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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
PA
201
Parallel Advisors
California
$4K +$39 +1 +0.9%
ARMC
202
American Research & Management Company
Massachusetts
$3K
GI
203
Gradient Investments
Minnesota
$3K
CB
204
Community Bank
New York
$2K
WCG
205
Weaver Consulting Group
California
$2K
GFPC
206
Global Financial Private Client
Florida
$1.31K
MML Investors Services
207
MML Investors Services
Massachusetts
-$1.7M -46,740 Closed
EWA
208
EP Wealth Advisors
California
-$405K -11,133 Closed
MWM
209
Merriman Wealth Management
Washington
-$385K -10,582 Closed
BRWA
210
B. Riley Wealth Advisors
Florida
-$326K -8,944 Closed
FUBT
211
First United Bank & Trust
Maryland
-$237K -6,530 Closed
FWM
212
FSA Wealth Management
Massachusetts
-$130K -3,582 Closed
CFG
213
Citizens Financial Group
Rhode Island
-$73K -2,000 Closed
CWP
214
CFM Wealth Partners
Texas
-$50K -1,400 Closed
JPLA
215
Joseph P. Lucia & Associates
New York
-$34K -949 Closed
PWP
216
Principle Wealth Partners
Connecticut
-$24K -650 Closed
CFB
217
Cullen/Frost Bankers
Texas
-$24K -648 Closed
MCA
218
Mercer Capital Advisers
New Jersey
-$18K -500 Closed
PIMG
219
Patriot Investment Management Group
Tennessee
-$16.4K -450 Closed
OPS
220
Orion Portfolio Solutions
Nebraska
-$12K -319 Closed
WFMPM
221
Woodley Farra Manion Portfolio Management
Indiana
-$11K -290 Closed