Invesco Global Water ETF
PIO
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.
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: 58 → 65 (+7)
2.23% less ownership
Funds ownership: 30.39% → 28.16% (-2.2%)
71% less capital inflows, than outflows
Capital inflows: $2.47M | Capital outflows: $8.38M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWM
Elmwood Wealth Management
Berkeley,
California
|
+$1.1M |
| 2 |
CWM
Concentric Wealth Management
Lafayette,
California
|
+$207K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$188K |
| 4 |
LPL Financial
San Diego,
California
|
+$127K |
| 5 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
+$98.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFM
MD Financial Management
Ottawa,
Ontario, Canada
|
-$4.26M |
| 2 |
VF
Virtu Financial
New York
|
-$1.18M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$721K |
| 4 |
Jane Street
New York
|
-$696K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$671K |
PIO Hedge Fund Activity: Q4 2019 in Review
65 of the 5,094 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Water ETF (PIO) for Q4 2019, worth a combined $57M — down 0.46% from $57.2M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new PIO positions and 6 closed out — a net gain of 7 holders — while 15 added to existing stakes and 12 trimmed.
The largest buyer was Elmwood Wealth Management, opening a new position worth an estimated $1.1M. The largest seller was MD Financial Management, cutting an estimated $4.26M.
- 65 institutional investors held Invesco Global Water ETF (PIO) as of Q4 2019, up from 58 in Q3 2019.
- Funds reported $57M of Invesco Global Water ETF stock for Q4 2019, down 0.46% quarter-over-quarter.
- 13 funds opened new Invesco Global Water ETF positions in Q4 2019 and 6 closed out, a net change of +7 holders.
- The largest Invesco Global Water ETF buyer in Q4 2019 was Elmwood Wealth Management, an estimated $1.1M added.
- The largest Invesco Global Water ETF seller in Q4 2019 was MD Financial Management, an estimated $4.26M sold.
Based on aggregated 13F filings for Q4 2019.