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Invesco Water Resources ETF

235 hedge funds and large institutions have $425M invested in Invesco Water Resources ETF in 2020 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 61 increasing their positions, 41 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

223% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 13

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

49% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 41

20% more capital invested

Capital invested by funds: $353M → $425M (+$71.5M)

14% more funds holding

Funds holding: 206235 (+29)

0.17% more ownership

Funds ownership: 32.14%32.31% (+0.17%)

Holders
235
Holders Change
+29
Holders Change %
+14.08%
% of All Funds
4.16%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
42
Increased
61
Reduced
41
Closed
13
Calls
$711K
Puts
Net Calls
+$711K
Net Calls Change
+$152K
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$2.29M +$479K +10,949 +28%
HW
27
Hamilton Wealth
California
$2.29M -$65.8K -1,505 -3%
AWM
28
AE Wealth Management
Kansas
$2.21M +$566K +12,945 +37%
JMPWA
29
JP Morgan Private Wealth Advisors
California
$2.15M +$501K +11,461 +33%
QCM
30
Quest Capital Management
Texas
$2.11M +$17.9K +408 +0.9%
Mariner
31
Mariner
Kansas
$2.11M
Ameriprise
32
Ameriprise
Minnesota
$2.06M +$568K +12,971 +41%
SS
33
Simplicity Solutions
Minnesota
$1.97M +$518K +11,846 +39%
RJA
34
Raymond James & Associates
Florida
$1.97M +$224K +5,113 +14%
SC
35
Scotia Capital
Ontario, Canada
$1.94M +$17K +388 +0.9%
CCM
36
Covington Capital Management
California
$1.8M
BFS
37
Bard Financial Services
Connecticut
$1.56M +$1.47M +33,500 New
CPIG
38
Chicago Partners Investment Group
Illinois
$1.55M +$88 +2 +0%
HighTower Advisors
39
HighTower Advisors
Illinois
$1.45M +$24.3K +556 +2%
Stifel Financial
40
Stifel Financial
Missouri
$1.4M +$276K +6,297 +26%
HH
41
Hilltop Holdings
Texas
$1.39M
BAM
42
Belpointe Asset Management
Nevada
$1.38M +$81.6K +1,865 +7%
CFMC
43
Curbstone Financial Management Corp
New Hampshire
$1.36M -$85.3K -1,950 -6%
PCM
44
Parsons Capital Management
Rhode Island
$1.34M -$6.56K -150 -0.5%
BCM
45
BTR Capital Management
California
$1.29M -$56.9K -1,300 -4%
VAM
46
Verity Asset Management
North Carolina
$1.27M +$2.58K +59 +0.2%
WIA
47
Wealthstreet Investment Advisors
Texas
$1.17M +$5.91K +135 +0.5%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$1.16M -$654K -14,946 -37%
VNA
49
Valley National Advisers
Pennsylvania
$1.11M +$460K +10,524 +79%
CWM
50
Concentric Wealth Management
California
$1.08M -$54.7K -1,250 -5%