in Q4 2017 was Brinker Capital Investments, an estimated $11.3M added.
  • The largest Invesco International Dividend Achievers ETF seller in Q4 2017 was Private Vista, an estimated $13.6M sold.

Based on aggregated 13F filings for Q4 2017.