Invesco International Dividend Achievers ETF
PID
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.
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: 149 → 143 (-6)
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
33% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPW
Parcion Private Wealth
Bellevue,
Washington
|
+$14.5M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$11.8M |
| 3 |
KCM
Kaye Capital Management
El Segundo,
California
|
+$6.92M |
| 4 |
LPL Financial
San Diego,
California
|
+$5.46M |
| 5 |
ES
Eagle Strategies
New York
|
+$3.87M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$3.06M |
| 2 |
MCM
Morton Capital Management
Calabasas,
California
|
-$1.93M |
| 3 |
SW
SVB Wealth
Boston,
Massachusetts
|
-$1.16M |
| 4 |
ZIMP
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
|
-$1.09M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$1.06M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WP
151
WealthPLAN Partners
Omaha,
Nebraska
| – | -$19.8K | -1,112 | Closed |
|
|
TWA
152
TCI Wealth Advisors
Tucson,
Arizona
| – | -$12K | -674 | Closed |
|
|
OLVIG
153
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
| – | -$446 | -25 | Closed |
|
154
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$125 | -7 | 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.