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Invesco Water Resources ETF

206 hedge funds and large institutions have $353M invested in Invesco Water Resources ETF in 2020 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 39 increasing their positions, 51 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 15

11% more capital invested

Capital invested by funds: $318M → $353M (+$35.7M)

3% more funds holding

Funds holding: 200206 (+6)

1.06% more ownership

Funds ownership: 31.08%32.14% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

24% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 51

Holders
206
Holders Change
+6
Holders Change %
+3%
% of All Funds
4.16%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
39
Reduced
51
Closed
15
Calls
$559K
Puts
Net Calls
+$559K
Net Calls Change
+$286K
Name Holding Trade Value Shares
Change
Change in
Stake
WF
76
Welch & Forbes
Massachusetts
$447K
CAPTRUST Financial Advisors
77
CAPTRUST Financial Advisors
North Carolina
$423K
OIA
78
OneDigital Investment Advisors
Kansas
$388K -$29.7K -760 -7%
Brown Advisory
79
Brown Advisory
Maryland
$382K -$112K -2,875 -23%
MC
80
Moors & Cabot
Massachusetts
$378K -$113K -2,900 -23%
Bank of New York Mellon
81
Bank of New York Mellon
New York
$378K -$66K -1,687 -15%
FHA
82
Flagship Harbor Advisors
Massachusetts
$339K -$131K -3,359 -28%
UCFA
83
United Capital Financial Advisors
Texas
$331K -$39.1K -999 -11%
LSPW
84
Lake Street Private Wealth
Illinois
$312K -$22.5K -576 -7%
Franklin Resources
85
Franklin Resources
California
$307K +$50.9K +1,300 +20%
FLPIM
86
F.L. Putnam Investment Management
Massachusetts
$306K
JCM
87
Jag Capital Management
Missouri
$304K
V
88
Veritable
Delaware
$304K
LA
89
LexAurum Advisors
Kansas
$300K +$2.23K +57 +0.8%
CTC
90
Central Trust Company
Missouri
$291K
LJAC
91
L.J. Altfest & Co
New York
$288K
NSAM
92
North Star Asset Management
Wisconsin
$278K
PVH
93
Psagot Value Holdings
Israel
$278K
FDCDDQ
94
Federation des caisses Desjardins du Quebec
Quebec, Canada
$278K
CA
95
Cambridge Advisors
Nebraska
$273K
Northwestern Mutual Wealth Management
96
Northwestern Mutual Wealth Management
Wisconsin
$272K -$56.9K -1,453 -18%
BF
97
BOK Financial
Oklahoma
$270K
TIA
98
Traphagen Investment Advisors
New Jersey
$266K +$7.63K +195 +3%
GLLW
99
Graves Light Lenhart Wealth
Virginia
$258K
CCA
100
Clearwater Capital Advisors
Illinois
$254K