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Invesco Water Resources ETF

367 hedge funds and large institutions have $769M invested in Invesco Water Resources ETF in 2024 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 98 increasing their positions, 94 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more call options, than puts

Call options by funds: $1.28M | Put options by funds: $759K

59% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 22

2% more funds holding

Funds holding: 359367 (+8)

4% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 94

1% less ownership

Funds ownership: 37.59%36.59% (-1%)

4% less capital invested

Capital invested by funds: $798M → $769M (-$29.3M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
367
Holders Change
+8
Holders Change %
+2.23%
% of All Funds
5.3%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
35
Increased
98
Reduced
94
Closed
22
Calls
$1.28M
Puts
$759K
Net Calls
+$526K
Net Calls Change
-$6K
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
226
Pinnacle Wealth Management Group
Michigan
$229K
KFC
227
Klingenstein Fields & Co
New York
$227K
TW
228
Transform Wealth
Colorado
$222K +$132 +2 +0.1%
SIM
229
Sterling Investment Management
Arizona
$221K
JCM
230
Jacobi Capital Management
Pennsylvania
$221K +$132 +2 +0.1%
KeyBank National Association
231
KeyBank National Association
Ohio
$220K
IA
232
IFP Advisors
Florida
$220K -$9.87K -150 -4%
PFS
233
Prospera Financial Services
Texas
$220K +$7.24K +110 +3%
CIBC World Market
234
CIBC World Market
Ontario, Canada
$220K +$223K +3,388 New
E
235
ETFidea
New York
$214K +$217K +3,294 New
KA
236
Kovack Advisors
Florida
$212K
AGP
237
Autumn Glory Partners
Texas
$211K
AWM
238
Aries Wealth Management
Maine
$208K
OBGC
239
O'Brien Greene & Co
Pennsylvania
$208K
PFP
240
Paragon Financial Partners
California
$206K +$209K +3,170 New
LIM
241
Leavell Investment Management
Alabama
$203K
FUBT
242
First United Bank & Trust
Maryland
$203K -$855 -13 -0.4%
WP
243
WealthShield Partners
North Carolina
$198K
MRC
244
Millburn Ridgefield Corp
New York
$185K +$136K +2,066 +266%
HI
245
Harbour Investments
Wisconsin
$184K -$38.8K -590 -17%
BCWM
246
Bartlett & Co Wealth Management
Ohio
$175K
NS
247
NBC Securities
Alabama
$171K -$26.3K -400 -13%
Fifth Third Bancorp
248
Fifth Third Bancorp
Ohio
$169K
LOIP
249
Live Oak Investment Partners
Texas
$148K
DJSG
250
D.J. St. Germain
Massachusetts
$142K