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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
PS
301
Principal Securities
Iowa
$25.2K +$22.8K +414 New
MSWM
302
McGlone Suttner Wealth Management
Wisconsin
$25K +$22.6K +411 New
FBC
303
Fairfield, Bush & Co
Connecticut
$24.3K +$22K +400 New
GI
304
GAMMA Investing
California
$24.1K +$22.4K +407 New
HWM
305
Horizons Wealth Management
North Carolina
$23.4K
PSB
306
Piscataqua Savings Bank
New Hampshire
$21.3K
CFD
307
Creative Financial Designs
Indiana
$21.1K
S
308
Syntrinsic
Colorado
$19.8K
MRCM
309
M&R Capital Management
New Jersey
$18.3K
FFA
310
Frazier Financial Advisors
Ohio
$17K +$15.4K +280 New
DFA
311
DHJJ Financial Advisors
Illinois
$16.8K
LWCFA
312
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$16.6K
NECFA
313
New England Capital Financial Advisors
Connecticut
$16.5K +$55 +1 +0.4%
AWM
314
Abound Wealth Management
Tennessee
$16K
CA
315
Clearstead Advisors
Ohio
$15.6K -$14.2K -257 -50%
AF
316
Allworth Financial
California
$15.3K
IGWM
317
ICA Group Wealth Management
Colorado
$15.3K +$13.8K +251 New
TSW
318
Thompson Siegel & Walmsley
Virginia
$15K
FCA
319
FinTrust Capital Advisors
South Carolina
$14.6K
CJ
320
Caitlin John
Michigan
$14.2K +$12.9K +234 New
CWC
321
Carolinas Wealth Consulting
North Carolina
$13.8K
EL
322
EMFO LLC
Florida
$13.1K +$11.8K +215 New
CPA
323
Cardiff Park Advisors
California
$12.2K
PP
324
Pacifica Partners
Canada
$11.6K
HGA
325
Hobbs Group Advisors
South Carolina
$10.8K +$9.8K +178 New