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Invesco Water Resources ETF
PHO

Overview Fund Activity

315 hedge funds and large institutions have $644M invested in Invesco Water Resources ETF in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 93 increasing their positions, 81 reducing their positions, and 20 closing their positions.

Holders
315
Holders Change
–
Holders Change %
0%
% of All Funds
5.02%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
27
Increased
93
Reduced
81
Closed
20
Calls
$4.95M
Puts
$1.37M
Net Calls
+$3.58M
Net Calls Change
-$1.44M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$10.9M
2
CS
2
Credit Suisse
Switzerland
$5.52M
3
GBWM
3
Granite Bay Wealth Management
New Hampshire
$4.02M
4
Morgan Stanley
4
Morgan Stanley
New York
$64.7M
5
BPA
5
Beacon Pointe Advisors
California
$2M

Top Sellers

1
MD
1
Money Design
Japan
$11.7M
2
Millennium Management
2
Millennium Management
New York
$0
3
BFS
3
Bard Financial Services
Connecticut
$0
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$2M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$9.52M
Name Market Value Shares Shares
Change 		Shares
Change %
Fifth Third Bancorp
226
Fifth Third Bancorp
Ohio
$124K 2,329 -172 -7%
JFGIW
227
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$124K 2,325 +1,050 +82%
LOIP
228
Live Oak Investment Partners
Texas
– – – –
HI
229
Harbour Investments
Wisconsin
$119K 2,242 +1,317 +142%
DJSG
230
D.J. St. Germain
Massachusetts
$116K 2,185 – –
BSB
231
Bangor Savings Bank
Maine
$113K 2,128 – –
WIM
232
Westside Investment Management
California
$113K 2,117 +606 +40%
FHA
233
First Horizon Advisors
Tennessee
$112K 2,113 – –
WT
234
Whittier Trust
California
$112K 2,097 – –
HL
235
HeadInvest LLC
Maine
$108K 2,050 +2,050 New
TCOV
236
Trust Company of Vermont
Vermont
$106K 2,000 – –
CIA
237
Choate Investment Advisors
Massachusetts
$102K 1,921 – –
PCFFS
238
Pacific Center for Financial Services
California
$81.7K 1,537 – –
EDRH
239
Edmond de Rothschild Holding
Switzerland
$79.8K 1,500 -1,175 -44%
Jones Financial Companies
240
Jones Financial Companies
Missouri
$79.5K 1,494 – –
S
241
SignatureFD
Georgia
$79K 1,485 +321 +28%
CSPIA
242
Cary Street Partners Investment Advisory
Virginia
$78K 1,466 -225 -13%
AAP
243
Arax Advisory Partners
Colorado
$76.6K 1,441 – –
FWM
244
Focused Wealth Management
New York
$63.9K 1,201 – –
TAM
245
Townsend Asset Management
North Carolina
$63.3K 1,191 +1 +0.1%
CCM
246
Chilton Capital Management
Texas
$62K 1,165 – –
TWM
247
Tradition Wealth Management
Minnesota
$59K 1,104 – –
WT
248
Washington Trust
Rhode Island
$58.5K 1,100 – –
WTA
249
Washington Trust Advisors
Massachusetts
$57.4K 1,080 – –
MFA
250
McClarren Financial Advisors
Pennsylvania
$57K 1,097 – –
8 9
10
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