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Invesco S&P Global Water Index ETF
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Overview Fund Activity

187 hedge funds and large institutions have $417M invested in Invesco S&P Global Water Index ETF in 2023 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 47 increasing their positions, 58 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
+19
Holders Change %
+11.31%
% of All Funds
2.74%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
33
Increased
47
Reduced
58
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$115M
2
Jane Street
Jane Street
New York
$9.19M
3
SWP
Stratos Wealth Partners
Ohio
$3.46M
4
AAS
Ameritas Advisory Services
Nebraska
$2.02M
5
RJA
Raymond James & Associates
Florida
$4.28M

Top Sellers

1
National Bank of Canada
National Bank of Canada
Quebec, Canada
$3.35M
2
MD
Money Design
Japan
$6.91M
3
Ameriprise
Ameriprise
Minnesota
$8.39M
4
EW
Evoke Wealth
California
$0
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
BNP Paribas Financial Markets
51
BNP Paribas Financial Markets
France
$964K -$356K -6,724 -27%
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$901K +$603K +11,298 +202%
Wealth Enhancement Advisory Services
53
Wealth Enhancement Advisory Services
Minnesota
$891K -$962K -18,140 -52%
CAMV
54
Concord Asset Management (Virginia)
Virginia
$865K -$393K -7,417 -31%
AWS
55
Atria Wealth Solutions
New York
$865K +$276K +5,205 +47%
Envestnet Asset Management
56
Envestnet Asset Management
Illinois
$856K -$81.5K -1,537 -9%
GWM
57
Greenwich Wealth Management
Connecticut
$844K – – –
GW
58
GW & Wade
Massachusetts
$808K -$37.1K -700 -4%
BRIA
59
Balanced Rock Investment Advisors
Massachusetts
$743K +$743K +14,025 New
WFS
60
Widmann Financial Services
Maryland
$716K +$24.6K +464 +4%
KAS
61
Kestra Advisory Services
Texas
$715K +$421K +7,949 +143%
JPMorgan Chase & Co
62
JPMorgan Chase & Co
New York
$686K +$414K +7,804 +152%
KP
63
Keel Point
Alabama
$672K – – –
Mariner
64
Mariner
Kansas
$661K +$661K +12,478 New
PAS
65
Park Avenue Securities
New York
$638K +$212 +4 +0%
Creative Planning
66
Creative Planning
Kansas
$613K +$212 +4 +0%
CFCI
67
Comprehensive Financial Consultants Institutional
Indiana
$602K -$10.4K -196 -2%
PWM
68
Perigon Wealth Management
California
$599K -$22.1K -417 -4%
EWA
69
Exencial Wealth Advisors
Oklahoma
$592K +$2.44K +46 +0.4%
Cerity Partners
70
Cerity Partners
New York
$592K +$592K +11,154 New
DT
71
Diversified Trust
Tennessee
$557K – – –
TIAA Trust, National Association
72
TIAA Trust, National Association
North Carolina
$489K – – –
KPWS
73
Kestra Private Wealth Services
Texas
$486K -$7.85K -148 -2%
Stifel Financial
74
Stifel Financial
Missouri
$450K -$3.02K -57 -0.7%
KCFA
75
Key Client Fiduciary Advisors
New Jersey
$447K -$8.59K -162 -2%
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