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Invesco Water Resources ETF

130 hedge funds and large institutions have $268M invested in Invesco Water Resources ETF in 2013 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 22 increasing their positions, 46 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,407% more call options, than puts

Call options by funds: $3.9M | Put options by funds: $60K

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

6% more capital invested

Capital invested by funds: $253M → $268M (+$14.8M)

3% more funds holding

Funds holding: 126130 (+4)

0.03% more ownership

Funds ownership: 29.03%29.06% (+0.03%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

52% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 46

Holders
130
Holders Change
+4
Holders Change %
+3.17%
% of All Funds
4.22%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
14
Increased
22
Reduced
46
Closed
10
Calls
$3.9M
Puts
$60K
Net Calls
+$3.84M
Net Calls Change
+$1.76M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
101
Creative Planning
Kansas
$33K -$6.92K -300 -18%
HNB
102
Huntington National Bank
Ohio
$33K
AF
103
Arrow Financial
New York
$30K
CFA
104
Carroll Financial Associates
North Carolina
$27K
CA
105
CapWealth Advisors
Tennessee
$22K +$21.5K +930 New
Lazard Asset Management
106
Lazard Asset Management
New York
$20K
FANJ
107
Financial Architects (New Jersey)
New Jersey
$19K +$23 +1 +0.1%
M&T Bank
108
M&T Bank
New York
$16K
CBT
109
Central Bank & Trust
Kentucky
$14K
SNT
110
Security National Trust
West Virginia
$14K
AA
111
Apriem Advisors
California
$13K
EWM
112
Evercore Wealth Management
New York
$13K
MA
113
MUFG Americas
New York
$12K +$11.5K +500 New
WA
114
WFG Advisors
Texas
$10K -$7.06K -306 -41%
JIC
115
Joel Isaacson & Co
New York
$10K
PAS
116
Partnervest Advisory Services
California
$10K
ST
117
Stifel Trust
Missouri
$10K
WCM
118
Wealthcare Capital Management
Virginia
$10K
First Manhattan
119
First Manhattan
New York
$8K
HR
120
Howe & Rusling
New York
$8K
TCOV
121
Trust Company of Vermont
Vermont
$8K
PSUF
122
People's United Financial
Connecticut
$7K
AC
123
Alexandria Capital
Virginia
$5K
CAPTRUST Financial Advisors
124
CAPTRUST Financial Advisors
North Carolina
$5K
NES
125
New England Securities
New York
$5K