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Invesco Water Resources ETF

143 hedge funds and large institutions have $259M invested in Invesco Water Resources ETF in 2017 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 38 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

7% more capital invested

Capital invested by funds: $243M → $259M (+$16.5M)

2% more funds holding

Funds holding: 140143 (+3)

0.5% more ownership

Funds ownership: 30.22%30.72% (+0.5%)

24% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 38

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
143
Holders Change
+3
Holders Change %
+2.14%
% of All Funds
3.57%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
12
Increased
29
Reduced
38
Closed
7
Calls
$607K
Puts
Net Calls
+$607K
Net Calls Change
+$65K
Name Holding Trade Value Shares
Change
Change in
Stake
V
76
Veritable
Delaware
$228K
CTC
77
Central Trust Company
Missouri
$215K +$6.15K +225 +3%
PVH
78
Psagot Value Holdings
Israel
$200K
Bank of Montreal
79
Bank of Montreal
Ontario, Canada
$199K
IA
80
IFP Advisors
Florida
$188K +$27 +1 +0%
BF
81
BOK Financial
Oklahoma
$187K +$180K +6,582 New
SSB
82
Sandy Spring Bank
Maryland
$156K
WTC
83
WhitTier Trust Company
Nevada
$150K
NSIM
84
North Star Investment Management
Illinois
$134K
SG Americas Securities
85
SG Americas Securities
New York
$126K -$9.02K -330 -7%
Northwestern Mutual Wealth Management
86
Northwestern Mutual Wealth Management
Wisconsin
$126K
CAPTRUST Financial Advisors
87
CAPTRUST Financial Advisors
North Carolina
$126K +$57.4K +2,100 +98%
SFSIG
88
San Francisco Sentry Investment Group
California
$114K
AWM
89
AllSquare Wealth Management
New York
$111K
WAM
90
Wealthspire Advisors (Maryland)
Maryland
$102K
Citigroup
91
Citigroup
New York
$95K
ACM
92
Aviance Capital Management
Florida
$87K -$7.29K -267 -8%
BFEC
93
Benjamin F. Edwards & Company
Missouri
$83K -$10.9K -400 -12%
WT
94
Whittier Trust
California
$78K
BC
95
Bartlett & Co
Ohio
$77K
CFG
96
Citizens Financial Group
Rhode Island
$57K
EWM
97
Edge Wealth Management
New York
$57K
MCM
98
Manchester Capital Management
Vermont
$44K
MA
99
MUFG Americas
New York
$43K
WIM
100
Westside Investment Management
California
$42.1K +$27 +1 +0.1%