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Invesco S&P Global Water Index ETF
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Overview Fund Activity

173 hedge funds and large institutions have $362M invested in Invesco S&P Global Water Index ETF in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 40 increasing their positions, 47 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
+1
Holders Change %
+0.58%
% of All Funds
2.73%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
17
Increased
40
Reduced
47
Closed
15
Calls
$308K
Puts
–
Net Calls
+$308K
Net Calls Change
-$121K

Top Buyers

1
BCM
BlueCrest Capital Management
Jersey
$2.8M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$2.92M
3
Northern Trust
Northern Trust
Illinois
$992K
4
PWM
Perigon Wealth Management
California
$602K
5
Citadel Advisors
Citadel Advisors
Florida
$560K

Top Sellers

1
Jane Street
Jane Street
New York
$3.13M
2
AAS
Ameritas Advisory Services
Nebraska
$0
3
OMC
Old Mission Capital
Illinois
$0
4
EW
Evoke Wealth
California
$0
5
Morgan Stanley
Morgan Stanley
New York
$63.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northern Trust
51
Northern Trust
Illinois
$992K +$992K +19,300 New
GWM
52
Greenwich Wealth Management
Connecticut
$824K – – –
FDCDDQ
53
Federation des caisses Desjardins du Quebec
Quebec, Canada
$815K -$96.7K -1,880 -11%
GW
54
GW & Wade
Massachusetts
$789K – – –
TW
55
Transform Wealth
Colorado
$763K – – –
WFS
56
Widmann Financial Services
Maryland
$664K – – –
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$654K +$102K +1,992 +19%
KP
58
Keel Point
Alabama
$651K – – –
CFCI
59
Comprehensive Financial Consultants Institutional
Indiana
$613K +$15.2K +292 +3%
PWM
60
Perigon Wealth Management
California
$602K +$602K +11,719 New
EWA
61
Exencial Wealth Advisors
Oklahoma
$586K -$56.4K -1,097 -9%
AWS
62
Atria Wealth Solutions
New York
$584K +$55.4K +1,078 +10%
Cerity Partners
63
Cerity Partners
New York
$573K -$9.2K -179 -2%
Citadel Advisors
64
Citadel Advisors
Florida
$560K +$560K +10,895 New
BCM
65
Brookstone Capital Management
Illinois
$559K -$113K -2,256 -17%
SPC
66
Sigma Planning Corp
Michigan
$558K +$98.7K +1,919 +21%
PAS
67
Park Avenue Securities
New York
$555K +$555K +10,799 New
DT
68
Diversified Trust
Tennessee
$540K – – –
Cetera Investment Advisers
69
Cetera Investment Advisers
Illinois
$506K -$144K -2,795 -22%
Stifel Financial
70
Stifel Financial
Missouri
$479K -$73.9K -1,437 -13%
TF
71
TIAA FSB
Florida
$463K – – –
FA
72
Forefront Analytics
Pennsylvania
$461K – – –
Creative Planning
73
Creative Planning
Kansas
$447K +$41.4K +805 +10%
MC
74
Middleton & Co
Massachusetts
$432K +$20.6K +400 +5%
KCFA
75
Key Client Fiduciary Advisors
New Jersey
$422K -$32.7K -636 -7%
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