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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
WTA
276
Washington Trust Advisors
Massachusetts
$59.6K -$5.51K -100 -9%
AT
277
Avalon Trust
New Mexico
$55.4K +$50.1K +910 New
BAM
278
Byrne Asset Management
New Jersey
$55.2K
TPCW
279
TD Private Client Wealth
New York
$51.1K +$16.9K +307 +58%
JFA
280
JNBA Financial Advisors
Minnesota
$48.8K +$55 +1 +0.1%
DF
281
DecisionPoint Financial
Arizona
$48.7K
M
282
MOTCO
Texas
$48.7K
PO
283
Private Ocean
California
$46.6K
LB
284
Legacy Bridge
Iowa
$43.2K
FCG
285
Financial Connections Group
California
$42K
CAS
286
Coppell Advisory Solutions
Texas
$41.8K +$37.8K +687 New
RIL
287
Rothschild Investment LLC
Illinois
$39.6K +$35.8K +650 New
BWM
288
BKM Wealth Management
Wisconsin
$39.3K +$35.5K +645 New
MCM
289
Manchester Capital Management
Vermont
$38.4K
GWM
290
Geneos Wealth Management
Colorado
$38.3K
KFP
291
Keener Financial Planning
Texas
$37K +$33K +600 New
PS
292
Planned Solutions
California
$35.5K +$32.1K +583 New
BTI
293
Blue Trust Inc
Georgia
$35K +$9.14K +166 +33%
BFO
294
Biltmore Family Office
North Carolina
$33.5K
SIC
295
Salem Investment Counselors
North Carolina
$33.5K
VNA
296
Valley National Advisers
Pennsylvania
$32K -$639K -11,608 -96%
OA
297
Operose Advisors
Wisconsin
$30.8K +$55 +1 +0.2%
OSAM
298
O'Shaughnessy Asset Management
Connecticut
$30.4K
PA
299
Parallel Advisors
California
$28.9K -$6.94K -126 -21%
IWP
300
IAG Wealth Partners
Wisconsin
$25.9K