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Invesco Global Water ETF
PIO

100 hedge funds and large institutions have $116M invested in Invesco Global Water ETF in 2021 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 26 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

63% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 16

20% more capital invested

Capital invested by funds: $96.2M → $116M (+$19.4M)

9% more funds holding

Funds holding: 92 → 100 (+8)

0.2% more ownership

Funds ownership: 31.68% → 31.88% (+0.2%)

Holders
100
Holders Change
+8
Holders Change %
+8.7%
% of All Funds
1.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
26
Reduced
16
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MD
Money Design
Japan
+$5.21M
2
Wells Fargo
Wells Fargo
California
+$4.07M
3
AIFAIM
American Institute for Advanced Investment Management
Arizona
+$788K
4
MFM
MD Financial Management
Ontario, Canada
+$423K
5
JMPWA
JP Morgan Private Wealth Advisors
California
+$422K

Top Sellers

1
Jane Street
Jane Street
New York
-$1M
2
HT
HAP Trading
New York
-$864K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$753K
4
FSA
Financial Services Advisory
Maryland
-$695K
5
Citadel Advisors
Citadel Advisors
Florida
-$525K
Name Holding Trade Value Shares
Change 		Change in
Stake
MA
26
Mutual Advisors
Nebraska
$648K +$65.8K +1,577 +12%
YIA
27
YHB Investment Advisors
Connecticut
$589K +$32.6K +780 +6%
Ameriprise
28
Ameriprise
Minnesota
$588K +$21.6K +517 +4%
3AM
29
3EDGE Asset Management
Florida
$567K -$3.13K -75 -0.6%
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$518K +$459 +11 +0.1%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$516K -$753K -18,047 -60%
SWM
32
Spire Wealth Management
Virginia
$509K +$1.67K +40 +0.3%
RPCA
33
Running Point Capital Advisors
California
$489K – – –
CFSG
34
Community Financial Services Group
Vermont
$485K +$144K +3,455 +45%
ASFA
35
All Season Financial Advisors
Colorado
$478K -$9.22K -221 -2%
KAS
36
Kestra Advisory Services
Texas
$470K – – –
GEA
37
Glen Eagle Advisors
New Jersey
$326K – – –
AAS
38
Avantax Advisory Services
Texas
$292K +$334 +8 +0.1%
FTUS
39
Flow Traders U.S.
New York
$274K +$263K +6,312 New
HIP
40
HUB Investment Partners
Texas
$260K +$249K +5,977 New
HighTower Advisors
41
HighTower Advisors
Illinois
$252K +$25.1K +602 +12%
V
42
Veritable
Delaware
$251K – – –
PIM
43
Penobscot Investment Management
Massachusetts
$238K – – –
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$235K – – –
SWA
45
SOA Wealth Advisors
New York
$206K +$167 +4 +0.1%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$204K +$196K +4,697 New
Franklin Resources
47
Franklin Resources
California
$196K – – –
SFPG
48
Stonebridge Financial Planning Group
Florida
$178K +$83 +2 +0%
GWM
49
Geneos Wealth Management
Colorado
$177K – – –
William Blair & Company
50
William Blair & Company
Illinois
$154K – – –
1
2
3 4 5

PIO Hedge Fund Activity: Q4 2021 in Review

100 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Water ETF (PIO) for Q4 2021, worth a combined $116M — up 20% from $96.2M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new PIO positions and 8 closed out — a net gain of 8 holders — while 26 added to existing stakes and 16 trimmed.

The largest buyer was Money Design, opening a new position worth an estimated $5.21M. The largest seller was Jane Street, cutting an estimated $1M.

  • 100 institutional investors held Invesco Global Water ETF (PIO) as of Q4 2021, up from 92 in Q3 2021.
  • Funds reported $116M of Invesco Global Water ETF stock for Q4 2021, up 20% quarter-over-quarter.
  • 16 funds opened new Invesco Global Water ETF positions in Q4 2021 and 8 closed out, a net change of +8 holders.
  • The largest Invesco Global Water ETF buyer in Q4 2021 was Money Design, an estimated $5.21M added.
  • The largest Invesco Global Water ETF seller in Q4 2021 was Jane Street, an estimated $1M sold.

Based on aggregated 13F filings for Q4 2021.