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Invesco S&P Global Water Index ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
EWA
101
EP Wealth Advisors
California
$258K -$23.9K -450 -8%
NCM
102
NCM Capital Management
New Jersey
$252K
TCA
103
Transcend Capital Advisors
New Jersey
$240K +$1.64K +31 +0.7%
SC
104
Scotia Capital
Ontario, Canada
$235K -$2.65K -50 -1%
PA
105
Parkside Advisors
California
$234K
AWE
106
Avidian Wealth Enterprises
Texas
$231K
PNC Financial Services Group
107
PNC Financial Services Group
Pennsylvania
$229K +$23.9K +451 +12%
SPC
108
Sigma Planning Corp
Michigan
$228K -$347K -6,539 -60%
RA
109
RFG Advisory
Alabama
$225K +$225K +4,250 New
WA
110
Wealthstream Advisors
New York
$224K +$224K +4,234 New
JIC
111
Johnson Investment Counsel
Ohio
$223K +$223K +4,204 New
RFA
112
Resurgent Financial Advisors
Georgia
$220K -$1.17K -22 -0.5%
CL
113
Choreo LLC
Illinois
$215K +$215K +4,054 New
JIC
114
Joel Isaacson & Co
New York
$212K +$212K +4,000 New
Franklin Resources
115
Franklin Resources
California
$209K
BRWA
116
B. Riley Wealth Advisors
Florida
$209K -$141K -2,658 -40%
GDP
117
Great Diamond Partners
Maine
$209K +$209K +3,934 New
PA
118
Parallel Advisors
California
$205K -$3.29K -62 -2%
SWM
119
Spire Wealth Management
Virginia
$186K +$561 +11 +0.3%
MWM
120
MGB Wealth Management
Texas
$172K +$172K +3,250 New
WTC
121
WhitTier Trust Company
Nevada
$170K
Citigroup
122
Citigroup
New York
$162K -$39.3K -741 -19%
Carson Wealth (CWM LLC)
123
Carson Wealth (CWM LLC)
Nebraska
$160K -$1.59K -30 -1%
PS
124
Principal Securities
Iowa
$142K +$142K +2,678 New
William Blair & Company
125
William Blair & Company
Illinois
$140K -$21.4K -403 -13%