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Invesco S&P Global Water Index ETF

186 hedge funds and large institutions have $389M invested in Invesco S&P Global Water Index ETF in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 39 increasing their positions, 60 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
-1
Holders Change %
-0.53%
% of All Funds
2.7%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
17
Increased
39
Reduced
60
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NCM
101
NCM Capital Management
New Jersey
$259K -$5.55K -100 -2%
Bank of Montreal
102
Bank of Montreal
Ontario, Canada
$255K -$685K -12,309 -73%
EWA
103
EP Wealth Advisors
California
$254K -$16.9K -305 -6%
TCA
104
Transcend Capital Advisors
New Jersey
$251K
CFG
105
Clayton Financial Group
Missouri
$251K +$251K +4,518 New
PA
106
Parkside Advisors
California
$245K
PNC Financial Services Group
107
PNC Financial Services Group
Pennsylvania
$242K +$1.94K +35 +0.8%
AWE
108
Avidian Wealth Enterprises
Texas
$238K -$3.33K -60 -1%
WA
109
Wealthstream Advisors
New York
$235K
JIC
110
Johnson Investment Counsel
Ohio
$233K
NL
111
NWAM LLC
Washington
$228K +$228K +3,962 New
JIC
112
Joel Isaacson & Co
New York
$222K
RA
113
RFG Advisory
Alabama
$219K -$16.7K -300 -7%
GDP
114
Great Diamond Partners
Maine
$219K +$111 +2 +0.1%
PA
115
Parallel Advisors
California
$215K
USGIU
116
U.S. Global Investors (USGI)
Texas
$211K +$211K +3,800 New
SF
117
Summit Financial
New Jersey
$207K +$207K +3,730 New
SPWM
118
Schrum Private Wealth Management
Florida
$206K +$206K +3,715 New
WSTAM
119
Wilbanks Smith & Thomas Asset Management
Virginia
$205K +$205K +3,700 New
SWM
120
Spire Wealth Management
Virginia
$202K
MWM
121
MGB Wealth Management
Texas
$180K
WTC
122
WhitTier Trust Company
Nevada
$178K
Carson Wealth (CWM LLC)
123
Carson Wealth (CWM LLC)
Nebraska
$168K
GWS
124
Glassman Wealth Services
Virginia
$163K +$67.5K +1,215 +71%
PS
125
Principal Securities
Iowa
$163K +$14K +253 +9%