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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
WTC
101
WhitTier Trust Company
Nevada
$252K -$23.5K -600 -9%
KIA
102
KCM Investment Advisors
California
$252K
GT
103
Glenmede Trust
Pennsylvania
$250K
JWCA
104
J.W. Cole Advisors
Florida
$250K +$246K +6,294 New
CAN
105
Cetera Advisor Networks
California
$249K +$31K +791 +14%
Rockefeller Capital Management
106
Rockefeller Capital Management
New York
$245K
NSIM
107
North Star Investment Management
Illinois
$244K +$29.3K +748 +14%
IA
108
IFP Advisors
Florida
$235K -$7.12K -182 -3%
PP
109
Palladium Partners
Virginia
$233K -$58.7K -1,500 -20%
SPC
110
Sigma Planning Corp
Michigan
$231K -$10.1K -259 -4%
ET
111
Equitable Trust
Tennessee
$224K -$9.98K -255 -4%
WS
112
Wedbush Securities
California
$222K +$218K +5,584 New
Bank Julius Baer & Co
113
Bank Julius Baer & Co
Switzerland
$220K -$18.6K -475 -8%
HPCM
114
Hunter Perkins Capital Management
Illinois
$220K
BCA
115
Bay Colony Advisors
Massachusetts
$220K +$217K +5,535 New
SSB
116
Sandy Spring Bank
Maryland
$217K
CWA
117
Clarus Wealth Advisors
Arizona
$215K +$207K +5,287 New
RJT
118
Raymond James Trust
Florida
$208K +$205K +5,250 New
WB
119
Webster Bank
Connecticut
$207K
RIG
120
Renaissance Investment Group
Massachusetts
$201K +$198K +5,055 New
APA
121
American Portfolios Advisors
New York
$177K -$19.6K -500 -10%
Fidelity Investments
122
Fidelity Investments
Massachusetts
$159K -$45.7K -1,169 -23%
Citigroup
123
Citigroup
New York
$145K
Bank of Montreal
124
Bank of Montreal
Ontario, Canada
$134K
AWM
125
AllSquare Wealth Management
New York
$128K