We are live on ! Find out more
PIO icon

Invesco Global Water ETF
PIO

62 hedge funds and large institutions have $50.5M invested in Invesco Global Water ETF in 2018 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

1.99% more ownership

Funds ownership: 25.13% → 27.12% (+2%)

2% more funds holding

Funds holding: 61 → 62 (+1)

2% less capital invested

Capital invested by funds: $51.7M → $50.5M (-$1.21M)

14% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 14

Holders
62
Holders Change
+1
Holders Change %
+1.64%
% of All Funds
1.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
12
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
+$319K
2
MFM
MD Financial Management
Ontario, Canada
+$218K
3
Ameriprise
Ameriprise
Minnesota
+$210K
4
UBS Group
UBS Group
Switzerland
+$84.1K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$80.5K

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$646K
2
Citadel Advisors
Citadel Advisors
Florida
-$415K
3
Bank of America
Bank of America
North Carolina
-$368K
4
Jane Street
Jane Street
New York
-$334K
5
Morgan Stanley
Morgan Stanley
New York
-$333K
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
26
Merriman Wealth Management
Washington
$201K -$9.07K -350 -4%
GEA
27
Glen Eagle Advisors
New Jersey
$162K +$79.1K +3,055 +94%
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$139K – – –
CCM
29
Covington Capital Management
California
$92K -$10.4K -400 -10%
ST
30
Smithfield Trust
Pennsylvania
$72K – – –
US Bancorp
31
US Bancorp
Minnesota
$52K – – –
EDRH
32
Edmond de Rothschild Holding
Switzerland
$51K – – –
AG
33
Advisor Group
Arizona
$36K +$259 +10 +0.7%
SSB
34
Sandy Spring Bank
Maryland
$35K – – –
AOWM
35
Alpha Omega Wealth Management
Virginia
$30K – – –
CCA
36
Clearwater Capital Advisors
Illinois
$28K +$28.5K +1,100 New
Citigroup
37
Citigroup
New York
$26K -$10.5K -404 -29%
GT
38
Glenmede Trust
Pennsylvania
$23K – – –
IA
39
IFP Advisors
Florida
$23K – – –
WDL
40
Well Done LLC
Michigan
$20K +$20.2K +779 New
MRCM
41
M&R Capital Management
New Jersey
$19K – – –
BWP
42
Baldwin Wealth Partners
Massachusetts
$18K – – –
SWM
43
SeaCrest Wealth Management
New York
$18K – – –
SWP
44
Stratos Wealth Partners
Ohio
$17K -$2.95K -114 -15%
Fifth Third Bancorp
45
Fifth Third Bancorp
Ohio
$17K – – –
CTC
46
Central Trust Company
Missouri
$15K – – –
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$15K +$2.1K +81 +17%
MOS
48
MGO One Seven
Ohio
$14K – – –
AWM
49
AllSquare Wealth Management
New York
$13K – – –
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$13K – – –
1
2
3

PIO Hedge Fund Activity: Q1 2018 in Review

62 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Water ETF (PIO) for Q1 2018, worth a combined $50.5M — down 2.3% from $51.7M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new PIO positions and 6 closed out — a net gain of 1 holder — while 12 added to existing stakes and 14 trimmed.

The largest buyer was Stifel Financial, opening a new position worth an estimated $319K. The largest seller was Wells Fargo, cutting an estimated $646K.

  • 62 institutional investors held Invesco Global Water ETF (PIO) as of Q1 2018, up from 61 in Q4 2017.
  • Funds reported $50.5M of Invesco Global Water ETF stock for Q1 2018, down 2.3% quarter-over-quarter.
  • 7 funds opened new Invesco Global Water ETF positions in Q1 2018 and 6 closed out, a net change of +1 holder.
  • The largest Invesco Global Water ETF buyer in Q1 2018 was Stifel Financial, an estimated $319K added.
  • The largest Invesco Global Water ETF seller in Q1 2018 was Wells Fargo, an estimated $646K sold.

Based on aggregated 13F filings for Q1 2018.