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Invesco Water Resources ETF

300 hedge funds and large institutions have $602M invested in Invesco Water Resources ETF in 2022 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 85 increasing their positions, 72 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 72

0.62% less ownership

Funds ownership: 33.77%33.16% (-0.62%)

13% less funds holding

Funds holding: 343300 (-43)

16% less capital invested

Capital invested by funds: $718M → $602M (-$115M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

63% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 57

Holders
300
Holders Change
-43
Holders Change %
-12.54%
% of All Funds
4.73%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
21
Increased
85
Reduced
72
Closed
57
Calls
$530K
Puts
Net Calls
+$530K
Net Calls Change
-$229K
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
76
Cetera Investment Advisers
Illinois
$1.06M -$679K -12,805 -39%
SWM
77
Spire Wealth Management
Virginia
$1.03M +$5.62K +106 +0.5%
Northwestern Mutual Wealth Management
78
Northwestern Mutual Wealth Management
Wisconsin
$1.01M +$98.7K +1,863 +11%
RGC
79
Roberts, Glore & Co
Illinois
$976K
Susquehanna International Group
80
Susquehanna International Group
Pennsylvania
$967K +$726K +13,707 +302%
DADC
81
D.A. Davidson & Co
Montana
$927K -$39.6K -748 -4%
CWM
82
Concentric Wealth Management
California
$918K -$23.7K -448 -3%
GCL
83
Gouws Capital LLC
North Carolina
$848K -$424K -8,000 -33%
HCMG
84
Howard Capital Management Group
California
$836K -$12.2K -230 -1%
JWCA
85
J.W. Cole Advisors
Florida
$780K -$78.1K -1,474 -9%
ET
86
Equitable Trust
Tennessee
$754K
US Bancorp
87
US Bancorp
Minnesota
$743K +$1.59K +30 +0.2%
PFM
88
Parsec Financial Management
North Carolina
$740K -$270K -5,098 -27%
FTUS
89
Flow Traders U.S.
New York
$738K +$738K +13,922 New
Renaissance Technologies
90
Renaissance Technologies
New York
$737K +$79.5K +1,500 +12%
WS
91
Wedbush Securities
California
$717K -$25.2K -476 -3%
FIM
92
Freedom Investment Management
Connecticut
$697K +$42.6K +804 +7%
FCCM
93
First City Capital Management
Georgia
$682K -$42.4K -800 -6%
OC
94
Oppenheimer & Co
New York
$678K +$318 +6 +0%
Cerity Partners
95
Cerity Partners
New York
$671K +$9.22K +174 +1%
CAPTRUST Financial Advisors
96
CAPTRUST Financial Advisors
North Carolina
$670K
ERWM
97
Elk River Wealth Management
Colorado
$669K
AWM
98
Apollon Wealth Management
South Carolina
$666K -$15.6K -294 -2%
Neuberger Berman Group
99
Neuberger Berman Group
New York
$654K -$14.9K -282 -2%
WF
100
Welch & Forbes
Massachusetts
$650K