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Invesco Global Water ETF

58 hedge funds and large institutions have $50M invested in Invesco Global Water ETF in 2018 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more capital invested

Capital invested by funds: $35.7M → $50M (+$14.4M)

15% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 13

7.81% more ownership

Funds ownership: 19.83%27.64% (+7.8%)

0% more funds holding

Funds holding: 5858 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

Holders
58
Holders Change
Holders Change %
0%
% of All Funds
1.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
15
Reduced
13
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$139K
GWM
27
Geneos Wealth Management
Colorado
$105K +$91.4K +3,576 +650%
ST
28
Smithfield Trust
Pennsylvania
$72K
Citigroup
29
Citigroup
New York
$55K +$15.2K +595 +39%
CCM
30
Covington Capital Management
California
$54K -$38.3K -1,500 -42%
US Bancorp
31
US Bancorp
Minnesota
$52K
EDRH
32
Edmond de Rothschild Holding
Switzerland
$51K
AG
33
Advisor Group
Arizona
$45K +$10.1K +395 +29%
TC
34
Truvestments Capital
Florida
$39K +$38.3K +1,500 New
ATC
35
Adirondack Trust Company
New York
$38K +$38.3K +1,500 New
AOWM
36
Alpha Omega Wealth Management
Virginia
$30K
JFA
37
JNBA Financial Advisors
Minnesota
$30K +$30.3K +1,185 New
SSB
38
Sandy Spring Bank
Maryland
$25K -$5.11K -200 -17%
IA
39
IFP Advisors
Florida
$23K
MRCM
40
M&R Capital Management
New Jersey
$19K
SWM
41
SeaCrest Wealth Management
New York
$18K
SWP
42
Stratos Wealth Partners
Ohio
$17K +$16.7K +654 New
CTC
43
Central Trust Company
Missouri
$15K +$15.3K +600 New
AWM
44
AllSquare Wealth Management
New York
$13K
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$13K
LNB
46
Ledyard National Bank
$12K
CAL
47
Capital Advisors Ltd
Ohio
$11K
SPIA
48
Steward Partners Investment Advisory
New York
$11K
OIA
49
Optimum Investment Advisors
Illinois
$8K
PGWM
50
Parisi Gray Wealth Management
New Jersey
$6K