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Invesco Water Resources ETF

235 hedge funds and large institutions have $425M invested in Invesco Water Resources ETF in 2020 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 61 increasing their positions, 41 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

223% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 13

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

49% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 41

20% more capital invested

Capital invested by funds: $353M → $425M (+$71.5M)

14% more funds holding

Funds holding: 206235 (+29)

0.17% more ownership

Funds ownership: 32.14%32.31% (+0.17%)

Holders
235
Holders Change
+29
Holders Change %
+14.08%
% of All Funds
4.16%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
42
Increased
61
Reduced
41
Closed
13
Calls
$711K
Puts
Net Calls
+$711K
Net Calls Change
+$152K
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
51
Weatherly Asset Management
California
$1.06M
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$1.05M -$78.5K -1,795 -7%
PFM
53
Parsec Financial Management
North Carolina
$1M +$81.4K +1,860 +9%
MMA
54
Miracle Mile Advisors
California
$998K +$49.3K +1,127 +6%
RGC
55
Roberts, Glore & Co
Illinois
$935K -$7.22K -165 -0.8%
SPIA
56
Steward Partners Investment Advisory
New York
$906K +$17.5K +400 +2%
CIBC Private Wealth Group
57
CIBC Private Wealth Group
Georgia
$903K +$44 +1 +0%
GEA
58
Glen Eagle Advisors
New Jersey
$894K -$226K -5,159 -21%
Baird Financial Group
59
Baird Financial Group
Wisconsin
$861K -$36.3K -830 -4%
RIS
60
Retirement Income Solutions
Michigan
$860K
CS
61
Credit Suisse
Switzerland
$829K +$780K +17,838 New
GT
62
Glenmede Trust
Pennsylvania
$798K +$477K +10,900 +173%
LNB
63
Ledyard National Bank
$753K -$7.31K -167 -1%
PAG
64
Private Advisor Group
New Jersey
$752K -$875 -20 -0.1%
FCCM
65
First City Capital Management
Georgia
$732K -$595K -13,610 -48%
OC
66
Oppenheimer & Co
New York
$690K +$4.38K +100 +0.7%
US Bancorp
67
US Bancorp
Minnesota
$662K
Goldman Sachs
68
Goldman Sachs
New York
$643K -$402K -9,199 -40%
Neuberger Berman Group
69
Neuberger Berman Group
New York
$587K
ERWM
70
Elk River Wealth Management
Colorado
$586K +$552K +12,625 New
Kovitz Investment Group Partners
71
Kovitz Investment Group Partners
Illinois
$583K -$65.2K -1,490 -11%
BCM
72
Barometer Capital Management
Ontario, Canada
$581K +$37.8K +865 +7%
DADC
73
D.A. Davidson & Co
Montana
$573K -$21.8K -498 -4%
Truist Financial
74
Truist Financial
North Carolina
$568K -$981K -22,427 -65%
BJ
75
Brouwer & Janachowski
California
$555K