We are live on ! Find out more
PHO icon

Invesco Water Resources ETF

205 hedge funds and large institutions have $281M invested in Invesco Water Resources ETF in 2020 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 48 increasing their positions, 53 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.62% more ownership

Funds ownership: 30.48%31.1% (+0.62%)

9% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 53

4% less funds holding

Funds holding: 213205 (-8)

13% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 31

18% less capital invested

Capital invested by funds: $341M → $281M (-$59.7M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
205
Holders Change
-8
Holders Change %
-3.76%
% of All Funds
4.52%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
27
Increased
48
Reduced
53
Closed
31
Calls
$251K
Puts
Net Calls
+$251K
Net Calls Change
+$278K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
51
AE Wealth Management
Kansas
$726K +$384K +10,346 +81%
HFA
52
High Falls Advisors
New York
$722K -$4.53K -122 -0.5%
WAM
53
Weatherly Asset Management
California
$718K
Baird Financial Group
54
Baird Financial Group
Wisconsin
$646K -$67.8K -1,829 -8%
SS
55
Simplicity Solutions
Minnesota
$620K +$392K +10,556 +114%
SPIA
56
Steward Partners Investment Advisory
New York
$598K -$22.3K -600 -3%
CIBC Private Wealth Group
57
CIBC Private Wealth Group
Georgia
$585K -$90.1K -2,429 -12%
RIS
58
Retirement Income Solutions
Michigan
$580K +$80.6K +2,172 +13%
PAG
59
Private Advisor Group
New Jersey
$562K +$70.5K +1,902 +12%
PFM
60
Parsec Financial Management
North Carolina
$540K +$201K +5,411 +46%
Bank of New York Mellon
61
Bank of New York Mellon
New York
$538K -$14.6K -394 -2%
MMA
62
Miracle Mile Advisors
California
$523K
OC
63
Oppenheimer & Co
New York
$495K -$4.64K -125 -0.8%
LNB
64
Ledyard National Bank
$475K
BCM
65
Barometer Capital Management
Ontario, Canada
$463K -$7.42K -200 -1%
US Bancorp
66
US Bancorp
Minnesota
$447K -$74.2K -2,000 -12%
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
$430K -$46.9K -1,264 -8%
Principal Financial Group
68
Principal Financial Group
Iowa
$422K -$43.5K -1,172 -8%
TRCT
69
Tower Research Capital (TRC)
New York
$410K +$486K +13,096 New
Envestnet Asset Management
70
Envestnet Asset Management
Illinois
$407K -$118K -3,183 -20%
Brown Advisory
71
Brown Advisory
Maryland
$392K
DADC
72
D.A. Davidson & Co
Montana
$386K +$7.53K +203 +2%
FHA
73
Flagship Harbor Advisors
Massachusetts
$375K +$196K +5,286 +79%
BJ
74
Brouwer & Janachowski
California
$374K
WF
75
Welch & Forbes
Massachusetts
$352K