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Invesco Global Water ETF
PIO

100 hedge funds and large institutions have $116M invested in Invesco Global Water ETF in 2021 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 26 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

63% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 16

20% more capital invested

Capital invested by funds: $96.2M → $116M (+$19.4M)

9% more funds holding

Funds holding: 92 → 100 (+8)

0.2% more ownership

Funds ownership: 31.68% → 31.88% (+0.2%)

Holders
100
Holders Change
+8
Holders Change %
+8.7%
% of All Funds
1.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
26
Reduced
16
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MD
Money Design
Japan
+$5.21M
2
Wells Fargo
Wells Fargo
California
+$4.07M
3
AIFAIM
American Institute for Advanced Investment Management
Arizona
+$788K
4
MFM
MD Financial Management
Ontario, Canada
+$423K
5
JMPWA
JP Morgan Private Wealth Advisors
California
+$422K

Top Sellers

1
Jane Street
Jane Street
New York
-$1M
2
HT
HAP Trading
New York
-$864K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$753K
4
FSA
Financial Services Advisory
Maryland
-$695K
5
Citadel Advisors
Citadel Advisors
Florida
-$525K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$24.3M +$252K +6,049 +1%
MFM
2
MD Financial Management
Ontario, Canada
$17.6M +$423K +10,139 +3%
Morgan Stanley
3
Morgan Stanley
New York
$16.6M +$247K +5,907 +2%
Wells Fargo
4
Wells Fargo
California
$9.86M +$4.07M +97,482 +75%
MD
5
Money Design
Japan
$5.41M +$5.21M +124,781 New
UBS Group
6
UBS Group
Switzerland
$4.71M +$117K +2,805 +3%
LPL Financial
7
LPL Financial
California
$3.38M +$275K +6,584 +9%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$2.92M +$170K +4,062 +6%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$2.62M -$375K -8,974 -13%
MCM
10
McMillion Capital Management
North Carolina
$1.86M -$26.4K -633 -1%
PAG
11
Private Advisor Group
New Jersey
$1.49M -$314K -7,527 -18%
EWM
12
Elmwood Wealth Management
California
$1.48M +$1.42M +33,972 New
Stifel Financial
13
Stifel Financial
Missouri
$1.33M +$55.1K +1,320 +5%
FSA
14
Financial Services Advisory
Maryland
$1.24M -$695K -16,660 -37%
LW
15
Linscomb Wealth
Texas
$1.23M -$19.7K -473 -2%
JMPWA
16
JP Morgan Private Wealth Advisors
California
$1.16M +$422K +10,100 +61%
Jane Street
17
Jane Street
New York
$1.05M -$1M -23,962 -50%
CWA
18
Capital Wealth Alliance
Arizona
$1.04M +$376K +9,008 +60%
Osaic Holdings
19
Osaic Holdings
Arizona
$951K +$42.9K +1,027 +5%
AIFAIM
20
American Institute for Advanced Investment Management
Arizona
$820K +$788K +18,880 New
Mercer Global Advisors
21
Mercer Global Advisors
Colorado
$752K -$8.35K -200 -1%
RJA
22
Raymond James & Associates
Florida
$728K +$294K +7,038 +72%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$700K -$9.35K -224 -1%
LFASL
24
Lugano Financial Advisors SA (LFA)
Switzerland
$671K – – –
MC
25
Moors & Cabot
Massachusetts
$655K +$125 +3 +0%
1
2 3 4 5

PIO Hedge Fund Activity: Q4 2021 in Review

100 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Water ETF (PIO) for Q4 2021, worth a combined $116M — up 20% from $96.2M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new PIO positions and 8 closed out — a net gain of 8 holders — while 26 added to existing stakes and 16 trimmed.

The largest buyer was Money Design, opening a new position worth an estimated $5.21M. The largest seller was Jane Street, cutting an estimated $1M.

  • 100 institutional investors held Invesco Global Water ETF (PIO) as of Q4 2021, up from 92 in Q3 2021.
  • Funds reported $116M of Invesco Global Water ETF stock for Q4 2021, up 20% quarter-over-quarter.
  • 16 funds opened new Invesco Global Water ETF positions in Q4 2021 and 8 closed out, a net change of +8 holders.
  • The largest Invesco Global Water ETF buyer in Q4 2021 was Money Design, an estimated $5.21M added.
  • The largest Invesco Global Water ETF seller in Q4 2021 was Jane Street, an estimated $1M sold.

Based on aggregated 13F filings for Q4 2021.