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Invesco Water Resources ETF
PHO

Overview Fund Activity

307 hedge funds and large institutions have $576M invested in Invesco Water Resources ETF in 2022 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 81 increasing their positions, 84 reducing their positions, and 24 closing their positions.

Holders
307
Holders Change
+13
Holders Change %
+4.42%
% of All Funds
4.95%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
44
Increased
81
Reduced
84
Closed
24
Calls
$2.24M
Puts
$8.18M
Net Calls
-$5.94M
Net Calls Change
-$5.87M

Top Buyers

1
MD
1
Money Design
Japan
$16.4M
2
CCA
2
Conservest Capital Advisors
Pennsylvania
$3.89M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$12.9M
4
Cerity Partners
4
Cerity Partners
New York
$3.03M
5
KAS
5
Kestra Advisory Services
Texas
$4.25M

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$20M
2
UBS Group
2
UBS Group
Switzerland
$40.8M
3
CAL
3
Capital Analysts LLC
Pennsylvania
$2.65M
4
Stifel Financial
4
Stifel Financial
Missouri
$4.9M
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$30.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
226
Focused Wealth Management
New York
$61.9K – – –
CS
227
Credit Suisse
Switzerland
$61.8K – – –
TAM
228
Townsend Asset Management
North Carolina
$61.3K +$61.3K +1,190 New
S
229
SignatureFD
Georgia
$60K – – –
WT
230
Washington Trust
Rhode Island
$56.7K – – –
MFA
231
McClarren Financial Advisors
Pennsylvania
$56K +$154 +3 +0.3%
WTA
232
Washington Trust Advisors
Massachusetts
$55.7K – – –
ACA
233
Aptus Capital Advisors
Alabama
$54.3K +$52 +1 +0.1%
SWA
234
SOA Wealth Advisors
New York
$52K +$155 +3 +0.3%
HNWAG
235
High Net Worth Advisory Group
Florida
$51.9K – – –
BAM
236
Baldrige Asset Management
Pennsylvania
$47K – – –
BAM
237
Byrne Asset Management
New Jersey
$46.4K – – –
MPCL
238
My Personal CFO LLC
Washington
$46.4K +$46.4K +900 New
DF
239
DecisionPoint Financial
Arizona
$46.4K +$46.4K +900 New
TWM
240
Tradition Wealth Management
Minnesota
$43K +$9.85K +191 +30%
Qube Research & Technologies (QRT)
241
Qube Research & Technologies (QRT)
United Kingdom
$42.2K +$42.2K +819 New
M
242
MOTCO
Texas
$41.2K – – –
PO
243
Private Ocean
California
$39.4K – – –
CIAS
244
Capital Investment Advisory Services
North Carolina
$38.7K +$38.7K +750 New
LB
245
Legacy Bridge
Iowa
$36.6K – – –
LOIP
246
Live Oak Investment Partners
Texas
$36.1K – – –
FCG
247
Financial Connections Group
California
$36K – – –
JFA
248
JNBA Financial Advisors
Minnesota
$35.2K -$3.14K -61 -8%
MCM
249
Manchester Capital Management
Vermont
$32.5K – – –
SIC
250
Salem Investment Counselors
North Carolina
$31.7K – – –
8 9
10
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