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Invesco Water Resources ETF

343 hedge funds and large institutions have $718M invested in Invesco Water Resources ETF in 2021 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 90 increasing their positions, 70 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 32

29% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 70

19% more capital invested

Capital invested by funds: $604M → $718M (+$113M)

12% more funds holding

Funds holding: 307343 (+36)

2.23% more ownership

Funds ownership: 31.54%33.77% (+2.2%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
343
Holders Change
+36
Holders Change %
+11.73%
% of All Funds
5.28%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
72
Increased
90
Reduced
70
Closed
32
Calls
$759K
Puts
Net Calls
+$759K
Net Calls Change
+$196K
Name Holding Trade Value Shares
Change
Change in
Stake
CM
76
Columbus Macro
Pennsylvania
$1.22M -$58.3K -1,003 -5%
SWM
77
Spire Wealth Management
Virginia
$1.17M -$105K -1,806 -9%
RIS
78
Retirement Income Solutions
Michigan
$1.17M +$41.9K +720 +4%
PFM
79
Parsec Financial Management
North Carolina
$1.16M -$73.1K -1,258 -6%
RGC
80
Roberts, Glore & Co
Illinois
$1.12M -$34.9K -600 -3%
DADC
81
D.A. Davidson & Co
Montana
$1.11M +$116 +2 +0%
CWM
82
Concentric Wealth Management
California
$1.08M -$46.4K -798 -4%
Northwestern Mutual Wealth Management
83
Northwestern Mutual Wealth Management
Wisconsin
$1.05M +$291K +5,000 +41%
LSPW
84
Lake Street Private Wealth
Illinois
$1.02M +$24.7K +425 +3%
JWCA
85
J.W. Cole Advisors
Florida
$985K +$941K +16,189 New
HCMG
86
Howard Capital Management Group
California
$973K -$12.1K -209 -1%
ET
87
Equitable Trust
Tennessee
$865K
US Bancorp
88
US Bancorp
Minnesota
$851K -$16.5K -284 -2%
WS
89
Wedbush Securities
California
$851K +$42K +723 +5%
MFG
90
Magnus Financial Group
New York
$786K +$2.33K +40 +0.3%
AWM
91
Apollon Wealth Management
South Carolina
$782K +$747K +12,849 New
OC
92
Oppenheimer & Co
New York
$778K -$35.2K -605 -5%
Neuberger Berman Group
93
Neuberger Berman Group
New York
$769K
CAPTRUST Financial Advisors
94
CAPTRUST Financial Advisors
North Carolina
$769K +$145K +2,500 +25%
ERWM
95
Elk River Wealth Management
Colorado
$768K
Cerity Partners
96
Cerity Partners
New York
$759K +$726K +12,491 New
GPFA
97
Game Plan Financial Advisors
Ohio
$758K +$249K +4,277 +52%
Renaissance Technologies
98
Renaissance Technologies
New York
$754K -$52.3K -900 -7%
FIM
99
Freedom Investment Management
Connecticut
$751K +$131K +2,250 +22%
WF
100
Welch & Forbes
Massachusetts
$746K