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Invesco Global Water ETF
PIO

109 hedge funds and large institutions have $94.7M invested in Invesco Global Water ETF in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

35% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 20

1% more funds holding

Funds holding: 108 → 109 (+1)

0.57% more ownership

Funds ownership: 36.65% → 37.22% (+0.57%)

10% less capital invested

Capital invested by funds: $105M → $94.7M (-$10.4M)

Holders
109
Holders Change
+1
Holders Change %
+0.93%
% of All Funds
1.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
27
Reduced
20
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$1.27M
2
CWA
Capital Wealth Alliance
Arizona
+$872K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$540K
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$295K
5
JSW
Journey Strategic Wealth
New Jersey
+$257K

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.53M
2
FTUS
Flow Traders U.S.
New York
-$1.04M
3
Jane Street
Jane Street
New York
-$826K
4
MD
Money Design
Japan
-$725K
5
IFG
Independent Financial Group
California
-$226K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$19.1M +$20.9K +507 +0.1%
1832 Asset Management
2
1832 Asset Management
Ontario, Canada
$15M +$295K +7,171 +2%
Morgan Stanley
3
Morgan Stanley
New York
$10.6M -$201K -4,893 -2%
CWM
4
Congress Wealth Management
Massachusetts
$7.06M -$11.8K -286 -0.2%
Wells Fargo
5
Wells Fargo
California
$4.34M +$1.27M +30,980 +39%
MD
6
Money Design
Japan
$4.27M -$725K -17,622 -14%
LPL Financial
7
LPL Financial
California
$3.29M +$24.9K +606 +0.7%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$3.22M +$540K +13,137 +19%
UBS Group
9
UBS Group
Switzerland
$2.4M -$82.8K -2,014 -3%
Stifel Financial
10
Stifel Financial
Missouri
$1.92M +$131K +3,195 +7%
CIBC World Market
11
CIBC World Market
Ontario, Canada
$1.84M +$91.2K +2,217 +5%
EWM
12
Elmwood Wealth Management
California
$1.79M -$8.84K -215 -0.5%
Citadel Advisors
13
Citadel Advisors
Florida
$1.23M +$164K +3,985 +15%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$1.23M +$3.7K +90 +0.3%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.01M -$1.53M -37,109 -59%
LW
16
Linscomb Wealth
Texas
$833K +$165 +4 +0%
CWA
17
Capital Wealth Alliance
Arizona
$828K +$872K +21,210 New
Raymond James Financial
18
Raymond James Financial
Florida
$754K +$794K +19,298 New
Osaic Holdings
19
Osaic Holdings
Arizona
$725K -$31.9K -776 -4%
PAG
20
Private Advisor Group
New Jersey
$707K -$185K -4,491 -20%
TSW
21
Thompson Siegel & Walmsley
Virginia
$703K – – –
Citigroup
22
Citigroup
New York
$693K +$14K +341 +2%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$683K +$28.2K +686 +4%
Mercer Global Advisors
24
Mercer Global Advisors
Colorado
$664K -$23.5K -572 -3%
YIA
25
YHB Investment Advisors
Connecticut
$575K -$76.7K -1,864 -11%
1
2 3 4 5

PIO Hedge Fund Activity: Q4 2024 in Review

109 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Water ETF (PIO) for Q4 2024, worth a combined $94.7M — down 9.9% from $105M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new PIO positions and 5 closed out — a net gain of 6 holders — while 27 added to existing stakes and 20 trimmed.

The largest buyer was Wells Fargo, adding an estimated $1.27M. The largest seller was Royal Bank of Canada, cutting an estimated $1.53M.

  • 109 institutional investors held Invesco Global Water ETF (PIO) as of Q4 2024, up from 108 in Q3 2024.
  • Funds reported $94.7M of Invesco Global Water ETF stock for Q4 2024, down 9.9% quarter-over-quarter.
  • 11 funds opened new Invesco Global Water ETF positions in Q4 2024 and 5 closed out, a net change of +6 holders.
  • The largest Invesco Global Water ETF buyer in Q4 2024 was Wells Fargo, an estimated $1.27M added.
  • The largest Invesco Global Water ETF seller in Q4 2024 was Royal Bank of Canada, an estimated $1.53M sold.

Based on aggregated 13F filings for Q4 2024.