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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
Bank of America
1
Bank of America
North Carolina
$86.1M +$5.34M +110,321 +7%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$60.1M +$5.79M +119,732 +11%
Morgan Stanley
3
Morgan Stanley
New York
$43.2M +$3.65M +75,372 +9%
UBS Group
4
UBS Group
Switzerland
$32.2M +$2.66M +54,971 +9%
PL
5
Polianta Ltd
Jersey
$23.8M
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$20.2M +$4.33M +89,549 +28%
MFM
7
MD Financial Management
Ontario, Canada
$20.1M -$1.07M -22,196 -3%
LPL Financial
8
LPL Financial
California
$11.7M +$939K +19,396 +9%
FNBTCON
9
First National Bank & Trust Co of Newtown
Pennsylvania
$7.95M -$355K -7,340 -4%
Osaic Holdings
10
Osaic Holdings
Arizona
$7.32M +$392K +8,095 +6%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$6.59M +$578K +11,942 +10%
Wells Fargo
12
Wells Fargo
California
$6.51M +$672K +13,881 +12%
William Blair & Company
13
William Blair & Company
Illinois
$5.96M -$248K -5,132 -4%
RMAM
14
Raab & Moskowitz Asset Management
New Jersey
$5.44M -$9.68K -200 -0.2%
CB
15
Commerce Bank
Missouri
$4.25M
RJA
16
Raymond James & Associates
Florida
$3.68M +$1.55M +32,088 +76%
LW
17
Linscomb Wealth
Texas
$3.45M -$12K -248 -0.4%
TC
18
TAP Consulting
Missouri
$3.44M +$3.36M +69,531 New
BCM
19
Beck Capital Management
Texas
$3.29M +$47.7K +985 +2%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$3.12M +$31K +641 +1%
TAM
21
Tocqueville Asset Management
New York
$2.82M +$230K +4,749 +9%
Creative Planning
22
Creative Planning
Kansas
$2.81M -$95.5K -1,973 -3%
H
23
HoyleCohen
California
$2.62M
CCA
24
Conservest Capital Advisors
Pennsylvania
$2.53M +$629 +13 +0%
HW
25
Hamilton Wealth
California
$2.47M +$40.6K +840 +2%