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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 %
SIC
151
Salem Investment Counselors
North Carolina
$37.1K – – –
OSAM
152
O'Shaughnessy Asset Management
Connecticut
$33.8K – – –
HDIM
153
Hanson & Doremus Investment Management
Vermont
$28K – – –
CWA
154
Carolina Wealth Advisors
South Carolina
$27.5K +$1.54K +29 +6%
OA
155
Operose Advisors
Wisconsin
$26.5K – – –
LB
156
Legacy Bridge
Iowa
$26.5K – – –
LFA
157
LGT Financial Advisors
Texas
$26.5K – – –
FGA
158
Fortis Group Advisors
New Jersey
$25.9K +$12.9K +244 +100%
TCOV
159
Trust Company of Vermont
Vermont
$22.5K – – –
PCMC
160
Planning Capital Management Corporation
Pennsylvania
$18.9K +$18.9K +356 New
SAM
161
Smartleaf Asset Management
Massachusetts
$18.6K +$18.6K +350 New
MFA
162
McClarren Financial Advisors
Pennsylvania
$13K +$212 +4 +2%
EA
163
Evolution Advisers
Virginia
$12K +$12K +220 New
MM
164
Main Management
California
$11K +$11K +200 New
MSFP
165
Mark Sheptoff Financial Planning
Connecticut
$10.6K – – –
WT
166
Whittier Trust
California
$10.4K – – –
PCFFS
167
Pacific Center for Financial Services
California
$10.3K +$159 +3 +2%
DFA
168
DHJJ Financial Advisors
Illinois
$10.1K – – –
FFA
169
Founders Financial Alliance
North Carolina
$9.75K – – –
GT
170
Glenmede Trust
Pennsylvania
$9.28K – – –
HIA
171
Harbor Investment Advisory
Maryland
$7.95K – – –
AIMA
172
Ables Iannone Moore & Associates
Georgia
$7.95K +$7.95K +150 New
SMA
173
Sage Mountain Advisors
Georgia
$7.79K – – –
DWMG
174
DB Wealth Management Group
California
$7.47K – – –
BWM
175
BKM Wealth Management
Wisconsin
$7.42K +$7.42K +140 New
5 6
7
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