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Invesco Global Water ETF
PIO

62 hedge funds and large institutions have $50.4M invested in Invesco Global Water ETF in 2020 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.67% more ownership

Funds ownership: 28.16% → 30.83% (+2.7%)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

8% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 13

5% less funds holding

Funds holding: 65 → 62 (-3)

11% less capital invested

Capital invested by funds: $57M → $50.4M (-$6.54M)

Holders
62
Holders Change
-3
Holders Change %
-4.62%
% of All Funds
1.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
12
Reduced
13
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MFM
MD Financial Management
Ontario, Canada
+$3.06M
2
FC
FCA Corp
Texas
+$1.66M
3
Jane Street
Jane Street
New York
+$1.58M
4
Morgan Stanley
Morgan Stanley
New York
+$1.43M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$74.8K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$801K
2
Ameriprise
Ameriprise
Minnesota
-$237K
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$232K
4
CWM
Concentric Wealth Management
California
-$219K
5
TCA
Transcend Capital Advisors
New Jersey
-$205K
Name Holding Trade Value Shares
Change 		Change in
Stake
SFPG
26
Stonebridge Financial Planning Group
Florida
$132K +$47K +1,600 +44%
SFS
27
Sowell Financial Services
Arkansas
$98K +$4.7K +160 +4%
GWM
28
Geneos Wealth Management
Colorado
$96K -$4.56K -155 -4%
FHA
29
Flagship Harbor Advisors
Massachusetts
$82K – – –
ST
30
Smithfield Trust
Pennsylvania
$69K – – –
Citigroup
31
Citigroup
New York
$62K +$5.88K +200 +9%
US Bancorp
32
US Bancorp
Minnesota
$57K – – –
CCM
33
Covington Capital Management
California
$51K – – –
William Blair & Company
34
William Blair & Company
Illinois
$43K +$51.1K +1,737 New
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$42K – – –
ATC
36
Adirondack Trust Company
New York
$37K – – –
HDIM
37
Hanson & Doremus Investment Management
Vermont
$31K +$21.4K +729 +243%
AF
38
Advisornet Financial
Minnesota
$29K – – –
GT
39
Glenmede Trust
Pennsylvania
$27K – – –
MRCM
40
M&R Capital Management
New Jersey
$18K – – –
AWM
41
AllSquare Wealth Management
New York
$12K – – –
WT
42
Washington Trust
Rhode Island
$11K +$13.2K +450 New
CAL
43
Capital Advisors Ltd
Ohio
$10K – – –
IA
44
IFP Advisors
Florida
$10K – – –
CTC
45
Central Trust Company
Missouri
$9K – – –
ASN
46
Advisory Services Network
Georgia
$7K – – –
CHA
47
Carmichael Hill & Associates
Maryland
$7K – – –
EFSCE
48
Enterprise Financial Services Corp (EFSC)
Missouri
$7K – – –
OIA
49
Optimum Investment Advisors
Illinois
$7K – – –
SSB
50
Sandy Spring Bank
Maryland
$7K – – –
1
2
3

PIO Hedge Fund Activity: Q1 2020 in Review

62 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Water ETF (PIO) for Q1 2020, worth a combined $50.4M — down 11% from $57M a quarter earlier.

Fund positioning in PIO was balanced in Q1 2020: 8 funds opened new positions, 8 closed out, 12 added to existing stakes and 13 trimmed.

The largest buyer was MD Financial Management, adding an estimated $3.06M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $801K sold.

  • 62 institutional investors held Invesco Global Water ETF (PIO) as of Q1 2020, down from 65 in Q4 2019.
  • Funds reported $50.4M of Invesco Global Water ETF stock for Q1 2020, down 11% quarter-over-quarter.
  • 8 funds opened new Invesco Global Water ETF positions in Q1 2020 and 8 closed out, a net change of 0 holders.
  • The largest Invesco Global Water ETF buyer in Q1 2020 was MD Financial Management, an estimated $3.06M added.
  • The largest Invesco Global Water ETF seller in Q1 2020 was Susquehanna International Group, an estimated $801K sold.

Based on aggregated 13F filings for Q1 2020.