We are live on ! Find out more
PID icon

Invesco International Dividend Achievers ETF

112 hedge funds and large institutions have $167M invested in Invesco International Dividend Achievers ETF in 2018 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 27 increasing their positions, 37 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 15

15% more funds holding

Funds holding: 97112 (+15)

0.85% more ownership

Funds ownership: 23.7%24.55% (+0.85%)

9% less capital invested

Capital invested by funds: $183M → $167M (-$16.3M)

27% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 37

Holders
112
Holders Change
+15
Holders Change %
+15.46%
% of All Funds
2.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
30
Increased
27
Reduced
37
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$29.8M -$1.83M -122,456 -5%
Invesco
2
Invesco
Georgia
$20.8M -$1.45M -96,807 -6%
Bank of America
3
Bank of America
North Carolina
$20.2M +$13.5M +900,466 +171%
Wells Fargo
4
Wells Fargo
California
$9.57M +$497K +33,254 +5%
UBS Group
5
UBS Group
Switzerland
$8.83M +$1.41M +94,141 +18%
FAT
6
First American Trust
California
$6.85M +$1.52M +101,467 +26%
CCT
7
Country Club Trust
Missouri
$5.99M -$1.84M -122,718 -22%
Creative Planning
8
Creative Planning
Kansas
$5.09M -$656K -43,823 -11%
Citadel Advisors
9
Citadel Advisors
Florida
$4.17M +$4.41M +294,849 New
PV
10
Private Vista
Illinois
$3.04M -$2.48M -165,557 -44%
LPL Financial
11
LPL Financial
California
$2.89M -$200K -13,353 -6%
SLA
12
Silver Lake Advisory
Utah
$2.55M -$110K -7,331 -4%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$2.23M -$308K -20,586 -12%
Ameriprise
14
Ameriprise
Minnesota
$2.1M -$2.58M -172,652 -54%
RJA
15
Raymond James & Associates
Florida
$1.92M -$409K -27,365 -17%
PWSG
16
Pacific Wealth Strategies Group
California
$1.92M +$207K +13,862 +11%
AIP
17
Ahrens Investment Partners
Louisiana
$1.91M -$3.72M -248,566 -65%
CIA
18
Capital Investment Advisors
Georgia
$1.72M -$68.2K -4,556 -4%
Janus Henderson Group
19
Janus Henderson Group
United Kingdom
$1.58M +$297K +19,833 +22%
EFS
20
Econ Financial Services
Pennsylvania
$1.49M +$1.57M +105,226 New
SF
21
Synovus Financial
Georgia
$1.47M -$59.8K -3,997 -4%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$1.45M +$502K +33,565 +49%
Mariner
23
Mariner
Kansas
$1.39M -$1.55M -103,763 -51%
DI
24
Diligent Investors
California
$1.36M -$52.3K -3,494 -4%
JMPWA
25
JP Morgan Private Wealth Advisors
California
$1.35M -$4.86K -325 -0.3%

PID Hedge Fund Activity: Q4 2018 in Review

112 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Invesco International Dividend Achievers ETF (PID) for Q4 2018, worth a combined $167M — down 8.9% from $183M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new PID positions and 15 closed out — a net gain of 15 holders — while 27 added to existing stakes and 37 trimmed.

The largest buyer was Bank of America, adding an estimated $13.5M. The largest seller was Ahrens Investment Partners, cutting an estimated $3.72M.

  • 112 institutional investors held Invesco International Dividend Achievers ETF (PID) as of Q4 2018, up from 97 in Q3 2018.
  • Funds reported $167M of Invesco International Dividend Achievers ETF stock for Q4 2018, down 8.9% quarter-over-quarter.
  • 30 funds opened new Invesco International Dividend Achievers ETF positions in Q4 2018 and 15 closed out, a net change of +15 holders.
  • The largest Invesco International Dividend Achievers ETF buyer in Q4 2018 was Bank of America, an estimated $13.5M added.
  • The largest Invesco International Dividend Achievers ETF seller in Q4 2018 was Ahrens Investment Partners, an estimated $3.72M sold.

Based on aggregated 13F filings for Q4 2018.