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Invesco Global Water ETF

99 hedge funds and large institutions have $84.5M invested in Invesco Global Water ETF in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 14 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

3% more funds holding

Funds holding: 9699 (+3)

3.44% less ownership

Funds ownership: 37.48%34.03% (-3.4%)

19% less capital invested

Capital invested by funds: $105M → $84.5M (-$20.1M)

44% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 25

Holders
99
Holders Change
+3
Holders Change %
+3.13%
% of All Funds
1.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
14
Reduced
25
Closed
7
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
$16.9M -$970K -27,312 -5%
1832 Asset Management
2
1832 Asset Management
Ontario, Canada
$13.7M +$33.2K +935 +0.2%
MD
3
Money Design
Japan
$11.3M -$2.93M -82,420 -20%
Morgan Stanley
4
Morgan Stanley
New York
$10.7M -$581K -16,357 -5%
Wells Fargo
5
Wells Fargo
California
$2.83M -$26.8K -756 -0.9%
UBS Group
6
UBS Group
Switzerland
$2.82M -$50.7K -1,429 -2%
LPL Financial
7
LPL Financial
California
$2.21M -$152K -4,277 -6%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$2.19M -$527K -14,854 -19%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.72M -$99.4K -2,800 -5%
Jane Street
10
Jane Street
New York
$1.68M -$9.3M -261,892 -84%
EWM
11
Elmwood Wealth Management
California
$1.32M -$16K -450 -1%
Stifel Financial
12
Stifel Financial
Missouri
$1.3M +$63.7K +1,795 +5%
Citadel Advisors
13
Citadel Advisors
Florida
$848K +$291K +8,204 +49%
LW
14
Linscomb Wealth
Texas
$802K +$142 +4 +0%
CWA
15
Capital Wealth Alliance
Arizona
$765K -$342K -9,639 -30%
Osaic Holdings
16
Osaic Holdings
Arizona
$764K +$7.92K +223 +1%
CFSG
17
Community Financial Services Group
Vermont
$753K +$791K +22,297 New
PAG
18
Private Advisor Group
New Jersey
$753K -$77.7K -2,189 -9%
Mercer Global Advisors
19
Mercer Global Advisors
Colorado
$624K -$24.4K -686 -4%
Citigroup
20
Citigroup
New York
$617K +$132K +3,714 +25%
TSW
21
Thompson Siegel & Walmsley
Virginia
$608K
JMPWA
22
JP Morgan Private Wealth Advisors
California
$548K +$35 +1 +0%
Ameriprise
23
Ameriprise
Minnesota
$545K -$66.3K -1,867 -10%
MC
24
Moors & Cabot
Massachusetts
$507K +$35 +1 +0%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$480K -$5.57K -157 -1%