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Invesco International Dividend Achievers ETF

149 hedge funds and large institutions have $500M invested in Invesco International Dividend Achievers ETF in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 68 increasing their positions, 43 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 43

1.81% more ownership

Funds ownership: 47.79%49.59% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

0% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 16

1% less funds holding

Funds holding: 151149 (-2)

51% less capital invested

Capital invested by funds: $1.03B → $500M (-$530M)

Holders
149
Holders Change
-2
Holders Change %
-1.32%
% of All Funds
2.37%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
16
Increased
68
Reduced
43
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SI
101
SimpliFi Inc
California
$217K +$214K +12,192 New
Truist Financial
102
Truist Financial
North Carolina
$211K -$28.3K -1,616 -12%
CCG
103
Coastwise Capital Group
California
$205K +$1.7K +97 +0.9%
SIA
104
Schechter Investment Advisors
Michigan
$192K +$189K +10,757 New
CA
105
Calton & Associates
Florida
$190K +$438 +25 +0.2%
CWP
106
Concord Wealth Partners
Virginia
$186K -$27.8K -1,587 -13%
FFA
107
Founders Financial Alliance
North Carolina
$176K -$3.02K -172 -2%
AAS
108
Ameritas Advisory Services
Nebraska
$159K -$22.5K -1,285 -13%
CSPIA
109
Cary Street Partners Investment Advisory
Virginia
$137K -$3.59K -205 -3%
CIAS
110
Capital Investment Advisory Services
North Carolina
$124K +$22.8K +1,300 +23%
AA
111
Addison Advisors
Vermont
$121K
CAL
112
Capital Analysts LLC
Pennsylvania
$98K -$8.83K -504 -8%
GWM
113
Geneos Wealth Management
Colorado
$83.3K +$21.1K +1,201 +35%
National Bank of Canada
114
National Bank of Canada
Quebec, Canada
$71.2K -$25.4K -1,450 -27%
PNC Financial Services Group
115
PNC Financial Services Group
Pennsylvania
$69.2K
NA
116
Nordwand Advisors
Pennsylvania
$56.8K +$55.8K +3,185 New
AWM
117
Avior Wealth Management
Nebraska
$48K +$17.4K +993 +55%
William Blair & Company
118
William Blair & Company
Illinois
$40.1K -$13.1K -750 -25%
BWM
119
Baystate Wealth Management
Massachusetts
$36K +$368 +21 +1%
CFB
120
Cullen/Frost Bankers
Texas
$34.7K
ASN
121
Advisory Services Network
Georgia
$34.5K +$18 +1 +0.1%
IA
122
IFP Advisors
Florida
$31.9K -$209K -11,896 -85%
BAM
123
Bellevue Asset Management
Washington
$30.1K -$11.4K -650 -28%
Carson Wealth (CWM LLC)
124
Carson Wealth (CWM LLC)
Nebraska
$29K +$27.2K +1,553 +1,827%
CFFP
125
Center for Financial Planning
Michigan
$27.1K

PID Hedge Fund Activity: Q1 2023 in Review

149 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco International Dividend Achievers ETF (PID) for Q1 2023, worth a combined $500M — down 51% from $1.03B a quarter earlier.

Fund positioning in PID was balanced in Q1 2023: 16 funds opened new positions, 16 closed out, 68 added to existing stakes and 43 trimmed.

The largest buyer was LPL Financial, adding an estimated $11.4M. The largest seller was Morgan Stanley, cutting an estimated $5.92M.

  • 149 institutional investors held Invesco International Dividend Achievers ETF (PID) as of Q1 2023, down from 151 in Q4 2022.
  • Funds reported $500M of Invesco International Dividend Achievers ETF stock for Q1 2023, down 51% quarter-over-quarter.
  • 16 funds opened new Invesco International Dividend Achievers ETF positions in Q1 2023 and 16 closed out, a net change of 0 holders.
  • The largest Invesco International Dividend Achievers ETF buyer in Q1 2023 was LPL Financial, an estimated $11.4M added.
  • The largest Invesco International Dividend Achievers ETF seller in Q1 2023 was Morgan Stanley, an estimated $5.92M sold.

Based on aggregated 13F filings for Q1 2023.