We are live on ! Find out more
PHO icon

Invesco Water Resources ETF

359 hedge funds and large institutions have $798M invested in Invesco Water Resources ETF in 2024 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 92 increasing their positions, 104 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more call options, than puts

Call options by funds: $985K | Put options by funds: $453K

59% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 22

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

2% more funds holding

Funds holding: 353359 (+6)

0% more capital invested

Capital invested by funds: $795M → $798M (+$3.57M)

3.09% less ownership

Funds ownership: 40.68%37.59% (-3.1%)

12% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 104

Holders
359
Holders Change
+6
Holders Change %
+1.7%
% of All Funds
5.17%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
35
Increased
92
Reduced
104
Closed
22
Calls
$985K
Puts
$453K
Net Calls
+$532K
Net Calls Change
+$736K
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$5.23M +$12.3K +198 +0.3%
CCA
27
Conservest Capital Advisors
Pennsylvania
$4.87M -$27.3K -439 -0.6%
BFIC
28
Bedell Frazier Investment Counselling
California
$4.46M -$76.9K -1,238 -2%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$4.2M +$150K +2,411 +4%
EE
30
EWG Elevate
California
$4.19M +$3.91M +62,986 New
LW
31
Linscomb Wealth
Texas
$4.15M -$2.98K -48 -0.1%
TAM
32
Tocqueville Asset Management
New York
$4.04M +$772K +12,419 +26%
RMAM
33
Raab & Moskowitz Asset Management
New Jersey
$4M -$35.3K -568 -0.9%
ACM
34
Avalon Capital Management
California
$3.94M -$15.7K -252 -0.4%
Creative Planning
35
Creative Planning
Kansas
$3.82M +$1.24K +20 +0%
Cerity Partners
36
Cerity Partners
New York
$3.76M -$39.7K -639 -1%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$3.71M -$97.7K -1,573 -3%
Truist Financial
38
Truist Financial
North Carolina
$3.35M -$69.8K -1,124 -2%
SC
39
Scotia Capital
Ontario, Canada
$3.34M +$44.2K +711 +1%
BPA
40
Beacon Pointe Advisors
California
$3.28M -$150K -2,419 -5%
Mercer Global Advisors
41
Mercer Global Advisors
Colorado
$3.21M -$1.49K -24 -0%
RA
42
Rockingstone Advisors
Massachusetts
$3M -$68K -1,095 -2%
Mariner
43
Mariner
Kansas
$2.79M +$15.2K +244 +0.6%
MA
44
MONECO Advisors
Connecticut
$2.79M +$2.6M +41,860 New
AWS
45
Atria Wealth Solutions
New York
$2.77M +$75K +1,207 +3%
JP Morgan Chase
46
JP Morgan Chase
New York
$2.7M +$51.1K +823 +2%
BWL
47
Bogart Wealth LLC
Virginia
$2.58M +$114K +1,838 +5%
PCM
48
Parsons Capital Management
Rhode Island
$2.2M -$12.4K -200 -0.6%
PAG
49
Private Advisor Group
New Jersey
$2.18M -$149K -2,398 -7%
DS
50
Dudley & Shanley
Florida
$2.18M