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Invesco International Dividend Achievers ETF

156 hedge funds and large institutions have $411M invested in Invesco International Dividend Achievers ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 47 increasing their positions, 62 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 14

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1% less funds holding

Funds holding: 158156 (-2)

8.57% less ownership

Funds ownership: 52.84%44.28% (-8.6%)

22% less capital invested

Capital invested by funds: $529M → $411M (-$118M)

24% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 62

Holders
156
Holders Change
-2
Holders Change %
-1.27%
% of All Funds
2.25%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
15
Increased
47
Reduced
62
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$68.5M -$79.5M -4,352,894 -54%
LPL Financial
2
LPL Financial
California
$40.7M -$7.41M -405,571 -16%
Wells Fargo
3
Wells Fargo
California
$30.4M +$982K +53,765 +3%
UBS Group
4
UBS Group
Switzerland
$22.1M -$3.89M -212,774 -15%
KCM
5
Kaye Capital Management
California
$18.3M -$536K -29,363 -3%
KAS
6
Kestra Advisory Services
Texas
$16.2M +$318K +17,395 +2%
SWP
7
Strategic Wealth Partners
Ohio
$16M +$1.22M +66,630 +8%
Bank of America
8
Bank of America
North Carolina
$15M +$14.7K +803 +0.1%
Ameriprise
9
Ameriprise
Minnesota
$11.1M +$397K +21,757 +4%
Osaic Holdings
10
Osaic Holdings
Arizona
$9.98M -$3.06M -167,632 -24%
GSIAS
11
Garden State Investment Advisory Services
New Jersey
$8.52M -$207K -11,309 -2%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$7.36M -$1.68M -91,949 -19%
RJA
13
Raymond James & Associates
Florida
$6.93M -$76.2K -4,171 -1%
SLA
14
Silver Lake Advisory
Utah
$6.84M +$114K +6,238 +2%
FHA
15
First Horizon Advisors
Tennessee
$6.4M +$96.4K +5,279 +2%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$5.54M +$161K +8,829 +3%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$5.27M -$522K -28,601 -9%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$5.26M -$112K -6,154 -2%
FAT
19
First American Trust
California
$4.9M -$413K -22,627 -8%
MML Investors Services
20
MML Investors Services
Massachusetts
$4.49M +$354K +19,372 +9%
CFA
21
Cahill Financial Advisors
Minnesota
$4.19M +$7.07K +387 +0.2%
ACP
22
Aveo Capital Partners
Colorado
$3.94M +$3.96M +216,805 New
FFN
23
Focus Financial Network
Minnesota
$3.77M +$87.8K +4,804 +2%
EH
24
Equitable Holdings
New York
$3.73M +$848K +46,443 +30%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$3.52M -$390K -21,345 -10%

PID Hedge Fund Activity: Q1 2024 in Review

156 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco International Dividend Achievers ETF (PID) for Q1 2024, worth a combined $411M — down 22% from $529M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new PID positions and 14 closed out — a net gain of 1 holder — while 47 added to existing stakes and 62 trimmed.

The largest buyer was Aveo Capital Partners, opening a new position worth an estimated $3.96M. The largest seller was Morgan Stanley, cutting an estimated $79.5M.

  • 156 institutional investors held Invesco International Dividend Achievers ETF (PID) as of Q1 2024, down from 158 in Q4 2023.
  • Funds reported $411M of Invesco International Dividend Achievers ETF stock for Q1 2024, down 22% quarter-over-quarter.
  • 15 funds opened new Invesco International Dividend Achievers ETF positions in Q1 2024 and 14 closed out, a net change of +1 holder.
  • The largest Invesco International Dividend Achievers ETF buyer in Q1 2024 was Aveo Capital Partners, an estimated $3.96M added.
  • The largest Invesco International Dividend Achievers ETF seller in Q1 2024 was Morgan Stanley, an estimated $79.5M sold.

Based on aggregated 13F filings for Q1 2024.