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Invesco Water Resources ETF
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Overview Fund Activity

352 hedge funds and large institutions have $794M invested in Invesco Water Resources ETF in 2023 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 79 increasing their positions, 107 reducing their positions, and 22 closing their positions.

Holders
352
Holders Change
+37
Holders Change %
+11.75%
% of All Funds
5.16%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
62
Increased
79
Reduced
107
Closed
22
Calls
$1.07M
Puts
$1.27M
Net Calls
-$204K
Net Calls Change
-$3.78M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$150M
2
SCM
2
Sage Capital Management
New Jersey
$7.1M
3
KAS
3
Kestra Advisory Services
Texas
$4.76M
4
TA
4
Tactive Advisors
Florida
$2.39M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$2.42M

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$0
2
MD
2
Money Design
Japan
$9.52M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$12.3M
4
LPL Financial
4
LPL Financial
California
$35.9M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$8.82M
Name Market Value Shares Shares
Change 		Shares
Change %
CCA
26
Conservest Capital Advisors
Pennsylvania
$4.48M 73,658 -1,834 -2%
BFIC
27
Bedell Frazier Investment Counselling
California
$4.16M 68,309 +360 +0.5%
TF
28
Theory Financial
Colorado
$4.1M 67,418 +1,366 +2%
EFH
29
Eaton Financial Holdings
Florida
$4.09M 67,156 +1,428 +2%
GBWM
30
Granite Bay Wealth Management
New Hampshire
$3.95M 71,731 +64 +0.1%
LW
31
Linscomb Wealth
Texas
$3.8M 62,376 -1,999 -3%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$3.69M 60,651 +1,028 +2%
RMAM
33
Raab & Moskowitz Asset Management
New Jersey
$3.69M 60,585 -361 -0.6%
ACM
34
Avalon Capital Management
California
$3.62M 59,414 -23,823 -29%
Creative Planning
35
Creative Planning
Kansas
$3.49M 57,294 +718 +1%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$3.49M 57,272 -454 -0.8%
Cerity Partners
37
Cerity Partners
New York
$3.48M 57,126 +12,336 +28%
BPA
38
Beacon Pointe Advisors
California
$3.14M 51,639 +14,053 +37%
Truist Financial
39
Truist Financial
North Carolina
$3.13M 51,422 +2,376 +5%
H
40
HoyleCohen
California
$3.11M 51,145 +63 +0.1%
SC
41
Scotia Capital
Ontario, Canada
$3.01M 49,417 -448 -0.9%
TAM
42
Tocqueville Asset Management
New York
$2.94M 48,255 -3,719 -7%
Mercer Global Advisors
43
Mercer Global Advisors
Colorado
$2.93M 48,193 -1,481 -3%
RA
44
Rockingstone Advisors
Massachusetts
$2.81M 46,190 +3,355 +8%
Mariner
45
Mariner
Kansas
$2.53M 41,627 +984 +2%
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$2.47M 40,629 -190 -0.5%
AWS
47
Atria Wealth Solutions
New York
$2.46M 40,377 +1,515 +4%
JPMorgan Chase & Co
48
JPMorgan Chase & Co
New York
$2.42M 39,782 +32,909 +479%
TA
49
Tactive Advisors
Florida
$2.39M 39,265 +39,265 New
BWL
50
Bogart Wealth LLC
Virginia
$2.25M 36,908 +3,177 +9%
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