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Invesco Water Resources ETF

190 hedge funds and large institutions have $301M invested in Invesco Water Resources ETF in 2019 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 54 increasing their positions, 41 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 41

5% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 19

1% more capital invested

Capital invested by funds: $298M → $301M (+$2.44M)

0% more funds holding

Funds holding: 190190 (0)

1.15% less ownership

Funds ownership: 30.72%29.56% (-1.2%)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
190
Holders Change
Holders Change %
0%
% of All Funds
4.17%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
20
Increased
54
Reduced
41
Closed
19
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
$64.7M -$516K -14,328 -0.8%
MFM
2
MD Financial Management
Ontario, Canada
$27.9M -$1.84M -51,054 -6%
Morgan Stanley
3
Morgan Stanley
New York
$26.7M -$524K -14,562 -2%
UBS Group
4
UBS Group
Switzerland
$19.4M +$3.55M +98,497 +23%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$18.2M -$3.26M -90,465 -15%
ACM
6
Arlington Capital Management
Illinois
$14.2M -$2.52M -70,063 -15%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$8.05M +$381K +10,590 +5%
FNBTCON
8
First National Bank & Trust Co of Newtown
Pennsylvania
$6.4M -$14.4K -400 -0.2%
LPL Financial
9
LPL Financial
California
$5.46M +$1.58M +43,775 +42%
BCM
10
Beck Capital Management
Texas
$4.88M -$227K -6,308 -5%
RMAM
11
Raab & Moskowitz Asset Management
New Jersey
$4.3M -$121K -3,370 -3%
Wells Fargo
12
Wells Fargo
California
$4.25M +$232K +6,442 +6%
William Blair & Company
13
William Blair & Company
Illinois
$4.24M +$292K +8,101 +8%
BCM
14
Barometer Capital Management
Ontario, Canada
$3.78M +$1.12M +31,000 +43%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$3.74M -$190K -5,276 -5%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$3.6M +$372K +10,335 +12%
CB
17
Commerce Bank
Missouri
$3.2M +$211K +5,850 +7%
Citadel Advisors
18
Citadel Advisors
Florida
$3.15M +$68.4K +1,900 +2%
LW
19
Linscomb Wealth
Texas
$2.56M +$180 +5 +0%
HCMNY
20
Howard Capital Management (New York)
New York
$2.54M -$71.3K -1,980 -3%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$2.38M
HW
22
Hamilton Wealth
California
$2.06M -$110K -3,061 -5%
H
23
HoyleCohen
California
$2.06M -$64.8K -1,799 -3%
CCA
24
Conservest Capital Advisors
Pennsylvania
$1.87M -$50.8K -1,412 -3%
Creative Planning
25
Creative Planning
Kansas
$1.83M +$99.5K +2,763 +6%