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Invesco Water Resources ETF
PHO

Overview Fund Activity

299 hedge funds and large institutions have $602M invested in Invesco Water Resources ETF in 2022 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 85 increasing their positions, 72 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
299
Holders Change
-43
Holders Change %
-12.57%
% of All Funds
4.73%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
21
Increased
85
Reduced
72
Closed
57
Calls
$530K
Puts
–
Net Calls
+$530K
Net Calls Change
-$229K

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
$36.8M
2
OMC
Old Mission Capital
Illinois
$4.35M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$2.58M
4
Citadel Advisors
Citadel Advisors
Florida
$2.28M
5
LPL Financial
LPL Financial
California
$27.7M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$43M
2
Morgan Stanley
Morgan Stanley
New York
$56.6M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$6.34M
4
SI
Stephens Inc
Arkansas
$0
5
UBS Group
UBS Group
Switzerland
$43.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
EW
226
Evoke Wealth
California
$69K – – –
HR
227
Howe & Rusling
New York
$65K – – –
FWM
228
Focused Wealth Management
New York
$64K – – –
S
229
SignatureFD
Georgia
$62K – – –
WT
230
Washington Trust
Rhode Island
$59K – – –
SWA
231
SOA Wealth Advisors
New York
$58K +$52 +1 +0.1%
WTA
232
Washington Trust Advisors
Massachusetts
$57K – – –
FFA
233
Freedman Financial Associates
Massachusetts
$54K – – –
SAM
234
S.A. Mason
Michigan
$53K – – –
CFD
235
Creative Financial Designs
Indiana
$50K -$18.5K -349 -27%
BAM
236
Baldrige Asset Management
Pennsylvania
$49K – – –
BAM
237
Byrne Asset Management
New Jersey
$48K – – –
HDIM
238
Hanson & Doremus Investment Management
Vermont
$46K – – –
Citigroup
239
Citigroup
New York
$44K – – –
M
240
MOTCO
Texas
$42K – – –
PO
241
Private Ocean
California
$41K – – –
JFA
242
JNBA Financial Advisors
Minnesota
$39K – – –
PFS
243
Prospera Financial Services
Texas
$39K +$39K +738 New
LB
244
Legacy Bridge
Iowa
$38K – – –
FCG
245
Financial Connections Group
California
$37K – – –
TWM
246
Tradition Wealth Management
Minnesota
$34K – – –
RA
247
Resolute Advisors
California
$34K +$54 +1 +0.2%
SIC
248
Salem Investment Counselors
North Carolina
$33K – – –
MCM
249
Manchester Capital Management
Vermont
$33K – – –
MA
250
MUFG Americas
New York
$32K – – –
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10
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