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Invesco Water Resources ETF
PHO

Overview Fund Activity

357 hedge funds and large institutions have $798M invested in Invesco Water Resources ETF in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 91 increasing their positions, 104 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
357
Holders Change
+5
Holders Change %
+1.42%
% of All Funds
5.18%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
34
Increased
91
Reduced
104
Closed
22
Calls
$985K
Puts
$453K
Net Calls
+$532K
Net Calls Change
+$736K

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
$34.9M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$15.5M
3
Osaic Holdings
Osaic Holdings
Arizona
$17.9M
4
EE
EWG Elevate
California
$4.19M
5
MA
MONECO Advisors
Connecticut
$2.79M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$80.7M
2
Ameriprise
Ameriprise
Minnesota
$5.78M
3
EFH
Eaton Financial Holdings
Florida
$311K
4
TF
Theory Financial
Colorado
$0
5
GBWM
Granite Bay Wealth Management
New Hampshire
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
251
Fifth Third Bancorp
Ohio
$173K +$31.6K +475 +22%
DJSG
252
D.J. St. Germain
Massachusetts
$145K – – –
ACA
253
Aptus Capital Advisors
Alabama
$144K – – –
BSB
254
Bangor Savings Bank
Maine
$142K – – –
WIM
255
Westside Investment Management
California
$141K +$67 +1 +0%
FHA
256
First Horizon Advisors
Tennessee
$141K – – –
TCOV
257
Trust Company of Vermont
Vermont
$133K – – –
CIAS
258
Capital Investment Advisory Services
North Carolina
$130K – – –
NP
259
NorthRock Partners
Minnesota
$128K – – –
AF
260
Advisornet Financial
Minnesota
$120K – – –
IWA
261
Icon Wealth Advisors
Texas
$113K – – –
SFFS
262
Stonehage Fleming Financial Services
Jersey
$107K +$107K +2,004 New
AWM
263
Avior Wealth Management
Nebraska
$104K +$104K +1,556 New
AAP
264
Arax Advisory Partners
Colorado
$95.9K – – –
PCFFS
265
Pacific Center for Financial Services
California
$89.5K -$12.8K -193 -13%
CCM
266
Chilton Capital Management
Texas
$77.6K – – –
LI
267
LRI Investments
Florida
$75.4K +$75.4K +1,133 New
FFWA
268
FRG Family Wealth Advisors
Washington
$74.5K +$74.5K +1,160 New
MFA
269
McClarren Financial Advisors
Pennsylvania
$74K +$134 +2 +0.2%
TAM
270
Townsend Asset Management
North Carolina
$73.8K +$67 +1 +0.1%
WT
271
Washington Trust
Rhode Island
$73.2K – – –
WT
272
Whittier Trust
California
$73K – – –
PA
273
Parallel Advisors
California
$68.1K +$36.5K +548 +115%
SWA
274
SOA Wealth Advisors
New York
$67.6K +$67 +1 +0.1%
CTWM
275
Cherry Tree Wealth Management
Minnesota
$66.7K – – –
9 10
11
12 13