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Invesco Global Water ETF
PIO

58 hedge funds and large institutions have $57.2M invested in Invesco Global Water ETF in 2019 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 12

0% more funds holding

Funds holding: 58 → 58 (0)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

0.41% less ownership

Funds ownership: 30.8% → 30.39% (-0.41%)

2% less capital invested

Capital invested by funds: $58.7M → $57.2M (-$1.44M)

Holders
58
Holders Change
–
Holders Change %
0%
% of All Funds
1.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
15
Reduced
12
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VF
Virtu Financial
New York
+$1.17M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$741K
3
Jane Street
Jane Street
New York
+$478K
4
Citadel Advisors
Citadel Advisors
Florida
+$457K
5
AA
Advisory Alpha
Michigan
+$161K

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$1.94M
2
EWM
Elmwood Wealth Management
California
-$1.03M
3
Bank of America
Bank of America
North Carolina
-$914K
4
Morgan Stanley
Morgan Stanley
New York
-$381K
5
MFM
MD Financial Management
Ontario, Canada
-$327K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$225K -$3.47K -125 -2%
GEA
27
Glen Eagle Advisors
New Jersey
$211K – – –
AA
28
Advisory Alpha
Michigan
$157K +$161K +5,797 New
SFS
29
Sowell Financial Services
Arkansas
$107K +$107K +3,847 New
GWM
30
Geneos Wealth Management
Colorado
$98K – – –
ST
31
Smithfield Trust
Pennsylvania
$78K – – –
ASN
32
Advisory Services Network
Georgia
$73K – – –
Citigroup
33
Citigroup
New York
$66K +$5.61K +202 +9%
US Bancorp
34
US Bancorp
Minnesota
$64K – – –
CCM
35
Covington Capital Management
California
$59K – – –
AG
36
Advisor Group
Arizona
$47K – – –
ATC
37
Adirondack Trust Company
New York
$42K – – –
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$42K – – –
AF
39
Advisornet Financial
Minnesota
$33K +$33.3K +1,200 New
MRCM
40
M&R Capital Management
New Jersey
$20K – – –
AWM
41
AllSquare Wealth Management
New York
$14K – – –
SSB
42
Sandy Spring Bank
Maryland
$14K – – –
CAL
43
Capital Advisors Ltd
Ohio
$12K – – –
IA
44
IFP Advisors
Florida
$11K +$11.1K +400 New
CTC
45
Central Trust Company
Missouri
$10K -$6.94K -250 -42%
EFSCE
46
Enterprise Financial Services Corp (EFSC)
Missouri
$8K – – –
HDIM
47
Hanson & Doremus Investment Management
Vermont
$8K – – –
OIA
48
Optimum Investment Advisors
Illinois
$8K – – –
AIC
49
Ameritas Investment Company
Nebraska
$8K +$8.16K +294 New
1NWS
50
1 North Wealth Services
Maryland
$8K +$8.44K +304 New
1
2
3

PIO Hedge Fund Activity: Q3 2019 in Review

58 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Water ETF (PIO) for Q3 2019, worth a combined $57.2M — down 2.5% from $58.7M a quarter earlier.

Fund positioning in PIO was balanced in Q3 2019: 8 funds opened new positions, 8 closed out, 15 added to existing stakes and 12 trimmed.

The largest buyer was Virtu Financial, opening a new position worth an estimated $1.17M. The largest seller was Wells Fargo, cutting an estimated $1.94M.

  • 58 institutional investors held Invesco Global Water ETF (PIO) as of Q3 2019, unchanged from Q2 2019.
  • Funds reported $57.2M of Invesco Global Water ETF stock for Q3 2019, down 2.5% quarter-over-quarter.
  • 8 funds opened new Invesco Global Water ETF positions in Q3 2019 and 8 closed out, a net change of 0 holders.
  • The largest Invesco Global Water ETF buyer in Q3 2019 was Virtu Financial, an estimated $1.17M added.
  • The largest Invesco Global Water ETF seller in Q3 2019 was Wells Fargo, an estimated $1.94M sold.

Based on aggregated 13F filings for Q3 2019.