Invesco Global Water ETF (PIO) Institutional Ownership

$42.88
+0.21 (+0.49%)
(As of 05/13/2024 ET)

Institutional Ownership Changes (13F Filings) for Invesco Global Water ETF (NASDAQ:PIO)

Number of
Institutional Buyers
(last 12 months)
18
Total
Institutional Inflows
(last 12 months)
$6.43M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$11.08M
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PIO Institutional Buying and Selling by Quarter

Invesco Global Water ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/9/2024 Dearborn Partners LLC3,527$152K0.0%N/A0.051%
4/30/2024 Private Advisor Group LLC23,777$1.03M0.0%-11.7%0.345%
4/29/2024Commonwealth Equity Services LLC34,774$1.50M0.0%-7.8%0.504%
4/26/2024 YHB Investment Advisors Inc.16,659$718K0.1%+22.0%0.241%
4/23/2024 Community Financial Services Group LLC4,876$210K0.0%N/A0.071%
3/4/2024Vima LLC6,453$255K0.6%N/A0.093%
2/26/2024Virtu Financial LLC12,356$488K0.0%+98.8%0.178%
2/13/20241832 Asset Management L.P.391,571$15.48M0.0%-3.6%5.634%
2/13/2024Holderness Investments Co.19,098$755K0.2%N/A0.275%
2/10/2024Linscomb & Williams Inc.22,311$882K0.0%-6.0%0.321%
2/6/2024 Private Advisor Group LLC26,919$1.06M0.0%+20.8%0.387%
2/6/2024 Ifrah Financial Services Inc.6,558$259K0.1%-5.2%0.094%
2/6/2024 Millburn Ridgefield Corp679$27K0.0%+329.7%0.010%
1/30/2024Elmwood Wealth Management Inc.16,485$652K0.5%-57.8%0.234%
1/29/2024 Money Design Co. Ltd.240,715$9.52M0.5%-28.0%3.414%
1/26/2024 Geneos Wealth Management Inc.3,194$126K0.0%-19.5%0.045%
1/25/2024 International Assets Investment Management LLC15,642$618K0.0%N/A0.220%
1/24/2024 International Assets Investment Management LLC15,642$618K0.0%N/A0.220%
1/19/2024 AdvisorNet Financial Inc1,600$63K0.0%+33.3%0.023%
1/16/2024 Raymond James Financial Services Advisors Inc.12,147$480K0.0%-14.6%0.171%
1/16/2024 Raymond James & Associates8,200$324K0.0%-6.8%0.115%
12/6/2023 Citigroup Inc.18,279$617K0.0%+25.5%0.249%
11/16/2023Elmwood Wealth Management Inc.39,110$1.32M0.6%-1.1%0.532%
11/13/2023CI Investments Inc.8,782$297K0.0%+11.4%0.119%
11/9/2023 Citigroup Inc.18,279$617K0.0%+25.5%0.249%
11/9/2023 Blair William & Co. IL3,484$118K0.0%-14.2%0.047%
11/9/2023UBS Group AG83,543$2.82M0.0%-1.7%1.137%
11/8/2023Aptus Capital Advisors LLC1,300$44K0.0%N/A0.018%
11/7/2023 Community Financial Services Group LLC22,297$753K0.2%N/A0.303%
11/6/2023 Capital Wealth Alliance LLC22,635$765K0.5%-29.9%0.308%
11/3/2023 Private Advisor Group LLC22,280$753K0.0%-8.9%0.303%
10/30/2023 Money Design Co. Ltd.334,180$11.29M0.7%-19.8%4.547%
10/24/2023 Legacy Financial Group LLC781$26K0.0%N/A0.011%
10/23/2023Commonwealth Equity Services LLC50,866$1.72M0.0%-5.2%0.692%
8/14/2023 Union Savings Bank979$36K0.0%N/A0.013%
8/10/2023Elmwood Wealth Management Inc.39,560$1.42M0.7%-3.7%0.527%
8/10/2023Commonwealth Equity Services LLC53,666$1.92M0.0%-0.8%0.716%
8/10/2023 Meitav Investment House Ltd.25,180$1.03M0.0%N/A0.336%
8/10/2023Penobscot Investment Management Company Inc.5,791$207K0.0%-4.6%0.077%
8/8/2023Mcmillion Capital Management Inc.26,904$962K0.9%-3.4%0.359%
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8/2/2023Bank of Montreal Can6,345$230K0.0%N/A0.085%
7/31/2023 LPL Financial LLC69,846$2.50M0.0%-9.6%0.919%
7/28/2023First Republic Investment Management Inc.16,215$580K0.0%-3.8%0.213%
7/28/2023 Money Design Co. Ltd.416,600$14.90M0.9%-9.9%5.482%
7/25/2023 Raymond James Financial Services Advisors Inc.14,378$514K0.0%+12.2%0.189%
7/24/2023 Meitav Investment House Ltd.25,180$1.03M0.0%N/A0.331%
7/21/2023 Capital Wealth Alliance LLC32,274$1.15M0.9%-1.8%0.425%
7/7/2023 SOA Wealth Advisors LLC.3,996$143K0.0%-14.8%0.051%
5/11/2023 Brown Brothers Harriman & Co.1,047$37K0.0%N/A0.013%
5/11/2023 Bristlecone Advisors LLC1,150$40K0.0%N/A0.014%
5/11/2023Linscomb & Williams Inc.23,726$830K0.0%-12.0%0.297%
5/10/2023 Private Advisor Group LLC24,332$851K0.0%N/A0.304%
5/10/2023 LPL Financial LLC77,301$2.70M0.0%-19.7%0.966%
5/8/2023Penobscot Investment Management Company Inc.6,071$212K0.0%N/A0.076%
5/8/2023 WealthShield Partners LLC3,232$113K0.0%N/A0.040%
5/4/2023 Capital Wealth Alliance LLC32,855$1.15M0.9%+0.9%0.411%
4/28/2023Elmwood Wealth Management Inc.41,100$1.44M0.7%+1.1%0.514%
4/27/2023 Money Design Co. Ltd.462,498$16.18M1.0%N/A5.781%
4/24/2023Mcmillion Capital Management Inc.27,861$975K0.9%-4.7%0.348%
4/14/2023 Raymond James Financial Services Advisors Inc.12,812$448K0.0%-15.4%0.160%
4/11/2023 Mutual Advisors LLC9,615$336K0.0%-4.1%0.120%
2/10/2023 Thompson Siegel & Walmsley LLC18,000$588K0.0%N/A0.224%
2/10/2023 PNC Financial Services Group Inc.10,719$350K0.0%-10.1%0.133%
2/10/2023 Blair William & Co. IL4,058$133K0.0%+14.8%0.050%
2/10/2023CI Investments Inc.8,082$264K0.0%-5.8%0.100%
2/8/2023 Raymond James Financial Services Advisors Inc.15,141$494K0.0%-2.5%0.188%
2/8/2023UBS Group AG91,359$2.98M0.0%+2.3%1.135%
2/8/2023 Belpointe Asset Management LLC6,158$201K0.0%N/A0.076%
2/7/2023Commonwealth Equity Services LLC55,093$1.80M0.0%-1.8%0.684%
2/7/2023 Benjamin F. Edwards & Company Inc.1,129$37K0.0%+45.1%0.014%
2/7/2023 LPL Financial LLC96,291$3.14M0.0%-2.1%1.196%
2/7/2023 Moors & Cabot Inc.12,772$555K0.0%-14.7%0.159%
2/2/2023 Solstein Capital LLC1,500$49K0.0%-50.0%0.019%
2/1/2023 Capital Wealth Alliance LLC32,570$1.06M0.9%-1.6%0.405%
1/31/2023Kestra Advisory Services LLC10,261$335K0.0%-7.6%0.127%
1/12/2023 Mutual Advisors LLC10,029$327K0.0%-34.2%0.124%
11/15/2022CI Investments Inc.8,582$246K0.0%+23.8%0.103%
11/14/2022Elmwood Wealth Management Inc.40,645$1.17M0.6%+1.7%0.487%
11/10/2022UBS Group AG89,286$2.56M0.0%-1.0%1.069%
11/9/2022 Capital Wealth Alliance LLC33,095$950K0.8%+5.3%0.396%
11/7/2022 Ifrah Financial Services Inc.7,071$203K0.1%N/A0.085%
11/4/2022First Republic Investment Management Inc.16,644$478K0.0%-15.6%0.199%
11/3/2022 Mutual Advisors LLC15,240$438K0.0%+2.4%0.183%
11/3/2022Mcmillion Capital Management Inc.30,283$870K0.8%-4.9%0.363%
11/2/2022Rockefeller Capital Management L.P.6,834$196K0.0%+2,459.6%0.082%
11/2/2022Aptus Capital Advisors LLC1,100$32K0.0%N/A0.013%
11/1/2022Kestra Advisory Services LLC11,108$319K0.0%+4.7%0.133%
10/25/2022 Raymond James & Associates14,048$403K0.0%-6.0%0.168%
10/20/2022 Hanson & Doremus Investment Management1,764$51K0.0%+488.0%0.021%
9/23/2022 Capital Wealth Alliance LLC31,443$976K0.4%+2.6%0.381%
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8/15/2022Linscomb & Williams Inc.23,695$736K0.0%-16.2%0.287%
8/13/2022 Solstein Capital LLC3,000$93K0.1%-44.5%0.036%
8/12/2022CI Investments Inc.6,932$215K0.0%+12.1%0.084%
8/11/2022Cetera Investment Advisers7,527$234K0.0%N/A0.091%
8/9/2022 SeaCrest Wealth Management LLC1,225$38K0.0%N/A0.015%
8/2/2022 CX Institutional16,700$518K0.0%N/A0.202%
8/1/2022 US Bancorp DE900$28K0.0%-55.3%0.011%
7/29/2022 LFA Lugano Financial Advisors SA11,497$356K0.2%-25.5%0.139%
7/22/2022Urban Wealth Management LLC4,061$126K0.4%N/A0.049%
7/21/2022 American Institute for Advanced Investment Management LLP8,580$266K0.2%-60.8%0.104%
(Data available from 1/1/2016 forward)

PIO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PIO shares?

During the previous two years, 54 institutional investors and hedge funds held shares of Invesco Global Water ETF. The most heavily invested institutionals were 1832 Asset Management L.P. ($15.48M), Money Design Co. Ltd. ($9.52M), UBS Group AG ($2.82M), LPL Financial LLC ($2.50M), Commonwealth Equity Services LLC ($1.50M), Meitav Investment House Ltd. ($1.03M), and Private Advisor Group LLC ($1.03M).Learn more on PIO's institutional investors.

Which institutional investors have been buying Invesco Global Water ETF stock?

Of the 39 institutional investors that purchased Invesco Global Water ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Money Design Co. Ltd. ($498.12K), Meitav Investment House Ltd. ($50.36K), International Assets Investment Management LLC ($31.28K), Private Advisor Group LLC ($28.97K), Community Financial Services Group LLC ($27.17K), Holderness Investments Co. ($19.10K), and Thompson Siegel & Walmsley LLC ($18K).

How much institutional buying is happening at Invesco Global Water ETF?

Institutional investors have bought a total of 787,147 shares in the last 24 months. This purchase volume represents approximately $48.54M in transactions.

Which Invesco Global Water ETF major shareholders have been selling company stock?

Of the 28 institutional investors that sold Invesco Global Water ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Money Design Co. Ltd. ($221.78K), LPL Financial LLC ($28.51K), Elmwood Wealth Management Inc. ($24.62K), 1832 Asset Management L.P. ($14.43K), American Institute for Advanced Investment Management LLP ($13.31K), Private Advisor Group LLC ($12.29K), and Capital Wealth Alliance LLC ($10.75K).

How much institutional selling is happening at Invesco Global Water ETF?

Institutional investors have sold a total of 380,717 shares in the last 24 months. This volume of shares sold represents approximately $16.33M in transactions.


This page (NASDAQ:PIO) was last updated on 5/14/2024 by MarketBeat.com Staff

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