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Invesco International Dividend Achievers ETF

143 hedge funds and large institutions have $563M invested in Invesco International Dividend Achievers ETF in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 60 increasing their positions, 46 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 46

13% more capital invested

Capital invested by funds: $500M → $563M (+$62.8M)

1.06% more ownership

Funds ownership: 49.59%50.65% (+1.1%)

4% less funds holding

Funds holding: 149143 (-6)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

33% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 12

Holders
143
Holders Change
-6
Holders Change %
-4.03%
% of All Funds
2.25%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
8
Increased
60
Reduced
46
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFFP
126
Center for Financial Planning
Michigan
$27.5K
RIA
127
Realta Investment Advisors
Delaware
$25.8K +$25.8K +1,432 New
PTC
128
Private Trust Company
Ohio
$19.6K
FCAG
129
First Capital Advisors Group
New Jersey
$19.4K -$1.86K -103 -9%
JFA
130
JNBA Financial Advisors
Minnesota
$18.5K
FWP
131
FAS Wealth Partners
Kansas
$16.7K +$144 +8 +0.9%
FCA
132
FinTrust Capital Advisors
South Carolina
$15.9K
PA
133
Parallel Advisors
California
$14.3K
GRP
134
Global Retirement Partners
California
$12.4K
PPC
135
Park Place Capital
Alabama
$10.4K
VWM
136
Venturi Wealth Management
Texas
$9.03K -$16K -885 -64%
EWM
137
Endurance Wealth Management
Rhode Island
$8K
WWP
138
WR Wealth Planners
Missouri
$4.06K
VNA
139
Valley National Advisers
Pennsylvania
$2K
US Bancorp
140
US Bancorp
Minnesota
$1.66K -$2.78K -154 -63%
SIS
141
Strategic Investment Solutions
Illinois
$1.35K
PA
142
PSI Advisors
Florida
$794
Fifth Third Bancorp
143
Fifth Third Bancorp
Ohio
$668
AWA
144
Arete Wealth Advisors
Illinois
-$550K -575,673 Closed
SW
145
SVB Wealth
Massachusetts
-$1.16M -65,123 Closed
ZIMP
146
Zimmermann Investment Management & Planning
Pennsylvania
-$1.09M -61,388 Closed
HAS
147
HBW Advisory Services
California
-$335K -18,764 Closed
GIA
148
Gladstone Institutional Advisory
Florida
-$265K -14,835 Closed
AAS
149
Ameritas Advisory Services
Nebraska
-$159K -8,906 Closed
ASN
150
Advisory Services Network
Georgia
-$34.5K -1,933 Closed

PID Hedge Fund Activity: Q2 2023 in Review

143 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco International Dividend Achievers ETF (PID) for Q2 2023, worth a combined $563M — up 13% from $500M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of PID and 8 opened new positions — a net loss of 4 holders — while 46 trimmed existing stakes and 60 added.

The largest buyer was Parcion Private Wealth, adding an estimated $14.5M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $3.06M.

  • 143 institutional investors held Invesco International Dividend Achievers ETF (PID) as of Q2 2023, down from 149 in Q1 2023.
  • Funds reported $563M of Invesco International Dividend Achievers ETF stock for Q2 2023, up 13% quarter-over-quarter.
  • 8 funds opened new Invesco International Dividend Achievers ETF positions in Q2 2023 and 12 closed out, a net change of -4 holders.
  • The largest Invesco International Dividend Achievers ETF buyer in Q2 2023 was Parcion Private Wealth, an estimated $14.5M added.
  • The largest Invesco International Dividend Achievers ETF seller in Q2 2023 was Northwestern Mutual Wealth Management, an estimated $3.06M sold.

Based on aggregated 13F filings for Q2 2023.