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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
GWANC
126
Guardian Wealth Advisors (North Carolina)
North Carolina
$38.2K +$35.4K +2,070 New
BWM
127
Baystate Wealth Management
Massachusetts
$38.1K +$188 +11 +0.5%
CFB
128
Cullen/Frost Bankers
Texas
$35.9K
BC
129
Bartlett & Co
Ohio
$32K +$28.5K +1,667 +3,031%
BCWM
130
Bartlett & Co Wealth Management
Ohio
$31.8K +$28.5K +1,667 +3,031%
BAM
131
Bellevue Asset Management
Washington
$31.2K
IA
132
IFP Advisors
Florida
$31K
Carson Wealth (CWM LLC)
133
Carson Wealth (CWM LLC)
Nebraska
$30K
CFFP
134
Center for Financial Planning
Michigan
$28.1K
NP
135
NorthRock Partners
Minnesota
$21.5K +$19.9K +1,163 New
SL
136
Salomon & Ludwin
Virginia
$20.3K +$20.7K +1,212 New
PTC
137
Private Trust Company
Ohio
$20.1K
JFA
138
JNBA Financial Advisors
Minnesota
$18.9K
FCA
139
FinTrust Capital Advisors
South Carolina
$17.5K
FWP
140
FAS Wealth Partners
Kansas
$17.3K +$86 +5 +0.5%
EW
141
Element Wealth
Mississippi
$15.8K -$9.93K -580 -40%
PA
142
Parallel Advisors
California
$14.7K
PFA
143
Pathway Financial Advisers
Indiana
$12.6K +$17 +1 +0.1%
PPC
144
Park Place Capital
Alabama
$10.6K
VWM
145
Venturi Wealth Management
Texas
$9.23K
US Bancorp
146
US Bancorp
Minnesota
$6.83K
HNB
147
Huntington National Bank
Ohio
$5.76K
ASN
148
Advisory Services Network
Georgia
$5.73K +$5.31K +310 New
DF
149
Dunhill Financial
United Kingdom
$5.59K +$5.19K +303 New
OHWP
150
Oak Harbor Wealth Partners
North Carolina
$5.08K +$4.71K +275 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.