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Invesco Water Resources ETF

213 hedge funds and large institutions have $341M invested in Invesco Water Resources ETF in 2019 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 56 increasing their positions, 40 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 14

40% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 40

13% more capital invested

Capital invested by funds: $301M → $341M (+$40.3M)

12% more funds holding

Funds holding: 190213 (+23)

0.92% more ownership

Funds ownership: 29.56%30.48% (+0.92%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

10% less call options, than puts

Call options by funds: $243K | Put options by funds: $270K

Holders
213
Holders Change
+23
Holders Change %
+12.11%
% of All Funds
4.2%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
39
Increased
56
Reduced
40
Closed
14
Calls
$243K
Puts
$270K
Net Calls
-$27K
Net Calls Change
-$27K
Name Holding Trade Value Shares
Change
Change in
Stake
MBTD
76
Mechanics Bank - Trust Department
California
$435K
WF
77
Welch & Forbes
Massachusetts
$435K +$29.7K +800 +8%
SCM
78
SOL Capital Management
Maryland
$425K
Neuberger Berman Group
79
Neuberger Berman Group
New York
$422K -$13K -350 -3%
MWM
80
Merriman Wealth Management
Washington
$420K
MWP
81
MYCIO Wealth Partners
Pennsylvania
$409K +$228K +6,157 +139%
MC
82
Moors & Cabot
Massachusetts
$394K +$2.78K +75 +0.8%
SS
83
Simplicity Solutions
Minnesota
$357K +$343K +9,249 New
UCFA
84
United Capital Financial Advisors
Texas
$349K +$37.1K +1,000 +12%
MBT
85
Montecito Bank & Trust
California
$348K -$42.5K -1,146 -11%
SFS
86
Sowell Financial Services
Arkansas
$343K +$311K +8,375 +1,675%
VNA
87
Valley National Advisers
Pennsylvania
$331K +$59.9K +1,616 +23%
CAPTRUST Financial Advisors
88
CAPTRUST Financial Advisors
North Carolina
$324K +$15.8K +425 +5%
Rockefeller Capital Management
89
Rockefeller Capital Management
New York
$315K +$74.2K +2,000 +33%
SWP
90
Stratos Wealth Partners
Ohio
$305K +$70.3K +1,896 +32%
FLPIM
91
F.L. Putnam Investment Management
Massachusetts
$297K
CTC
92
Central Trust Company
Missouri
$292K
PP
93
Palladium Partners
Virginia
$285K +$14.8K +400 +6%
LA
94
LexAurum Advisors
Kansas
$281K +$37 +1 +0%
WTC
95
WhitTier Trust Company
Nevada
$280K +$37.1K +1,000 +16%
PPA
96
Parametric Portfolio Associates
Washington
$279K +$9.87K +266 +4%
NSAM
97
North Star Asset Management
Wisconsin
$270K
PVH
98
Psagot Value Holdings
Israel
$270K
IA
99
IFP Advisors
Florida
$261K +$25.3K +681 +11%
FHA
100
Flagship Harbor Advisors
Massachusetts
$259K