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Invesco Water Resources ETF
PHO

Overview Fund Activity

375 hedge funds and large institutions have $801M invested in Invesco Water Resources ETF in 2024 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 93 increasing their positions, 97 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
375
Holders Change
-10
Holders Change %
-2.6%
% of All Funds
4.99%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
40
Increased
93
Reduced
97
Closed
39
Calls
$4.26M
Puts
$2.08M
Net Calls
+$2.18M
Net Calls Change
+$464K

Top Buyers

1
UBS Group
UBS Group
Switzerland
$49.4M
2
Morgan Stanley
Morgan Stanley
New York
$94.3M
3
LPL Financial
LPL Financial
California
$49.4M
4
Bank of America
Bank of America
North Carolina
$111M
5
Osaic Holdings
Osaic Holdings
Arizona
$15.2M

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$15.8M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$455K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.14M
5
CB
Commerce Bank
Missouri
$4.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCTC
226
Sanibel Captiva Trust Company
Florida
$237K – – –
BEI
227
Benjamin Edwards Inc
Missouri
$233K – – –
WWM
228
Western Wealth Management
Colorado
$232K -$13.3K -202 -5%
SFA
229
Sequoia Financial Advisors
Ohio
$232K +$232K +3,528 New
BMC
230
Beaton Management Company
Massachusetts
$232K – – –
PWMG
231
Pinnacle Wealth Management Group
Michigan
$232K – – –
KFC
232
Klingenstein Fields & Co
New York
$230K – – –
WSFS
233
Wilmington Savings Fund Society
Delaware
$230K – – –
KHCM
234
Kirtland Hills Capital Management
Ohio
$229K – – –
KeyBank National Association
235
KeyBank National Association
Ohio
$223K – – –
VCP
236
Verus Capital Partners
Arizona
$218K +$66 +1 +0%
MEG
237
Millstone Evans Group
Colorado
$217K +$217K +3,302 New
Renaissance Technologies
238
Renaissance Technologies
New York
$217K -$52.6K -800 -20%
AWM
239
Aries Wealth Management
Maine
$211K – – –
OBGC
240
O'Brien Greene & Co
Pennsylvania
$211K – – –
PWM
241
Perigon Wealth Management
California
$207K -$68 -1 -0%
LIM
242
Leavell Investment Management
Alabama
$206K – – –
KCFA
243
Key Client Fiduciary Advisors
New Jersey
$203K – – –
TRCT
244
Tower Research Capital (TRC)
New York
$202K -$1.04M -15,767 -84%
AGP
245
Autumn Glory Partners
Texas
$200K -$13.6K -206 -6%
WP
246
WealthShield Partners
North Carolina
$199K – – –
HI
247
Harbour Investments
Wisconsin
$197K +$1.91K +29 +1%
FUBT
248
First United Bank & Trust
Maryland
$187K -$4.93K -75 -3%
BCWM
249
Bartlett & Co Wealth Management
Ohio
$178K – – –
Fifth Third Bancorp
250
Fifth Third Bancorp
Ohio
$171K – – –
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