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Invesco Water Resources ETF

253 hedge funds and large institutions have $468M invested in Invesco Water Resources ETF in 2021 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 62 increasing their positions, 48 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more call options, than puts

Call options by funds: $732K | Put options by funds: $321K

116% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 19

29% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 48

10% more capital invested

Capital invested by funds: $425M → $468M (+$42.9M)

8% more funds holding

Funds holding: 235253 (+18)

0.48% more ownership

Funds ownership: 32.31%32.79% (+0.48%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
253
Holders Change
+18
Holders Change %
+7.66%
% of All Funds
4.44%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
41
Increased
62
Reduced
48
Closed
19
Calls
$732K
Puts
$321K
Net Calls
+$411K
Net Calls Change
-$300K
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
51
Baird Financial Group
Wisconsin
$1.14M +$221K +4,576 +25%
PFM
52
Parsec Financial Management
North Carolina
$1.14M +$71.1K +1,470 +7%
WAM
53
Weatherly Asset Management
California
$1.13M
CWM
54
Concentric Wealth Management
California
$1.12M -$24.2K -500 -2%
PAG
55
Private Advisor Group
New Jersey
$1.1M +$298K +6,157 +38%
SWM
56
Spire Wealth Management
Virginia
$1.03M +$1.01M +20,948 New
RGC
57
Roberts, Glore & Co
Illinois
$982K -$12.1K -250 -1%
GEA
58
Glen Eagle Advisors
New Jersey
$964K +$12.7K +262 +1%
CS
59
Credit Suisse
Switzerland
$941K +$58.7K +1,213 +7%
CIBC Private Wealth Group
60
CIBC Private Wealth Group
Georgia
$934K -$26.1K -539 -3%
RIS
61
Retirement Income Solutions
Michigan
$914K
GT
62
Glenmede Trust
Pennsylvania
$849K
HCMG
63
Howard Capital Management Group
California
$841K +$824K +17,029 New
LNB
64
Ledyard National Bank
$767K -$33.9K -700 -4%
FCCM
65
First City Capital Management
Georgia
$759K
MFG
66
Magnus Financial Group
New York
$747K +$731K +15,115 New
PWAC
67
Private Wealth Advisors (California)
California
$745K +$730K +15,085 New
US Bancorp
68
US Bancorp
Minnesota
$705K
ET
69
Equitable Trust
Tennessee
$689K +$401K +8,287 +147%
Simplex Trading
70
Simplex Trading
Illinois
$658K +$338K +6,994 +110%
Goldman Sachs
71
Goldman Sachs
New York
$657K -$25.6K -530 -4%
ERWM
72
Elk River Wealth Management
Colorado
$624K
Neuberger Berman Group
73
Neuberger Berman Group
New York
$624K
LSPW
74
Lake Street Private Wealth
Illinois
$622K +$214K +4,414 +54%
OC
75
Oppenheimer & Co
New York
$610K -$120K -2,490 -17%