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Invesco Water Resources ETF
PHO

Overview Fund Activity

342 hedge funds and large institutions have $718M invested in Invesco Water Resources ETF in 2021 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 90 increasing their positions, 70 reducing their positions, and 32 closing their positions.

Holders
342
Holders Change
+36
Holders Change %
+11.76%
% of All Funds
5.28%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
72
Increased
90
Reduced
70
Closed
32
Calls
$759K
Puts
–
Net Calls
+$759K
Net Calls Change
+$196K

Top Buyers

1
CB
1
Commerce Bank
Missouri
$14.4M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$8.28M
3
CAN
3
Cetera Advisor Networks
California
$6.31M
4
MD
4
Money Design
Japan
$5.44M
5
Morgan Stanley
5
Morgan Stanley
New York
$69.9M

Top Sellers

1
FIG
1
FundX Investment Group
California
$400K
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$57.2M
3
APA
3
American Portfolios Advisors
New York
$192K
4
LPL Financial
4
LPL Financial
California
$29.5M
5
Barclays
5
Barclays
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PFO
226
Pathstone Family Office
New Jersey
$202K 3,327 +3,327 New
Mercer Global Advisors
227
Mercer Global Advisors
Colorado
$201K 3,302 +3,302 New
APA
228
American Portfolios Advisors
New York
$192K 3,162 -37,621 -92%
JWA
229
JFS Wealth Advisors
Pennsylvania
$188K 3,083 – –
BFEC
230
Benjamin F. Edwards & Company
Missouri
$176K 2,898 – –
VCM
231
Vigilant Capital Management
Maine
$172K 2,820 – –
EVM
232
Eaton Vance Management
Massachusetts
$156K 2,571 +200 +8%
Fifth Third Bancorp
233
Fifth Third Bancorp
Ohio
$152K 2,501 – –
FCMA
234
Foresight Capital Management Advisors
Michigan
$148K 2,434 +2,434 New
FHA
235
First Horizon Advisors
Tennessee
$129K 2,113 – –
WT
236
Whittier Trust
California
$128K 2,097 – –
HPC
237
HM Payson & Co
Maine
$125K 2,047 +1,000 +96%
EWM
238
Edge Wealth Management
New York
$122K 2,000 – –
EI
239
Ellevest Inc
New York
$122K 2,000 – –
SCA
240
Sandy Cove Advisors
Massachusetts
$122K 2,000 +2,000 New
TPCW
241
TD Private Client Wealth
New York
$121K 1,982 -49 -2%
WBC
242
West Branch Capital
Massachusetts
$118K 1,938 – –
CIA
243
Choate Investment Advisors
Massachusetts
$117K 1,921 +1,921 New
GWM
244
Geneos Wealth Management
Colorado
$113K 1,870 -450 -19%
MRC
245
Millburn Ridgefield Corp
New York
$107K 1,762 -14 -0.8%
RDFA
246
Ritter Daniher Financial Advisory
Ohio
$106K 1,750 – –
CCA
247
Catalyst Capital Advisors
New York
$100K 1,650 +35 +2%
JPMorgan Chase & Co
248
JPMorgan Chase & Co
New York
$98K 1,606 +106 +7%
AAP
249
Arax Advisory Partners
Colorado
$93K 1,533 – –
PCFFS
250
Pacific Center for Financial Services
California
$93K 1,535 – –
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