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Invesco Water Resources ETF

213 hedge funds and large institutions have $341M invested in Invesco Water Resources ETF in 2019 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 56 increasing their positions, 40 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 14

40% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 40

13% more capital invested

Capital invested by funds: $301M → $341M (+$40.3M)

12% more funds holding

Funds holding: 190213 (+23)

0.92% more ownership

Funds ownership: 29.56%30.48% (+0.92%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

10% less call options, than puts

Call options by funds: $243K | Put options by funds: $270K

Holders
213
Holders Change
+23
Holders Change %
+12.11%
% of All Funds
4.2%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
39
Increased
56
Reduced
40
Closed
14
Calls
$243K
Puts
$270K
Net Calls
-$27K
Net Calls Change
-$27K
Name Holding Trade Value Shares
Change
Change in
Stake
KPCM
126
Kings Point Capital Management
New York
$152K
Fidelity Investments
127
Fidelity Investments
Massachusetts
$147K +$35.6K +961 +34%
NFG
128
Next Financial Group
Texas
$146K +$141K +3,791 New
Bank of Montreal
129
Bank of Montreal
Ontario, Canada
$144K +$16.2K +438 +13%
Citigroup
130
Citigroup
New York
$141K
AA
131
Advisory Alpha
Michigan
$141K -$24.3K -655 -15%
FWM
132
FSA Wealth Management
Massachusetts
$138K +$133K +3,582 New
RWA
133
Ropes Wealth Advisors
Massachusetts
$122K
AIC
134
Ameritas Investment Company
Nebraska
$113K -$62.3K -1,681 -37%
BFEC
135
Benjamin F. Edwards & Company
Missouri
$112K
BCWM
136
Bartlett & Co Wealth Management
Ohio
$104K
WT
137
Whittier Trust
California
$102K
BWA
138
BDO Wealth Advisors
Florida
$88K
PWP
139
Personal Wealth Partners
Minnesota
$82K
JP Morgan Chase
140
JP Morgan Chase
New York
$77K -$927 -25 -1%
CFG
141
Citizens Financial Group
Rhode Island
$77K
EWM
142
Edge Wealth Management
New York
$77K
WAP
143
Wealthcare Advisory Partners
Pennsylvania
$76K +$31K +836 +73%
GWM
144
Geneos Wealth Management
Colorado
$75K
FCM
145
Firestone Capital Management
Florida
$72K +$69.4K +1,870 New
ACM
146
Allred Capital Management
Texas
$60.4K +$58K +1,564 New
EDRH
147
Edmond de Rothschild Holding
Switzerland
$58K -$33.4K -900 -38%
CWP
148
CFM Wealth Partners
Texas
$56K +$51.9K +1,400 New
GRP
149
Global Retirement Partners
California
$54K
PCFFS
150
Pacific Center for Financial Services
California
$52K -$408 -11 -0.8%