We are live on ! Find out more
PHO icon

Invesco Water Resources ETF

140 hedge funds and large institutions have $243M invested in Invesco Water Resources ETF in 2017 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 35 increasing their positions, 33 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 33

0% more capital invested

Capital invested by funds: $242M → $243M (+$1.07M)

0.69% less ownership

Funds ownership: 30.91%30.22% (-0.69%)

8% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 13

2% less funds holding

Funds holding: 143140 (-3)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
140
Holders Change
-3
Holders Change %
-2.1%
% of All Funds
3.49%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
12
Increased
35
Reduced
33
Closed
13
Calls
$542K
Puts
Net Calls
+$542K
Net Calls Change
+$771K
Name Holding Trade Value Shares
Change
Change in
Stake
SG Americas Securities
76
SG Americas Securities
New York
$129K -$148K -5,570 -54%
NSIM
77
North Star Investment Management
Illinois
$127K
Northwestern Mutual Wealth Management
78
Northwestern Mutual Wealth Management
Wisconsin
$119K +$5.97K +224 +5%
SFSIG
79
San Francisco Sentry Investment Group
California
$108K +$107K +4,000 New
AWM
80
AllSquare Wealth Management
New York
$105K
WAM
81
Wealthspire Advisors (Maryland)
Maryland
$97K +$2.67K +100 +3%
Citigroup
82
Citigroup
New York
$90K +$13.3K +500 +18%
BFEC
83
Benjamin F. Edwards & Company
Missouri
$89K
ACM
84
Aviance Capital Management
Florida
$89K +$88K +3,303 New
WT
85
Whittier Trust
California
$74K
BC
86
Bartlett & Co
Ohio
$73K
CAPTRUST Financial Advisors
87
CAPTRUST Financial Advisors
North Carolina
$58K +$57.2K +2,146 New
ASN
88
Advisory Services Network
Georgia
$55K -$6.69K -251 -11%
CFG
89
Citizens Financial Group
Rhode Island
$54K
EWM
90
Edge Wealth Management
New York
$54K
CPIG
91
Chicago Partners Investment Group
Illinois
$53K -$748K -28,054 -93%
MCM
92
Manchester Capital Management
Vermont
$41K
MA
93
MUFG Americas
New York
$40K
WIM
94
Westside Investment Management
California
$39K
Fifth Third Bancorp
95
Fifth Third Bancorp
Ohio
$38K
KPCM
96
Kings Point Capital Management
New York
$36K
PCFFS
97
Pacific Center for Financial Services
California
$36K
CLOS
98
Compagnie Lombard Odier SCmA
Switzerland
$34K -$33.3K -1,250 -50%
CCM
99
Cribstone Capital Management
Maine
$34K
FWM
100
Focused Wealth Management
New York
$32K