Invesco Global Water ETFPIOETF

13F holders, Q4 2024 (December 31)
109holders +1
5new positions
5sold out
1famous investor
$39.13avg. 13F price*

At the end of Q4 2024, 109 institutions reported holding Invesco Global Water ETF (PIO) in their 13F filings, up 1 from Q3 2024. 5 opened new positions and 5 sold out. The largest holders were Bank of America Corp. ($19.1M), 1832 Asset Management L.P. ($15.0M) and Morgan Stanley ($10.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Invesco Global Water ETF
CUSIP
46138E651
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 103Q1 2024Q2 2024: 99Q2 2024Q3 2024: 108Q3 2024Q4 2024: 109Q4 2024Q1 2025: 109Q1 2025Q2 2025: 110Q2 2025Q3 2025: 111Q3 2025Q4 2025: 116Q4 2025Q1 2026: 113Q1 2026Q2 2026: 116Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions5$1.4M
Exits5$2.3M

All 13F filers, Q3 2024 → Q4 2024: 101,705 shares bought and 128,353 shares sold, net −26,648 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 109 holders

Bank of America Corp. 0.00% Add +0.1% 489,420 $19.1M
1832 Asset Management L.P. 0.03% Add +1.9% 383,574 $15.0M
Morgan Stanley 0.00% Reduce -1.8% 271,540 $10.6M
CW Advisors, LLC 0.10% Reduce -0.2% 180,660 $7.1M
Wells Fargo & Company 0.00% Add +38.7% 111,087 $4.3M
Money Design Co.,Ltd. 0.22% Reduce -13.9% 109,366 $4.3M
LPL Financial LLC 0.00% Add +0.7% 84,194 $3.3M
Susquehanna International Group, LLP 0.00% Add +18.9% 82,502 $3.2M
UBS Group AG 0.00% Reduce -3.2% 61,553 $2.4M
Stifel Financial Corp. 0.00% Add +7.0% 49,191 $1.9M
Cibc World Market Inc. 0.00% Add +4.9% 47,181 $1.8M
Elmwood Wealth Management, Inc. 0.72% Reduce -0.5% 45,738 $1.8M
Citadel Advisors 0.00% Add +14.5% 31,445 $1.2M
Commonwealth Equity Services, LLC 0.00% Add +0.3% 31,368 $1.2M
Royal Bank of Canada 0.00% Reduce -58.9% 25,941 $1.0M
Linscomb Wealth, Inc. 0.04% Add +0.0% 21,335 $833K
Capital Wealth Alliance, LLC 0.47% New 21,210 $828K
Raymond James Financial Inc. 0.00% — 19,298 $754K
Osaic Holdings, Inc. 0.00% Reduce -4.0% 18,548 $725K
Private Advisor Group, LLC 0.00% Reduce -19.9% 18,094 $707K
Thompson Siegel & Walmsley LLC 0.01% No change 18,000 $703K
Citigroup Inc. 0.00% Add +2.0% 17,730 $693K
Cetera Investment Advisers 0.00% Add +4.1% 17,476 $683K
Mercer Global Advisors Inc. 0.00% Reduce -3.3% 17,008 $664K
YHB Investment Advisors, Inc. 0.05% Reduce -11.2% 14,720 $575K
Moors & Cabot, Inc. 0.03% Add +0.0% 14,519 $567K
Ameriprise Financial Inc. 0.00% Reduce -3.8% 14,481 $566K
Ifrah Financial Services, Inc. 0.13% Add +2.4% 12,385 $484K
LFA - Lugano Financial Advisors SA 0.29% No change 11,497 $449K
Spire Wealth Management 0.01% No change 11,130 $435K
CI Investments Inc. 0.00% Add +7.2% 10,407 $406K
Mutual Advisors, LLC 0.01% Add +0.2% 9,432 $376K
Kestra Advisory Services, LLC 0.00% Add +10.4% 8,439 $330K
Avantax Advisory Services, Inc. 0.00% Add +0.0% 7,412 $290K
Accredited Investor Services, LLC 0.21% — 6,759 $264K
Journey Strategic Wealth LLC 0.01% New 6,236 $244K
Johnson Investment Counsel Inc. 0.00% New 4,208 $228K
Pathstone Holdings, LLC 0.00% No change 5,780 $226K
Dearborn Partners LLC 0.01% Reduce -2.8% 3,427 $225K
HighTower Advisors, LLC 0.00% Add +6.0% 5,577 $218K
Glen Eagle Advisors, LLC 0.04% Reduce -3.5% 5,456 $213K
Bank of Montreal 0.00% No change 5,451 $213K
Penobscot Investment Management Company, Inc. 0.02% No change 5,285 $206K
Corient Private Wealth LP 0.00% Add +11.1% 5,245 $205K
Millstone Evans Group, LLC 0.13% — 5,030 $196K
Franklin Resources Inc. 0.00% No change 4,500 $176K
SOA Wealth Advisors, LLC. 0.03% Add +0.0% 4,006 $156K
SBI Securities Co., Ltd. 0.00% — 3,481 $136K
Parallel Advisors, LLC 0.00% No change 3,470 $136K
Aptus Capital Advisors, LLC 0.00% No change 2,995 $117K
WealthShield Partners, LLC 0.02% No change 2,980 $116K
Running Point Capital Advisors, LLC 0.04% No change 2,886 $113K
Blair William & Co. 0.00% No change 2,884 $113K
Smithfield Trust Co 0.01% No change 2,800 $109K
FMR LLC 0.00% Add +7.3% 2,765 $108K
CENTRAL TRUST Co 0.00% Reduce -11.0% 2,300 $90K
US Bancorp \de 0.00% No change 1,989 $78K
Jones Financial Companies LLLP 0.00% Add +253.8% 1,900 $74K
Mather Group, Llc. 0.00% No change 1,831 $72K
Hanson & Doremus Investment Management 0.01% No change 1,764 $69K
MAI Capital Management 0.00% New 1,648 $64K
AdvisorNet Financial, Inc 0.01% No change 1,600 $62K
Holos Integrated Wealth LLC 0.04% — 1,530 $60K
Comerica Bank 0.00% No change 1,505 $59K
NBT Bank, N.A. 0.00% No change 1,504 $59K
Adirondack Trust Co. 0.02% No change 1,500 $59K
Northwestern Mutual Wealth Management Co. 0.00% Add +21.4% 1,424 $56K
NewEdge Advisors, LLC 0.00% Reduce -15.9% 1,412 $55K
Johnson Financial Group, Inc. 0.00% No change 1,255 $51K
West Financial Advisors, LLC 0.01% No change 1,250 $49K
Global Retirement Partners, LLC 0.00% Add +1045.4% 1,111 $43K
National Bank of Canada 0.00% Reduce -20.0% 999 $39K
Union Savings Bank 0.02% No change 979 $38K
AllSquare Wealth Management LLC 0.02% No change 937 $37K
Glenmede Trust Co. NA 0.00% No change 888 $35K
Bokf, NA 0.00% No change 860 $33K
Geneos Wealth Management Inc. 0.00% Reduce -73.6% 844 $33K
Breakwater Investment Management 0.01% No change 774 $30K
Evelyn Partners Investment Management LLP 0.00% — 750 $29K
O'shaughnessy Asset Management, LLC 0.00% No change 630 $25K
Bartlett & Co. Wealth Management LLC 0.00% No change 547 $21K
IFP Advisors, Inc 0.00% Add +0.6% 503 $20K
GAMMA Investing LLC 0.00% No change 493 $19K
Castleview Partners, LLC 0.01% No change 456 $18K
Harbour Investments, Inc. 0.00% No change 426 $17K
WR Wealth Planners, LLC 0.01% No change 417 $16K
WASHINGTON TRUST Co 0.00% No change 400 $16K
TD Waterhouse Canada Inc. 0.00% No change 400 $16K
Bristlecone Advisors, LLC 0.00% Reduce -38.5% 400 $16K
Godsey & Gibb, Inc. 0.00% No change 305 $12K
Sandy Spring Bank 0.00% No change 300 $12K
Future Financial Wealth Managment LLC 0.01% No change 285 $11K
Barrett & Company, Inc. 0.00% No change 275 $11K
Federation des caisses Desjardins du Quebec 0.00% No change 270 $11K
Capital Advisors, Ltd. LLC 0.00% No change 229 $9K
North Star Investment Management Corp. 0.00% No change 230 $9K
Valley Wealth Managers, Inc. 0.00% No change 220 $9K
Capital Analysts, LLC 0.00% No change 193 $8K
Armstrong Advisory Group, Inc. 0.00% No change 200 $8K
JPMorgan Chase & Co. 0.00% Reduce -77.7% 172 $7K

"% of holder's portfolio" is PIO's weight in each manager's 13F, not the share of Invesco Global Water ETF the manager owns.

Show all 109 holders