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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
CIAS
101
Capital Investment Advisory Services
North Carolina
$232K +$3.92K +229 +2%
SI
102
Stephens Inc
Arkansas
$227K +$210K +12,276 New
SPC
103
Sigma Planning Corp
Michigan
$223K -$218K -12,731 -51%
CA
104
Calton & Associates
Florida
$209K +$194K +11,321 New
SIA
105
Schechter Investment Advisors
Michigan
$209K -$22.5K -1,313 -10%
CCG
106
Coastwise Capital Group
California
$205K +$839 +49 +0.4%
Truist Financial
107
Truist Financial
North Carolina
$202K
CCB
108
Country Club Bank
Missouri
$202K -$46.5K -2,715 -20%
CBFP
109
Cedar Brook Financial Partners
Ohio
$200K +$993 +58 +0.5%
FFA
110
Founders Financial Alliance
North Carolina
$185K +$548 +32 +0.3%
LWA
111
Lantern Wealth Advisors
New York
$185K +$171K +10,000 New
AF
112
Allworth Financial
California
$149K -$230K -13,453 -62%
EWA
113
EP Wealth Advisors
California
$135K +$125K +7,294 New
AA
114
Addison Advisors
Vermont
$119K -$5.73K -335 -5%
GWM
115
Geneos Wealth Management
Colorado
$87.3K
NFA
116
Northwest Financial Advisors
Virginia
$77.9K +$72.2K +4,221 New
National Bank of Canada
117
National Bank of Canada
Quebec, Canada
$73.5K
PS
118
Principal Securities
Iowa
$64K +$59.3K +3,466 New
NA
119
Nordwand Advisors
Pennsylvania
$58.8K
Fidelity Investments
120
Fidelity Investments
Massachusetts
$54.9K +$28.1K +1,640 +123%
AWM
121
Avior Wealth Management
Nebraska
$50.2K +$103 +6 +0.2%
PNC Financial Services Group
122
PNC Financial Services Group
Pennsylvania
$44.1K -$128K -7,500 -76%
William Blair & Company
123
William Blair & Company
Illinois
$41.5K -$75.8K -4,431 -66%
GRP
124
Global Retirement Partners
California
$39.9K +$13.7K +803 +58%
ACA
125
Aptus Capital Advisors
Alabama
$38.2K +$35.4K +2,070 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.