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Invesco Water Resources ETF
PHO

Overview Fund Activity

342 hedge funds and large institutions have $718M invested in Invesco Water Resources ETF in 2021 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 90 increasing their positions, 70 reducing their positions, and 32 closing their positions.

Holders
342
Holders Change
+36
Holders Change %
+11.76%
% of All Funds
5.28%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
72
Increased
90
Reduced
70
Closed
32
Calls
$759K
Puts
–
Net Calls
+$759K
Net Calls Change
+$196K

Top Buyers

1
CB
1
Commerce Bank
Missouri
$14.4M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$8.28M
3
CAN
3
Cetera Advisor Networks
California
$6.31M
4
MD
4
Money Design
Japan
$5.44M
5
Morgan Stanley
5
Morgan Stanley
New York
$69.9M

Top Sellers

1
FIG
1
FundX Investment Group
California
$400K
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$57.2M
3
APA
3
American Portfolios Advisors
New York
$192K
4
LPL Financial
4
LPL Financial
California
$29.5M
5
Barclays
5
Barclays
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
EDRH
251
Edmond de Rothschild Holding
Switzerland
$91K 1,500 – –
HI
252
Harbour Investments
Wisconsin
$82K 1,351 +58 +4%
KPCM
253
Kings Point Capital Management
New York
$81K 1,330 – –
HNWAG
254
High Net Worth Advisory Group
Florida
$80K 1,308 +1,308 New
EW
255
Evoke Wealth
California
$79K 1,292 +592 +85%
APC
256
Aspire Private Capital
North Carolina
$79K 1,300 +1,300 New
CFD
257
Creative Financial Designs
Indiana
$78K 1,290 +446 +53%
HR
258
Howe & Rusling
New York
$75K 1,227 – –
FWM
259
Focused Wealth Management
New York
$73K 1,201 – –
Bank Julius Baer & Co
260
Bank Julius Baer & Co
Switzerland
$71K 1,175 -925 -44%
S
261
SignatureFD
Georgia
$71K 1,164 – –
CCM
262
Chilton Capital Management
Texas
$71K 1,165 +1,165 New
WT
263
Washington Trust
Rhode Island
$67K 1,100 -1,080 -50%
SWA
264
SOA Wealth Advisors
New York
$66K 1,104 – –
WTA
265
Washington Trust Advisors
Massachusetts
$66K 1,080 +1,080 New
KCM
266
KRS Capital Management
Michigan
$66K 1,100 +1,100 New
FFA
267
Freedman Financial Associates
Massachusetts
$61K 1,000 -267 -21%
SAM
268
S.A. Mason
Michigan
$61K 1,000 +500 +100%
BAM
269
Baldrige Asset Management
Pennsylvania
$56K 915 – –
BAM
270
Byrne Asset Management
New Jersey
$55K 900 +900 New
AWA
271
Amplius Wealth Advisors
Pennsylvania
$55K 918 +918 New
HDIM
272
Hanson & Doremus Investment Management
Vermont
$53K 867 – –
Citigroup
273
Citigroup
New York
$50K 825 – –
M
274
MOTCO
Texas
$49K 800 – –
CA
275
Cornerstone Advisory
Maryland
$49K 813 +813 New
9 10
11
12 13