We are live on ! Find out more
PHO icon

Invesco Water Resources ETF

353 hedge funds and large institutions have $795M invested in Invesco Water Resources ETF in 2023 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 80 increasing their positions, 107 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 22

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

23% more capital invested

Capital invested by funds: $644M → $795M (+$150M)

12% more funds holding

Funds holding: 316353 (+37)

4.54% more ownership

Funds ownership: 36.14%40.68% (+4.5%)

16% less call options, than puts

Call options by funds: $1.07M | Put options by funds: $1.27M

25% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 107

Holders
353
Holders Change
+37
Holders Change %
+11.71%
% of All Funds
5.15%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
62
Increased
80
Reduced
107
Closed
22
Calls
$1.07M
Puts
$1.27M
Net Calls
-$204K
Net Calls Change
-$3.78M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$150M +$68.6M +1,245,621 +102%
Bank of America
2
Bank of America
North Carolina
$102M -$1.67M -30,398 -2%
UBS Group
3
UBS Group
Switzerland
$50.5M -$978K -17,765 -2%
LPL Financial
4
LPL Financial
California
$35.9M -$2.35M -42,583 -7%
HighTower Advisors
5
HighTower Advisors
Illinois
$26.7M -$863K -15,662 -3%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$25M +$1.02M +18,491 +5%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$20.8M -$1.04M -18,916 -5%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$16.6M -$49.2K -893 -0.3%
Wells Fargo
9
Wells Fargo
California
$13.9M +$779K +14,138 +7%
PL
10
Polianta Ltd
Jersey
$13.5M
Ameriprise
11
Ameriprise
Minnesota
$13.3M +$738K +13,390 +7%
1832 Asset Management
12
1832 Asset Management
Ontario, Canada
$12.9M -$277K -5,024 -2%
CAN
13
Cetera Advisor Networks
California
$12.6M +$9.36K +170 +0.1%
Osaic Holdings
14
Osaic Holdings
Arizona
$12.3M -$2.4M -43,600 -18%
MD
15
Money Design
Japan
$9.52M -$3.51M -63,706 -29%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$8.82M -$1.87M -33,946 -19%
FNBTCON
17
First National Bank & Trust Co of Newtown
Pennsylvania
$8.69M -$60K -1,090 -0.8%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$8.39M -$230K -4,178 -3%
William Blair & Company
19
William Blair & Company
Illinois
$8.3M -$7.88K -143 -0.1%
HW
20
Hamilton Wealth
California
$8.09M -$48.8K -886 -0.7%
SCM
21
Sage Capital Management
New Jersey
$7.1M +$6.43M +116,711 New
RJA
22
Raymond James & Associates
Florida
$5.57M -$22.8K -414 -0.5%
Stifel Financial
23
Stifel Financial
Missouri
$5.43M +$159K +2,881 +3%
CB
24
Commerce Bank
Missouri
$5.36M -$22.9K -415 -0.5%
KAS
25
Kestra Advisory Services
Texas
$4.76M +$2.55M +46,271 +145%