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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
PHS
326
Pekin Hardy Strauss
Illinois
-$218K -3,590 Closed
LWM
327
Liberty Wealth Management
California
-$216 -3,566 Closed
HPCM
328
Hunter Perkins Capital Management
Illinois
-$216K -3,550 Closed
PWP
329
Principle Wealth Partners
Connecticut
-$215K -3,532 Closed
BMC
330
Beaton Management Company
Massachusetts
-$215K -3,530 Closed
SIC
331
Samalin Investment Counsel
New York
-$214K -3,512 Closed
KFC
332
Klingenstein Fields & Co
New York
-$213K -3,500 Closed
PWMG
333
Pinnacle Wealth Management Group
Michigan
-$213K -3,500 Closed
GW
334
GW & Wade
Massachusetts
-$208K -3,424 Closed
SIM
335
Sterling Investment Management
Arizona
-$207K -3,406 Closed
SCA
336
Strategic Capital Advisers
Colorado
-$207K -3,403 Closed
Northern Trust
337
Northern Trust
Illinois
-$207K -3,398 Closed
PP
338
Patten & Patten
Tennessee
-$206K -3,390 Closed
AWA
339
Acorn Wealth Advisors
Michigan
-$205K -3,366 Closed
PFO
340
Pathstone Family Office
New Jersey
-$202K -3,327 Closed
EWM
341
Edge Wealth Management
New York
-$122K -2,000 Closed
Bank Julius Baer & Co
342
Bank Julius Baer & Co
Switzerland
-$71K -1,175 Closed
CCM
343
Chilton Capital Management
Texas
-$71K -1,165 Closed
KCM
344
KRS Capital Management
Michigan
-$66K -1,100 Closed
AWA
345
Amplius Wealth Advisors
Pennsylvania
-$55K -918 Closed
CA
346
Cornerstone Advisory
Maryland
-$49K -813 Closed
CFB
347
Cullen/Frost Bankers
Texas
-$40K -650 Closed
AIM
348
AHL Investment Management
Florida
-$16K -255 Closed
SPA
349
Shore Point Advisors
New Jersey
-$15K -241 Closed
ARIS
350
Advanced Research Investment Solutions
California
-$10K -175 Closed