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Invesco Water Resources ETF
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Overview Fund Activity

315 hedge funds and large institutions have $644M invested in Invesco Water Resources ETF in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 93 increasing their positions, 81 reducing their positions, and 20 closing their positions.

Holders
315
Holders Change
–
Holders Change %
0%
% of All Funds
5.02%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
27
Increased
93
Reduced
81
Closed
20
Calls
$4.95M
Puts
$1.37M
Net Calls
+$3.58M
Net Calls Change
-$1.44M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$10.9M
2
CS
2
Credit Suisse
Switzerland
$5.52M
3
GBWM
3
Granite Bay Wealth Management
New Hampshire
$4.02M
4
Morgan Stanley
4
Morgan Stanley
New York
$64.7M
5
BPA
5
Beacon Pointe Advisors
California
$2M

Top Sellers

1
MD
1
Money Design
Japan
$11.7M
2
Millennium Management
2
Millennium Management
New York
$0
3
BFS
3
Bard Financial Services
Connecticut
$0
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$2M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$9.52M
Name Market Value Shares Shares
Change 		Shares
Change %
ACM
26
Avalon Capital Management
California
$4.43M 83,237 -3,717 -4%
GBWM
27
Granite Bay Wealth Management
New Hampshire
$4.02M 71,667 +71,667 New
CCA
28
Conservest Capital Advisors
Pennsylvania
$4.01M 75,492 +578 +0.8%
BFIC
29
Bedell Frazier Investment Counselling
California
$3.61M 67,949 +1,151 +2%
TF
30
Theory Financial
Colorado
$3.51M 66,052 -2,046 -3%
EFH
31
Eaton Financial Holdings
Florida
$3.5M 65,728 +10,167 +18%
PAG
32
Private Advisor Group
New Jersey
$3.49M 65,717 -1,854 -3%
LW
33
Linscomb Wealth
Texas
$3.42M 64,375 +2 +0%
RMAM
34
Raab & Moskowitz Asset Management
New Jersey
$3.24M 60,946 +142 +0.2%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$3.17M 59,623 -9,387 -14%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$3.07M 57,726 -9,812 -15%
Creative Planning
37
Creative Planning
Kansas
$3.01M 56,576 -451 -0.8%
TAM
38
Tocqueville Asset Management
New York
$2.76M 51,974 -1,375 -3%
H
39
HoyleCohen
California
$2.72M 51,082 -50 -0.1%
SC
40
Scotia Capital
Ontario, Canada
$2.65M 49,865 +1,302 +3%
Mercer Global Advisors
41
Mercer Global Advisors
Colorado
$2.64M 49,674 +1,345 +3%
Truist Financial
42
Truist Financial
North Carolina
$2.61M 49,046 -706 -1%
Cerity Partners
43
Cerity Partners
New York
$2.38M 44,790 -12,967 -22%
RA
44
Rockingstone Advisors
Massachusetts
$2.28M 42,835 +305 +0.7%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$2.17M 40,819 -1,811 -4%
Mariner
46
Mariner
Kansas
$2.16M 40,643 -180 -0.4%
AWS
47
Atria Wealth Solutions
New York
$2.07M 38,862 -692 -2%
JPMPWA
48
J.P. Morgan Private Wealth Advisors
California
$2M 37,605 -33,246 -47%
BPA
49
Beacon Pointe Advisors
California
$2M 37,586 +37,586 New
PCM
50
Parsons Capital Management
Rhode Island
$1.81M 33,966 – –
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