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Invesco Water Resources ETF
PHO

343 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.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 32

29% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 70

19% more capital invested

Capital invested by funds: $604M → $718M (+$113M)

12% more funds holding

Funds holding: 307 → 343 (+36)

2.23% more ownership

Funds ownership: 31.54% → 33.77% (+2.2%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
343
Holders Change
+36
Holders Change %
+11.73%
% 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
Commerce Bank
Missouri
+$8.44M
2
CAN
Cetera Advisor Networks
California
+$5.38M
3
MD
Money Design
Japan
+$5.22M
4
Morgan Stanley
Morgan Stanley
New York
+$4.2M
5
Millennium Management
Millennium Management
New York
+$2.08M

Top Sellers

1
FIG
FundX Investment Group
California
-$2.96M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$2.39M
3
APA
American Portfolios Advisors
New York
-$2.19M
4
LPL Financial
LPL Financial
California
-$1.68M
5
Barclays
Barclays
United Kingdom
-$1.49M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFO
226
Pathstone Family Office
New Jersey
$202K +$193K +3,327 New
Mercer Global Advisors
227
Mercer Global Advisors
Colorado
$201K +$192K +3,302 New
APA
228
American Portfolios Advisors
New York
$192K -$2.19M -37,621 -92%
JWA
229
JFS Wealth Advisors
Pennsylvania
$188K – – –
BFEC
230
Benjamin F. Edwards & Company
Missouri
$176K – – –
VCM
231
Vigilant Capital Management
Maine
$172K – – –
EVM
232
Eaton Vance Management
Massachusetts
$156K +$11.6K +200 +8%
Fifth Third Bancorp
233
Fifth Third Bancorp
Ohio
$152K – – –
FCMA
234
Foresight Capital Management Advisors
Michigan
$148K +$141K +2,434 New
FHA
235
First Horizon Advisors
Tennessee
$129K – – –
WT
236
Whittier Trust
California
$128K – – –
HPC
237
HM Payson & Co
Maine
$125K +$58.1K +1,000 +96%
EWM
238
Edge Wealth Management
New York
$122K – – –
EI
239
Ellevest Inc
New York
$122K – – –
SCA
240
Sandy Cove Advisors
Massachusetts
$122K +$116K +2,000 New
TPCW
241
TD Private Client Wealth
New York
$121K -$2.85K -49 -2%
WBC
242
West Branch Capital
Massachusetts
$118K – – –
CIA
243
Choate Investment Advisors
Massachusetts
$117K +$112K +1,921 New
GWM
244
Geneos Wealth Management
Colorado
$113K -$26.2K -450 -19%
MRC
245
Millburn Ridgefield Corp
New York
$107K -$814 -14 -0.8%
RDFA
246
Ritter Daniher Financial Advisory
Ohio
$106K – – –
CCA
247
Catalyst Capital Advisors
New York
$100K +$2.03K +35 +2%
JP Morgan Chase
248
JP Morgan Chase
New York
$98K +$6.16K +106 +7%
AAP
249
Arax Advisory Partners
Colorado
$93K – – –
PCFFS
250
Pacific Center for Financial Services
California
$93K – – –
8 9
10
11 12

PHO Hedge Fund Activity: Q4 2021 in Review

343 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco Water Resources ETF (PHO) for Q4 2021, worth a combined $718M — up 19% from $604M a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new PHO positions and 32 closed out — a net gain of 40 holders — while 90 added to existing stakes and 70 trimmed.

The largest buyer was Commerce Bank, adding an estimated $8.44M. The largest seller was FundX Investment Group, cutting an estimated $2.96M.

  • 343 institutional investors held Invesco Water Resources ETF (PHO) as of Q4 2021, up from 307 in Q3 2021.
  • Funds reported $718M of Invesco Water Resources ETF stock for Q4 2021, up 19% quarter-over-quarter.
  • 72 funds opened new Invesco Water Resources ETF positions in Q4 2021 and 32 closed out, a net change of +40 holders.
  • The largest Invesco Water Resources ETF buyer in Q4 2021 was Commerce Bank, an estimated $8.44M added.
  • The largest Invesco Water Resources ETF seller in Q4 2021 was FundX Investment Group, an estimated $2.96M sold.

Based on aggregated 13F filings for Q4 2021.