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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
Fidelity Investments
51
Fidelity Investments
Massachusetts
$85.1K +$16.2K +455 +22%
DWMG
52
DB Wealth Management Group
California
$68.1K
NA
53
NewEdge Advisors
Louisiana
$67.6K -$6.18K -174 -8%
EDRH
54
Edmond de Rothschild Holding
Switzerland
$67.6K
HDIM
55
Hanson & Doremus Investment Management
Vermont
$60K
Comerica Bank
56
Comerica Bank
Texas
$50.8K +$53.4K +1,505 New
ATC
57
Adirondack Trust Company
New York
$50.7K
ACA
58
Aptus Capital Advisors
Alabama
$43.9K +$46.1K +1,300 New
JFGIW
59
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$42.4K
WFA
60
West Financial Advisors
Iowa
$42.2K
AF
61
Advisornet Financial
Minnesota
$40.5K
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$39.6K
US Bancorp
63
US Bancorp
Minnesota
$38.8K
USB
64
Union Savings Bank
Connecticut
$33.1K
National Bank of Canada
65
National Bank of Canada
Quebec, Canada
$31.7K
AWM
66
AllSquare Wealth Management
New York
$31.7K
GT
67
Glenmede Trust
Pennsylvania
$30K
Legacy Financial Group (Iowa)
68
Legacy Financial Group (Iowa)
Iowa
$26.4K +$27.7K +781 New
CAL
69
Capital Advisors Ltd
Ohio
$22K
OSAM
70
O'Shaughnessy Asset Management
Connecticut
$21.3K +$22.4K +630 New
HI
71
Harbour Investments
Wisconsin
$21K
WWP
72
WR Wealth Planners
Missouri
$19.2K
BCWM
73
Bartlett & Co Wealth Management
Ohio
$18.5K
TWC
74
TD Waterhouse Canada
Ontario, Canada
$18.1K
BC
75
Bartlett & Co
Ohio
$18K