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Invesco Water Resources ETF
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Overview Fund Activity

352 hedge funds and large institutions have $794M invested in Invesco Water Resources ETF in 2023 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 79 increasing their positions, 107 reducing their positions, and 22 closing their positions.

Holders
352
Holders Change
+37
Holders Change %
+11.75%
% of All Funds
5.16%
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
79
Reduced
107
Closed
22
Calls
$1.07M
Puts
$1.27M
Net Calls
-$204K
Net Calls Change
-$3.78M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$150M
2
SCM
2
Sage Capital Management
New Jersey
$7.1M
3
KAS
3
Kestra Advisory Services
Texas
$4.76M
4
TA
4
Tactive Advisors
Florida
$2.39M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$2.42M

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$0
2
MD
2
Money Design
Japan
$9.52M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$12.3M
4
LPL Financial
4
LPL Financial
California
$35.9M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$8.82M
Name Market Value Shares Shares
Change 		Shares
Change %
Fifth Third Bancorp
251
Fifth Third Bancorp
Ohio
$129K 2,125 -204 -9%
WIM
252
Westside Investment Management
California
$129K 2,119 +2 +0.1%
FHA
253
First Horizon Advisors
Tennessee
$129K 2,113 – –
TCOV
254
Trust Company of Vermont
Vermont
$122K 2,000 – –
CIAS
255
Capital Investment Advisory Services
North Carolina
$119K 1,954 +1,201 +159%
NP
256
NorthRock Partners
Minnesota
$117K 1,921 +1,921 New
AF
257
Advisornet Financial
Minnesota
$110K 1,800 +1,797 +59,900%
IWA
258
Icon Wealth Advisors
Texas
$104K 1,703 +1,703 New
PCFFS
259
Pacific Center for Financial Services
California
$93.6K 1,538 +1 +0.1%
Citigroup
260
Citigroup
New York
$89.2K 1,465 +1,465 New
AAP
261
Arax Advisory Partners
Colorado
$87.7K 1,441 – –
NFA
262
Northwest Financial Advisors
Virginia
$87.4K 1,436 +1,436 New
CAM
263
Creekmur Asset Management
Illinois
$78.3K 1,286 +1,286 New
JFGIW
264
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$77.6K 1,275 -1,050 -45%
FWM
265
Focused Wealth Management
New York
$73.1K 1,201 – –
CCM
266
Chilton Capital Management
Texas
$70.9K 1,165 – –
TAM
267
Townsend Asset Management
North Carolina
$67.4K 1,108 -83 -7%
TWM
268
Tradition Wealth Management
Minnesota
$67K 1,106 +2 +0.2%
MFA
269
McClarren Financial Advisors
Pennsylvania
$67K 1,100 +3 +0.3%
WT
270
Washington Trust
Rhode Island
$66.9K 1,100 – –
WT
271
Whittier Trust
California
$66.8K 1,097 -1,000 -48%
SWA
272
SOA Wealth Advisors
New York
$61.8K 1,015 +2 +0.2%
CTWM
273
Cherry Tree Wealth Management
Minnesota
$61K 1,002 – –
S
274
Sachetta
Massachusetts
$60.9K 1,000 +1,000 New
WTA
275
Washington Trust Advisors
Massachusetts
$59.6K 980 -100 -9%
9 10
11
12 13