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Invesco Water Resources ETF
PHO

Overview Fund Activity

252 hedge funds and large institutions have $468M invested in Invesco Water Resources ETF in 2021 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 62 increasing their positions, 48 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
+18
Holders Change %
+7.69%
% of All Funds
4.44%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
41
Increased
62
Reduced
48
Closed
19
Calls
$732K
Puts
$321K
Net Calls
+$411K
Net Calls Change
-$300K

Top Buyers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$60.1M
2
Bank of America
Bank of America
North Carolina
$86.1M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$20.2M
4
Morgan Stanley
Morgan Stanley
New York
$43.2M
5
TC
TAP Consulting
Missouri
$3.44M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$1.27M
2
AWM
AE Wealth Management
Kansas
$208K
3
SS
Simplicity Solutions
Minnesota
$0
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
5
MFM
MD Financial Management
Ontario, Canada
$20.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAAS
226
Capital Asset Advisory Services
Michigan
$11K – – –
EIP
227
Ellis Investment Partners
Pennsylvania
$10K – – –
CA
228
Clearstead Advisors
Ohio
$10K – – –
TFM
229
TFC Financial Management
Massachusetts
$10K – – –
1832 Asset Management
230
1832 Asset Management
Ontario, Canada
$10K – – –
TH
231
TCTC Holdings
Texas
$10K – – –
TF
232
TimeScale Financial
Massachusetts
$10K – – –
PP
233
Pacifica Partners
Canada
$10K – – –
CAGAS
234
Capital Advisory Group Advisory Services
Minnesota
$10K – – –
WP
235
WealthShield Partners
North Carolina
$9K +$9K +192 New
CCM
236
Cribstone Capital Management
Maine
$8K – – –
COCM
237
Charter Oak Capital Management
New Hampshire
$7K -$2.9K -60 -29%
CP
238
Corbenic Partners
Pennsylvania
$7K – – –
PA
239
Parallel Advisors
California
$7K +$1.2K +23 +21%
POIA
240
Pin Oak Investment Advisors
Texas
$6K – – –
WIM
241
Westside Investment Management
California
$5.02K – – –
FF
242
FourThought Financial
Florida
$5K – – –
AF
243
Advisornet Financial
Minnesota
$5K – – –
RBC
244
Roble Belko & Company
Pennsylvania
$5K – – –
AWA
245
Arkadios Wealth Advisors
Georgia
$5K +$5K +110 New
ARMC
246
American Research & Management Company
Massachusetts
$3K – – –
FPW
247
Flagship Private Wealth
Massachusetts
$2.54K – – –
CB
248
Community Bank
New York
$2K – – –
GFPC
249
Global Financial Private Client
Florida
$1.65K – – –
Barclays
250
Barclays
United Kingdom
$1K +$1K +16 New
7 8 9
10
11