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Invesco Water Resources ETF
PHO

Overview Fund Activity

357 hedge funds and large institutions have $798M invested in Invesco Water Resources ETF in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 91 increasing their positions, 104 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
357
Holders Change
+5
Holders Change %
+1.42%
% of All Funds
5.18%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
34
Increased
91
Reduced
104
Closed
22
Calls
$985K
Puts
$453K
Net Calls
+$532K
Net Calls Change
+$736K

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
$34.9M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$15.5M
3
Osaic Holdings
Osaic Holdings
Arizona
$17.9M
4
EE
EWG Elevate
California
$4.19M
5
MA
MONECO Advisors
Connecticut
$2.79M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$80.7M
2
Ameriprise
Ameriprise
Minnesota
$5.78M
3
EFH
Eaton Financial Holdings
Florida
$311K
4
TF
Theory Financial
Colorado
$0
5
GBWM
Granite Bay Wealth Management
New Hampshire
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TW
226
Transform Wealth
Colorado
$228K +$67 +1 +0%
HI
227
Harbour Investments
Wisconsin
$228K -$15.1K -227 -6%
SIM
228
Sterling Investment Management
Arizona
$227K – – –
JCM
229
Jacobi Capital Management
Pennsylvania
$226K +$67 +1 +0%
KeyBank National Association
230
KeyBank National Association
Ohio
$226K +$226K +3,393 New
PP
231
Patten & Patten
Tennessee
$226K – – –
ES
232
ETF Store
Kansas
$219K +$219K +3,288 New
PFS
233
Prospera Financial Services
Texas
$218K -$38.6K -578 -15%
KA
234
Kovack Advisors
Florida
$218K +$218K +3,271 New
AGP
235
Autumn Glory Partners
Texas
$217K +$217K +3,253 New
JWA
236
JFS Wealth Advisors
Pennsylvania
$215K – – –
AWM
237
Aries Wealth Management
Maine
$213K +$213K +3,200 New
OBGC
238
O'Brien Greene & Co
Pennsylvania
$213K +$213K +3,200 New
NS
239
NBC Securities
Alabama
$212K -$17.1K -245 -7%
KC
240
Kades & Cheifetz
Pennsylvania
$210K +$210K +3,160 New
FUBT
241
First United Bank & Trust
Maryland
$209K -$13.3K -200 -6%
ASFA
242
All Season Financial Advisors
Colorado
$208K +$208K +3,128 New
LIM
243
Leavell Investment Management
Alabama
$208K +$208K +3,130 New
EFS
244
Essex Financial Services
Connecticut
$203K +$203K +3,055 New
WP
245
WealthShield Partners
North Carolina
$203K – – –
SFA
246
Sequoia Financial Advisors
Ohio
$203K -$70K -1,051 -26%
BFIM
247
Beese Fulmer Investment Management
Ohio
$202K +$202K +3,033 New
KCFA
248
Key Client Fiduciary Advisors
New Jersey
$200K +$200K +3,005 New
BCWM
249
Bartlett & Co Wealth Management
Ohio
$180K – – –
FWM
250
FSA Wealth Management
Massachusetts
$173K -$7.26K -109 -4%
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10
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