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Invesco Global Water ETF

65 hedge funds and large institutions have $57M invested in Invesco Global Water ETF in 2019 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

25% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 12

12% more funds holding

Funds holding: 5865 (+7)

0% less capital invested

Capital invested by funds: $57.2M → $57M (-$231K)

2.23% less ownership

Funds ownership: 30.39%28.16% (-2.2%)

Holders
65
Holders Change
+7
Holders Change %
+12.07%
% of All Funds
1.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
15
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
26
Concentric Wealth Management
California
$219K +$207K +7,100 New
TCA
27
Transcend Capital Advisors
New Jersey
$205K +$193K +6,630 New
AA
28
Advisory Alpha
Michigan
$167K -$12.5K -430 -7%
GWM
29
Geneos Wealth Management
Colorado
$126K +$15K +514 +14%
SFS
30
Sowell Financial Services
Arkansas
$119K
SFPG
31
Stonebridge Financial Planning Group
Florida
$112K +$105K +3,615 New
FHA
32
Flagship Harbor Advisors
Massachusetts
$104K +$98.1K +3,366 New
ST
33
Smithfield Trust
Pennsylvania
$86K
US Bancorp
34
US Bancorp
Minnesota
$72K
Citigroup
35
Citigroup
New York
$72K +$29 +1 +0%
CCM
36
Covington Capital Management
California
$65K
S
37
SignatureFD
Georgia
$62K +$58.1K +1,994 New
CFA
38
Carroll Financial Associates
North Carolina
$56K +$53.3K +1,830 New
CWA
39
Capital Wealth Alliance
Arizona
$54K +$50K +1,717 New
AG
40
Advisor Group
Arizona
$53K
ATC
41
Adirondack Trust Company
New York
$47K
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$42K
AF
43
Advisornet Financial
Minnesota
$37K
IFWM
44
Institute for Wealth Management
Colorado
$37K +$35K +1,200 New
GT
45
Glenmede Trust
Pennsylvania
$27K -$8.74K -300 -25%
MRCM
46
M&R Capital Management
New Jersey
$23K
AWM
47
AllSquare Wealth Management
New York
$15K
CAL
48
Capital Advisors Ltd
Ohio
$13K
IA
49
IFP Advisors
Florida
$12K
CTC
50
Central Trust Company
Missouri
$11K