PHO icon

Invesco Water Resources ETF
PHO

Overview Fund Activity

315 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, 93 increasing their positions, 81 reducing their positions, and 20 closing their positions.

Holders
315
Holders Change
–
Holders Change %
0%
% of All Funds
5.02%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
27
Increased
93
Reduced
81
Closed
20
Calls
$4.95M
Puts
$1.37M
Net Calls
+$3.58M
Net Calls Change
-$1.44M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$10.9M
2
CS
2
Credit Suisse
Switzerland
$5.52M
3
GBWM
3
Granite Bay Wealth Management
New Hampshire
$4.02M
4
Morgan Stanley
4
Morgan Stanley
New York
$64.7M
5
BPA
5
Beacon Pointe Advisors
California
$2M

Top Sellers

1
MD
1
Money Design
Japan
$11.7M
2
Millennium Management
2
Millennium Management
New York
$0
3
BFS
3
Bard Financial Services
Connecticut
$0
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$2M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$9.52M
Name Market Value Shares Shares
Change 		Shares
Change %
SWA
251
SOA Wealth Advisors
New York
$53.9K 1,013 +1 +0.1%
CTWM
252
Cherry Tree Wealth Management
Minnesota
$53.3K 1,002 – –
BCM
253
Barometer Capital Management
Ontario, Canada
$50.5K 950 -11,400 -92%
BAM
254
Byrne Asset Management
New Jersey
$48K 900 +900 New
JFA
255
JNBA Financial Advisors
Minnesota
$42.6K 801 – –
M
256
MOTCO
Texas
$42.5K 800 – –
DF
257
DecisionPoint Financial
Arizona
$42.5K 800 – –
PO
258
Private Ocean
California
$40.7K 765 – –
CIAS
259
Capital Investment Advisory Services
North Carolina
$40K 753 +1 +0.1%
LB
260
Legacy Bridge
Iowa
$37.8K 710 – –
FCG
261
Financial Connections Group
California
$37K 703 – –
MCM
262
Manchester Capital Management
Vermont
$33.6K 631 – –
GWM
263
Geneos Wealth Management
Colorado
$33.5K 630 – –
PA
264
Parallel Advisors
California
$32K 602 +285 +90%
SIC
265
Salem Investment Counselors
North Carolina
$29.2K 550 – –
BFO
266
Biltmore Family Office
North Carolina
$29.2K 550 – –
TPCW
267
TD Private Client Wealth
New York
$28.3K 532 – –
BTI
268
Blue Trust Inc
Georgia
$28K 500 +500 New
CA
269
Clearstead Advisors
Ohio
$27.3K 514 +257 +100%
OA
270
Operose Advisors
Wisconsin
$26.8K 505 +1 +0.2%
OSAM
271
O'Shaughnessy Asset Management
Connecticut
$26.6K 500 – –
IWP
272
IAG Wealth Partners
Wisconsin
$22.6K 425 -920 -68%
HWM
273
Horizons Wealth Management
North Carolina
$20.4K 384 – –
PSB
274
Piscataqua Savings Bank
New Hampshire
$18.6K 350 – –
CFD
275
Creative Financial Designs
Indiana
$18.4K 347 -283 -45%
9 10
11
12 13