Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF inkluderar Trask Adam Roland, Tiaa-cref Individual & Institutional Services, Llc, LJI Wealth Management, LLC, Napier Financial, LLC, PlanVest Financial, Inc, Motiv8 Investments LLC, Gill Capital Partners, Llc, Transamerica Financial Advisors, Inc., Zions Bancorporation, National Association /ut/, Tucker Asset Management Llc, och Cassaday & Co Wealth Management LLC .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-27 | 13F | New England Capital Financial Advisors LLC | 274 | 0,37 | 18 | −5,26 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 18 727 | 1 660,06 | 1 252 | 1 591,89 | ||||
| 2026-04-28 | 13F | Westfuller Advisors, LLC | 813 | 0,12 | 54 | −5,26 | ||||
| 2026-05-11 | 13F | Linscomb & Williams, Inc. | 58 408 | 5,14 | 3 905 | −0,15 | ||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 2 217 | 46,24 | 148 | 39,62 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 5 982 | 0,07 | 400 | −5,00 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 12 | 1 | ||||||
| 2026-04-28 | 13F | Oversea-Chinese Banking CORP Ltd | 11 599 | 1,20 | 776 | −3,97 | ||||
| 2026-05-11 | 13F | Legacy Edge Advisors, LLC | 7 151 | 20,65 | 478 | 14,63 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 70 106 | 62,67 | 4 687 | 54,48 | ||||
| 2026-04-08 | 13F | Wealthspan Partners, Llc | 7 674 | 0,01 | 513 | −5,00 | ||||
| 2026-05-11 | 13F | Mountain Capital Investment Advisors, Inc | 7 144 | 2,00 | 495 | −4,44 | ||||
| 2026-04-08 | 13F | Bond & Devick Financial Network, Inc. | 20 208 | 0,08 | 1 351 | −4,93 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 180 133 | 28,49 | 12 044 | 133 711,11 | ||||
| 2026-04-23 | 13F | Prism Advisors, Inc. | 186 428 | 11,96 | 12 465 | 6,31 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 56 090 | 33,90 | 3 750 | 27,16 | ||||
| 2026-04-21 | 13F | Verity Asset Management, Inc. | 32 729 | 10,67 | 2 188 | 5,09 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 1 891 | 8,18 | 126 | 2,44 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 95 | 7 | ||||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 49 397 | 1,45 | 3 303 | −3,68 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 5 900 | 47,50 | 394 | 40,21 | |||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 28 900 | 572,09 | 1 932 | 539,74 | |||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 650 | 43 | ||||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 908 | 64 | ||||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 1 533 | 0,07 | 0 | |||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 15 084 | 118,83 | 1 008 | 107,84 | ||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 5 985 | 10,12 | 400 | 4,71 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 295 258 | 1,61 | 19 741 | −3,51 | ||||
| 2026-05-05 | 13F | Crestwood Advisors Group LLC | 9 738 | 0,43 | 651 | −4,55 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 15 434 | 0,01 | 1 032 | −5,06 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 10 379 | 19,95 | 694 | 13,96 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 3 035 | 0,03 | 203 | −5,16 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 3 015 | 19,36 | 204 | 14,69 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 4 486 | 0 | ||||||
| 2026-05-05 | 13F | Napier Financial, LLC | 4 424 | 296 | ||||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 13 544 | 309,93 | 906 | 290,09 | ||||
| 2026-04-28 | 13F | Astoria Portfolio Advisors LLC. | 3 327 | 0,06 | 231 | −3,77 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 56 101 | 22,52 | 3 674 | 13,99 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 5 396 | 3,23 | 361 | −2,17 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 58 720 | 10,79 | 3 926 | 5,25 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 142 050 | 4,08 | 9 497 | −1,17 | ||||
| 2026-05-26 | 13F | Axiom Investment Management LLC | 1 000 | 900,00 | 67 | 1 220,00 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 14 132 | 35,35 | 945 | 28,44 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 2 465 | 31,75 | 165 | 25,19 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 10 848 | 53,57 | 725 | 45,88 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 480 | 23,71 | 0 | |||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 335 431 | 13,34 | 22 428 | 7,63 | ||||
| 2026-05-15 | 13F | Mustico Financial Group, Inc. | 17 420 | 15,38 | 1 206 | 9,65 | ||||
| 2026-04-15 | 13F | Paragon Capital Management Ltd | 4 973 | 0,16 | 333 | −4,87 | ||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 46 | 3 | ||||||
| 2026-05-14 | 13F | Thryve Wealth Management Llc | 100 872 | 4,26 | 6 744 | −1,00 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 104 | 7 | ||||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 13 250 | 126,50 | 898 | 112,56 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 12 244 | 1,79 | 862 | −0,58 | ||||
| 2026-05-15 | 13F | Fmr Llc | 32 673 | 0,08 | 2 184 | −4,96 | ||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 6 597 | 1,54 | 441 | −3,50 | ||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 3 003 | 0,17 | 201 | −5,21 | ||||
| 2026-04-24 | 13F | Lynx Investment Advisory | 9 092 | 0,01 | 608 | −5,16 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 135 | 9 | ||||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 19 364 | 0,90 | 1 | 0,00 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 3 521 | 7,74 | 235 | 2,17 | ||||
| 2026-05-08 | 13F | Marshall Investment Management, Llc | 756 | 51 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 205 355 | 13,15 | 13 730 | 7,45 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 49 232 | 34,65 | 3 466 | 31,49 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 8 530 | 0,02 | 570 | −5,00 | ||||
| 2026-05-14 | 13F | Boreal Capital Management LLC | 349 | 23 | −4,17 | |||||
| 2026-05-18 | 13F | Hamilton Wealth, LLC | 247 036 | 110,01 | 16 517 | 99,42 | ||||
| 2026-04-27 | 13F | FSM Wealth Advisors, LLC | 14 034 | 17,64 | 938 | 11,80 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 23 686 | 2,06 | 1 584 | −3,12 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 3 502 | 234 | ||||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 4 645 | 7,20 | 311 | 1,64 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 462 | 27,98 | 33 | 23,08 | ||||
| 2026-05-15 | 13F | Guardian Capital Lp | 23 300 | 1,75 | 1 558 | −3,35 | ||||
| 2026-05-14 | 13F | Providence Capital Advisors, LLC | 20 | 66,67 | 1 | |||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 368 | 2,22 | 25 | −4,00 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 28 273 | 1,02 | 1 890 | −4,06 | ||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 3 000 | 201 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 13 538 | 11,77 | 905 | 6,22 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 260 | 17 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 51 399 | 4,51 | 3 436 | −0,75 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 8 723 | 0,10 | 583 | −4,89 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 29 649 | 5,06 | 1 982 | −0,25 | ||||
| 2026-05-05 | 13F | UBS Group AG | 667 470 | 69,81 | 44 627 | 61,25 | ||||
| 2026-04-22 | 13F | Aspire Capital Advisors LLC | 4 182 | 0,17 | 280 | −4,78 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 504 | 99,21 | 34 | 94,12 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 2 672 | 179 | ||||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 6 020 | 16,89 | 402 | 11,05 | ||||
| 2026-04-20 | 13F | WealthSpring Partners, LLC | 96 687 | 0,99 | 6 464 | −4,09 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 40 793 | 2 727 | ||||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 2 245 | 7,16 | 150 | 2,04 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 16 102 | 4,63 | 1 077 | −0,65 | ||||
| 2026-04-21 | 13F | Columbus Macro, LLC | 6 707 | 0,15 | 448 | −4,88 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 5 509 | 1,77 | 368 | −3,41 | ||||
| 2026-05-04 | 13F | LJI Wealth Management, LLC | 4 650 | 311 | ||||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 1 748 | 0,06 | 117 | −5,69 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 353 972 | 676,37 | 23 667 | 637,26 | ||||
| 2026-05-08 | 13F | Zions Bancorporation, National Association /ut/ | 132 | 9 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 36 312 | 16,94 | 2 428 | 11,02 | ||||
| 2026-05-14 | 13F | Stamos Capital Partners, L.p. | 9 854 | 8,36 | 659 | 2,81 | ||||
| 2026-05-08 | 13F | Retirement Planning Co of New England, Inc. | 9 410 | 0,03 | 629 | −4,98 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 1 051 | 0,10 | 71 | −2,74 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 6 323 | 0 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 13 769 | 376,44 | 921 | 353,20 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 13 899 | 3,09 | 929 | −2,11 | ||||
| 2026-04-08 | 13F | Graves-Light Private Wealth Management, Inc. | 5 698 | 0,04 | 381 | −5,24 | ||||
| 2026-05-08 | 13F | Mosaic Financial Group, Llc | 7 964 | 0,08 | 1 | |||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 84 836 | 12,71 | 5 672 | 7,04 | ||||
| 2026-05-15 | 13F | Bedell Frazier Investment Counseling, LLC | 61 554 | 0,60 | 4 116 | −4,48 | ||||
| 2026-05-07 | 13F | Johnson Financial Group, Inc. | 1 957 | 10,01 | 131 | 4,00 | ||||
| 2026-04-27 | 13F | Osborne Partners Capital Management, Llc | 4 077 | 13,98 | 273 | 8,37 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 7 653 | 512 | ||||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 2 975 | 199 | ||||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 137 | 9 | ||||||
| 2026-05-14 | 13F | Allworth Financial LP | 3 023 | 11,59 | 202 | 6,32 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 5 722 | 31,30 | 383 | 24,84 | ||||
| 2026-05-12 | 13F | Ballast Advisors Llc | 1 592 | 2,05 | 0 | −100,00 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 5 900 | 0,85 | 394 | −4,14 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 52 004 | 33,02 | 3 477 | 26,31 | ||||
| 2026-05-15 | 13F | Trask Adam Roland | 8 000 | 535 | ||||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 5 141 | 7,22 | 344 | 1,78 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 550 | 37 | ||||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 427 217 | 11,17 | 28 564 | 5,57 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 18 534 | 1,04 | 1 239 | −4,03 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 354 | 0,28 | 24 | −4,17 | ||||
| 2026-04-23 | 13F | TFC Financial Management | 1 773 | 0,17 | 119 | −4,84 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 0 | |||||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 821 | 0,24 | 55 | −5,26 | ||||
| 2026-05-07 | 13F | Pacific Sun Financial Corp | 7 973 | 2,51 | 533 | −2,56 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 785 | 52 | ||||||
| 2026-04-27 | 13F | PFG Investments, LLC | 20 379 | 1,87 | 1 363 | −3,27 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 1 322 472 | 1,10 | 88 421 | −4,00 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 5 720 | 0,03 | 382 | −4,98 | ||||
| 2026-04-08 | 13F | Lpwm Llc | 7 387 | 25,25 | 494 | 18,80 | ||||
| 2026-04-28 | 13F | Ntv Asset Management Llc | 11 415 | 1,33 | 763 | −3,78 | ||||
| 2026-05-14 | 13F | 1832 Asset Management L.P. | 562 918 | 8,21 | 37 637 | 2,76 | ||||
| 2026-04-23 | 13F | Fairman Group, LLC | 0 | 0 | ||||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 7 332 | 490 | ||||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 2 724 | 76,65 | 182 | 68,52 | ||||
| 2026-05-15 | 13F | Point72 Asset Management, L.P. | 4 297 | 15,60 | 287 | 9,96 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 775 | 0 | ||||||
| 2026-04-28 | 13F | Bravias Capital Group, LLC | 25 242 | 9,65 | 1 688 | 4,14 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 5 847 | 0,02 | 391 | −5,11 | ||||
| 2026-04-09 | 13F | Secure Asset Management, LLC | 16 595 | 21,63 | 1 110 | 15,52 |
