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Invesco Water Resources ETF

190 hedge funds and large institutions have $301M invested in Invesco Water Resources ETF in 2019 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 54 increasing their positions, 41 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 41

5% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 19

1% more capital invested

Capital invested by funds: $298M → $301M (+$2.44M)

0% more funds holding

Funds holding: 190190 (0)

1.15% less ownership

Funds ownership: 30.72%29.56% (-1.2%)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
190
Holders Change
Holders Change %
0%
% of All Funds
4.17%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
20
Increased
54
Reduced
41
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Neuberger Berman Group
76
Neuberger Berman Group
New York
$413K +$12.6K +350 +3%
MBTD
77
Mechanics Bank - Trust Department
California
$411K
SCM
78
SOL Capital Management
Maryland
$403K
MWM
79
Merriman Wealth Management
Washington
$398K
WF
80
Welch & Forbes
Massachusetts
$383K
MBT
81
Montecito Bank & Trust
California
$372K +$366K +10,159 New
MC
82
Moors & Cabot
Massachusetts
$365K +$20.7K +575 +6%
UCFA
83
United Capital Financial Advisors
Texas
$294K +$36.6K +1,016 +14%
CAPTRUST Financial Advisors
84
CAPTRUST Financial Advisors
North Carolina
$291K
FLPIM
85
F.L. Putnam Investment Management
Massachusetts
$282K +$270K +7,485 +3,481%
CTC
86
Central Trust Company
Missouri
$277K -$10.8K -300 -4%
BF
87
BOK Financial
Oklahoma
$268K
LA
88
LexAurum Advisors
Kansas
$266K +$14.5K +402 +6%
FUBT
89
First United Bank & Trust
Maryland
$263K -$74.5K -2,070 -22%
FTIOP
90
Fiduciary Trust International of Pennsylvania
Pennsylvania
$258K
NSAM
91
North Star Asset Management
Wisconsin
$256K
PVH
92
Psagot Value Holdings
Israel
$256K
PPA
93
Parametric Portfolio Associates
Washington
$255K +$45.8K +1,271 +22%
VNA
94
Valley National Advisers
Pennsylvania
$255K +$78K +2,166 +45%
FHA
95
Flagship Harbor Advisors
Massachusetts
$245K
SPC
96
Sigma Planning Corp
Michigan
$245K +$1.94K +54 +0.8%
GLLW
97
Graves Light Lenhart Wealth
Virginia
$242K +$237K +6,579 New
Envestnet Asset Management
98
Envestnet Asset Management
Illinois
$237K -$21.2K -589 -8%
WTC
99
WhitTier Trust Company
Nevada
$229K +$36K +1,000 +19%
Rockefeller Capital Management
100
Rockefeller Capital Management
New York
$225K +$221K +6,150 New