Invesco Water Resources ETF
316 hedge funds and large institutions have $644M invested in Invesco Water Resources ETF in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 94 increasing their positions, 81 reducing their positions, and 20 closing their positions.
261% more call options, than puts
Call options by funds: $4.95M | Put options by funds: $1.37M
35% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 20
16% more repeat investments, than reductions
Existing positions increased: 94 | Existing positions reduced: 81
0.43% more ownership
Funds ownership: 35.71% → 36.14% (+0.43%)
0% more funds holding
Funds holding: 316 → 316 (0)
3% less capital invested
Capital invested by funds: $665M → $644M (-$20.7M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$6.6M |
| 2 |
GBWM
Granite Bay Wealth Management
Portsmouth,
New Hampshire
|
+$4.02M |
| 3 |
Morgan Stanley
New York
|
+$2.34M |
| 4 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
+$2.11M |
| 5 |
HW
Hamilton Wealth
Encino,
California
|
+$1.51M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MD
Money Design
Tokyo,
Japan
|
-$2.99M |
| 2 |
Millennium Management
New York
|
-$2.17M |
| 3 |
BFS
Bard Financial Services
Branford,
Connecticut
|
-$1.89M |
| 4 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$1.87M |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$1.69M |
PHO Hedge Fund Activity: Q3 2023 in Review
316 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco Water Resources ETF (PHO) for Q3 2023, worth a combined $644M — down 3.1% from $665M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new PHO positions and 20 closed out — a net gain of 7 holders — while 94 added to existing stakes and 81 trimmed.
The largest buyer was Ameriprise, adding an estimated $6.6M. The largest seller was Money Design, cutting an estimated $2.99M.
- 316 institutional investors held Invesco Water Resources ETF (PHO) as of Q3 2023, unchanged from Q2 2023.
- Funds reported $644M of Invesco Water Resources ETF stock for Q3 2023, down 3.1% quarter-over-quarter.
- 27 funds opened new Invesco Water Resources ETF positions in Q3 2023 and 20 closed out, a net change of +7 holders.
- The largest Invesco Water Resources ETF buyer in Q3 2023 was Ameriprise, an estimated $6.6M added.
- The largest Invesco Water Resources ETF seller in Q3 2023 was Money Design, an estimated $2.99M sold.
Based on aggregated 13F filings for Q3 2023.