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Invesco Water Resources ETF
PHO

Overview Fund Activity

299 hedge funds and large institutions have $602M invested in Invesco Water Resources ETF in 2022 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 85 increasing their positions, 72 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
299
Holders Change
-43
Holders Change %
-12.57%
% of All Funds
4.73%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
21
Increased
85
Reduced
72
Closed
57
Calls
$530K
Puts
–
Net Calls
+$530K
Net Calls Change
-$229K

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
$36.8M
2
OMC
Old Mission Capital
Illinois
$4.35M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$2.58M
4
Citadel Advisors
Citadel Advisors
Florida
$2.28M
5
LPL Financial
LPL Financial
California
$27.7M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$43M
2
Morgan Stanley
Morgan Stanley
New York
$56.6M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$6.34M
4
SI
Stephens Inc
Arkansas
$0
5
UBS Group
UBS Group
Switzerland
$43.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPLA
251
Joseph P. Lucia & Associates
New York
$30K +$30K +574 New
BFO
252
Biltmore Family Office
North Carolina
$29K – – –
TPCW
253
TD Private Client Wealth
New York
$28.2K -$76.9K -1,450 -73%
MRCM
254
M&R Capital Management
New Jersey
$28K – – –
OSAM
255
O'Shaughnessy Asset Management
Connecticut
$27K – – –
IWP
256
IAG Wealth Partners
Wisconsin
$23K – – –
MPCG
257
Matrix Private Capital Group
New York
$22K – – –
HI
258
Hudock Inc
Pennsylvania
$22K – – –
LWCFA
259
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$19K – – –
MIFH
260
Migdal Insurance & Financial Holdings
Israel
$19K – – –
MCC
261
Money Concepts Capital
Florida
$19K +$19K +365 New
HNB
262
Huntington National Bank
Ohio
$18K – – –
BA
263
Bivin & Associates
Oklahoma
$16K – – –
HBW
264
Hazlett, Burt & Watson
West Virginia
$16K +$16K +300 New
CA
265
Clearstead Advisors
Ohio
$14K – – –
BFC
266
Bedel Financial Consulting
Indiana
$14K – – –
TSW
267
Thompson Siegel & Walmsley
Virginia
$13K – – –
AF
268
Allworth Financial
California
$13K – – –
SBL
269
Sargent Bickham Lagudis
Colorado
$13K – – –
FCA
270
FinTrust Capital Advisors
South Carolina
$13K – – –
First Manhattan
271
First Manhattan
New York
$12K – – –
TF
272
TimeScale Financial
Massachusetts
$11K – – –
TFM
273
TFC Financial Management
Massachusetts
$11K – – –
TH
274
TCTC Holdings
Texas
$11K – – –
CPA
275
Cardiff Park Advisors
California
$11K – – –
9 10
11
12 13