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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
DWMG
326
DB Wealth Management Group
California
$9.98K
MM
327
Main Management
California
$9K +$8.54K +155 New
GWSA
328
Global Wealth Strategies & Associates
Colorado
$8.7K
FFA
329
Farther Finance Advisors
California
$8.52K
AAG
330
Armstrong Advisory Group
Massachusetts
$8.34K
CTA
331
Colonial Trust Advisors
South Carolina
$7K
CSC
332
Caldwell Sutter Capital
California
$7K +$1.38K +25 +28%
SA
333
Scarborough Advisors
Maryland
$6.15K +$5.56K +101 New
WPWM
334
Western Pacific Wealth Management
Illinois
$6.09K
PTC
335
Private Trust Company
Ohio
$5.96K
KFS
336
Kelly Financial Services
Massachusetts
$5.6K
FMII
337
Farmers & Merchants Investments Inc
Nebraska
$5.23K
GFPC
338
Global Financial Private Client
Florida
$5.05K
EBA
339
Eagle Bay Advisors
New York
$4.97K
BWP
340
Baldwin Wealth Partners
Massachusetts
$4.26K
CPA
341
Clear Point Advisors
New York
$3.38K +$3.08K +56 New
HBW
342
Hazlett, Burt & Watson
West Virginia
$3K -$551 -10 -15%
AFG
343
Albion Financial Group
Utah
$2.5K
SC
344
SouthState Corp
Florida
$2.13K
AssetMark Inc
345
AssetMark Inc
California
$2.01K +$1.82K +33 New
POIA
346
Pin Oak Investment Advisors
Texas
$2K
TSWM
347
Tyler-Stone Wealth Management
Ohio
$1.58K
GWS
348
Glassman Wealth Services
Virginia
$791 +$716 +13 New
FG
349
Fairman Group
Pennsylvania
$555 +$496 +9 New
GRP
350
Global Retirement Partners
California
$530