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Invesco Global Water ETF

82 hedge funds and large institutions have $76.4M invested in Invesco Global Water ETF in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 14 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 14

0.82% more ownership

Funds ownership: 31.64%32.46% (+0.82%)

5% less capital invested

Capital invested by funds: $80.9M → $76.4M (-$4.44M)

6% less funds holding

Funds holding: 8782 (-5)

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

Holders
82
Holders Change
-5
Holders Change %
-5.75%
% of All Funds
1.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
24
Reduced
14
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$343K +$289 +9 +0.1%
LFASL
27
Lugano Financial Advisors SA (LFA)
Switzerland
$330K
SWM
28
Spire Wealth Management
Virginia
$327K -$707 -22 -0.2%
RPCA
29
Running Point Capital Advisors
California
$323K
KAS
30
Kestra Advisory Services
Texas
$319K +$16.1K +500 +5%
CAN
31
Cetera Advisor Networks
California
$283K +$85.6K +2,661 +37%
CI Investments Inc
32
CI Investments Inc
Ontario, Canada
$246K +$53.1K +1,650 +24%
GEA
33
Glen Eagle Advisors
New Jersey
$213K
IFS
34
Ifrah Financial Services
Arkansas
$203K +$227K +7,071 New
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$196K +$211K +6,567 +2,460%
SWA
36
SOA Wealth Advisors
New York
$136K +$225 +7 +0.1%
Franklin Resources
37
Franklin Resources
California
$129K
GWM
38
Geneos Wealth Management
Colorado
$111K -$6.43K -200 -5%
William Blair & Company
39
William Blair & Company
Illinois
$102K
SC
40
Solstein Capital
California
$86K
CTC
41
Central Trust Company
Missouri
$80K
ST
42
Smithfield Trust
Pennsylvania
$80K
CIA
43
Choate Investment Advisors
Massachusetts
$75K
EW
44
Evoke Wealth
California
$59K
DWMG
45
DB Wealth Management Group
California
$58K
EDRH
46
Edmond de Rothschild Holding
Switzerland
$57K
HDIM
47
Hanson & Doremus Investment Management
Vermont
$51K +$47.1K +1,464 +488%
Fidelity Investments
48
Fidelity Investments
Massachusetts
$45K -$900 -28 -2%
ATC
49
Adirondack Trust Company
New York
$43K
WFA
50
West Financial Advisors
Iowa
$36K

PIO Hedge Fund Activity: Q3 2022 in Review

82 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Water ETF (PIO) for Q3 2022, worth a combined $76.4M — down 5.5% from $80.9M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of PIO and 6 opened new positions — a net loss of 3 holders — while 14 trimmed existing stakes and 24 added.

The largest buyer was Money Design, adding an estimated $5.7M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.38M sold.

  • 82 institutional investors held Invesco Global Water ETF (PIO) as of Q3 2022, down from 87 in Q2 2022.
  • Funds reported $76.4M of Invesco Global Water ETF stock for Q3 2022, down 5.5% quarter-over-quarter.
  • 6 funds opened new Invesco Global Water ETF positions in Q3 2022 and 9 closed out, a net change of -3 holders.
  • The largest Invesco Global Water ETF buyer in Q3 2022 was Money Design, an estimated $5.7M added.
  • The largest Invesco Global Water ETF seller in Q3 2022 was Susquehanna International Group, an estimated $1.38M sold.

Based on aggregated 13F filings for Q3 2022.