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Invesco International Dividend Achievers ETF
PID

96 hedge funds and large institutions have $158M invested in Invesco International Dividend Achievers ETF in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 31 increasing their positions, 27 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 27

2% more capital invested

Capital invested by funds: $155M → $158M (+$3.04M)

0.84% more ownership

Funds ownership: 26.08% → 26.92% (+0.84%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

5% less funds holding

Funds holding: 101 → 96 (-5)

36% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 11

Holders
96
Holders Change
-5
Holders Change %
-4.95%
% of All Funds
1.68%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
31
Reduced
27
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$4.56M
2
AWS
AJ Wealth Strategies
New York
+$4.09M
3
TAIM
TD Ameritrade Investment Management
Nebraska
+$1.65M
4
CFA
Cahill Financial Advisors
Minnesota
+$1.22M
5
Mariner
Mariner
Kansas
+$892K

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$2.38M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.84M
3
UBS Group
UBS Group
Switzerland
-$1.7M
4
MWM
Merriman Wealth Management
Washington
-$1.32M
5
Bank of America
Bank of America
North Carolina
-$596K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$35.5M +$4.56M +256,620 +15%
Invesco
2
Invesco
Georgia
$19.3M -$446K -25,090 -2%
UBS Group
3
UBS Group
Switzerland
$9.63M -$1.7M -95,597 -15%
AWS
4
AJ Wealth Strategies
New York
$8.72M +$4.09M +229,883 +86%
FAT
5
First American Trust
California
$7.33M -$394K -22,161 -5%
Wells Fargo
6
Wells Fargo
California
$6.5M +$403K +22,642 +7%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$6.23M -$2.38M -133,978 -27%
Bank of America
8
Bank of America
North Carolina
$5.51M -$596K -33,518 -10%
SLA
9
Silver Lake Advisory
Utah
$5.45M +$124K +6,965 +2%
LPL Financial
10
LPL Financial
California
$4.52M -$40.6K -2,285 -0.9%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$3.42M +$513K +28,855 +17%
Mariner
12
Mariner
Kansas
$2.68M +$892K +50,160 +49%
Creative Planning
13
Creative Planning
Kansas
$2.67M +$229K +12,863 +9%
CFA
14
Cahill Financial Advisors
Minnesota
$2.58M +$1.22M +68,391 +87%
VWM
15
Venturi Wealth Management
Texas
$2.37M +$42K +2,362 +2%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$2.22M -$184K -10,351 -8%
ACWM
17
Adams Chetwood Wealth Management
North Carolina
$2.11M -$120K -6,731 -5%
Osaic Holdings
18
Osaic Holdings
Arizona
$2.1M +$51.9K +2,917 +3%
NA
19
NewEdge Advisors
Louisiana
$2.06M +$3.08K +173 +0.1%
CIA
20
Capital Investment Advisors
Georgia
$1.67M -$10.2K -576 -0.6%
JMPWA
21
JP Morgan Private Wealth Advisors
California
$1.65M – – –
Ameriprise
22
Ameriprise
Minnesota
$1.63M +$21.3K +1,198 +1%
BOPW
23
Brandywine Oak Private Wealth
Pennsylvania
$1.45M -$2.49K -140 -0.2%
TAIM
24
TD Ameritrade Investment Management
Nebraska
$1.42M +$1.65M +92,865 +495%
SF
25
Synovus Financial
Georgia
$1.3M -$3.98K -224 -0.3%
1
2 3 4 5

PID Hedge Fund Activity: Q3 2021 in Review

96 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Invesco International Dividend Achievers ETF (PID) for Q3 2021, worth a combined $158M — up 2% from $155M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of PID and 7 opened new positions — a net loss of 4 holders — while 27 trimmed existing stakes and 31 added.

The largest buyer was Morgan Stanley, adding an estimated $4.56M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $2.38M.

  • 96 institutional investors held Invesco International Dividend Achievers ETF (PID) as of Q3 2021, down from 101 in Q2 2021.
  • Funds reported $158M of Invesco International Dividend Achievers ETF stock for Q3 2021, up 2% quarter-over-quarter.
  • 7 funds opened new Invesco International Dividend Achievers ETF positions in Q3 2021 and 11 closed out, a net change of -4 holders.
  • The largest Invesco International Dividend Achievers ETF buyer in Q3 2021 was Morgan Stanley, an estimated $4.56M added.
  • The largest Invesco International Dividend Achievers ETF seller in Q3 2021 was Raymond James Financial Services Advisors, an estimated $2.38M sold.

Based on aggregated 13F filings for Q3 2021.