Money Design Co.,Ltd. PIO — INVESCO GLOBAL WATER

Ownership history in Money Design Co.,Ltd.  ·  12 quarters on record

AI Ownership Summary

Money Design Co.,Ltd. reported INVESCO GLOBAL WATER (PIO) in 12 quarterly 13F filings from 2023 Q4 through 2025 Q2. Peak portfolio weight reached 0.54% in 2023 Q4. The latest visible filing shows PIO at 0.19% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PIO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Money Design Co.,Ltd.'s position in INVESCO GLOBAL WATER, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q2

PIO was reported at 0.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.54% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PIO stock page Money Design Co.,Ltd. fund profile Money Design Co.,Ltd. full holdings
How Money Design Co.,Ltd. held PIO — position size vs. price
% of Fund (quarterly)    PIO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 REDUCED 9.7% -1.0% ✅ 89,431 -9,573 -9.7% 0.19% $4.0M 2025-08-14 (Est.) $45.25
2025 Q1 REDUCED 9.5% +12.2% ❌ 99,004 -10,362 -9.5% 0.20% $4.0M 2025-04-28 $40.46
2024 Q4 REDUCED 13.9% +2.9% ❌ 109,366 -17,622 -13.9% 0.22% $4.3M 2025-01-23 $40.35
2024 Q3 REDUCED 12.9% -9.2% ✅ 126,988 -18,817 -12.9% 0.27% $5.5M 2024-10-09 $41.38
2024 Q2 REDUCED 22.2% +6.7% ❌ 145,805 -41,497 -22.2% 0.32% $5.9M 2024-07-31 $41.55
2024 Q1 REDUCED 22.2% -6.5% ✅ 187,302 -53,413 -22.2% 0.44% $8.1M 2024-04-26 $40.26
2023 Q4 REDUCED 28.0% +8.5% ❌ 240,715 -93,465 -28.0% 0.54% $9.5M 2024-01-29 $38.04
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding PIO

As of 2026 Q1 — sorted by position size

LFA - Lugano Financial Advisors SA 3Y 7Y 0.25% Capital Wealth Alliance, LLC 3Y 0.2% ACCREDITED INVESTOR SERVICES, LLC 0.19% Elmwood Wealth Management, Inc. 3Y 7Y 0.19% Millstone Evans Group, LLC 0.13% Ifrah Financial Services, Inc. 3Y 7Y 0.13% BLUELINE ADVISORS LLC 0.11% Meramec Financial Planners, LLC 0.09% Sandbox Financial Partners, LLC 3Y 0.07% Regal Investment Advisors LLC 3Y 7Y 0.05%

FAQ About Money Design Co.,Ltd. and PIO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Money Design Co.,Ltd. reported owning PIO?

Money Design Co.,Ltd. reported PIO across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q2.

What was the largest reported PIO position in Money Design Co.,Ltd.'s portfolio?

The largest reported portfolio weight for PIO was 0.54% in 2023 Q4.

What is the latest reported PIO position on this page?

The most recent filing on this page is 2025 Q2, when Money Design Co.,Ltd. reported 89,431 shares, equal to 0.19% of portfolio, with an estimated market value of $4.0M.

What does the chart on this PIO ownership page compare?

The chart compares Money Design Co.,Ltd.'s quarterly PIO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Money Design Co.,Ltd. time their PIO position?

Based on 13F filing dates vs. subsequent PIO price moves, Money Design Co.,Ltd. correctly timed 5 out of 11 reported position changes (45%). The annualised alpha on PIO relative to SPY over the holding period was -6.7%.

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