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Invesco Water Resources ETF

367 hedge funds and large institutions have $769M invested in Invesco Water Resources ETF in 2024 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 98 increasing their positions, 94 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more call options, than puts

Call options by funds: $1.28M | Put options by funds: $759K

59% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 22

2% more funds holding

Funds holding: 359367 (+8)

4% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 94

1% less ownership

Funds ownership: 37.59%36.59% (-1%)

4% less capital invested

Capital invested by funds: $798M → $769M (-$29.3M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
367
Holders Change
+8
Holders Change %
+2.23%
% of All Funds
5.3%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
35
Increased
98
Reduced
94
Closed
22
Calls
$1.28M
Puts
$759K
Net Calls
+$526K
Net Calls Change
-$6K
Name Holding Trade Value Shares
Change
Change in
Stake
LL
201
LPWM LLC
Minnesota
$288K +$2.63K +40 +0.9%
OFG
202
Oxford Financial Group
Indiana
$288K
PCMC
203
Paragon Capital Management (Colorado)
Colorado
$288K +$292K +4,431 New
FHWM
204
Fox Hill Wealth Management
Massachusetts
$287K -$3.55K -54 -1%
JGUA
205
John G. Ullman & Associates
New York
$287K
RDFA
206
Ritter Daniher Financial Advisory
Ohio
$286K
TA
207
TruWealth Advisors
Louisiana
$283K +$9.74K +148 +4%
JIC
208
Johnson Investment Counsel
Ohio
$276K
RWP
209
RWA Wealth Partners
Massachusetts
$270K -$592 -9 -0.2%
DWP
210
Daymark Wealth Partners
Ohio
$266K
FWTB
211
First Western Trust Bank
Colorado
$260K
EFS
212
Essex Financial Services
Connecticut
$259K +$52.8K +802 +26%
AWM
213
AllSquare Wealth Management
New York
$253K
TIAA Trust, National Association
214
TIAA Trust, National Association
North Carolina
$250K -$152K -2,303 -37%
JWA
215
JFS Wealth Advisors
Pennsylvania
$248K +$38.6K +586 +18%
GIA
216
Gladstone Institutional Advisory
Florida
$243K -$6.25K -95 -2%
SA
217
Sanctuary Advisors
Indiana
$242K +$247K +3,747 New
WWM
218
Western Wealth Management
Colorado
$242K +$197 +3 +0.1%
KIA
219
KCM Investment Advisors
California
$241K
VCP
220
Verus Capital Partners
Arizona
$238K +$66 +1 +0%
SCTC
221
Sanibel Captiva Trust Company
Florida
$234K
AAS
222
Ameritas Advisory Services
Nebraska
$231K -$7.7K -117 -3%
RIG
223
Renaissance Investment Group
Massachusetts
$231K -$28.3K -430 -11%
BFEC
224
Benjamin F. Edwards & Company
Missouri
$230K
BMC
225
Beaton Management Company
Massachusetts
$229K