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Invesco Water Resources ETF

153 hedge funds and large institutions have $311M invested in Invesco Water Resources ETF in 2014 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 44 increasing their positions, 46 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more call options, than puts

Call options by funds: $3.9M | Put options by funds: $1.49M

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

50% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 12

4% more funds holding

Funds holding: 147153 (+6)

0% less capital invested

Capital invested by funds: $311M → $311M (-$873K)

0.46% less ownership

Funds ownership: 31.31%30.85% (-0.46%)

4% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 46

Holders
153
Holders Change
+6
Holders Change %
+4.08%
% of All Funds
4.42%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
18
Increased
44
Reduced
46
Closed
12
Calls
$3.9M
Puts
$1.49M
Net Calls
+$2.41M
Net Calls Change
+$3.6M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
126
Avior Wealth Management
Nebraska
$21K +$20.9K +800 New
SNT
127
Security National Trust
West Virginia
$16K
CBT
128
Central Bank & Trust
Kentucky
$15K
AA
129
Apriem Advisors
California
$14K
EWM
130
Evercore Wealth Management
New York
$14K
TWM
131
Torch Wealth Management
Ohio
$13K -$52.3K -2,000 -80%
PAS
132
Partnervest Advisory Services
California
$13K +$2.33K +89 +22%
WA
133
WFG Advisors
Texas
$12K
CA
134
CapWealth Advisors
Tennessee
$11K
JIC
135
Joel Isaacson & Co
New York
$11K
ST
136
Stifel Trust
Missouri
$11K
WCM
137
Wealthcare Capital Management
Virginia
$11K
TF
138
Trutina Financial
Washington
$10K +$10.2K +390 New
First Manhattan
139
First Manhattan
New York
$9K
TCOV
140
Trust Company of Vermont
Vermont
$9K
PSUF
141
People's United Financial
Connecticut
$8K
RFA
142
Reilly Financial Advisors
California
$8K +$7.84K +300 New
1832 Asset Management
143
1832 Asset Management
Ontario, Canada
$7K +$6.54K +250 New
CAPTRUST Financial Advisors
144
CAPTRUST Financial Advisors
North Carolina
$6K
AC
145
Alexandria Capital
Virginia
$5K
RIA
146
Regal Investment Advisors
Michigan
$4K -$78 -3 -2%
FWM
147
Focused Wealth Management
New York
$3K
VIA
148
Vantage Investment Advisors
Pennsylvania
$3K +$26 +1 +1%
PSC
149
Prentiss Smith & Co
Vermont
$3K +$2.61K +100 New
ARMC
150
American Research & Management Company
Massachusetts
$2K