We are live on ! Find out more
PIO icon

Invesco Global Water ETF

82 hedge funds and large institutions have $76.4M invested in Invesco Global Water ETF in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 14 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 14

0.82% more ownership

Funds ownership: 31.64%32.46% (+0.82%)

5% less capital invested

Capital invested by funds: $80.9M → $76.4M (-$4.44M)

6% less funds holding

Funds holding: 8782 (-5)

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

Holders
82
Holders Change
-5
Holders Change %
-5.75%
% of All Funds
1.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
24
Reduced
14
Closed
9
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
$15.5M -$760K -23,632 -4%
1832 Asset Management
2
1832 Asset Management
Ontario, Canada
$13M -$756K -23,523 -5%
Morgan Stanley
3
Morgan Stanley
New York
$11.5M +$534K +16,608 +4%
MD
4
Money Design
Japan
$10.5M +$5.7M +177,372 +94%
LPL Financial
5
LPL Financial
California
$2.83M +$334K +10,379 +12%
Wells Fargo
6
Wells Fargo
California
$2.6M -$22.1K -687 -0.8%
UBS Group
7
UBS Group
Switzerland
$2.56M -$28.6K -889 -1%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.78M -$161K -4,992 -7%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.61M -$108K -3,364 -6%
EWM
10
Elmwood Wealth Management
California
$1.17M +$22K +685 +2%
Stifel Financial
11
Stifel Financial
Missouri
$1.01M +$35.9K +1,117 +3%
CWA
12
Capital Wealth Alliance
Arizona
$950K +$53.1K +1,652 +5%
MCM
13
McMillion Capital Management
North Carolina
$870K -$49.9K -1,551 -5%
PAG
14
Private Advisor Group
New Jersey
$728K -$4.41K -137 -0.5%
LW
15
Linscomb Wealth
Texas
$681K +$740 +23 +0.1%
Osaic Holdings
16
Osaic Holdings
Arizona
$617K -$8.13K -253 -1%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$521K +$9.65K +300 +2%
Ameriprise
18
Ameriprise
Minnesota
$505K +$80.2K +2,494 +17%
CFCI
19
Comprehensive Financial Consultants Institutional
Indiana
$487K +$369K +11,481 New
JMPWA
20
JP Morgan Private Wealth Advisors
California
$478K -$99.3K -3,087 -16%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$446K +$129 +4 +0%
MA
22
Mutual Advisors
Nebraska
$438K +$11.7K +363 +2%
MC
23
Moors & Cabot
Massachusetts
$430K +$64 +2 +0%
RJA
24
Raymond James & Associates
Florida
$403K -$29K -902 -6%
YIA
25
YHB Investment Advisors
Connecticut
$392K +$1.29K +40 +0.3%

PIO Hedge Fund Activity: Q3 2022 in Review

82 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Water ETF (PIO) for Q3 2022, worth a combined $76.4M — down 5.5% from $80.9M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of PIO and 6 opened new positions — a net loss of 3 holders — while 14 trimmed existing stakes and 24 added.

The largest buyer was Money Design, adding an estimated $5.7M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.38M sold.

  • 82 institutional investors held Invesco Global Water ETF (PIO) as of Q3 2022, down from 87 in Q2 2022.
  • Funds reported $76.4M of Invesco Global Water ETF stock for Q3 2022, down 5.5% quarter-over-quarter.
  • 6 funds opened new Invesco Global Water ETF positions in Q3 2022 and 9 closed out, a net change of -3 holders.
  • The largest Invesco Global Water ETF buyer in Q3 2022 was Money Design, an estimated $5.7M added.
  • The largest Invesco Global Water ETF seller in Q3 2022 was Susquehanna International Group, an estimated $1.38M sold.

Based on aggregated 13F filings for Q3 2022.