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Invesco Water Resources ETF

143 hedge funds and large institutions have $259M invested in Invesco Water Resources ETF in 2017 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 38 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

7% more capital invested

Capital invested by funds: $243M → $259M (+$16.5M)

2% more funds holding

Funds holding: 140143 (+3)

0.5% more ownership

Funds ownership: 30.22%30.72% (+0.5%)

24% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 38

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
143
Holders Change
+3
Holders Change %
+2.14%
% of All Funds
3.57%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
12
Increased
29
Reduced
38
Closed
7
Calls
$607K
Puts
Net Calls
+$607K
Net Calls Change
+$65K
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
126
Global Retirement Partners
California
$8K -$1.94K -71 -17%
NFG
127
Next Financial Group
Texas
$8K +$4.43K +162 +141%
AA
128
AlphaMark Advisors
Kentucky
$7K
SBL
129
Sargent Bickham Lagudis
Colorado
$7K
TSW
130
Thompson Siegel & Walmsley
Virginia
$7K
AC
131
Alexandria Capital
Virginia
$6K
Simplex Trading
132
Simplex Trading
Illinois
$5K -$8.17K -299 -60%
RFA
133
Reilly Financial Advisors
California
$5K
SPIA
134
Steward Partners Investment Advisory
New York
$5K
Carson Wealth (CWM LLC)
135
Carson Wealth (CWM LLC)
Nebraska
$3K
MSFP
136
Mark Sheptoff Financial Planning
Connecticut
$3K
VIA
137
Vantage Investment Advisors
Pennsylvania
$3K +$27 +1 +1%
SEI Investments
138
SEI Investments
Pennsylvania
$2K -$5.68K -208 -77%
ARMC
139
American Research & Management Company
Massachusetts
$2K
CB
140
Community Bank
New York
$1K
JCM
141
Jacobi Capital Management
Pennsylvania
$1K
WTB
142
Washington Trust Bank
Washington
$1K
SI
143
SII Investments
Wisconsin
-$212K -7,838 Closed
JP Morgan Chase
144
JP Morgan Chase
New York
-$22K -815 Closed
CG
145
Cutler Group
California
-$21K -810 Closed
UWPG
146
Ullmann Wealth Partners Group
Florida
-$15K -569 Closed
SF
147
Synovus Financial
Georgia
-$13K -472 Closed
WEC
148
Winslow Evans & Crocker
Massachusetts
-$5.39K -200 Closed
VWA
149
V Wealth Advisors
Kansas
-$4K -160 Closed
MCIA
150
Mountain Capital Investment Advisors
Colorado
+$2.54K +93 New