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Invesco Water Resources ETF

353 hedge funds and large institutions have $795M invested in Invesco Water Resources ETF in 2023 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 80 increasing their positions, 107 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 22

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

23% more capital invested

Capital invested by funds: $644M → $795M (+$150M)

12% more funds holding

Funds holding: 316353 (+37)

4.54% more ownership

Funds ownership: 36.14%40.68% (+4.5%)

16% less call options, than puts

Call options by funds: $1.07M | Put options by funds: $1.27M

25% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 107

Holders
353
Holders Change
+37
Holders Change %
+11.71%
% of All Funds
5.15%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
62
Increased
80
Reduced
107
Closed
22
Calls
$1.07M
Puts
$1.27M
Net Calls
-$204K
Net Calls Change
-$3.78M
Name Holding Trade Value Shares
Change
Change in
Stake
BSB
251
Bangor Savings Bank
Maine
$130K
Fifth Third Bancorp
252
Fifth Third Bancorp
Ohio
$129K -$11.2K -204 -9%
WIM
253
Westside Investment Management
California
$129K +$110 +2 +0.1%
FHA
254
First Horizon Advisors
Tennessee
$129K
TCOV
255
Trust Company of Vermont
Vermont
$122K
CIAS
256
Capital Investment Advisory Services
North Carolina
$119K +$66.2K +1,201 +159%
NP
257
NorthRock Partners
Minnesota
$117K +$106K +1,921 New
AF
258
Advisornet Financial
Minnesota
$110K +$99K +1,797 +59,900%
IWA
259
Icon Wealth Advisors
Texas
$104K +$93.8K +1,703 New
PCFFS
260
Pacific Center for Financial Services
California
$93.6K +$55 +1 +0.1%
Citigroup
261
Citigroup
New York
$89.2K +$80.7K +1,465 New
AAP
262
Arax Advisory Partners
Colorado
$87.7K
NFA
263
Northwest Financial Advisors
Virginia
$87.4K +$79.1K +1,436 New
CAM
264
Creekmur Asset Management
Illinois
$78.3K +$70.8K +1,286 New
JFGIW
265
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$77.6K -$57.8K -1,050 -45%
FWM
266
Focused Wealth Management
New York
$73.1K
CCM
267
Chilton Capital Management
Texas
$70.9K
TAM
268
Townsend Asset Management
North Carolina
$67.4K -$4.57K -83 -7%
TWM
269
Tradition Wealth Management
Minnesota
$67K +$110 +2 +0.2%
MFA
270
McClarren Financial Advisors
Pennsylvania
$67K +$165 +3 +0.3%
WT
271
Washington Trust
Rhode Island
$66.9K
WT
272
Whittier Trust
California
$66.8K -$55.1K -1,000 -48%
SWA
273
SOA Wealth Advisors
New York
$61.8K +$110 +2 +0.2%
CTWM
274
Cherry Tree Wealth Management
Minnesota
$61K
S
275
Sachetta
Massachusetts
$60.9K +$55.1K +1,000 New