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Invesco Global Water ETF

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: 101104 (+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
+3
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
12
Increased
15
Reduced
26
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
51
Aptus Capital Advisors
Alabama
$185K +$120K +2,995 +230%
SWA
52
SOA Wealth Advisors
New York
$172K
PA
53
Parallel Advisors
California
$150K
WP
54
WealthShield Partners
North Carolina
$139K
GWM
55
Geneos Wealth Management
Colorado
$138K
William Blair & Company
56
William Blair & Company
Illinois
$124K
ST
57
Smithfield Trust
Pennsylvania
$121K
CTC
58
Central Trust Company
Missouri
$111K
Fidelity Investments
59
Fidelity Investments
Massachusetts
$89.8K -$1.32K -33 -2%
NA
60
NewEdge Advisors
Louisiana
$82K -$4K -100 -5%
HDIM
61
Hanson & Doremus Investment Management
Vermont
$76K
AF
62
Advisornet Financial
Minnesota
$69K
PTC
63
Private Trust Company
Ohio
$67.9K +$63K +1,575 New
Comerica Bank
64
Comerica Bank
Texas
$64.9K
ATC
65
Adirondack Trust Company
New York
$64.7K
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$63.5K
JFGIW
67
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$54.1K
WFA
68
West Financial Advisors
Iowa
$53.9K
US Bancorp
69
US Bancorp
Minnesota
$49.6K
National Bank of Canada
70
National Bank of Canada
Quebec, Canada
$42.6K
USB
71
Union Savings Bank
Connecticut
$42.2K
AWM
72
AllSquare Wealth Management
New York
$40.4K
GT
73
Glenmede Trust
Pennsylvania
$38.3K
BIM
74
Breakwater Investment Management
Washington
$33.4K +$31K +774 New
OSAM
75
O'Shaughnessy Asset Management
Connecticut
$27.2K