I
Invesco Global Water
PIO • XNYS
Invesco Global Water is a publicly traded company on XNYS. As of Q3 2025, 100 institutional investors hold shares in this company, with total holdings valued at $99.8M. BANK OF AMERICA CORP /DE/ is the largest holder with a position valued at $21.5M.
Overview
Overview of institutional ownership in PIO as of Q3 2025
All Institutions
- Institutions
- 100
- Value Held
- $99.8M
- Shares Held
- 2.2M
- Avg Position
- $997.9K
- Median Position
- $144.3K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $3.0M
- Shares Held
- 66.1K
- Avg Position
- $3.0M
- Median Position
- $3.0M
Biggest Investors
Institutions with the largest positions in PIO as of Q3 2025
| Institution | Position Value |
|---|---|
 BANK OF AMERICA CORP /DE/ Institution | $21.5M 0.00% of portfolio |
G GCIC Ltd. Institution | $17.0M 0.03% of portfolio |
 MORGAN STANLEY RIA/Wealth | $13.6M 0.00% of portfolio |
A Advisor Group Holdings, Inc. Institution | $5.1M 0.01% of portfolio |
 UBS Group AG Institution | $5.0M 0.00% of portfolio |
 WELLS FARGO & COMPANY/MN Institution | $4.7M 0.00% of portfolio |
L LPL Financial LLC Institution | $4.1M 0.00% of portfolio |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $3.0M 0.00% of portfolio |
S STIFEL FINANCIAL CORP Long Only Manager | $2.2M 0.00% of portfolio |
C CIBC World Markets Inc. Institution | $2.1M 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for PIO in Q3 2025
- Traded
- +$7.3M
- Buyers
- 36
- Sellers
- 20
- Total Bought
- +$11.0M
- Total Sold
- −$3.7M
- Avg Position
- $959.6K
Biggest Buyers
| Institution | Net Bought |
|---|---|
A Advisor Group Holdings, Inc. Institution | +$4.2M +94.7K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | +$2.0M +43.9K shares |
J JANE STREET GROUP, LLC Institution | +$821.6K +18.3K shares |
 Rockefeller Capital Management L.P. Long Only Manager | +$587.2K +13.1K shares |
 NAPA WEALTH MANAGEMENT RIA/Wealth | +$547.0K +12.2K shares |
 CITIGROUP INC Institution | +$423.0K +9.4K shares |
 Regal Investment Advisors, LLC RIA/Wealth | +$420.2K +9.4K shares |
 Sandbox Financial Partners, LLC RIA/Wealth | +$241.2K +5.4K shares |
BANK OF AMERICA CORP /DE/ Institution | +$237.8K +5.3K shares |
 OPPENHEIMER & CO INC RIA/Wealth | +$234.5K +5.2K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 MONECO Advisors, LLC RIA/Wealth | −$1.8M −39.9K shares |
 Elmwood Wealth Management, Inc. RIA/Wealth | −$733.3K −16.3K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$658.5K −14.7K shares |
 Capital Wealth Alliance, LLC RIA/Wealth | −$167.4K −3.7K shares |
C Choate Investment Advisors RIA/Wealth | −$117.3K −2.6K shares |
 Moors & Cabot, Inc. RIA/Wealth | −$80.8K −1.8K shares |
S SBI Securities Co., Ltd. Institution | −$26.8K −596.0 shares |
 Kestra Advisory Services, LLC RIA/Wealth | −$22.8K −507.0 shares |
WELLS FARGO & COMPANY/MN Institution | −$18.5K −412.0 shares |
 US BANCORP \DE\ Institution | −$11.9K −266.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited PIO in Q3 2025
- New Positions
- 7
- New Value
- $1.1M
- Exited Positions
- 4
- Exited Value
- $778.0K
New Positions
| Institution | Position Value |
|---|---|
NAPA WEALTH MANAGEMENT RIA/Wealth | $547.0K 12.2K shares |
Sandbox Financial Partners, LLC RIA/Wealth | $241.2K 5.4K shares |
OPPENHEIMER & CO INC RIA/Wealth | $234.5K 5.2K shares |
 Manchester Capital Management LLC Family Office | $53.9K 1.2K shares |
 Triumph Capital Management RIA/Wealth | $17.2K 384.0 shares |
 PRINCIPAL SECURITIES, INC. RIA/Wealth | $1.8K 41.0 shares |
 Capital Analysts, Inc. RIA/Wealth | - - shares |
Exited Positions
| Institution | Previous Position |
|---|---|
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $658.5K 14.7K shares |
C Choate Investment Advisors RIA/Wealth | $117.3K 2.6K shares |
 Ameritas Advisory Services, LLC RIA/Wealth | $2.2K 50.0 shares |
Capital Analysts, Inc. RIA/Wealth | - 193.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in PIO as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with PIO as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Capital Wealth Alliance, LLC RIA/Wealth | 0.46% $927.2K |
Elmwood Wealth Management, Inc. RIA/Wealth | 0.46% $1.3M |
NAPA WEALTH MANAGEMENT RIA/Wealth | 0.29% $547.0K |
L LFA - Lugano Financial Advisors SA Institution | 0.27% $516.1K |
 ACCREDITED INVESTOR SERVICES, LLC RIA/Wealth | 0.21% $305.8K |
M Millstone Evans Group, LLC RIA/Wealth | 0.14% $225.8K |
 Ifrah Financial Services, Inc. RIA/Wealth | 0.14% $533.4K |
Sandbox Financial Partners, LLC RIA/Wealth | 0.07% $241.2K |
MONECO Advisors, LLC RIA/Wealth | 0.05% $614.9K |
Regal Investment Advisors, LLC RIA/Wealth | 0.05% $768.4K |
Hedge Fund Spotlight
Discover hedge funds investing in PIO
CITADEL ADVISORS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerKenneth Cordele Griffin
- Portfolio Value
- $122.08B
- Positions
- 5,531
- Last Reported
- Q3 2025
Sector Allocation
I
Position in Invesco Global Water
- Market Value
- $3.0M
- Shares Held
- 66.1K
- Portfolio Weight
- 0.00%
- Owned Since
- 2017-Q2
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
