PIO Institutional Ownership
Invesco Global Water ETF
1W: +0.3%
1M: -1.8%
3M: -5.3%
YTD: -2.6%
1Y: -3.5%
3Y: +32.0%
5Y: +7.9%
$43.33
+0.50 (+1.17%)
Weekly Expected Move ±1.5%
$42
$43
$43
$44
$45
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — PIO
127
Institutional Holders
+4 vs prior quarter
0.0%
Ownership
+0.00pp
104M
Total Invested
16
New Positions
25
Increased
28
Reduced
9
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (137 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE | 518,004 | $22M | +18,674 | +3.7% | 15Q | SEC ↗ |
| 2 | 1832 Asset Management L.P. | 400,105 | $17M | — | +0.0% | 18Q | SEC ↗ |
| 3 | MORGAN STANLEY | 310,795 | $13M | -1,742 | -0.6% | 33Q | SEC ↗ |
| 4 | WELLS FARGO & COMPANY/MN | 121,587 | $5M | +1,161 | +1.0% | 33Q | SEC ↗ |
| 5 | OSAIC HOLDINGS, INC. | 109,707 | $5M | -387 | -0.4% | 26Q | SEC ↗ |
| 6 | LPL Financial LLC | 105,833 | $5M | +6,540 | +6.6% | 33Q | SEC ↗ |
| 7 | UBS Group AG | 103,669 | $4M | +12 | +0.0% | 33Q | SEC ↗ |
| 8 | STIFEL FINANCIAL CORP | 49,705 | $2M | +1,252 | +2.6% | 33Q | SEC ↗ |
| 9 | CIBC WORLD MARKET INC. | 46,571 | $2M | -627 | -1.3% | 10Q | SEC ↗ |
| 10 | CITADEL ADVISORS LLC | 29,825 | $1M | +23,542 | +374.7% | 9Q | SEC ↗ |
| 11 | CITIGROUP INC | 28,360 | $1M | +366 | +1.3% | 15Q | SEC ↗ |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | 28,035 | $1M | -115 | -0.4% | 33Q | SEC ↗ |
| 13 | Cetera Investment Advisers | 26,813 | $1M | -936 | -3.4% | 10Q | SEC ↗ |
| 14 | Regal Investment Advisors LLC | 20,572 | $891K | +59 | +0.3% | 5Q | SEC ↗ |
| 15 | Private Advisor Group, LLC | 18,947 | $821K | +2,447 | +14.8% | 30Q | SEC ↗ |
| 16 | MERCER GLOBAL ADVISORS INC /ADV | 18,428 | $798K | +1,726 | +10.3% | 30Q | SEC ↗ |
| 17 | Linscomb Wealth, Inc. | 18,178 | $788K | -7,889 | -30.3% | 33Q | SEC ↗ |
| 18 | THOMPSON SIEGEL & WALMSLEY LLC | 18,000 | $780K | — | +0.0% | 15Q | SEC ↗ |
| 19 | RAYMOND JAMES FINANCIAL INC | 17,212 | $746K | +243 | +1.4% | 7Q | SEC ↗ |
| 20 | Virtu Financial LLC NEW | 16,402 | $711K | — | +0.0% | 1Q | SEC ↗ |
| 21 | YHB Investment Advisors, Inc. | 14,720 | $638K | — | +0.0% | 32Q | SEC ↗ |
| 22 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13,903 | $602K | -2,793 | -16.7% | 2Q | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 13,080 | $567K | -100 | -0.8% | 4Q | SEC ↗ |
| 24 | CI INVESTMENTS INC. | 12,507 | $542K | +900 | +7.8% | 20Q | SEC ↗ |
| 25 | Elmwood Wealth Management, Inc. | 12,423 | $538K | -3,332 | -21.1% | 19Q | SEC ↗ |
| 26 | Spire Wealth Management | 11,130 | $482K | — | +0.0% | 22Q | SEC ↗ |
| 27 | Capital Wealth Alliance, LLC | 9,725 | $421K | -522 | -5.1% | 7Q | SEC ↗ |
| 28 | Mutual Advisors, LLC | 9,361 | $406K | -6 | -0.1% | 21Q | SEC ↗ |
| 29 | AMERIPRISE FINANCIAL INC | 9,251 | $401K | +202 | +2.2% | 16Q | SEC ↗ |
| 30 | Moors & Cabot, Inc. | 8,888 | $385K | -1,526 | -14.7% | 33Q | SEC ↗ |
| 31 | Summit Financial, LLC | 8,776 | $380K | — | +0.0% | 5Q | SEC ↗ |
| 32 | HighTower Advisors, LLC | 7,995 | $346K | +1,137 | +16.6% | 5Q | SEC ↗ |
| 33 | VIMA LLC NEW | 7,813 | $339K | — | +0.0% | 1Q | SEC ↗ |
| 34 | Bluespring Wealth Management, LLC NEW | 7,805 | $338K | — | +0.0% | 1Q | SEC ↗ |
| 35 | JOURNEY STRATEGIC WEALTH LLC | 6,940 | $301K | -507 | -6.8% | 6Q | SEC ↗ |
| 36 | ACCREDITED INVESTOR SERVICES, LLC | 6,858 | $297K | +24 | +0.4% | 7Q | SEC ↗ |
| 37 | MATHER GROUP, LLC. | 6,434 | $279K | -5,987 | -48.2% | 2Q | SEC ↗ |
| 38 | Cerity Partners LLC NEW | 6,383 | $277K | — | +0.0% | 1Q | SEC ↗ |
| 39 | FMR LLC | 5,993 | $260K | -456 | -7.1% | 26Q | SEC ↗ |
| 40 | BANK OF MONTREAL /CAN | 5,952 | $258K | — | +0.0% | 21Q | SEC ↗ |
| 41 | ROYAL BANK OF CANADA | 5,812 | $252K | — | +0.0% | 33Q | SEC ↗ |
| 42 | Pathstone Holdings, LLC | 5,780 | $250K | — | +0.0% | 11Q | SEC ↗ |
| 43 | Sandbox Financial Partners, LLC | 5,734 | $248K | +435 | +8.2% | 3Q | SEC ↗ |
| 44 | MONECO ADVISORS, LLC | 5,676 | $246K | -962 | -14.5% | 5Q | SEC ↗ |
| 45 | CARY STREET PARTNERS FINANCIAL LLC | 5,412 | $235K | +7 | +0.1% | 2Q | SEC ↗ |
| 46 | Glen Eagle Advisors, LLC | 5,352 | $232K | — | +0.0% | 33Q | SEC ↗ |
| 47 | OPPENHEIMER & CO INC | 5,325 | $231K | +115 | +2.2% | 4Q | SEC ↗ |
| 48 | JONES FINANCIAL COMPANIES LLLP | 5,117 | $222K | +192 | +3.9% | 9Q | SEC ↗ |
| 49 | Equitable Holdings, Inc. | 5,047 | $219K | +383 | +8.2% | 3Q | SEC ↗ |
| 50 | Millstone Evans Group, LLC | 5,030 | $218K | — | +0.0% | 7Q | SEC ↗ |
Recent Activity
New Positions (17)
| Holder | Shares | Value |
|---|---|---|
| Virtu Financial LLC | 16,402 | $711K |
| VIMA LLC | 7,813 | $339K |
| Bluespring Wealth Management, LLC | 7,805 | $338K |
| Cerity Partners LLC | 6,383 | $277K |
| J.W. COLE ADVISORS, INC. | 4,542 | $197K |
| Arbor Investment Advisors, LLC | 4,484 | $194K |
| Institute for Wealth Management, LL | 1,200 | $52K |
| Global Retirement Partners, LLC | 1,176 | $51K |
| Integrated Wealth Concepts LLC | 1,006 | $44K |
| TRUST CO OF VERMONT | 884 | $38K |
| Evelyn Partners Group Ltd | 750 | $32K |
| ASSETMARK, INC | 476 | $21K |
| Arax Advisory Partners | 350 | $15K |
| Trask Adam Roland | 100 | $4K |
| Burnham & Co LLC | 100 | $4K |
| VSM Wealth Advisory, LLC | 25 | $1K |
| SIMPLEX TRADING, LLC | 2 | $0K |
Sold Out (15)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| LFA - Lugano Financial Advisors SA | 11,497 | $498K |
| Ifrah Financial Services, Inc. | 11,169 | $484K |
| GOLDMAN SACHS GROUP INC | 5,918 | $256K |
| Penobscot Investment Management Com | 5,090 | $221K |
| Kestra Advisory Services, LLC | 5,085 | $220K |
| JANE STREET GROUP, LLC | 4,879 | $211K |
| WealthShield Partners, LLC | 3,085 | $134K |
| MAI Capital Management | 1,700 | $74K |
| Holos Integrated Wealth LLC | 1,530 | $66K |
| Johnson Financial Group, Inc. | 1,255 | $54K |
| United Financial Planning Group LLC | 1,060 | $46K |
| Western Wealth Management, LLC | 370 | $16K |
| TD Waterhouse Canada Inc. | 282 | $12K |
| Root Financial Partners, LLC | 38 | $2K |
| Steward Partners Investment Advisor | 13 | $1K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| CITADEL ADVISORS LLC | +23,542 | +374.7% | 29,825 |
| BANK OF AMERICA CORP /DE | +18,674 | +3.7% | 518,004 |
| LPL Financial LLC | +6,540 | +6.6% | 105,833 |
| Private Advisor Group, LLC | +2,447 | +14.8% | 18,947 |
| MERCER GLOBAL ADVISORS INC /ADV | +1,726 | +10.3% | 18,428 |
| STIFEL FINANCIAL CORP | +1,252 | +2.6% | 49,705 |
| WELLS FARGO & COMPANY/MN | +1,161 | +1.0% | 121,587 |
| HighTower Advisors, LLC | +1,137 | +16.6% | 7,995 |
| CI INVESTMENTS INC. | +900 | +7.8% | 12,507 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +675 | +30.3% | 2,902 |
| Sandbox Financial Partners, LLC | +435 | +8.2% | 5,734 |
| Equitable Holdings, Inc. | +383 | +8.2% | 5,047 |
| CITIGROUP INC | +366 | +1.3% | 28,360 |
| RAYMOND JAMES FINANCIAL INC | +243 | +1.4% | 17,212 |
| AMERIPRISE FINANCIAL INC | +202 | +2.2% | 9,251 |
| JONES FINANCIAL COMPANIES LLLP | +192 | +3.9% | 5,117 |
| OPPENHEIMER & CO INC | +115 | +2.2% | 5,325 |
| AlphaCore Capital LLC | +100 | +13.6% | 836 |
| Regal Investment Advisors LLC | +59 | +0.3% | 20,572 |
| Meramec Financial Planners, LLC | +25 | +0.5% | 4,655 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Linscomb Wealth, Inc. | -7,889 | -30.3% | 18,178 |
| MATHER GROUP, LLC. | -5,987 | -48.2% | 6,434 |
| Elmwood Wealth Management, Inc. | -3,332 | -21.1% | 12,423 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -2,793 | -16.7% | 13,903 |
| MORGAN STANLEY | -1,742 | -0.6% | 310,795 |
| Moors & Cabot, Inc. | -1,526 | -14.7% | 8,888 |
| MONECO ADVISORS, LLC | -962 | -14.5% | 5,676 |
| Cetera Investment Advisers | -936 | -3.4% | 26,813 |
| CIBC WORLD MARKET INC. | -627 | -1.3% | 46,571 |
| Capital Wealth Alliance, LLC | -522 | -5.1% | 9,725 |
| JOURNEY STRATEGIC WEALTH LLC | -507 | -6.8% | 6,940 |
| FMR LLC | -456 | -7.1% | 5,993 |
| FIFTH THIRD BANCORP | -450 | -23.6% | 1,460 |
| OSAIC HOLDINGS, INC. | -387 | -0.4% | 109,707 |
| US BANCORP \DE | -373 | -21.6% | 1,350 |
| SBI Securities Co., Ltd. | -128 | -4.9% | 2,479 |
| COMMONWEALTH EQUITY SERVICES, LLC | -115 | -0.4% | 28,035 |
| Rockefeller Capital Management L.P. | -100 | -0.8% | 13,080 |
| Mutual Advisors, LLC | -6 | -0.1% | 9,361 |
| BLUELINE ADVISORS LLC | -1 | -0.0% | 3,272 |