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Invesco Global Water ETF
PIO

61 hedge funds and large institutions have $52.2M invested in Invesco Global Water ETF in 2019 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $46.1M → $52.2M (+$6.11M)

0.18% less ownership

Funds ownership: 28.93% → 28.75% (-0.18%)

2% less funds holding

Funds holding: 62 → 61 (-1)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

53% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 17

Holders
61
Holders Change
-1
Holders Change %
-1.61%
% of All Funds
1.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
8
Reduced
17
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$1.95M
2
Jane Street
Jane Street
New York
+$747K
3
Morgan Stanley
Morgan Stanley
New York
+$509K
4
PAG
Private Advisor Group
New Jersey
+$317K
5
LPL Financial
LPL Financial
California
+$69.3K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.95M
2
UBS Group
UBS Group
Switzerland
-$1.34M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.13M
4
Bank of America
Bank of America
North Carolina
-$597K
5
Franklin Resources
Franklin Resources
California
-$462K
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$209K -$267K -10,474 -57%
GEA
27
Glen Eagle Advisors
New Jersey
$203K – – –
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$145K – – –
GWM
29
Geneos Wealth Management
Colorado
$96K -$7.66K -300 -8%
ST
30
Smithfield Trust
Pennsylvania
$75K – – –
Citigroup
31
Citigroup
New York
$58K -$15.1K -592 -22%
CCM
32
Covington Capital Management
California
$56K – – –
US Bancorp
33
US Bancorp
Minnesota
$54K – – –
WCM
34
WealthBridge Capital Management
Ohio
$48K – – –
AG
35
Advisor Group
Arizona
$45K -$1.69K -66 -4%
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$42K +$14K +550 +110%
ATC
37
Adirondack Trust Company
New York
$41K – – –
CF
38
Centaurus Financial
California
$36.4K +$25K +978 New
AOWM
39
Alpha Omega Wealth Management
Virginia
$32K – – –
MRCM
40
M&R Capital Management
New Jersey
$20K – – –
SSB
41
Sandy Spring Bank
Maryland
$20K – – –
CA
42
Cetera Advisors
Colorado
$19K +$17.7K +693 New
CTC
43
Central Trust Company
Missouri
$16K – – –
BAM
44
Bruderman Asset Management
New York
$14K – – –
SWM
45
SeaCrest Wealth Management
New York
$13K -$5.11K -200 -29%
AWM
46
AllSquare Wealth Management
New York
$13K – – –
CAL
47
Capital Advisors Ltd
Ohio
$11K – – –
1NWS
48
1 North Wealth Services
Maryland
$8K – – –
OIA
49
Optimum Investment Advisors
Illinois
$8K – – –
EFSCE
50
Enterprise Financial Services Corp (EFSC)
Missouri
$8K +$7.66K +300 New
1
2
3

PIO Hedge Fund Activity: Q1 2019 in Review

61 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Water ETF (PIO) for Q1 2019, worth a combined $52.2M — up 13% from $46.1M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of PIO and 7 opened new positions — a net loss of 1 holder — while 17 trimmed existing stakes and 8 added.

The largest buyer was Wells Fargo, adding an estimated $1.95M. The largest seller was Susquehanna International Group, cutting an estimated $1.95M.

  • 61 institutional investors held Invesco Global Water ETF (PIO) as of Q1 2019, down from 62 in Q4 2018.
  • Funds reported $52.2M of Invesco Global Water ETF stock for Q1 2019, up 13% quarter-over-quarter.
  • 7 funds opened new Invesco Global Water ETF positions in Q1 2019 and 8 closed out, a net change of -1 holder.
  • The largest Invesco Global Water ETF buyer in Q1 2019 was Wells Fargo, an estimated $1.95M added.
  • The largest Invesco Global Water ETF seller in Q1 2019 was Susquehanna International Group, an estimated $1.95M sold.

Based on aggregated 13F filings for Q1 2019.