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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
SS
76
Sunbelt Securities
Texas
$17.5K
IA
77
IFP Advisors
Florida
$16.9K
BFEC
78
Benjamin F. Edwards & Company
Missouri
$16K
WT
79
Washington Trust
Rhode Island
$14.4K
S
80
SignatureFD
Georgia
$13.7K +$14.4K +405 New
MRCM
81
M&R Capital Management
New Jersey
$13.5K
CHA
82
Carmichael Hill & Associates
Maryland
$10.1K
SSB
83
Sandy Spring Bank
Maryland
$10.1K
BC
84
Barrett & Company
Rhode Island
$9.29K
NSIM
85
North Star Investment Management
Illinois
$7.75K
AAG
86
Armstrong Advisory Group
Massachusetts
$6.76K
HBW
87
Hazlett, Burt & Watson
West Virginia
$6K -$5.86K -165 -47%
MRC
88
Millburn Ridgefield Corp
New York
$5.33K +$5.61K +158 New
TCOV
89
Trust Company of Vermont
Vermont
$5.07K
CSC
90
Caldwell Sutter Capital
California
$3.38K -$2.66K -75 -43%
RDFA
91
Ritter Daniher Financial Advisory
Ohio
$3.38K +$3.55K +100 New
GRP
92
Global Retirement Partners
California
$2.44K +$1.38K +39 +111%
BWP
93
Baldwin Wealth Partners
Massachusetts
$2.37K
Carson Wealth (CWM LLC)
94
Carson Wealth (CWM LLC)
Nebraska
$2K
AWM
95
Avior Wealth Management
Nebraska
$1.82K
FDCDDQ
96
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.72K
SPIA
97
Steward Partners Investment Advisory
New York
$439 -$13.6K -383 -97%
JP Morgan Chase
98
JP Morgan Chase
New York
$439 -$7.53K -212 -94%
FFA
99
Farther Finance Advisors
California
$34
Rockefeller Capital Management
100
Rockefeller Capital Management
New York
-$249K -6,961 Closed