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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
TSWM
351
Tyler-Stone Wealth Management
Ohio
$1.73K
FGAM
352
Financial Gravity Asset Management
Texas
$1.21K +$994 +16 +800%
CAM
353
Creekmur Asset Management
Illinois
$1.21K -$78.8K -1,268 -99%
GRP
354
Global Retirement Partners
California
$599
PCA
355
Providence Capital Advisors
North Carolina
$533
LWA
356
Lowe Wealth Advisors
Maryland
$466
FG
357
Fairman Group
Pennsylvania
$341 -$249 -4 -44%
AssetMark Inc
358
AssetMark Inc
California
$67 -$1.99K -32 -97%
HNB
359
Huntington National Bank
Ohio
$67
LC
360
Lindbrook Capital
California
$67
GBWM
361
Granite Bay Wealth Management
New Hampshire
-$3.95M -71,731 Closed
TF
362
Theory Financial
Colorado
-$4.1M -67,418 Closed
RCS
363
Retirement Capital Strategies
California
-$677K -11,123 Closed
Two Sigma Investments
364
Two Sigma Investments
New York
-$414K -6,800 Closed
GS
365
GTS Securities
New York
-$372K -6,107 Closed
PP
366
Prudential plc
United Kingdom
-$318K -5,220 Closed
DC
367
Davenport & Co
Virginia
-$300K -4,937 Closed
SFC
368
Swisher Financial Concepts
Ohio
-$238K -4,059 Closed
AWM
369
AE Wealth Management
Kansas
-$206K -3,467 Closed
FCI
370
Financial Counselors Inc
Kansas
-$200K -3,288 Closed
Citigroup
371
Citigroup
New York
-$89.2K -1,465 Closed
NFA
372
Northwest Financial Advisors
Virginia
-$87.4K -1,436 Closed
FWM
373
Focused Wealth Management
New York
-$73.1K -1,201 Closed
TWM
374
Tradition Wealth Management
Minnesota
-$67K -1,106 Closed
BWM
375
BKM Wealth Management
Wisconsin
-$39.3K -645 Closed