We are live on ! Find out more
PHO icon

Invesco Water Resources ETF

167 hedge funds and large institutions have $222M invested in Invesco Water Resources ETF in 2017 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 35 increasing their positions, 37 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

313% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 8

17% more funds holding

Funds holding: 143167 (+24)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 37

6.03% less ownership

Funds ownership: 30.72%24.69% (-6%)

14% less capital invested

Capital invested by funds: $259M → $222M (-$37.5M)

Holders
167
Holders Change
+24
Holders Change %
+16.78%
% of All Funds
3.79%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
33
Increased
35
Reduced
37
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$58.2M -$199K -6,733 -0.3%
MFM
2
MD Financial Management
Ontario, Canada
$26.2M +$25.6M +866,691 New
Morgan Stanley
3
Morgan Stanley
New York
$18.8M -$56.1K -1,898 -0.3%
UBS Group
4
UBS Group
Switzerland
$12.5M +$190K +6,429 +2%
PL
5
Polianta Ltd
Jersey
$9.35M
FNBTCON
6
First National Bank & Trust Co of Newtown
Pennsylvania
$5.8M -$29.4K -995 -0.5%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$5M -$11.4K -385 -0.2%
BCM
8
Beck Capital Management
Texas
$4.73M +$306K +10,335 +7%
RMAM
9
Raab & Moskowitz Asset Management
New Jersey
$4.33M -$308K -10,420 -7%
William Blair & Company
10
William Blair & Company
Illinois
$3.83M +$30.3K +1,025 +0.8%
LPL Financial
11
LPL Financial
California
$3.56M +$230K +7,789 +7%
QAM
12
Q3 Asset Management
Michigan
$3.55M +$3.46M +117,169 New
Wells Fargo
13
Wells Fargo
California
$3.1M +$216K +7,304 +8%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$2.79M +$82.8K +2,800 +3%
VAM
15
Verity Asset Management
North Carolina
$2.54M -$89.6K -3,032 -4%
Citadel Advisors
16
Citadel Advisors
Florida
$2.41M -$264K -8,924 -10%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$2.34M -$38K -1,286 -2%
HCMNY
18
Howard Capital Management (New York)
New York
$2.22M +$12.9K +435 +0.6%
LW
19
Linscomb Wealth
Texas
$2.14M +$89 +3 +0%
CB
20
Commerce Bank
Missouri
$2.09M
H
21
HoyleCohen
California
$2M +$1.95M +65,892 New
Bank of New York Mellon
22
Bank of New York Mellon
New York
$1.69M -$278K -9,404 -14%
CS
23
Credit Suisse
Switzerland
$1.61M +$60.8K +2,055 +4%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$1.49M -$70.7K -2,392 -5%
BCM
25
BTR Capital Management
California
$1.32M -$148K -5,000 -10%