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Invesco Water Resources ETF
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Overview Fund Activity

315 hedge funds and large institutions have $665M invested in Invesco Water Resources ETF in 2023 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 85 increasing their positions, 92 reducing their positions, and 25 closing their positions.

Holders
315
Holders Change
-2
Holders Change %
-0.63%
% of All Funds
4.97%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
27
Increased
85
Reduced
92
Closed
25
Calls
$6.19M
Puts
$1.17M
Net Calls
+$5.02M
Net Calls Change
-$996K

Top Buyers

1
ACM
1
Avalon Capital Management
California
$4.9M
2
HW
2
Hamilton Wealth
California
$6.03M
3
LPL Financial
3
LPL Financial
California
$35.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$66.3M
5
Millennium Management
5
Millennium Management
New York
$2.17M

Top Sellers

1
SIM
1
Seaview Investment Managers
Florida
$0
2
MD
2
Money Design
Japan
$15.4M
3
Bank of America
3
Bank of America
North Carolina
$97.5M
4
BAM
4
Belpointe Asset Management
Nevada
$0
5
BPA
5
Beacon Pointe Advisors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CCA
26
Conservest Capital Advisors
Pennsylvania
$4.22M 74,914 -638 -0.8%
JPMPWA
27
J.P. Morgan Private Wealth Advisors
California
$4M 70,851 +3,109 +5%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$3.89M 69,010 +5,960 +9%
TF
29
Theory Financial
Colorado
$3.84M 68,098 -626 -0.9%
PAG
30
Private Advisor Group
New Jersey
$3.81M 67,571 -13,818 -17%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$3.81M 67,538 -7,836 -10%
BFIC
32
Bedell Frazier Investment Counselling
California
$3.77M 66,798 -2,129 -3%
LW
33
Linscomb Wealth
Texas
$3.63M 64,373 +5 +0%
RMAM
34
Raab & Moskowitz Asset Management
New Jersey
$3.43M 60,804 -1,070 -2%
Cerity Partners
35
Cerity Partners
New York
$3.26M 57,757 -1,525 -3%
Creative Planning
36
Creative Planning
Kansas
$3.22M 57,027 -256 -0.4%
EFH
37
Eaton Financial Holdings
Florida
$3.13M 55,561 +2,779 +5%
TAM
38
Tocqueville Asset Management
New York
$3.01M 53,349 -1,420 -3%
H
39
HoyleCohen
California
$2.88M 51,132 -499 -1%
Truist Financial
40
Truist Financial
North Carolina
$2.81M 49,752 +582 +1%
SC
41
Scotia Capital
Ontario, Canada
$2.74M 48,563 -4,081 -8%
Mercer Global Advisors
42
Mercer Global Advisors
Colorado
$2.73M 48,329 -819 -2%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$2.4M 42,630 -258 -0.6%
RA
44
Rockingstone Advisors
Massachusetts
$2.4M 42,530 +20 +0%
Mariner
45
Mariner
Kansas
$2.3M 40,823 -1,915 -4%
AWS
46
Atria Wealth Solutions
New York
$2.23M 39,554 +1,971 +5%
Millennium Management
47
Millennium Management
New York
$2.17M 38,441 +21,269 +124%
SPIA
48
Steward Partners Investment Advisory
New York
$2M 35,515 -108 -0.3%
NA
49
NewEdge Advisors
Louisiana
$1.98M 35,049 -1,461 -4%
PCM
50
Parsons Capital Management
Rhode Island
$1.92M 33,966 – –
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