PHO icon

Invesco Water Resources ETF
PHO

Overview Fund Activity

364 hedge funds and large institutions have $768M invested in Invesco Water Resources ETF in 2024 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 96 increasing their positions, 94 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
364
Holders Change
+7
Holders Change %
+1.96%
% of All Funds
5.29%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
35
Increased
96
Reduced
94
Closed
22
Calls
$1.29M
Puts
$759K
Net Calls
+$526K
Net Calls Change
-$6K

Top Buyers

1
PA
Prism Advisors
California
$9.72M
2
LPL Financial
LPL Financial
California
$43.4M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$10.4M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$2.5M
5
RJA
Raymond James & Associates
Florida
$7.56M

Top Sellers

1
WC
Westwind Capital
New Mexico
$1.45M
2
Osaic Holdings
Osaic Holdings
Arizona
$11.4M
3
EE
EWG Elevate
California
$0
4
Bank of America
Bank of America
North Carolina
$106M
5
Morgan Stanley
Morgan Stanley
New York
$75.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
TW
226
Transform Wealth
Colorado
$222K +$130 +2 +0.1%
SIM
227
Sterling Investment Management
Arizona
$221K – – –
JCM
228
Jacobi Capital Management
Pennsylvania
$221K +$130 +2 +0.1%
KeyBank National Association
229
KeyBank National Association
Ohio
$220K – – –
IA
230
IFP Advisors
Florida
$220K -$9.74K -150 -4%
PFS
231
Prospera Financial Services
Texas
$220K +$7.15K +110 +3%
CIBC World Market
232
CIBC World Market
Ontario, Canada
$220K +$220K +3,388 New
E
233
ETFidea
New York
$214K +$214K +3,294 New
KA
234
Kovack Advisors
Florida
$212K – – –
AGP
235
Autumn Glory Partners
Texas
$211K – – –
OBGC
236
O'Brien Greene & Co
Pennsylvania
$208K – – –
AWM
237
Aries Wealth Management
Maine
$208K – – –
PFP
238
Paragon Financial Partners
California
$206K +$206K +3,170 New
LIM
239
Leavell Investment Management
Alabama
$203K – – –
FUBT
240
First United Bank & Trust
Maryland
$203K -$844 -13 -0.4%
WP
241
WealthShield Partners
North Carolina
$198K – – –
MRC
242
Millburn Ridgefield Corp
New York
$185K +$134K +2,066 +266%
HI
243
Harbour Investments
Wisconsin
$184K -$38.3K -590 -17%
BCWM
244
Bartlett & Co Wealth Management
Ohio
$175K – – –
NS
245
NBC Securities
Alabama
$171K -$25.9K -400 -13%
Fifth Third Bancorp
246
Fifth Third Bancorp
Ohio
$169K – – –
LOIP
247
Live Oak Investment Partners
Texas
$148K – – –
DJSG
248
D.J. St. Germain
Massachusetts
$142K – – –
BSB
249
Bangor Savings Bank
Maine
$138K – – –
WIM
250
Westside Investment Management
California
$138K +$65 +1 +0%
8 9
10
11 12