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Invesco Water Resources ETF

205 hedge funds and large institutions have $281M invested in Invesco Water Resources ETF in 2020 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 48 increasing their positions, 53 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.62% more ownership

Funds ownership: 30.48%31.1% (+0.62%)

9% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 53

4% less funds holding

Funds holding: 213205 (-8)

13% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 31

18% less capital invested

Capital invested by funds: $341M → $281M (-$59.7M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
205
Holders Change
-8
Holders Change %
-3.76%
% of All Funds
4.52%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
27
Increased
48
Reduced
53
Closed
31
Calls
$251K
Puts
Net Calls
+$251K
Net Calls Change
+$278K
Name Holding Trade Value Shares
Change
Change in
Stake
H
26
HoyleCohen
California
$1.73M -$42.7K -1,150 -2%
CCA
27
Conservest Capital Advisors
Pennsylvania
$1.6M +$1.85K +50 +0.1%
Creative Planning
28
Creative Planning
Kansas
$1.53M -$56.2K -1,514 -3%
HW
29
Hamilton Wealth
California
$1.52M +$248K +6,689 +16%
QCM
30
Quest Capital Management
Texas
$1.4M
MML Investors Services
31
MML Investors Services
Massachusetts
$1.39M +$415K +11,178 +34%
Mariner
32
Mariner
Kansas
$1.37M +$193K +5,202 +14%
CCM
33
Covington Capital Management
California
$1.22M
Ameriprise
34
Ameriprise
Minnesota
$1.15M -$749K -20,183 -36%
SC
35
Scotia Capital
Ontario, Canada
$1.14M +$86.5K +2,332 +7%
CPIG
36
Chicago Partners Investment Group
Illinois
$1.08M +$1.33K +36 +0.1%
CFMC
37
Curbstone Financial Management Corp
New Hampshire
$977K -$35.2K -950 -3%
BCM
38
BTR Capital Management
California
$956K -$27.1K -730 -2%
HH
39
Hilltop Holdings
Texas
$940K
VAM
40
Verity Asset Management
North Carolina
$923K -$157K -4,239 -13%
PCM
41
Parsons Capital Management
Rhode Island
$914K -$32.1K -866 -3%
BAM
42
Belpointe Asset Management
Nevada
$890K +$1.05M +28,407 New
CWM
43
Concentric Wealth Management
California
$885K -$85.3K -2,300 -8%
Truist Financial
44
Truist Financial
North Carolina
$880K +$833K +22,448 +398%
JMPWA
45
JP Morgan Private Wealth Advisors
California
$825K -$76.6K -2,064 -7%
WIA
46
Wealthstreet Investment Advisors
Texas
$815K +$199K +5,375 +26%
Kovitz Investment Group Partners
47
Kovitz Investment Group Partners
Illinois
$779K -$41.7K -1,125 -4%
GEA
48
Glen Eagle Advisors
New Jersey
$776K -$142K -3,819 -13%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$753K -$57.9K -1,561 -6%
EWA
50
EP Wealth Advisors
California
$744K -$2.45K -66 -0.3%