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Invesco Global Water ETF

PIO

Market cap $272M

104 hedge funds and large institutions have $107M invested in Invesco Global Water ETF in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 15 increasing their positions, 26 reducing their positions, and 7 closing their positions.

New

Increased

Maintained

Reduced

Closed

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

3% more funds holding

Funds holding: 101 → 104 (+3)

5% less capital invested

Capital invested by funds: $112M → $107M (-$5.43M)

4.1% less ownership

Funds ownership: 40.01% → 35.91% (-4.1%)

42% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 26

Holders

104

Holders Change

Holders Change %

+2.97%

% of All Funds

1.5%

Holding in Top 10

–

Holding in Top 10 Change

–

Holding in Top 10 Change %

–

% of All Funds

–

New

Increased

Reduced

Closed

Calls

–

Puts

–

Net Calls

–

Net Calls Change

–

Top Buyers

1	CIBC World Market Toronto, Ontario, Canada	+$1.75M
2	EWM Elmwood Wealth Management Berkeley, California	+$913K
3	Cetera Investment Advisers Schaumburg, Illinois	+$675K
4	Susquehanna International Group Bala Cynwyd, Pennsylvania	+$610K
5	AWM Apollon Wealth Management Mount Pleasant, South Carolina	+$467K

Top Sellers

1	Morgan Stanley New York	-$12.9M
2	MD Money Design Tokyo, Japan	-$2.14M
3	Citadel Advisors Miami, Florida	-$1.52M
4	Jane Street New York	-$1.48M
5	Bank of Montreal Toronto, Ontario, Canada	-$787K

#	Name	Holding	Trade Value	Shares Change	Change in Stake
26	26 Ameriprise Minneapolis, Minnesota	$647K	+$71.2K	+1,778	+13%
27	RJFSA 27 Raymond James Financial Services Advisors St. Petersburg, Florida	$532K	+$8.13K	+203	+2%
28	IFS 28 Ifrah Financial Services Little Rock, Arkansas	$532K	+$231K	+5,777	+88%
29	CAN 29 Cetera Advisor Networks El Segundo, California	$526K	+$21.3K	+533	+5%
30	AWM 30 Apollon Wealth Management Mount Pleasant, South Carolina	$502K	+$467K	+11,656	New
31	LFASL 31 Lugano Financial Advisors SA (LFA) Lugano, Switzerland	$496K	–	–	–
32	SWM 32 Spire Wealth Management Mclean, Virginia	$488K	–	–	–
33	RPCA 33 Running Point Capital Advisors El Segundo, California	$485K	-$3.72K	-93	-0.8%
34	MA 34 Mutual Advisors Omaha, Nebraska	$409K	+$4.04K	+101	+1%
35	35 CI Investments Inc Toronto, Ontario, Canada	$406K	+$28K	+700	+8%
36	KAS 36 Kestra Advisory Services Austin, Texas	$384K	-$40.1K	-1,003	-10%
37	RCS 37 Retirement Capital Strategies San Jose, California	$354K	+$328K	+8,205	New
38	RJA 38 Raymond James & Associates St Petersburg, Florida	$354K	–	–	–
39	AAS 39 Avantax Advisory Services Dallas, Texas	$279K	-$4.92K	-123	-2%
40	40 PNC Financial Services Group Pittsburgh, Pennsylvania	$279K	–	–	–
41	41 Pathstone Holdings Englewood, New Jersey	$249K	–	–	–
42	GEA 42 Glen Eagle Advisors Kingston, New Jersey	$244K	-$4K	-100	-2%
43	43 Bank of Montreal Toronto, Ontario, Canada	$235K	-$787K	-19,662	-78%
44	DP 44 Dearborn Partners Chicago, Illinois	$235K	+$141K	+3,527	New
45	VL 45 Vima LLC Troy, Michigan	$233K	+$8.61K	+215	+3%
46	46 HighTower Advisors Chicago, Illinois	$229K	-$1.96K	-49	-0.9%
47	IFG 47 Independent Financial Group San Diego, California	$226K	–	–	–
48	48 Corient Private Wealth Miami, Florida	$226K	-$8.01K	-200	-4%
49	CFSG 49 Community Financial Services Group Newport, Vermont	$210K	+$195K	+4,876	New
50	50 Franklin Resources San Mateo, California	$194K	–	–	–