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Invesco Global Water ETF

96 hedge funds and large institutions have $105M invested in Invesco Global Water ETF in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 24 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 19

12% more capital invested

Capital invested by funds: $93.5M → $105M (+$11.1M)

3.39% more ownership

Funds ownership: 34.09%37.48% (+3.4%)

3% less funds holding

Funds holding: 9996 (-3)

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

Holders
96
Holders Change
-3
Holders Change %
-3.03%
% of All Funds
1.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
24
Reduced
19
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
YIA
26
YHB Investment Advisors
Connecticut
$489K
LFASL
27
Lugano Financial Advisors SA (LFA)
Switzerland
$411K
CAN
28
Cetera Advisor Networks
California
$409K -$210 -6 -0.1%
SWM
29
Spire Wealth Management
Virginia
$405K
RPCA
30
Running Point Capital Advisors
California
$402K
KAS
31
Kestra Advisory Services
Texas
$355K +$7K +200 +2%
MA
32
Mutual Advisors
Nebraska
$344K +$35 +1 +0%
RJA
33
Raymond James & Associates
Florida
$325K +$6.03K +172 +2%
CI Investments Inc
34
CI Investments Inc
Ontario, Canada
$282K +$12.3K +350 +5%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$249K +$4.45K +127 +2%
IFS
36
Ifrah Financial Services
Arkansas
$248K +$981 +28 +0.4%
AAS
37
Avantax Advisory Services
Texas
$244K +$210 +6 +0.1%
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$231K -$149K -4,258 -40%
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$230K +$31.3K +894 +16%
IFG
40
Independent Financial Group
California
$208K
PIM
41
Penobscot Investment Management
Massachusetts
$207K -$9.81K -280 -5%
HighTower Advisors
42
HighTower Advisors
Illinois
$207K -$9.98K -285 -5%
V
43
Veritable
Delaware
$207K
GEA
44
Glen Eagle Advisors
New Jersey
$206K
Franklin Resources
45
Franklin Resources
California
$161K
William Blair & Company
46
William Blair & Company
Illinois
$145K +$35 +1 +0%
SWA
47
SOA Wealth Advisors
New York
$143K -$24.3K -695 -15%
GWM
48
Geneos Wealth Management
Colorado
$142K +$2.98K +85 +2%
WP
49
WealthShield Partners
North Carolina
$116K
ST
50
Smithfield Trust
Pennsylvania
$100K