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Invesco Water Resources ETF

206 hedge funds and large institutions have $353M invested in Invesco Water Resources ETF in 2020 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 39 increasing their positions, 51 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 15

11% more capital invested

Capital invested by funds: $318M → $353M (+$35.7M)

3% more funds holding

Funds holding: 200206 (+6)

1.06% more ownership

Funds ownership: 31.08%32.14% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

24% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 51

Holders
206
Holders Change
+6
Holders Change %
+3%
% of All Funds
4.16%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
39
Reduced
51
Closed
15
Calls
$559K
Puts
Net Calls
+$559K
Net Calls Change
+$286K
Name Holding Trade Value Shares
Change
Change in
Stake
HPC
151
HM Payson & Co
Maine
$38K
M
152
MOTCO
Texas
$32K
BBL
153
Beck Bode LLC
Massachusetts
$30K +$29.3K +750 New
IF
154
Ironwood Financial
Arizona
$29K
LB
155
Legacy Bridge
Iowa
$28K
BWM
156
Baystate Wealth Management
Massachusetts
$28K +$39 +1 +0.1%
APWM
157
Atlas Private Wealth Management
New York
$26K
OIA
158
Optimum Investment Advisors
Illinois
$25K
SIC
159
Salem Investment Counselors
North Carolina
$24K
PS
160
Planned Solutions
California
$22K +$21.9K +559 New
ASN
161
Advisory Services Network
Georgia
$22K +$21.9K +560 New
MRCM
162
M&R Capital Management
New Jersey
$21K
Fifth Third Bancorp
163
Fifth Third Bancorp
Ohio
$19K
JCM
164
Jacobi Capital Management
Pennsylvania
$17K
MPCG
165
Matrix Private Capital Group
New York
$17K
TPWA
166
TRUE Private Wealth Advisors
Oregon
$17K +$39 +1 +0.2%
CFGS
167
Concourse Financial Group Securities
Alabama
$16K
EFSCE
168
Enterprise Financial Services Corp (EFSC)
Missouri
$16K
HI
169
Hudock Inc
Pennsylvania
$16K
LWCFA
170
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$16K
BFO
171
Biltmore Family Office
North Carolina
$16K +$15.7K +400 New
JFA
172
JNBA Financial Advisors
Minnesota
$16K +$16.1K +411 New
AF
173
Advisornet Financial
Minnesota
$12K
BAM
174
Bellevue Asset Management
Washington
$12K
CWC
175
Carolinas Wealth Consulting
North Carolina
$12K