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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
MBTD
101
Mechanics Bank - Trust Department
California
$614K
LJAC
102
L.J. Altfest & Co
New York
$594K +$25.7K +485 +5%
AGP
103
Autumn Glory Partners
Texas
$589K -$2.6K -49 -0.4%
RPCONE
104
Retirement Planning Company of New England
Rhode Island
$574K +$2.54K +48 +0.4%
National Bank of Canada
105
National Bank of Canada
Quebec, Canada
$573K -$4.66K -88 -0.8%
Brown Advisory
106
Brown Advisory
Maryland
$572K +$144K +2,726 +34%
QWM
107
QP Wealth Management
New Jersey
$568K +$2.38K +45 +0.4%
OIA
108
OneDigital Investment Advisors
Kansas
$532K +$5.35K +101 +1%
CAGAS
109
Capital Advisory Group Advisory Services
Minnesota
$502K +$502K +9,464 New
Kovitz Investment Group Partners
110
Kovitz Investment Group Partners
Illinois
$491K -$185K -3,496 -27%
WP
111
Wealthspan Partners
Iowa
$483K +$17.9K +338 +4%
FDCDDQ
112
Federation des caisses Desjardins du Quebec
Quebec, Canada
$482K +$56.2K +1,061 +13%
Deutsche Bank
113
Deutsche Bank
Germany
$476K
PSF
114
Pacific Sun Financial
California
$476K +$15.9K +300 +3%
RZH
115
Relyea Zuckerberg Hanson
Connecticut
$474K
SFG
116
StrategIQ Financial Group
Indiana
$461K +$29K +547 +7%
VCP
117
Verus Capital Partners
Arizona
$458K +$504K +9,510 New
TIA
118
Traphagen Investment Advisors
New Jersey
$457K +$9.33K +176 +2%
CWA
119
Clarus Wealth Advisors
Arizona
$457K +$71.5K +1,350 +18%
SWP
120
Stratos Wealth Partners
Ohio
$450K +$54.3K +1,024 +14%
UCFA
121
United Capital Financial Advisors
Texas
$439K +$38.1K +719 +10%
MSAM
122
Moloney Securities Asset Management
Missouri
$435K -$34.2K -645 -7%
LA
123
LexAurum Advisors
Kansas
$431K +$53 +1 +0%
EVM
124
Eaton Vance Management
Massachusetts
$427K +$291K +5,483 +213%
MC
125
Moors & Cabot
Massachusetts
$424K -$9.27K -175 -2%