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Invesco Water Resources ETF
PHO

Overview Fund Activity

317 hedge funds and large institutions have $610M invested in Invesco Water Resources ETF in 2023 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 89 increasing their positions, 84 reducing their positions, and 23 closing their positions.

Holders
317
Holders Change
+10
Holders Change %
+3.26%
% of All Funds
5.07%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
38
Increased
89
Reduced
84
Closed
23
Calls
$6.15M
Puts
$133K
Net Calls
+$6.01M
Net Calls Change
+$12M

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$23.9M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$20.7M
3
LPL Financial
3
LPL Financial
California
$31.3M
4
CAN
4
Cetera Advisor Networks
California
$10.7M
5
Bank of America
5
Bank of America
North Carolina
$93.9M

Top Sellers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$12.2M
2
TA
2
Tactive Advisors
Florida
$0
3
KAS
3
Kestra Advisory Services
Texas
$1.56M
4
Chevy Chase Trust
4
Chevy Chase Trust
Maryland
$0
5
CAL
5
Capital Analysts LLC
Pennsylvania
$1.3M
Name Market Value Shares Shares
Change 		Shares
Change %
MFA
251
McClarren Financial Advisors
Pennsylvania
$57K 1,094 +1 +0.1%
SWA
252
SOA Wealth Advisors
New York
$53.9K 1,010 +2 +0.2%
BAM
253
Baldrige Asset Management
Pennsylvania
$49K 915 – –
BAM
254
Byrne Asset Management
New Jersey
$48K 900 – –
DF
255
DecisionPoint Financial
Arizona
$42.7K 800 -100 -11%
M
256
MOTCO
Texas
$42.7K 800 – –
PO
257
Private Ocean
California
$40.8K 765 – –
CIAS
258
Capital Investment Advisory Services
North Carolina
$40.1K 751 +1 +0.1%
LB
259
Legacy Bridge
Iowa
$37.9K 710 – –
LOIP
260
Live Oak Investment Partners
Texas
– – – –
FCG
261
Financial Connections Group
California
$37K 703 – –
JFA
262
JNBA Financial Advisors
Minnesota
$36.4K 683 – –
ACA
263
Aptus Capital Advisors
Alabama
$34.7K 651 -403 -38%
MCM
264
Manchester Capital Management
Vermont
$33.7K 631 – –
CFD
265
Creative Financial Designs
Indiana
$30.3K 568 +1 +0.2%
SIC
266
Salem Investment Counselors
North Carolina
$29.3K 550 -66 -11%
BFO
267
Biltmore Family Office
North Carolina
$29.3K 550 – –
TPCW
268
TD Private Client Wealth
New York
$28.4K 532 – –
OA
269
Operose Advisors
Wisconsin
$26.8K 503 +503 New
OSAM
270
O'Shaughnessy Asset Management
Connecticut
$26.7K 500 – –
AP
271
Advisors Preferred
Maryland
$25.2K 475 +475 New
MPCG
272
Matrix Private Capital Group
New York
$25.2K 472 – –
IWP
273
IAG Wealth Partners
Wisconsin
$22.7K 425 – –
Commonwealth Equity Services
274
Commonwealth Equity Services
Massachusetts
$20.6K 385,484 -2,027 -0.5%
PFG
275
Piershale Financial Group
Illinois
$20.5K 385 – –
9 10
11
12 13