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Invesco Water Resources ETF

253 hedge funds and large institutions have $468M invested in Invesco Water Resources ETF in 2021 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 62 increasing their positions, 48 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more call options, than puts

Call options by funds: $732K | Put options by funds: $321K

116% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 19

29% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 48

10% more capital invested

Capital invested by funds: $425M → $468M (+$42.9M)

8% more funds holding

Funds holding: 235253 (+18)

0.48% more ownership

Funds ownership: 32.31%32.79% (+0.48%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
253
Holders Change
+18
Holders Change %
+7.66%
% of All Funds
4.44%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
41
Increased
62
Reduced
48
Closed
19
Calls
$732K
Puts
$321K
Net Calls
+$411K
Net Calls Change
-$300K
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
201
Manchester Capital Management
Vermont
$31K
OIA
202
Optimum Investment Advisors
Illinois
$31K
SIC
203
Salem Investment Counselors
North Carolina
$30K
BFO
204
Biltmore Family Office
North Carolina
$27K +$7.26K +150 +38%
MRCM
205
M&R Capital Management
New Jersey
$26K
RFA
206
Reilly Financial Advisors
California
$26K
EI
207
Ellevest Inc
New York
$26K +$25.6K +530 New
OSAM
208
O'Shaughnessy Asset Management
Connecticut
$25K
HI
209
Harbour Investments
Wisconsin
$25K +$24K +496 New
SAM
210
S.A. Mason
Michigan
$25K +$24.2K +500 New
JPLA
211
Joseph P. Lucia & Associates
New York
$23K -$18.9K -390 -46%
JCM
212
Jacobi Capital Management
Pennsylvania
$21K
MPCG
213
Matrix Private Capital Group
New York
$21K
CWA
214
Clearview Wealth Advisors
Oregon
$20K
CFGS
215
Concourse Financial Group Securities
Alabama
$20K
EFSCE
216
Enterprise Financial Services Corp (EFSC)
Missouri
$20K
HI
217
Hudock Inc
Pennsylvania
$20K
EP
218
Eudaimonia Partners
Tennessee
$20K +$19.4K +400 New
APA
219
American Portfolios Advisors
New York
$19.7K
BAM
220
Bellevue Asset Management
Washington
$15K
BFC
221
Bedel Financial Consulting
Indiana
$13K
TSW
222
Thompson Siegel & Walmsley
Virginia
$13K
CT
223
Caldwell Trust
Florida
$12.3K
AF
224
Allworth Financial
California
$12K
SBL
225
Sargent Bickham Lagudis
Colorado
$12K