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Invesco Water Resources ETF
PHO

Overview Fund Activity

352 hedge funds and large institutions have $794M invested in Invesco Water Resources ETF in 2023 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 79 increasing their positions, 107 reducing their positions, and 22 closing their positions.

Holders
352
Holders Change
+37
Holders Change %
+11.75%
% of All Funds
5.16%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
62
Increased
79
Reduced
107
Closed
22
Calls
$1.07M
Puts
$1.27M
Net Calls
-$204K
Net Calls Change
-$3.78M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$150M
2
SCM
2
Sage Capital Management
New Jersey
$7.1M
3
KAS
3
Kestra Advisory Services
Texas
$4.76M
4
TA
4
Tactive Advisors
Florida
$2.39M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$2.42M

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$0
2
MD
2
Money Design
Japan
$9.52M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$12.3M
4
LPL Financial
4
LPL Financial
California
$35.9M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$8.82M
Name Market Value Shares Shares
Change 		Shares
Change %
PWMG
226
Pinnacle Wealth Management Group
Michigan
$215K 3,525 +3,525 New
KFC
227
Klingenstein Fields & Co
New York
$213K 3,500 +3,500 New
BAM
228
Belpointe Asset Management
Nevada
$211K 3,464 +3,464 New
GW
229
GW & Wade
Massachusetts
$209K 3,428 +3,428 New
TW
230
Transform Wealth
Colorado
$208K 3,419 +3,419 New
AAS
231
Ameritas Advisory Services
Nebraska
$207K 3,374 +3,374 New
SIM
232
Sterling Investment Management
Arizona
$207K 3,406 +3,406 New
JCM
233
Jacobi Capital Management
Pennsylvania
$207K 3,399 -370 -10%
PP
234
Patten & Patten
Tennessee
$206K 3,390 +3,390 New
AWM
235
AE Wealth Management
Kansas
$206K 3,467 -733 -17%
PWM
236
Perigon Wealth Management
California
$204K 3,349 +3,349 New
FUBT
237
First United Bank & Trust
Maryland
$203K 3,338 +3,338 New
FCI
238
Financial Counselors Inc
Kansas
$200K 3,288 +3,288 New
NS
239
NBC Securities
Alabama
$199K 3,286 -219 -6%
JWA
240
JFS Wealth Advisors
Pennsylvania
$197K 3,234 – –
MRC
241
Millburn Ridgefield Corp
New York
$190K 3,128 +3,128 New
WP
242
WealthShield Partners
North Carolina
$185K 3,044 -725 -19%
BCWM
243
Bartlett & Co Wealth Management
Ohio
$165K 2,700 – –
BC
244
Bartlett & Co
Ohio
$165K 2,700 – –
FWM
245
FSA Wealth Management
Massachusetts
$165K 2,712 +2,712 New
Jones Financial Companies
246
Jones Financial Companies
Missouri
$140K 2,294 +800 +54%
LOIP
247
Live Oak Investment Partners
Texas
– – – –
DJSG
248
D.J. St. Germain
Massachusetts
$133K 2,185 – –
ACA
249
Aptus Capital Advisors
Alabama
$132K 2,170 -307 -12%
BSB
250
Bangor Savings Bank
Maine
$130K 2,128 – –
8 9
10
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