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Invesco Water Resources ETF

300 hedge funds and large institutions have $602M invested in Invesco Water Resources ETF in 2022 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 85 increasing their positions, 72 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 72

0.62% less ownership

Funds ownership: 33.77%33.16% (-0.62%)

13% less funds holding

Funds holding: 343300 (-43)

16% less capital invested

Capital invested by funds: $718M → $602M (-$115M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

63% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 57

Holders
300
Holders Change
-43
Holders Change %
-12.54%
% of All Funds
4.73%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
21
Increased
85
Reduced
72
Closed
57
Calls
$530K
Puts
Net Calls
+$530K
Net Calls Change
-$229K
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$3.37M -$556K -10,490 -14%
Creative Planning
27
Creative Planning
Kansas
$3.33M -$61.8K -1,166 -2%
TAM
28
Tocqueville Asset Management
New York
$3.2M +$29.4K +554 +0.9%
RMAM
29
Raab & Moskowitz Asset Management
New Jersey
$3.14M -$55.6K -1,050 -2%
SC
30
Scotia Capital
Ontario, Canada
$3.09M +$151K +2,854 +5%
RJA
31
Raymond James & Associates
Florida
$3.05M -$1.98M -37,287 -39%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$2.96M +$12.9K +244 +0.4%
HW
33
Hamilton Wealth
California
$2.84M +$154K +2,904 +6%
H
34
HoyleCohen
California
$2.76M
CCA
35
Conservest Capital Advisors
Pennsylvania
$2.72M +$1.38K +26 +0.1%
Ameriprise
36
Ameriprise
Minnesota
$2.71M -$5.72K -108 -0.2%
Mercer Global Advisors
37
Mercer Global Advisors
Colorado
$2.58M +$2.41M +45,415 +1,375%
BCM
38
Beck Capital Management
Texas
$2.44M -$2.22M -41,920 -48%
Citadel Advisors
39
Citadel Advisors
Florida
$2.28M +$2.28M +42,943 New
Mariner
40
Mariner
Kansas
$2.27M +$21K +397 +0.9%
Stifel Financial
41
Stifel Financial
Missouri
$2.16M +$259K +4,891 +14%
KAS
42
Kestra Advisory Services
Texas
$2.08M -$13.3K -251 -0.6%
CCM
43
Covington Capital Management
California
$2.06M
SPIA
44
Steward Partners Investment Advisory
New York
$2.05M +$45.7K +862 +2%
AWS
45
Atria Wealth Solutions
New York
$1.94M +$1.94M +36,620 New
Truist Financial
46
Truist Financial
North Carolina
$1.93M +$1.54M +29,061 +394%
BFS
47
Bard Financial Services
Connecticut
$1.78M
HighTower Advisors
48
HighTower Advisors
Illinois
$1.72M +$36.3K +685 +2%
BAM
49
Belpointe Asset Management
Nevada
$1.63M -$107K -2,017 -6%
MMA
50
Miracle Mile Advisors
California
$1.6M +$83.7K +1,579 +6%