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Invesco Global Water ETF
PIO

100 hedge funds and large institutions have $116M invested in Invesco Global Water ETF in 2021 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 26 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

63% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 16

20% more capital invested

Capital invested by funds: $96.2M → $116M (+$19.4M)

9% more funds holding

Funds holding: 92 → 100 (+8)

0.2% more ownership

Funds ownership: 31.68% → 31.88% (+0.2%)

Holders
100
Holders Change
+8
Holders Change %
+8.7%
% of All Funds
1.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
26
Reduced
16
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MD
Money Design
Japan
+$5.21M
2
Wells Fargo
Wells Fargo
California
+$4.07M
3
AIFAIM
American Institute for Advanced Investment Management
Arizona
+$788K
4
MFM
MD Financial Management
Ontario, Canada
+$423K
5
JMPWA
JP Morgan Private Wealth Advisors
California
+$422K

Top Sellers

1
Jane Street
Jane Street
New York
-$1M
2
HT
HAP Trading
New York
-$864K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$753K
4
FSA
Financial Services Advisory
Maryland
-$695K
5
Citadel Advisors
Citadel Advisors
Florida
-$525K
Name Holding Trade Value Shares
Change 		Change in
Stake
CI Investments Inc
51
CI Investments Inc
Ontario, Canada
$154K +$101K +2,432 +219%
CTC
52
Central Trust Company
Missouri
$122K – – –
ST
53
Smithfield Trust
Pennsylvania
$122K – – –
CIA
54
Choate Investment Advisors
Massachusetts
$114K – – –
EW
55
Evoke Wealth
California
$89K +$35.9K +859 +72%
DWMG
56
DB Wealth Management Group
California
$88K – – –
EDRH
57
Edmond de Rothschild Holding
Switzerland
$87K – – –
US Bancorp
58
US Bancorp
Minnesota
$87K – – –
EVM
59
Eaton Vance Management
Massachusetts
$74K – – –
Fidelity Investments
60
Fidelity Investments
Massachusetts
$69K – – –
ATC
61
Adirondack Trust Company
New York
$65K – – –
Koshinski Asset Management
62
Koshinski Asset Management
Illinois
$60.8K – – –
MPCG
63
Matrix Private Capital Group
New York
$58K – – –
WFA
64
West Financial Advisors
Iowa
$54K – – –
AF
65
Advisornet Financial
Minnesota
$52K – – –
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$46K +$43.8K +1,050 New
National Bank of Canada
67
National Bank of Canada
Quebec, Canada
$40K +$38.1K +914 New
GT
68
Glenmede Trust
Pennsylvania
$38K – – –
AWM
69
AllSquare Wealth Management
New York
$34K – – –
CFD
70
Creative Financial Designs
Indiana
$34K – – –
CAL
71
Capital Advisors Ltd
Ohio
$28K -$17.8K -427 -40%
CFA
72
Carroll Financial Associates
North Carolina
$28K +$10.9K +262 +67%
TC
73
TAP Consulting
Missouri
$28K +$27.2K +652 New
HI
74
Harbour Investments
Wisconsin
$27K -$5.63K -135 -18%
TWC
75
TD Waterhouse Canada
Ontario, Canada
$21.8K +$16.7K +400 New
1 2
3
4 5

PIO Hedge Fund Activity: Q4 2021 in Review

100 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Water ETF (PIO) for Q4 2021, worth a combined $116M — up 20% from $96.2M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new PIO positions and 8 closed out — a net gain of 8 holders — while 26 added to existing stakes and 16 trimmed.

The largest buyer was Money Design, opening a new position worth an estimated $5.21M. The largest seller was Jane Street, cutting an estimated $1M.

  • 100 institutional investors held Invesco Global Water ETF (PIO) as of Q4 2021, up from 92 in Q3 2021.
  • Funds reported $116M of Invesco Global Water ETF stock for Q4 2021, up 20% quarter-over-quarter.
  • 16 funds opened new Invesco Global Water ETF positions in Q4 2021 and 8 closed out, a net change of +8 holders.
  • The largest Invesco Global Water ETF buyer in Q4 2021 was Money Design, an estimated $5.21M added.
  • The largest Invesco Global Water ETF seller in Q4 2021 was Jane Street, an estimated $1M sold.

Based on aggregated 13F filings for Q4 2021.