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Invesco Water Resources ETF

141 hedge funds and large institutions have $220M invested in Invesco Water Resources ETF in 2016 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 38 increasing their positions, 27 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 17

41% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 27

6% more capital invested

Capital invested by funds: $208M → $220M (+$12.3M)

0.8% more ownership

Funds ownership: 29%29.8% (+0.8%)

0% more funds holding

Funds holding: 141141 (0)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $265K

Holders
141
Holders Change
Holders Change %
0%
% of All Funds
3.52%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
24
Increased
38
Reduced
27
Closed
17
Calls
Puts
$265K
Net Calls
-$265K
Net Calls Change
-$53K
Name Holding Trade Value Shares
Change
Change in
Stake
KPCM
101
Kings Point Capital Management
New York
$33K +$32.9K +1,350 New
CG
102
Cutler Group
California
$32K -$14.2K -582 -31%
FWM
103
Focused Wealth Management
New York
$30K +$4.9K +201 +20%
NCM
104
New Capital Management
Texas
$30K +$29.3K +1,200 New
RBC
105
Roble Belko & Company
Pennsylvania
$29K
JP Morgan Chase
106
JP Morgan Chase
New York
$28K -$2.15K -88 -7%
PA
107
Parallel Advisors
California
$27K +$27.1K +1,110 New
AA
108
Ancora Advisors
Ohio
$26K +$25.9K +1,062 New
CFA
109
CT Financial Advisors
Pennsylvania
$25K
ADL
110
Asset Dedication LLC
California
$23K
CCM
111
Cribstone Capital Management
Maine
$22K -$17.1K -700 -44%
AOWM
112
Alpha Omega Wealth Management
Virginia
$22K +$21.9K +900 New
NFG
113
Next Financial Group
Texas
$19K
BWP
114
Baldwin Wealth Partners
Massachusetts
$18K
IF
115
Ironwood Financial
Arizona
$18K +$17.7K +725 New
First Manhattan
116
First Manhattan
New York
$16K +$24 +1 +0.1%
SIC
117
Salem Investment Counselors
North Carolina
$15K
IWM
118
IHT Wealth Management
Illinois
$14K +$14.1K +577 New
EWM
119
Evercore Wealth Management
New York
$13K
MRCM
120
M&R Capital Management
New Jersey
$13K
BKA
121
Brick & Kyle Associates
Pennsylvania
$12K
MCA
122
Mercer Capital Advisers
New Jersey
$12K
WA
123
WFG Advisors
Texas
$12K
SBL
124
Sargent Bickham Lagudis
Colorado
$11K
HNB
125
Huntington National Bank
Ohio
$10K