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Invesco Water Resources ETF

300 hedge funds and large institutions have $602M invested in Invesco Water Resources ETF in 2022 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 85 increasing their positions, 72 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 72

0.62% less ownership

Funds ownership: 33.77%33.16% (-0.62%)

13% less funds holding

Funds holding: 343300 (-43)

16% less capital invested

Capital invested by funds: $718M → $602M (-$115M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

63% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 57

Holders
300
Holders Change
-43
Holders Change %
-12.54%
% of All Funds
4.73%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
21
Increased
85
Reduced
72
Closed
57
Calls
$530K
Puts
Net Calls
+$530K
Net Calls Change
-$229K
Name Holding Trade Value Shares
Change
Change in
Stake
JPLA
251
Joseph P. Lucia & Associates
New York
$30K +$30.4K +574 New
BFO
252
Biltmore Family Office
North Carolina
$29K
TPCW
253
TD Private Client Wealth
New York
$28.2K -$76.8K -1,450 -73%
MRCM
254
M&R Capital Management
New Jersey
$28K
OSAM
255
O'Shaughnessy Asset Management
Connecticut
$27K
IWP
256
IAG Wealth Partners
Wisconsin
$23K
HI
257
Hudock Inc
Pennsylvania
$22K
MPCG
258
Matrix Private Capital Group
New York
$22K
LWCFA
259
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$19K
MIFH
260
Migdal Insurance & Financial Holdings
Israel
$19K
MCC
261
Money Concepts Capital
Florida
$19K +$19.3K +365 New
HNB
262
Huntington National Bank
Ohio
$18K
BA
263
Bivin & Associates
Oklahoma
$16K
HBW
264
Hazlett, Burt & Watson
West Virginia
$16K +$15.9K +300 New
BFC
265
Bedel Financial Consulting
Indiana
$14K
CA
266
Clearstead Advisors
Ohio
$14K
CT
267
Caldwell Trust
Florida
$13.3K
AF
268
Allworth Financial
California
$13K
FCA
269
FinTrust Capital Advisors
South Carolina
$13K
SBL
270
Sargent Bickham Lagudis
Colorado
$13K
TSW
271
Thompson Siegel & Walmsley
Virginia
$13K
First Manhattan
272
First Manhattan
New York
$12K
CPA
273
Cardiff Park Advisors
California
$11K
TH
274
TCTC Holdings
Texas
$11K
TFM
275
TFC Financial Management
Massachusetts
$11K