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Invesco Water Resources ETF
PHO

Overview Fund Activity

306 hedge funds and large institutions have $604M invested in Invesco Water Resources ETF in 2021 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 104 increasing their positions, 43 reducing their positions, and 16 closing their positions.

Holders
306
Holders Change
+32
Holders Change %
+11.68%
% of All Funds
5.37%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
52
Increased
104
Reduced
43
Closed
16
Calls
$1.01M
Puts
$449K
Net Calls
+$563K
Net Calls Change
+$750K

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$53.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$59M
3
LPL Financial
3
LPL Financial
California
$28.1M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$11.1M
5
Bank of America
5
Bank of America
North Carolina
$101M

Top Sellers

1
PL
1
Polianta Ltd
Jersey
$12.1M
2
SCC
2
Spring Creek Capital
Kansas
$0
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$18.8M
4
MFM
4
MD Financial Management
Ontario, Canada
$35.3M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$911K
Name Market Value Shares Shares
Change 		Shares
Change %
EDRH
226
Edmond de Rothschild Holding
Switzerland
$82K 1,500 – –
FWM
227
Filbrandt Wealth Management
Wisconsin
$78K 1,423 -1,400 -50%
RE
228
RBC Europe
United Kingdom
$77.4K 1,414 – –
KPCM
229
Kings Point Capital Management
New York
$73K 1,330 – –
HI
230
Harbour Investments
Wisconsin
$71K 1,293 +795 +160%
FFA
231
Freedman Financial Associates
Massachusetts
$69K 1,267 – –
HR
232
Howe & Rusling
New York
$67K 1,227 +250 +26%
FWM
233
Focused Wealth Management
New York
$66K 1,201 – –
S
234
SignatureFD
Georgia
$64K 1,164 – –
EWA
235
Evolution Wealth Advisors
Florida
$62K 1,135 – –
SWA
236
SOA Wealth Advisors
New York
$60K 1,104 +1 +0.1%
TWM
237
Tradition Wealth Management
Minnesota
$59K 1,078 +1 +0.1%
HPC
238
HM Payson & Co
Maine
$57K 1,047 – –
FGAM
239
Financial Gravity Asset Management
Texas
$55K 1 – –
BAM
240
Baldrige Asset Management
Pennsylvania
$50K 915 – –
HDIM
241
Hanson & Doremus Investment Management
Vermont
$47K 867 +867 New
CFD
242
Creative Financial Designs
Indiana
$46K 844 +283 +50%
Citigroup
243
Citigroup
New York
$45K 825 -1,928 -70%
M
244
MOTCO
Texas
$44K 800 – –
PO
245
Private Ocean
California
$42K 765 – –
JFA
246
JNBA Financial Advisors
Minnesota
$41K 744 – –
IF
247
Ironwood Financial
Arizona
$40K 725 – –
LB
248
Legacy Bridge
Iowa
$39K 710 – –
EW
249
Evoke Wealth
California
$38K 700 – –
MCM
250
Manchester Capital Management
Vermont
$35K 631 – –
8 9
10
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