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Invesco Global Water ETF

65 hedge funds and large institutions have $57M invested in Invesco Global Water ETF in 2019 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

25% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 12

12% more funds holding

Funds holding: 5865 (+7)

0% less capital invested

Capital invested by funds: $57.2M → $57M (-$231K)

2.23% less ownership

Funds ownership: 30.39%28.16% (-2.2%)

Holders
65
Holders Change
+7
Holders Change %
+12.07%
% of All Funds
1.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
15
Reduced
12
Closed
6
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
$17.1M -$671K -23,028 -4%
MFM
2
MD Financial Management
Ontario, Canada
$9.77M -$4.26M -146,158 -32%
Morgan Stanley
3
Morgan Stanley
New York
$5.7M -$5.22K -179 -0.1%
UBS Group
4
UBS Group
Switzerland
$3.58M +$14K +480 +0.4%
JMPWA
5
JP Morgan Private Wealth Advisors
California
$2.63M
MCM
6
McMillion Capital Management
North Carolina
$1.65M +$14.7K +505 +1%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.65M +$188K +6,456 +14%
Wells Fargo
8
Wells Fargo
California
$1.52M +$26.5K +909 +2%
Mercer Global Advisors
9
Mercer Global Advisors
Colorado
$1.43M -$49.6K -1,703 -4%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.41M +$7.55K +259 +0.6%
LPL Financial
11
LPL Financial
California
$1.3M +$127K +4,350 +11%
EWM
12
Elmwood Wealth Management
California
$1.17M +$1.1M +37,728 New
LW
13
Linscomb Wealth
Texas
$897K +$204 +7 +0%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$801K -$628K -21,537 -45%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$689K +$43.8K +1,502 +7%
PAG
16
Private Advisor Group
New Jersey
$641K +$50.3K +1,726 +9%
MC
17
Moors & Cabot
Massachusetts
$542K +$29 +1 +0%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$444K +$29K +995 +7%
Stifel Financial
19
Stifel Financial
Missouri
$409K +$30K +1,030 +8%
YIA
20
YHB Investment Advisors
Connecticut
$400K
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$353K +$146 +5 +0%
RJA
22
Raymond James & Associates
Florida
$289K -$14.6K -500 -5%
Ameriprise
23
Ameriprise
Minnesota
$237K -$30.5K -1,048 -12%
GEA
24
Glen Eagle Advisors
New Jersey
$234K
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$232K -$16.5K -565 -7%