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Invesco Water Resources ETF

378 hedge funds and large institutions have $855M invested in Invesco Water Resources ETF in 2025 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 96 increasing their positions, 105 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

7% more call options, than puts

Call options by funds: $303K | Put options by funds: $282K

5% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 40

0.38% more ownership

Funds ownership: 39.79%40.17% (+0.38%)

4% less capital invested

Capital invested by funds: $892M → $855M (-$36.4M)

9% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 105

1% less funds holding

Funds holding: 382378 (-4)

Holders
378
Holders Change
-4
Holders Change %
-1.05%
% of All Funds
4.6%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
42
Increased
96
Reduced
105
Closed
40
Calls
$303K
Puts
$282K
Net Calls
+$21K
Net Calls Change
+$64K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$111M -$4.2M -58,321 -4%
Morgan Stanley
2
Morgan Stanley
New York
$92.1M -$9.84M -136,562 -9%
LPL Financial
3
LPL Financial
California
$63.1M -$794K -11,017 -1%
SWM
4
Shepherd Wealth Management
Ohio
$39.5M +$14.3M +198,306 New
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$36.6M +$281K +3,902 +0.8%
Raymond James Financial
6
Raymond James Financial
Florida
$30.6M -$869K -12,063 -3%
UBS Group
7
UBS Group
Switzerland
$27.7M -$3.63M -50,395 -11%
PWM
8
Perigon Wealth Management
California
$27.1M +$27.7M +384,283 New
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$20.8M -$7.43M -103,159 -26%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$20.5M +$258K +3,576 +1%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$16.5M +$301K +4,183 +2%
Osaic Holdings
12
Osaic Holdings
Arizona
$13.2M -$3.28M -45,534 -20%
Wells Fargo
13
Wells Fargo
California
$12.8M -$694K -9,637 -5%
PA
14
Prism Advisors
California
$11.7M -$30.6K -425 -0.3%
PL
15
Polianta Ltd
Jersey
$10.8M -$4.89M -67,900 -31%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$9.87M +$481K +6,671 +5%
William Blair & Company
17
William Blair & Company
Illinois
$9.61M +$31K +430 +0.3%
HW
18
Hamilton Wealth
California
$8.28M +$143K +1,986 +2%
FNBTCON
19
First National Bank & Trust Co of Newtown
Pennsylvania
$7.9M -$42.5K -590 -0.5%
SCM
20
Sage Capital Management
New Jersey
$7M -$679K -9,424 -9%
TWM
21
Thryve Wealth Management
Texas
$6.81M +$6.97M +96,754 New
WP
22
WealthSpring Partners
California
$6.74M +$6.9M +95,736 New
MMHP
23
Murphy Middleton Hinkle & Parker
Georgia
$6.47M +$683K +9,484 New
Stifel Financial
24
Stifel Financial
Missouri
$6M -$391K -5,432 -6%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$5.33M -$9.18M -127,397 -63%