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Invesco S&P Global Water Index ETF
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Overview Fund Activity

137 hedge funds and large institutions have $322M invested in Invesco S&P Global Water Index ETF in 2021 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 45 increasing their positions, 19 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
137
Holders Change
+12
Holders Change %
+9.6%
% of All Funds
2.39%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
24
Increased
45
Reduced
19
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$70.6M
2
LPL Financial
LPL Financial
California
$4.73M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$5.43M
4
KP
Keel Point
Alabama
$1.2M
5
FTUS
Flow Traders U.S.
New York
$1.17M

Top Sellers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
$0
2
Goldman Sachs
Goldman Sachs
New York
$0
3
FP
Financial Perspectives
Minnesota
$303K
4
UBS Group
UBS Group
Switzerland
$26.6M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
76
Western Wealth Management
Colorado
$261K +$261K +4,845 New
NFG
77
Next Financial Group
Texas
$251K – – –
CAL
78
Capital Analysts LLC
Pennsylvania
$249K – – –
BPA
79
Beacon Pointe Advisors
California
$241K -$39.2K -731 -14%
Mercer Global Advisors
80
Mercer Global Advisors
Colorado
$238K +$238K +4,435 New
SFA
81
Sequoia Financial Advisors
Ohio
$235K +$235K +4,387 New
PNC Financial Services Group
82
PNC Financial Services Group
Pennsylvania
$231K – – –
TCA
83
Transcend Capital Advisors
New Jersey
$223K +$223K +4,144 New
RA
84
RFG Advisory
Alabama
$220K – – –
JIC
85
Joel Isaacson & Co
New York
$215K +$215K +4,000 New
CFS
86
CRA Financial Services
New Jersey
$214K +$214K +3,995 New
NL
87
NWAM LLC
Washington
$202K +$202K +3,767 New
CWP
88
Concord Wealth Partners
Virginia
$189K +$189K +3,515 New
Bank of Montreal
89
Bank of Montreal
Ontario, Canada
$179K +$101K +1,872 +129%
PA
90
Parallel Advisors
California
$128K +$8.07K +150 +7%
BWA
91
BDO Wealth Advisors
Florida
$105K +$29.6K +550 +39%
William Blair & Company
92
William Blair & Company
Illinois
$96K – – –
AIM
93
Anchor Investment Management
South Carolina
$93.1K – – –
NSIM
94
North Star Investment Management
Illinois
$92K – – –
SSB
95
Sandy Spring Bank
Maryland
$89K – – –
Fidelity Investments
96
Fidelity Investments
Massachusetts
$87K -$19.2K -358 -18%
ASN
97
Advisory Services Network
Georgia
$78K +$78K +1,453 New
CIA
98
Choate Investment Advisors
Massachusetts
$72K – – –
APWA
99
Atlas Private Wealth Advisors
New Jersey
$65K +$41.2K +770 +173%
MPWT
100
MassMutual Private Wealth & Trust
Connecticut
$57K +$57K +1,069 New
2 3
4
5 6