We are live on ! Find out more
PIO icon

Invesco Global Water ETF

65 hedge funds and large institutions have $71M invested in Invesco Global Water ETF in 2020 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 7 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 7

6% more capital invested

Capital invested by funds: $66.9M → $71M (+$4.11M)

1.64% less ownership

Funds ownership: 31.73%30.09% (-1.6%)

3% less funds holding

Funds holding: 6765 (-2)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

Holders
65
Holders Change
-2
Holders Change %
-2.99%
% of All Funds
1.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
22
Reduced
7
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCA
26
Transcend Capital Advisors
New Jersey
$237K +$4.76K +142 +2%
SFPG
27
Stonebridge Financial Planning Group
Florida
$182K +$34 +1 +0%
SWA
28
SOA Wealth Advisors
New York
$171K +$159K +4,745 New
Franklin Resources
29
Franklin Resources
California
$157K
GWM
30
Geneos Wealth Management
Colorado
$147K +$5.03K +150 +4%
SFS
31
Sowell Financial Services
Arkansas
$145K +$5.03K +150 +4%
William Blair & Company
32
William Blair & Company
Illinois
$102K +$570 +17 +0.6%
CTC
33
Central Trust Company
Missouri
$98K
ST
34
Smithfield Trust
Pennsylvania
$98K
CIA
35
Choate Investment Advisors
Massachusetts
$92K
Citigroup
36
Citigroup
New York
$88K +$34 +1 +0%
ASN
37
Advisory Services Network
Georgia
$80K
CCM
38
Covington Capital Management
California
$73K
DWMG
39
DB Wealth Management Group
California
$73K +$69.7K +2,079 New
US Bancorp
40
US Bancorp
Minnesota
$70K
ATC
41
Adirondack Trust Company
New York
$52K
AWA
42
Arkadios Wealth Advisors
Georgia
$52K +$50.3K +1,500 New
WFA
43
West Financial Advisors
Iowa
$44K +$41.9K +1,250 New
AF
44
Advisornet Financial
Minnesota
$42K
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$42K
GT
46
Glenmede Trust
Pennsylvania
$31K
AWM
47
AllSquare Wealth Management
New York
$27K +$9.55K +285 +57%
KC
48
Knuff & Co
California
$21K
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$19K +$7.54K +225 +65%
WT
50
Washington Trust
Rhode Island
$16K