We are live on ! Find out more
PHO icon

Invesco Water Resources ETF

213 hedge funds and large institutions have $341M invested in Invesco Water Resources ETF in 2019 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 56 increasing their positions, 40 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 14

40% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 40

13% more capital invested

Capital invested by funds: $301M → $341M (+$40.3M)

12% more funds holding

Funds holding: 190213 (+23)

0.92% more ownership

Funds ownership: 29.56%30.48% (+0.92%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

10% less call options, than puts

Call options by funds: $243K | Put options by funds: $270K

Holders
213
Holders Change
+23
Holders Change %
+12.11%
% of All Funds
4.2%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
39
Increased
56
Reduced
40
Closed
14
Calls
$243K
Puts
$270K
Net Calls
-$27K
Net Calls Change
-$27K
Name Holding Trade Value Shares
Change
Change in
Stake
HFA
51
High Falls Advisors
New York
$895K +$20.2K +544 +2%
WAM
52
Weatherly Asset Management
California
$885K
Baird Financial Group
53
Baird Financial Group
Wisconsin
$868K -$35.2K -949 -4%
AG
54
Advisor Group
Arizona
$835K +$62.8K +1,692 +8%
CIBC Private Wealth Group
55
CIBC Private Wealth Group
Georgia
$815K +$89.8K +2,421 +13%
WIA
56
Wealthstreet Investment Advisors
Texas
$798K +$255K +6,870 +50%
SPIA
57
Steward Partners Investment Advisory
New York
$761K
Bank of New York Mellon
58
Bank of New York Mellon
New York
$678K -$5.56K -150 -0.8%
MMA
59
Miracle Mile Advisors
California
$645K
RIS
60
Retirement Income Solutions
Michigan
$631K +$1.33K +36 +0.2%
US Bancorp
61
US Bancorp
Minnesota
$628K
Envestnet Asset Management
62
Envestnet Asset Management
Illinois
$624K +$359K +9,679 +149%
PAG
63
Private Advisor Group
New Jersey
$619K +$46.2K +1,245 +8%
OC
64
Oppenheimer & Co
New York
$616K -$3.71K -100 -0.6%
LNB
65
Ledyard National Bank
$585K
BCM
66
Barometer Capital Management
Ontario, Canada
$579K -$3.27M -88,215 -85%
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
$579K +$70.2K +1,893 +14%
Principal Financial Group
68
Principal Financial Group
Iowa
$565K -$2.63K -71 -0.5%
BRWM
69
B. Riley Wealth Management
Tennessee
$527K +$32K +864 +7%
AWM
70
AE Wealth Management
Kansas
$495K +$475K +12,814 New
Brown Advisory
71
Brown Advisory
Maryland
$483K
DADC
72
D.A. Davidson & Co
Montana
$468K +$111 +3 +0%
BJ
73
Brouwer & Janachowski
California
$461K
PFM
74
Parsec Financial Management
North Carolina
$456K +$438K +11,814 New
FDCDDQ
75
Federation des caisses Desjardins du Quebec
Quebec, Canada
$437K