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Invesco Water Resources ETF

353 hedge funds and large institutions have $795M invested in Invesco Water Resources ETF in 2023 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 80 increasing their positions, 107 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 22

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

23% more capital invested

Capital invested by funds: $644M → $795M (+$150M)

12% more funds holding

Funds holding: 316353 (+37)

4.54% more ownership

Funds ownership: 36.14%40.68% (+4.5%)

16% less call options, than puts

Call options by funds: $1.07M | Put options by funds: $1.27M

25% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 107

Holders
353
Holders Change
+37
Holders Change %
+11.71%
% of All Funds
5.15%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
62
Increased
80
Reduced
107
Closed
22
Calls
$1.07M
Puts
$1.27M
Net Calls
-$204K
Net Calls Change
-$3.78M
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
51
Private Advisor Group
New Jersey
$2.14M -$1.68M -30,500 -46%
Citadel Advisors
52
Citadel Advisors
Florida
$2.13M +$486K +8,828 +34%
PCM
53
Parsons Capital Management
Rhode Island
$2.02M -$38.9K -707 -2%
AWM
54
Apollon Wealth Management
South Carolina
$2.01M +$136K +2,470 +8%
DS
55
Dudley & Shanley
Florida
$1.99M
VAM
56
Verity Asset Management
North Carolina
$1.92M -$18.7K -339 -1%
CPIG
57
Chicago Partners Investment Group
Illinois
$1.87M +$275 +5 +0%
HH
58
Hilltop Holdings
Texas
$1.83M
CFMC
59
Curbstone Financial Management Corp
New Hampshire
$1.64M -$5.51K -100 -0.4%
ORC
60
O'Rourke & Company
Massachusetts
$1.64M +$21.1K +383 +1%
DADC
61
D.A. Davidson & Co
Montana
$1.63M +$8.87K +161 +0.6%
SWM
62
SeaCrest Wealth Management
New York
$1.6M -$11K -199 -0.7%
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$1.53M -$165K -2,998 -11%
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
$1.52M +$928K +16,857 +210%
NA
65
NewEdge Advisors
Louisiana
$1.5M -$152K -2,763 -10%
NP
66
Nilsine Partners
Colorado
$1.45M -$20.9K -379 -2%
Baird Financial Group
67
Baird Financial Group
Wisconsin
$1.44M -$22K -399 -2%
Wealth Enhancement Advisory Services
68
Wealth Enhancement Advisory Services
Minnesota
$1.44M -$36.6K -664 -3%
GT
69
Glenmede Trust
Pennsylvania
$1.43M -$187K -3,400 -13%
GEA
70
Glen Eagle Advisors
New Jersey
$1.41M +$7.38K +134 +0.6%
CAPTRUST Financial Advisors
71
CAPTRUST Financial Advisors
North Carolina
$1.36M -$24.2K -440 -2%
CIBC Private Wealth Group
72
CIBC Private Wealth Group
Georgia
$1.36M -$8.32K -151 -0.7%
OCBCO
73
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.36M -$132K -2,405 -10%
Corient Private Wealth
74
Corient Private Wealth
Florida
$1.35M +$299K +5,437 +33%
PWAC
75
Private Wealth Advisors (California)
California
$1.33M -$80.7K -1,466 -6%