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Invesco Global Water ETF
PIO

99 hedge funds and large institutions have $93.5M invested in Invesco Global Water ETF in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 18 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 7

13% more funds holding

Funds holding: 88 → 99 (+11)

3% more capital invested

Capital invested by funds: $90.9M → $93.5M (+$2.59M)

0.63% less ownership

Funds ownership: 34.72% → 34.09% (-0.63%)

28% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 25

Holders
99
Holders Change
+11
Holders Change %
+12.5%
% of All Funds
1.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
18
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$368K
2
HighTower Advisors
HighTower Advisors
Illinois
+$211K
3
PIM
Penobscot Investment Management
Massachusetts
+$211K
4
IFG
Independent Financial Group
California
+$202K
5
V
Veritable
Delaware
+$200K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$1.25M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$777K
3
LPL Financial
LPL Financial
California
-$659K
4
Citadel Advisors
Citadel Advisors
Florida
-$479K
5
MD
Money Design
Japan
-$440K
Name Holding Trade Value Shares
Change 		Change in
Stake
LFASL
26
Lugano Financial Advisors SA (LFA)
Switzerland
$402K – – –
CAN
27
Cetera Advisor Networks
California
$400K +$42.1K +1,214 +12%
SWM
28
Spire Wealth Management
Virginia
$396K +$763 +22 +0.2%
RPCA
29
Running Point Capital Advisors
California
$393K – – –
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$375K +$69 +2 +0%
KAS
31
Kestra Advisory Services
Texas
$340K -$19.1K -550 -5%
MA
32
Mutual Advisors
Nebraska
$336K -$14.4K -414 -4%
RJA
33
Raymond James & Associates
Florida
$312K -$9.16K -264 -3%
CI Investments Inc
34
CI Investments Inc
Ontario, Canada
$263K -$19.1K -550 -7%
IFS
35
Ifrah Financial Services
Arkansas
$241K -$2.12K -61 -0.9%
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$239K – – –
AAS
37
Avantax Advisory Services
Texas
$238K +$35 +1 +0%
HighTower Advisors
38
HighTower Advisors
Illinois
$213K +$211K +6,078 New
PIM
39
Penobscot Investment Management
Massachusetts
$212K +$211K +6,071 New
IFG
40
Independent Financial Group
California
$203K +$202K +5,817 New
BAM
41
Belpointe Asset Management
Nevada
$203K -$11.9K -343 -6%
V
42
Veritable
Delaware
$202K +$200K +5,780 New
GEA
43
Glen Eagle Advisors
New Jersey
$201K -$34.7K -1,000 -15%
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$191K – – –
SWA
45
SOA Wealth Advisors
New York
$164K – – –
Franklin Resources
46
Franklin Resources
California
$157K – – –
William Blair & Company
47
William Blair & Company
Illinois
$142K – – –
GWM
48
Geneos Wealth Management
Colorado
$136K – – –
WP
49
WealthShield Partners
North Carolina
$113K +$112K +3,232 New
CTC
50
Central Trust Company
Missouri
$99.2K – – –
1
2
3 4 5

PIO Hedge Fund Activity: Q1 2023 in Review

99 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Water ETF (PIO) for Q1 2023, worth a combined $93.5M — up 2.9% from $90.9M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new PIO positions and 7 closed out — a net gain of 11 holders — while 18 added to existing stakes and 25 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $368K. The largest seller was Jane Street, cutting an estimated $1.25M.

  • 99 institutional investors held Invesco Global Water ETF (PIO) as of Q1 2023, up from 88 in Q4 2022.
  • Funds reported $93.5M of Invesco Global Water ETF stock for Q1 2023, up 2.9% quarter-over-quarter.
  • 18 funds opened new Invesco Global Water ETF positions in Q1 2023 and 7 closed out, a net change of +11 holders.
  • The largest Invesco Global Water ETF buyer in Q1 2023 was Royal Bank of Canada, an estimated $368K added.
  • The largest Invesco Global Water ETF seller in Q1 2023 was Jane Street, an estimated $1.25M sold.

Based on aggregated 13F filings for Q1 2023.