We are live on ! Find out more
PHO icon

Invesco Water Resources ETF

353 hedge funds and large institutions have $795M invested in Invesco Water Resources ETF in 2023 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 80 increasing their positions, 107 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 22

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

23% more capital invested

Capital invested by funds: $644M → $795M (+$150M)

12% more funds holding

Funds holding: 316353 (+37)

4.54% more ownership

Funds ownership: 36.14%40.68% (+4.5%)

16% less call options, than puts

Call options by funds: $1.07M | Put options by funds: $1.27M

25% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 107

Holders
353
Holders Change
+37
Holders Change %
+11.71%
% of All Funds
5.15%
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
80
Reduced
107
Closed
22
Calls
$1.07M
Puts
$1.27M
Net Calls
-$204K
Net Calls Change
-$3.78M
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
26
Conservest Capital Advisors
Pennsylvania
$4.48M -$101K -1,834 -2%
BFIC
27
Bedell Frazier Investment Counselling
California
$4.16M +$19.8K +360 +0.5%
TF
28
Theory Financial
Colorado
$4.1M +$75.2K +1,366 +2%
EFH
29
Eaton Financial Holdings
Florida
$4.09M +$78.7K +1,428 +2%
GBWM
30
Granite Bay Wealth Management
New Hampshire
$3.95M +$3.52K +64 +0.1%
LW
31
Linscomb Wealth
Texas
$3.8M -$110K -1,999 -3%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$3.69M +$56.6K +1,028 +2%
RMAM
33
Raab & Moskowitz Asset Management
New Jersey
$3.69M -$19.9K -361 -0.6%
ACM
34
Avalon Capital Management
California
$3.62M -$1.31M -23,823 -29%
Creative Planning
35
Creative Planning
Kansas
$3.49M +$39.5K +718 +1%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$3.49M -$25K -454 -0.8%
Cerity Partners
37
Cerity Partners
New York
$3.48M +$679K +12,336 +28%
BPA
38
Beacon Pointe Advisors
California
$3.14M +$774K +14,053 +37%
Truist Financial
39
Truist Financial
North Carolina
$3.13M +$131K +2,376 +5%
H
40
HoyleCohen
California
$3.11M +$3.47K +63 +0.1%
SC
41
Scotia Capital
Ontario, Canada
$3.01M -$24.7K -448 -0.9%
TAM
42
Tocqueville Asset Management
New York
$2.94M -$205K -3,719 -7%
Mercer Global Advisors
43
Mercer Global Advisors
Colorado
$2.93M -$81.6K -1,481 -3%
RA
44
Rockingstone Advisors
Massachusetts
$2.81M +$185K +3,355 +8%
Mariner
45
Mariner
Kansas
$2.53M +$54.2K +984 +2%
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$2.47M -$10.5K -190 -0.5%
AWS
47
Atria Wealth Solutions
New York
$2.46M +$83.4K +1,515 +4%
JP Morgan Chase
48
JP Morgan Chase
New York
$2.42M +$1.81M +32,909 +479%
TA
49
Tactive Advisors
Florida
$2.39M +$2.16M +39,265 New
BWL
50
Bogart Wealth LLC
Virginia
$2.25M +$175K +3,177 +9%