We are live on ! Find out more
PIO icon

Invesco Global Water ETF

61 hedge funds and large institutions have $52.2M invested in Invesco Global Water ETF in 2019 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $46.1M → $52.2M (+$6.11M)

0.18% less ownership

Funds ownership: 28.93%28.75% (-0.18%)

2% less funds holding

Funds holding: 6261 (-1)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

53% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 17

Holders
61
Holders Change
-1
Holders Change %
-1.61%
% of All Funds
1.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
8
Reduced
17
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$17M -$597K -23,407 -4%
MFM
2
MD Financial Management
Ontario, Canada
$7.96M -$342K -13,394 -4%
Morgan Stanley
3
Morgan Stanley
New York
$5.13M +$509K +19,931 +12%
Wells Fargo
4
Wells Fargo
California
$3.19M +$1.95M +76,280 +181%
UBS Group
5
UBS Group
Switzerland
$3.05M -$1.34M -52,308 -32%
JMPWA
6
JP Morgan Private Wealth Advisors
California
$2.31M
MCM
7
McMillion Capital Management
North Carolina
$1.46M +$35.6K +1,393 +3%
Mercer Global Advisors
8
Mercer Global Advisors
Colorado
$1.4M +$1.33M +52,053 New
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.2M -$100K -3,916 -8%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.12M -$9.55K -374 -0.9%
EWM
11
Elmwood Wealth Management
California
$936K +$26.4K +1,034 +3%
LPL Financial
12
LPL Financial
California
$844K +$69.3K +2,714 +9%
LW
13
Linscomb Wealth
Texas
$791K +$459 +18 +0.1%
Jane Street
14
Jane Street
New York
$787K +$747K +29,272 New
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$624K -$16.8K -658 -3%
MC
16
Moors & Cabot
Massachusetts
$471K
YIA
17
YHB Investment Advisors
Connecticut
$375K
RJFSA
18
Raymond James Financial Services Advisors
Florida
$367K +$20.3K +796 +6%
PAG
19
Private Advisor Group
New Jersey
$334K +$317K +12,431 New
Citadel Advisors
20
Citadel Advisors
Florida
$297K -$1.13M -44,189 -80%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$296K
RJA
22
Raymond James & Associates
Florida
$268K -$23.9K -936 -9%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$245K -$1.95M -76,572 -89%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$221K -$18.4K -719 -8%
AA
25
Advisory Alpha
Michigan
$217K -$14.7K -575 -7%

PIO Hedge Fund Activity: Q1 2019 in Review

61 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Water ETF (PIO) for Q1 2019, worth a combined $52.2M — up 13% from $46.1M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of PIO and 7 opened new positions — a net loss of 1 holder — while 17 trimmed existing stakes and 8 added.

The largest buyer was Wells Fargo, adding an estimated $1.95M. The largest seller was Susquehanna International Group, cutting an estimated $1.95M.

  • 61 institutional investors held Invesco Global Water ETF (PIO) as of Q1 2019, down from 62 in Q4 2018.
  • Funds reported $52.2M of Invesco Global Water ETF stock for Q1 2019, up 13% quarter-over-quarter.
  • 7 funds opened new Invesco Global Water ETF positions in Q1 2019 and 8 closed out, a net change of -1 holder.
  • The largest Invesco Global Water ETF buyer in Q1 2019 was Wells Fargo, an estimated $1.95M added.
  • The largest Invesco Global Water ETF seller in Q1 2019 was Susquehanna International Group, an estimated $1.95M sold.

Based on aggregated 13F filings for Q1 2019.