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Invesco Water Resources ETF

353 hedge funds and large institutions have $795M invested in Invesco Water Resources ETF in 2023 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 80 increasing their positions, 107 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 22

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

23% more capital invested

Capital invested by funds: $644M → $795M (+$150M)

12% more funds holding

Funds holding: 316353 (+37)

4.54% more ownership

Funds ownership: 36.14%40.68% (+4.5%)

16% less call options, than puts

Call options by funds: $1.07M | Put options by funds: $1.27M

25% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 107

Holders
353
Holders Change
+37
Holders Change %
+11.71%
% of All Funds
5.15%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
62
Increased
80
Reduced
107
Closed
22
Calls
$1.07M
Puts
$1.27M
Net Calls
-$204K
Net Calls Change
-$3.78M
Name Holding Trade Value Shares
Change
Change in
Stake
SAG
101
SageView Advisory Group
California
$773K +$173K +3,138 +33%
OC
102
Oppenheimer & Co
New York
$772K -$45.9K -833 -6%
ERWM
103
Elk River Wealth Management
Colorado
$768K
GL
104
Gerber LLC
Ohio
$765K +$692K +12,568 New
FCCM
105
First City Capital Management
Georgia
$758K -$3.47K -63 -0.5%
WF
106
Welch & Forbes
Massachusetts
$742K -$44.1K -800 -6%
JWCA
107
J.W. Cole Advisors
Florida
$730K +$386 +7 +0.1%
LJAC
108
L.J. Altfest & Co
New York
$729K
SCA
109
Snowden Capital Advisors
New York
$725K +$348K +6,310 +113%
HPC
110
HM Payson & Co
Maine
$725K
HCMG
111
Howard Capital Management Group
California
$716K -$29.2K -530 -4%
MML Investors Services
112
MML Investors Services
Massachusetts
$705K +$195K +3,545 +44%
CWM
113
Concentric Wealth Management
California
$704K -$57.2K -1,039 -8%
AWM
114
Axxcess Wealth Management
California
$693K +$627K +11,384 New
TRCT
115
Tower Research Capital (TRC)
New York
$691K -$465K -8,438 -43%
NAM
116
NTV Asset Management
West Virginia
$684K +$4.96K +90 +0.8%
RCS
117
Retirement Capital Strategies
California
$677K
Brown Advisory
118
Brown Advisory
Maryland
$662K +$10.6K +193 +2%
FDCDDQ
119
Federation des caisses Desjardins du Quebec
Quebec, Canada
$621K -$4.13K -75 -0.7%
IWC
120
Integrated Wealth Concepts
Massachusetts
$616K -$12.3K -224 -2%
RPCONE
121
Retirement Planning Company of New England
Rhode Island
$616K +$44.4K +807 +9%
OPCM
122
Osborne Partners Capital Management
California
$615K
FIM
123
Freedom Investment Management
Connecticut
$613K +$118K +2,134 +27%
AA
124
Ancora Advisors
Ohio
$613K +$344K +6,254 +164%
Prudential Financial
125
Prudential Financial
New Jersey
$601K +$7.66K +139 +1%