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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
ST
51
Smithfield Trust
Pennsylvania
$98K – – –
CIA
52
Choate Investment Advisors
Massachusetts
$91.8K – – –
NA
53
NewEdge Advisors
Louisiana
$83.1K – – –
Fidelity Investments
54
Fidelity Investments
Massachusetts
$72.2K +$17.3K +500 +32%
DWMG
55
DB Wealth Management Group
California
$70.5K – – –
EDRH
56
Edmond de Rothschild Holding
Switzerland
$70K – – –
HDIM
57
Hanson & Doremus Investment Management
Vermont
$62K – – –
ATC
58
Adirondack Trust Company
New York
$52.5K – – –
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$44.3K -$1.46K -42 -3%
JFGIW
60
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$43.9K +$43.5K +1,255 New
WFA
61
West Financial Advisors
Iowa
$43.7K – – –
AF
62
Advisornet Financial
Minnesota
$42K – – –
US Bancorp
63
US Bancorp
Minnesota
$40.2K +$8.67K +250 +28%
BA
64
Bristlecone Advisors
Washington
$40.2K +$39.9K +1,150 New
BBHC
65
Brown Brothers Harriman & Co
New York
$36.6K +$36.3K +1,047 New
National Bank of Canada
66
National Bank of Canada
Quebec, Canada
$33.5K – – –
AWM
67
AllSquare Wealth Management
New York
$32.8K +$5.27K +152 +19%
GT
68
Glenmede Trust
Pennsylvania
$31.1K – – –
CFD
69
Creative Financial Designs
Indiana
$27.5K – – –
ASN
70
Advisory Services Network
Georgia
$23.2K – – –
CAL
71
Capital Advisors Ltd
Ohio
$23K – – –
HI
72
Harbour Investments
Wisconsin
$21.8K – – –
WWP
73
WR Wealth Planners
Missouri
$19.8K +$19.7K +567 New
BCWM
74
Bartlett & Co Wealth Management
Ohio
$19.1K +$19K +547 New
BC
75
Bartlett & Co
Ohio
$19K +$19K +547 New
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.