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Invesco Global Water ETF
PIO

99 hedge funds and large institutions have $93.5M invested in Invesco Global Water ETF in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 18 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 7

13% more funds holding

Funds holding: 88 → 99 (+11)

3% more capital invested

Capital invested by funds: $90.9M → $93.5M (+$2.59M)

0.63% less ownership

Funds ownership: 34.72% → 34.09% (-0.63%)

28% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 25

Holders
99
Holders Change
+11
Holders Change %
+12.5%
% of All Funds
1.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
18
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$368K
2
HighTower Advisors
HighTower Advisors
Illinois
+$211K
3
PIM
Penobscot Investment Management
Massachusetts
+$211K
4
IFG
Independent Financial Group
California
+$202K
5
V
Veritable
Delaware
+$200K

Top Sellers

1
Jane Street
Jane Street
New York
-$1.25M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$777K
3
LPL Financial
LPL Financial
California
-$659K
4
Citadel Advisors
Citadel Advisors
Florida
-$479K
5
MD
Money Design
Japan
-$440K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$18.4M -$365K -10,528 -2%
MD
2
Money Design
Japan
$16.2M -$440K -12,696 -3%
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$14.2M -$777K -22,401 -5%
Morgan Stanley
4
Morgan Stanley
New York
$12.1M +$21K +606 +0.2%
Wells Fargo
5
Wells Fargo
California
$3.18M +$11K +316 +0.3%
UBS Group
6
UBS Group
Switzerland
$2.98M -$212K -6,114 -7%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$2.71M +$368K +10,620 +16%
LPL Financial
8
LPL Financial
California
$2.7M -$659K -18,990 -20%
EWM
9
Elmwood Wealth Management
California
$1.44M +$15.1K +435 +1%
Stifel Financial
10
Stifel Financial
Missouri
$1.26M +$7.28K +210 +0.6%
CWA
11
Capital Wealth Alliance
Arizona
$1.15M +$9.88K +285 +0.9%
Citadel Advisors
12
Citadel Advisors
Florida
$1.05M -$479K -13,809 -32%
MCM
13
McMillion Capital Management
North Carolina
$975K -$47.4K -1,367 -5%
Jane Street
14
Jane Street
New York
$865K -$1.25M -36,030 -59%
PAG
15
Private Advisor Group
New Jersey
$851K -$34.4K -991 -4%
LW
16
Linscomb Wealth
Texas
$830K -$112K -3,241 -12%
Osaic Holdings
17
Osaic Holdings
Arizona
$780K +$41.4K +1,193 +6%
Mercer Global Advisors
18
Mercer Global Advisors
Colorado
$669K +$33.4K +963 +5%
TSW
19
Thompson Siegel & Walmsley
Virginia
$630K – – –
JMPWA
20
JP Morgan Private Wealth Advisors
California
$590K +$8.5K +245 +1%
Ameriprise
21
Ameriprise
Minnesota
$580K -$15.8K -455 -3%
MC
22
Moors & Cabot
Massachusetts
$525K +$1.07K +31 +0.2%
YIA
23
YHB Investment Advisors
Connecticut
$478K – – –
Citigroup
24
Citigroup
New York
$455K +$158K +4,567 +54%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$448K -$80.8K -2,329 -15%
1
2 3 4 5

PIO Hedge Fund Activity: Q1 2023 in Review

99 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Water ETF (PIO) for Q1 2023, worth a combined $93.5M — up 2.9% from $90.9M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new PIO positions and 7 closed out — a net gain of 11 holders — while 18 added to existing stakes and 25 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $368K. The largest seller was Jane Street, cutting an estimated $1.25M.

  • 99 institutional investors held Invesco Global Water ETF (PIO) as of Q1 2023, up from 88 in Q4 2022.
  • Funds reported $93.5M of Invesco Global Water ETF stock for Q1 2023, up 2.9% quarter-over-quarter.
  • 18 funds opened new Invesco Global Water ETF positions in Q1 2023 and 7 closed out, a net change of +11 holders.
  • The largest Invesco Global Water ETF buyer in Q1 2023 was Royal Bank of Canada, an estimated $368K added.
  • The largest Invesco Global Water ETF seller in Q1 2023 was Jane Street, an estimated $1.25M sold.

Based on aggregated 13F filings for Q1 2023.