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Invesco Water Resources ETF

367 hedge funds and large institutions have $769M invested in Invesco Water Resources ETF in 2024 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 98 increasing their positions, 94 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more call options, than puts

Call options by funds: $1.28M | Put options by funds: $759K

59% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 22

2% more funds holding

Funds holding: 359367 (+8)

4% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 94

1% less ownership

Funds ownership: 37.59%36.59% (-1%)

4% less capital invested

Capital invested by funds: $798M → $769M (-$29.3M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
367
Holders Change
+8
Holders Change %
+2.23%
% of All Funds
5.3%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
35
Increased
98
Reduced
94
Closed
22
Calls
$1.28M
Puts
$759K
Net Calls
+$526K
Net Calls Change
-$6K
Name Holding Trade Value Shares
Change
Change in
Stake
WP
126
Wealthspan Partners
Iowa
$647K +$28.2K +429 +4%
GS
127
GTS Securities
New York
$647K +$656K +9,965 New
CL
128
Choreo LLC
Illinois
$615K +$634K +9,641 New
US Bancorp
129
US Bancorp
Minnesota
$611K
IAIM
130
International Assets Investment Management
Florida
$596K -$22.4K -340 -4%
RZH
131
Relyea Zuckerberg Hanson
Connecticut
$588K
Pathstone Holdings
132
Pathstone Holdings
New Jersey
$561K
Prudential Financial
133
Prudential Financial
New Jersey
$558K +$70.5K +1,071 +14%
CAG
134
Crestwood Advisors Group
Massachusetts
$558K +$3.88K +59 +0.7%
CWA
135
Clarus Wealth Advisors
Arizona
$543K -$42.4K -644 -7%
FHA
136
Flagship Harbor Advisors
Massachusetts
$534K +$461 +7 +0.1%
OPCM
137
Osborne Partners Capital Management
California
$526K -$132K -2,000 -20%
IWM
138
IHT Wealth Management
Illinois
$526K +$23K +350 +5%
MBTD
139
Mechanics Bank - Trust Department
California
$524K -$46.1K -700 -8%
GL
140
Gerber LLC
Ohio
$521K -$25.4K -386 -5%
WA
141
Waverly Advisors
Alabama
$519K +$33.8K +513 +7%
Franklin Resources
142
Franklin Resources
California
$506K +$3.82K +58 +0.7%
IFG
143
Independent Financial Group
California
$489K +$2.9K +44 +0.6%
Goldman Sachs
144
Goldman Sachs
New York
$489K +$496K +7,536 New
DAS
145
Dynamic Advisor Solutions
Arizona
$488K +$12.4K +189 +3%
FWCM
146
Ferguson Wellman Capital Management
Oregon
$472K
HR
147
Howe & Rusling
New York
$472K
SHFA
148
SS&H Financial Advisors
Michigan
$467K
MFIM
149
Mesirow Financial Investment Management
Illinois
$461K +$197 +3 +0%
HWAM
150
Hennion & Walsh Asset Management
New Jersey
$458K -$2.96K -45 -0.6%