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Invesco Global Water ETF

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: 8899 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
TWC
76
TD Waterhouse Canada
Ontario, Canada
$18.8K
SS
77
Sunbelt Securities
Texas
$18K +$18K +518 New
BFEC
78
Benjamin F. Edwards & Company
Missouri
$16K -$22.9K -659 -58%
WT
79
Washington Trust
Rhode Island
$14.9K -$347 -10 -2%
MRCM
80
M&R Capital Management
New Jersey
$14K
SPIA
81
Steward Partners Investment Advisory
New York
$13.9K +$13.7K +396 New
IA
82
IFP Advisors
Florida
$13K -$21.5K -620 -55%
HBW
83
Hazlett, Burt & Watson
West Virginia
$12K
CHA
84
Carmichael Hill & Associates
Maryland
$10.5K
SSB
85
Sandy Spring Bank
Maryland
$10.5K
BC
86
Barrett & Company
Rhode Island
$9.62K
NSIM
87
North Star Investment Management
Illinois
$8.01K
AAG
88
Armstrong Advisory Group
Massachusetts
$7K
TCOV
89
Trust Company of Vermont
Vermont
$5.25K
CSC
90
Caldwell Sutter Capital
California
$3.5K +$3.47K +100 New
WP
91
WealthPLAN Partners
Nebraska
$3.5K +$3.47K +100 New
AAS
92
Ameritas Advisory Services
Nebraska
$3.18K +$3.12K +90 New
BWP
93
Baldwin Wealth Partners
Massachusetts
$2.45K
Carson Wealth (CWM LLC)
94
Carson Wealth (CWM LLC)
Nebraska
$2K -$34.6K -999 -96%
Commonwealth Equity Services
95
Commonwealth Equity Services
Massachusetts
$1.89K -$33.7K -971 -2%
AWM
96
Avior Wealth Management
Nebraska
$1.89K +$1.87K +54 New
FDCDDQ
97
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.78K
GRP
98
Global Retirement Partners
California
$880 +$867 +25 New
FFA
99
Farther Finance Advisors
California
$35
ACA
100
Aptus Capital Advisors
Alabama
-$55.3K -1,695 Closed

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.