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Invesco Water Resources ETF
PHO

Overview Fund Activity

315 hedge funds and large institutions have $665M invested in Invesco Water Resources ETF in 2023 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 85 increasing their positions, 92 reducing their positions, and 25 closing their positions.

Holders
315
Holders Change
-2
Holders Change %
-0.63%
% of All Funds
4.97%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
27
Increased
85
Reduced
92
Closed
25
Calls
$6.19M
Puts
$1.17M
Net Calls
+$5.02M
Net Calls Change
-$996K

Top Buyers

1
ACM
1
Avalon Capital Management
California
$4.9M
2
HW
2
Hamilton Wealth
California
$6.03M
3
LPL Financial
3
LPL Financial
California
$35.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$66.3M
5
Millennium Management
5
Millennium Management
New York
$2.17M

Top Sellers

1
SIM
1
Seaview Investment Managers
Florida
$0
2
MD
2
Money Design
Japan
$15.4M
3
Bank of America
3
Bank of America
North Carolina
$97.5M
4
BAM
4
Belpointe Asset Management
Nevada
$0
5
BPA
5
Beacon Pointe Advisors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HI
251
Harbour Investments
Wisconsin
$52.2K 925 -369 -29%
BAM
252
Byrne Asset Management
New Jersey
– – -900 Closed
JFA
253
JNBA Financial Advisors
Minnesota
$45.2K 801 +118 +17%
DF
254
DecisionPoint Financial
Arizona
$45.1K 800 – –
M
255
MOTCO
Texas
$45.1K 800 – –
PO
256
Private Ocean
California
$43.1K 765 – –
CIAS
257
Capital Investment Advisory Services
North Carolina
$42.4K 752 +1 +0.1%
LB
258
Legacy Bridge
Iowa
$40K 710 – –
LOIP
259
Live Oak Investment Partners
Texas
– – – –
FCG
260
Financial Connections Group
California
$39K 703 – –
MCM
261
Manchester Capital Management
Vermont
$35.6K 631 – –
GWM
262
Geneos Wealth Management
Colorado
$35.5K 630 +250 +66%
CFD
263
Creative Financial Designs
Indiana
$35.5K 630 +62 +11%
FFA
264
Farther Finance Advisors
California
$34.1K 605 +605 New
BFO
265
Biltmore Family Office
North Carolina
$31K 550 – –
SIC
266
Salem Investment Counselors
North Carolina
$31K 550 – –
TPCW
267
TD Private Client Wealth
New York
$30K 532 – –
OA
268
Operose Advisors
Wisconsin
$28.4K 504 +1 +0.2%
OSAM
269
O'Shaughnessy Asset Management
Connecticut
$28.2K 500 – –
PFG
270
Piershale Financial Group
Illinois
$21.7K 385 – –
HWM
271
Horizons Wealth Management
North Carolina
$21.7K 384 – –
PSB
272
Piscataqua Savings Bank
New Hampshire
$19.7K 350 – –
PA
273
Parallel Advisors
California
$17.9K 317 -6 -2%
MRCM
274
M&R Capital Management
New Jersey
$16.9K 300 – –
FBC
275
Fairfield, Bush & Co
Connecticut
$16.9K 300 +300 New
9 10
11
12 13