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Invesco Water Resources ETF

353 hedge funds and large institutions have $795M invested in Invesco Water Resources ETF in 2023 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 80 increasing their positions, 107 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 22

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

23% more capital invested

Capital invested by funds: $644M → $795M (+$150M)

12% more funds holding

Funds holding: 316353 (+37)

4.54% more ownership

Funds ownership: 36.14%40.68% (+4.5%)

16% less call options, than puts

Call options by funds: $1.07M | Put options by funds: $1.27M

25% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 107

Holders
353
Holders Change
+37
Holders Change %
+11.71%
% of All Funds
5.15%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
62
Increased
80
Reduced
107
Closed
22
Calls
$1.07M
Puts
$1.27M
Net Calls
-$204K
Net Calls Change
-$3.78M
Name Holding Trade Value Shares
Change
Change in
Stake
PSF
151
Pacific Sun Financial
California
$407K -$32.6K -592 -8%
BS
152
Banco Santander
Spain
$398K -$61.7K -1,120 -15%
SSB
153
Sandy Spring Bank
Maryland
$394K
DAS
154
Dynamic Advisor Solutions
Arizona
$390K -$14.6K -265 -4%
GLLW
155
Graves Light Lenhart Wealth
Virginia
$386K
CTC
156
Central Trust Company
Missouri
$385K
ASN
157
Advisory Services Network
Georgia
$383K -$2.53K -46 -0.7%
WFC
158
Western Financial Corp
California
$382K -$9.8K -178 -3%
GS
159
GTS Securities
New York
$372K +$336K +6,107 New
MSAM
160
Moloney Securities Asset Management
Missouri
$366K -$716 -13 -0.2%
MWM
161
Modera Wealth Management
New Jersey
$361K
NSIM
162
North Star Investment Management
Illinois
$360K
TIA
163
Traphagen Investment Advisors
New Jersey
$360K +$110 +2 +0%
MWM
164
MinichMacGregor Wealth Management
New York
$359K +$1.76K +32 +0.5%
WP
165
Wealthspan Partners
Iowa
$357K -$16.4K -298 -5%
WTC
166
WhitTier Trust Company
Nevada
$356K -$27.5K -500 -8%
NFG
167
Nations Financial Group
Iowa
$353K -$165 -3 -0.1%
WS
168
Wedbush Securities
California
$353K -$19.7K -358 -6%
PGFC
169
Peapack-Gladstone Financial Corp
New Jersey
$351K
SCP
170
Stamos Capital Partners
California
$350K -$81K -1,470 -20%
RJT
171
Raymond James Trust
Florida
$345K
FLPIM
172
F.L. Putnam Investment Management
Massachusetts
$343K
CCA
173
Clearwater Capital Advisors
Illinois
$330K -$12.7K -230 -4%
TIAA Trust, National Association
174
TIAA Trust, National Association
North Carolina
$326K -$101K -1,830 -25%
VVP
175
Venture Visionary Partners
Ohio
$324K