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Invesco Water Resources ETF
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Overview Fund Activity

352 hedge funds and large institutions have $794M invested in Invesco Water Resources ETF in 2023 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 79 increasing their positions, 107 reducing their positions, and 22 closing their positions.

Holders
352
Holders Change
+37
Holders Change %
+11.75%
% of All Funds
5.16%
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
79
Reduced
107
Closed
22
Calls
$1.07M
Puts
$1.27M
Net Calls
-$204K
Net Calls Change
-$3.78M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$150M
2
SCM
2
Sage Capital Management
New Jersey
$7.1M
3
KAS
3
Kestra Advisory Services
Texas
$4.76M
4
TA
4
Tactive Advisors
Florida
$2.39M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$2.42M

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$0
2
MD
2
Money Design
Japan
$9.52M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$12.3M
4
LPL Financial
4
LPL Financial
California
$35.9M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$8.82M
Name Market Value Shares Shares
Change 		Shares
Change %
MC
176
Moors & Cabot
Massachusetts
$319K 5,235 +10 +0.2%
Jane Street
177
Jane Street
New York
$318K 5,222 -11,968 -70%
PP
178
Prudential plc
United Kingdom
$318K 5,220 – –
WB
179
Webster Bank
Connecticut
$318K 5,220 – –
Lido Advisors
180
Lido Advisors
California
$311K 5,111 -142 -3%
BP
181
Ballentine Partners
Massachusetts
$304K 5,000 – –
SCM
182
SOL Capital Management
Maryland
$304K 5,000 – –
DC
183
Davenport & Co
Virginia
$300K 4,937 +1 +0%
TWC
184
TD Waterhouse Canada
Ontario, Canada
$293K 4,008 – –
CA
185
Cetera Advisors
Colorado
$292K 4,798 +2 +0%
MHIC
186
Marble Harbor Investment Counsel
Massachusetts
$291K 4,783 – –
PFBT
187
Parkside Financial Bank & Trust
Missouri
$289K 4,750 +4,750 New
WWM
188
Western Wealth Management
Colorado
$287K 4,724 +4 +0.1%
TW
189
TritonPoint Wealth
Maryland
$287K 4,708 +4,708 New
MSCM
190
McElhenny Sheffield Capital Management
Texas
$281K 4,620 -200 -4%
WSC
191
Wellington Shields & Co
New York
$280K 4,605 +395 +9%
UFA
192
US Financial Advisors
Massachusetts
$279K 4,587 +348 +8%
JIC
193
Johnson Investment Counsel
Ohio
$277K 4,552 -357 -7%
AWM
194
Alterna Wealth Management
Texas
$276K 4,529 – –
OFG
195
Oxford Financial Group
Indiana
$276K 4,528 +88 +2%
KF
196
KKM Financial
Illinois
$273K 4,489 +4,489 New
MCIA
197
Mountain Capital Investment Advisors
Colorado
$271K 4,575 +425 +10%
JGUA
198
John G. Ullman & Associates
New York
$269K 4,420 -80 -2%
RDFA
199
Ritter Daniher Financial Advisory
Ohio
$268K 4,411 – –
FHWM
200
Fox Hill Wealth Management
Massachusetts
$267K 4,385 +4,385 New
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8
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