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Invesco Global Water ETF

96 hedge funds and large institutions have $105M invested in Invesco Global Water ETF in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 24 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 19

12% more capital invested

Capital invested by funds: $93.5M → $105M (+$11.1M)

3.39% more ownership

Funds ownership: 34.09%37.48% (+3.4%)

3% less funds holding

Funds holding: 9996 (-3)

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

Holders
96
Holders Change
-3
Holders Change %
-3.03%
% of All Funds
1.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
24
Reduced
19
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
76
IFP Advisors
Florida
$17.9K
BFEC
77
Benjamin F. Edwards & Company
Missouri
$17K
WT
78
Washington Trust
Rhode Island
$15.2K
MRCM
79
M&R Capital Management
New Jersey
$14.3K
SPIA
80
Steward Partners Investment Advisory
New York
$14.2K
HBW
81
Hazlett, Burt & Watson
West Virginia
$13K
CHA
82
Carmichael Hill & Associates
Maryland
$10.7K
SSB
83
Sandy Spring Bank
Maryland
$10.7K
BC
84
Barrett & Company
Rhode Island
$9.84K
NSIM
85
North Star Investment Management
Illinois
$8.2K
JP Morgan Chase
86
JP Morgan Chase
New York
$8.05K +$7.88K +225 New
AAG
87
Armstrong Advisory Group
Massachusetts
$7.15K
CSC
88
Caldwell Sutter Capital
California
$6.26K +$2.63K +75 +75%
TCOV
89
Trust Company of Vermont
Vermont
$5.37K
WP
90
WealthPLAN Partners
Nebraska
$3.58K
BWP
91
Baldwin Wealth Partners
Massachusetts
$2.5K
Carson Wealth (CWM LLC)
92
Carson Wealth (CWM LLC)
Nebraska
$2K
AWM
93
Avior Wealth Management
Nebraska
$1.93K
FDCDDQ
94
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.82K
GRP
95
Global Retirement Partners
California
$1.25K +$350 +10 +40%
FFA
96
Farther Finance Advisors
California
$36
BAM
97
Belpointe Asset Management
Nevada
-$203K -5,815 Closed
BA
98
Bristlecone Advisors
Washington
-$40.2K -1,150 Closed
CFD
99
Creative Financial Designs
Indiana
-$27.5K -787 Closed
ASN
100
Advisory Services Network
Georgia
-$23.2K -664 Closed