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Invesco Global Water ETF

99 hedge funds and large institutions have $84.5M invested in Invesco Global Water ETF in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 14 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

3% more funds holding

Funds holding: 9699 (+3)

3.44% less ownership

Funds ownership: 37.48%34.03% (-3.4%)

19% less capital invested

Capital invested by funds: $105M → $84.5M (-$20.1M)

44% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 25

Holders
99
Holders Change
+3
Holders Change %
+3.13%
% of All Funds
1.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
14
Reduced
25
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
YIA
26
YHB Investment Advisors
Connecticut
$461K
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$444K +$466K +13,139 New
CAN
28
Cetera Advisor Networks
California
$389K +$2.98K +84 +0.7%
LFASL
29
Lugano Financial Advisors SA (LFA)
Switzerland
$388K
SWM
30
Spire Wealth Management
Virginia
$382K
RPCA
31
Running Point Capital Advisors
California
$380K
KAS
32
Kestra Advisory Services
Texas
$335K
MA
33
Mutual Advisors
Nebraska
$323K -$1.67K -47 -0.5%
RJA
34
Raymond James & Associates
Florida
$297K -$10.4K -294 -3%
CI Investments Inc
35
CI Investments Inc
Ontario, Canada
$297K +$31.9K +900 +11%
IFS
36
Ifrah Financial Services
Arkansas
$234K -$177 -5 -0.1%
AAS
37
Avantax Advisory Services
Texas
$230K +$35 +1 +0%
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$218K
VF
39
Virtu Financial
New York
$210K +$221K +6,214 New
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$197K -$31.7K -894 -14%
GEA
41
Glen Eagle Advisors
New Jersey
$194K
Franklin Resources
42
Franklin Resources
California
$152K
SWA
43
SOA Wealth Advisors
New York
$135K +$35 +1 +0%
GWM
44
Geneos Wealth Management
Colorado
$134K
William Blair & Company
45
William Blair & Company
Illinois
$118K -$20.4K -575 -14%
PA
46
Parallel Advisors
California
$117K +$123K +3,470 New
WP
47
WealthShield Partners
North Carolina
$109K
ST
48
Smithfield Trust
Pennsylvania
$95K
CIA
49
Choate Investment Advisors
Massachusetts
$88.7K
CTC
50
Central Trust Company
Missouri
$87.3K