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Invesco Water Resources ETF

359 hedge funds and large institutions have $798M invested in Invesco Water Resources ETF in 2024 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 92 increasing their positions, 104 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more call options, than puts

Call options by funds: $985K | Put options by funds: $453K

59% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 22

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

2% more funds holding

Funds holding: 353359 (+6)

0% more capital invested

Capital invested by funds: $795M → $798M (+$3.57M)

3.09% less ownership

Funds ownership: 40.68%37.59% (-3.1%)

12% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 104

Holders
359
Holders Change
+6
Holders Change %
+1.7%
% of All Funds
5.17%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
35
Increased
92
Reduced
104
Closed
22
Calls
$985K
Puts
$453K
Net Calls
+$532K
Net Calls Change
+$736K
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
326
Farther Finance Advisors
California
$13K +$3.54K +57 +41%
CA
327
Continuum Advisory
Idaho
$13K +$11.9K +191 New
FIM
328
Fernwood Investment Management
Massachusetts
$9.99K +$9.32K +150 New
PTC
329
Private Trust Company
Ohio
$9.65K +$2.92K +47 +48%
GWSA
330
Global Wealth Strategies & Associates
Colorado
$9.52K
AAG
331
Armstrong Advisory Group
Massachusetts
$8.34K
HDIM
332
Hanson & Doremus Investment Management
Vermont
$8K +$7.46K +120 New
CSC
333
Caldwell Sutter Capital
California
$7.66K
CTA
334
Colonial Trust Advisors
South Carolina
$7.66K
SA
335
Scarborough Advisors
Maryland
$6.73K
WPWM
336
Western Pacific Wealth Management
Illinois
$6.66K
KFS
337
Kelly Financial Services
Massachusetts
$6.12K
FMII
338
Farmers & Merchants Investments Inc
Nebraska
$5.72K
GFPC
339
Global Financial Private Client
Florida
$5.47K
EBA
340
Eagle Bay Advisors
New York
$5.44K
ACM
341
Anfield Capital Management
California
$5.39K +$5.03K +81 New
BWP
342
Baldwin Wealth Partners
Massachusetts
$4.66K
HBW
343
Hazlett, Burt & Watson
West Virginia
$4K
CPA
344
Clear Point Advisors
New York
$3.7K
CA
345
CoreCap Advisors
Michigan
$3.46K +$3.23K +52 New
CMA
346
Cedar Mountain Advisors
Oregon
$3.33K +$3.11K +50 New
AFG
347
Albion Financial Group
Utah
$2.73K
SMA
348
Sage Mountain Advisors
Georgia
$2.53K +$2.36K +38 New
SC
349
SouthState Corp
Florida
$2.33K
POIA
350
Pin Oak Investment Advisors
Texas
$2K