We are live on ! Find out more
PHO icon

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
FANJ
151
Financial Architects (New Jersey)
New Jersey
$50K +$11.1K +300 +30%
Fifth Third Bancorp
152
Fifth Third Bancorp
Ohio
$49K
HPC
153
HM Payson & Co
Maine
$47K
LWA
154
LWS Wealth Advisors
New Jersey
$47K +$45K +1,213 New
FWM
155
Focused Wealth Management
New York
$46K
BCI
156
Brinker Capital Investments
Pennsylvania
$43K
PA
157
Parallel Advisors
California
$43K
CAC
158
Certified Advisory Corp
Florida
$43K +$37 +1 +0.1%
AA
159
Ancora Advisors
Ohio
$42K +$40K +1,078 New
ASN
160
Advisory Services Network
Georgia
$41K +$19.3K +520 +97%
MCM
161
Manchester Capital Management
Vermont
$39K
Chevy Chase Trust
162
Chevy Chase Trust
Maryland
$39K +$37.1K +1,000 New
JPLA
163
Joseph P. Lucia & Associates
New York
$37K
GI
164
Gradient Investments
Minnesota
$32K +$30.3K +817 New
CFGS
165
Concourse Financial Group Securities
Alabama
$31K +$30.2K +815 New
VCM
166
Vigilant Capital Management
Maine
$29K
IF
167
Ironwood Financial
Arizona
$28K
AP
168
Arlington Partners
Alabama
$27K
BWM
169
Baystate Wealth Management
Massachusetts
$27K
VCP
170
Verus Capital Partners
Arizona
$27K +$26.3K +709 New
LB
171
Legacy Bridge
Iowa
$27K +$26.3K +710 New
APWM
172
Atlas Private Wealth Management
New York
$26K +$24.6K +662 New
IWP
173
IAG Wealth Partners
Wisconsin
$26K +$24.7K +665 New
First Manhattan
174
First Manhattan
New York
$25K -$9.27K -250 -27%
OIA
175
Optimum Investment Advisors
Illinois
$24K