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Invesco Water Resources ETF

213 hedge funds and large institutions have $341M invested in Invesco Water Resources ETF in 2019 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 56 increasing their positions, 40 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 14

40% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 40

13% more capital invested

Capital invested by funds: $301M → $341M (+$40.3M)

12% more funds holding

Funds holding: 190213 (+23)

0.92% more ownership

Funds ownership: 29.56%30.48% (+0.92%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

10% less call options, than puts

Call options by funds: $243K | Put options by funds: $270K

Holders
213
Holders Change
+23
Holders Change %
+12.11%
% of All Funds
4.2%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
39
Increased
56
Reduced
40
Closed
14
Calls
$243K
Puts
$270K
Net Calls
-$27K
Net Calls Change
-$27K
Name Holding Trade Value Shares
Change
Change in
Stake
H
26
HoyleCohen
California
$2.17M
CCA
27
Conservest Capital Advisors
Pennsylvania
$1.97M +$1.63K +44 +0.1%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$1.94M +$50.4K +1,359 +3%
Creative Planning
29
Creative Planning
Kansas
$1.94M +$13.8K +373 +0.7%
QCM
30
Quest Capital Management
Texas
$1.73M
HW
31
Hamilton Wealth
California
$1.62M -$535K -14,427 -26%
Lazard Asset Management
32
Lazard Asset Management
New York
$1.62M
CCM
33
Covington Capital Management
California
$1.5M
Mariner
34
Mariner
Kansas
$1.49M -$36.3K -980 -2%
SC
35
Scotia Capital
Ontario, Canada
$1.31M +$218K +5,882 +21%
VAM
36
Verity Asset Management
North Carolina
$1.3M -$408 -11 -0%
MML Investors Services
37
MML Investors Services
Massachusetts
$1.28M +$96.8K +2,611 +9%
CPIG
38
Chicago Partners Investment Group
Illinois
$1.25M +$1.33K +36 +0.1%
CFMC
39
Curbstone Financial Management Corp
New Hampshire
$1.24M -$7.42K -200 -0.6%
BCM
40
BTR Capital Management
California
$1.21M
CWM
41
Concentric Wealth Management
California
$1.18M +$1.13M +30,550 New
PCM
42
Parsons Capital Management
Rhode Island
$1.16M -$2.48K -67 -0.2%
HH
43
Hilltop Holdings
Texas
$1.16M
GEA
44
Glen Eagle Advisors
New Jersey
$1.1M +$76K +2,050 +8%
JMPWA
45
JP Morgan Private Wealth Advisors
California
$1.1M +$18.7K +503 +2%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$1.06M -$436K -11,746 -30%
Kovitz Investment Group Partners
47
Kovitz Investment Group Partners
Illinois
$1M
Goldman Sachs
48
Goldman Sachs
New York
$994K -$4.23K -114 -0.4%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$989K -$11.7K -316 -1%
EWA
50
EP Wealth Advisors
California
$921K +$884K +23,829 New