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Invesco Global Water ETF
PIO

92 hedge funds and large institutions have $96.2M invested in Invesco Global Water ETF in 2021 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

107% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 14

7% more capital invested

Capital invested by funds: $89.7M → $96.2M (+$6.59M)

3% more funds holding

Funds holding: 89 → 92 (+3)

1.21% less ownership

Funds ownership: 32.89% → 31.68% (-1.2%)

Holders
92
Holders Change
+3
Holders Change %
+3.37%
% of All Funds
1.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
29
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$1.65M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.02M
3
HT
HAP Trading
New York
+$912K
4
Morgan Stanley
Morgan Stanley
New York
+$877K
5
PAG
Private Advisor Group
New Jersey
+$683K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$1.34M
2
FTA
Financial & Tax Architects
Missouri
-$1.3M
3
MFM
MD Financial Management
Ontario, Canada
-$1.27M
4
JMPWA
JP Morgan Private Wealth Advisors
California
-$396K
5
MCM
McMillion Capital Management
North Carolina
-$294K
Name Holding Trade Value Shares
Change 		Change in
Stake
3AM
26
3EDGE Asset Management
Florida
$521K +$550K +13,125 New
Ameriprise
27
Ameriprise
Minnesota
$516K +$73.4K +1,752 +16%
YIA
28
YHB Investment Advisors
Connecticut
$507K -$7.12K -170 -1%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$472K +$545 +13 +0.1%
SWM
30
Spire Wealth Management
Virginia
$464K +$1.05K +25 +0.2%
ASFA
31
All Season Financial Advisors
Colorado
$446K -$24.2K -577 -5%
RPCA
32
Running Point Capital Advisors
California
$446K – – –
KAS
33
Kestra Advisory Services
Texas
$429K -$964 -23 -0.2%
FTA
34
Financial & Tax Architects
Missouri
$396K -$1.3M -31,073 -76%
RJA
35
Raymond James & Associates
Florida
$386K +$24.7K +589 +6%
CFSG
36
Community Financial Services Group
Vermont
$306K +$27.2K +650 +9%
GEA
37
Glen Eagle Advisors
New Jersey
$298K – – –
AAS
38
Avantax Advisory Services
Texas
$269K -$6.54K -156 -2%
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$230K – – –
V
40
Veritable
Delaware
$229K – – –
PIM
41
Penobscot Investment Management
Massachusetts
$217K – – –
TCA
42
Transcend Capital Advisors
New Jersey
$213K -$42.4K -1,012 -17%
HighTower Advisors
43
HighTower Advisors
Illinois
$209K +$219K +5,226 New
SFPG
44
Stonebridge Financial Planning Group
Florida
$198K -$20.9K -498 -10%
SWA
45
SOA Wealth Advisors
New York
$188K +$168 +4 +0.1%
Franklin Resources
46
Franklin Resources
California
$179K – – –
GWM
47
Geneos Wealth Management
Colorado
$162K – – –
William Blair & Company
48
William Blair & Company
Illinois
$140K +$25.2K +601 +20%
CTC
49
Central Trust Company
Missouri
$111K – – –
ST
50
Smithfield Trust
Pennsylvania
$111K – – –
1
2
3 4

PIO Hedge Fund Activity: Q3 2021 in Review

92 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Water ETF (PIO) for Q3 2021, worth a combined $96.2M — up 7.4% from $89.7M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new PIO positions and 4 closed out — a net gain of 5 holders — while 29 added to existing stakes and 14 trimmed.

The largest buyer was Jane Street, adding an estimated $1.65M. The largest seller was Citadel Advisors, cutting an estimated $1.34M.

  • 92 institutional investors held Invesco Global Water ETF (PIO) as of Q3 2021, up from 89 in Q2 2021.
  • Funds reported $96.2M of Invesco Global Water ETF stock for Q3 2021, up 7.4% quarter-over-quarter.
  • 9 funds opened new Invesco Global Water ETF positions in Q3 2021 and 4 closed out, a net change of +5 holders.
  • The largest Invesco Global Water ETF buyer in Q3 2021 was Jane Street, an estimated $1.65M added.
  • The largest Invesco Global Water ETF seller in Q3 2021 was Citadel Advisors, an estimated $1.34M sold.

Based on aggregated 13F filings for Q3 2021.