Invesco Global Water ETF (PIO) Institutional Ownership

$40.75
+0.53 (+1.32%)
(As of 04/23/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
23
Total
Institutional Inflows
(last 12 months)
$41.06M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$12.47M
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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
4/23/2024Community 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%
2/6/2024Private Advisor Group LLC26,919$1.06M0.0%+20.8%0.387%
2/6/2024Ifrah Financial Services Inc.6,558$259K0.1%-5.2%0.094%
2/6/2024Millburn Ridgefield Corp679$27K0.0%+329.7%0.010%
1/30/2024Elmwood Wealth Management Inc.16,485$652K0.5%-57.8%0.234%
1/29/2024Money Design Co. Ltd.240,715$9.52M0.5%-28.0%3.414%
1/26/2024Geneos 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%
1/16/2024Raymond James Financial Services Advisors Inc.12,147$480K0.0%-14.6%0.171%
1/16/2024Raymond James & Associates8,200$324K0.0%-6.8%0.115%
12/6/2023Citigroup 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%
11/9/2023Citigroup Inc.18,279$617K0.0%+25.5%0.249%
11/9/2023Blair 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%
11/7/2023Community Financial Services Group LLC22,297$753K0.2%N/A0.303%
11/6/2023Capital Wealth Alliance LLC22,635$765K0.5%-29.9%0.308%
11/3/2023Private Advisor Group LLC22,280$753K0.0%-8.9%0.303%
10/30/2023Money 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%
8/14/2023Union 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%
8/10/2023Meitav 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%
8/2/2023Bank of Montreal Can6,345$230K0.0%N/A0.085%
7/31/2023LPL 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%
7/28/2023Money Design Co. Ltd.416,600$14.90M0.9%-9.9%5.482%
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7/25/2023Raymond James Financial Services Advisors Inc.14,378$514K0.0%+12.2%0.189%
7/24/2023Meitav Investment House Ltd.25,180$1.03M0.0%N/A0.331%
7/21/2023Capital 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%
5/11/2023Brown Brothers Harriman & Co.1,047$37K0.0%N/A0.013%
5/11/2023Bristlecone Advisors LLC1,150$40K0.0%N/A0.014%
5/11/2023Linscomb & Williams Inc.23,726$830K0.0%-12.0%0.297%
5/10/2023Private Advisor Group LLC24,332$851K0.0%N/A0.304%
5/10/2023LPL Financial LLC77,301$2.70M0.0%-19.7%0.966%
5/8/2023Penobscot Investment Management Company Inc.6,071$212K0.0%N/A0.076%
5/8/2023WealthShield Partners LLC3,232$113K0.0%N/A0.040%
5/4/2023Capital 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%
4/27/2023Money 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%
4/14/2023Raymond James Financial Services Advisors Inc.12,812$448K0.0%-15.4%0.160%
4/11/2023Mutual Advisors LLC9,615$336K0.0%-4.1%0.120%
2/10/2023Thompson Siegel & Walmsley LLC18,000$588K0.0%N/A0.224%
2/10/2023PNC Financial Services Group Inc.10,719$350K0.0%-10.1%0.133%
2/10/2023Blair William & Co. IL4,058$133K0.0%+14.8%0.050%
2/10/2023CI Investments Inc.8,082$264K0.0%-5.8%0.100%
2/8/2023Raymond 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%
2/8/2023Belpointe Asset Management LLC6,158$201K0.0%N/A0.076%
2/7/2023Commonwealth Equity Services LLC55,093$1.80M0.0%-1.8%0.684%
2/7/2023Benjamin F. Edwards & Company Inc.1,129$37K0.0%+45.1%0.014%
2/7/2023LPL Financial LLC96,291$3.14M0.0%-2.1%1.196%
2/7/2023Moors & Cabot Inc.12,772$555K0.0%-14.7%0.159%
2/2/2023Solstein Capital LLC1,500$49K0.0%-50.0%0.019%
2/1/2023Capital Wealth Alliance LLC32,570$1.06M0.9%-1.6%0.405%
1/31/2023Kestra Advisory Services LLC10,261$335K0.0%-7.6%0.127%
1/12/2023Mutual 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%
11/9/2022Capital Wealth Alliance LLC33,095$950K0.8%+5.3%0.396%
11/7/2022Ifrah 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%
11/3/2022Mutual 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%
10/25/2022Raymond James & Associates14,048$403K0.0%-6.0%0.168%
10/20/2022Hanson & Doremus Investment Management1,764$51K0.0%+488.0%0.021%
9/23/2022Capital Wealth Alliance LLC31,443$976K0.4%+2.6%0.381%
8/15/2022Linscomb & Williams Inc.23,695$736K0.0%-16.2%0.287%
8/13/2022Solstein 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%
Elon Musk’s Controversial New Project: “Apollo” (Ad)

Have you seen this footage outside the headquarters of Elon Musk's "Project Apollo?" Big Tech and the mainstream media have called this project "controversial"...

Click here to see the details because there's a lot of money at stake.
8/9/2022SeaCrest Wealth Management LLC1,225$38K0.0%N/A0.015%
8/2/2022CX Institutional16,700$518K0.0%N/A0.202%
8/1/2022US Bancorp DE900$28K0.0%-55.3%0.011%
7/29/2022LFA Lugano Financial Advisors SA11,497$356K0.2%-25.5%0.139%
7/22/2022Urban Wealth Management LLC4,061$126K0.4%N/A0.049%
7/21/2022American Institute for Advanced Investment Management LLP8,580$266K0.2%-60.8%0.104%
7/14/2022YHB Investment Advisors Inc.13,619$423K0.0%-2.6%0.165%
7/13/2022Private Advisor Group LLC25,501$792K0.0%-21.4%0.309%
7/12/2022Elmwood Wealth Management Inc.39,960$1.24M0.7%+3.5%0.484%
7/12/2022Money Design Co. Ltd.189,497$5.88M0.4%+23.1%2.297%
(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 ($1.72M), Private Advisor Group LLC ($1.06M), and Meitav Investment House Ltd. ($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), HAP Trading LLC ($26.87K), and Holderness Investments Co. ($19.10K).

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

Institutional investors have bought a total of 816,315 shares in the last 24 months. This purchase volume represents approximately $50.87M 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 ($10.95K), 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 382,094 shares in the last 24 months. This volume of shares sold represents approximately $16.61M in transactions.


This page (NASDAQ:PIO) was last updated on 4/24/2024 by MarketBeat.com Staff

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