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Invesco Water Resources ETF
PHO

Overview Fund Activity

364 hedge funds and large institutions have $768M invested in Invesco Water Resources ETF in 2024 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 96 increasing their positions, 94 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
364
Holders Change
+7
Holders Change %
+1.96%
% of All Funds
5.29%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
35
Increased
96
Reduced
94
Closed
22
Calls
$1.29M
Puts
$759K
Net Calls
+$526K
Net Calls Change
-$6K

Top Buyers

1
PA
Prism Advisors
California
$9.72M
2
LPL Financial
LPL Financial
California
$43.4M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$10.4M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$2.5M
5
RJA
Raymond James & Associates
Florida
$7.56M

Top Sellers

1
WC
Westwind Capital
New Mexico
$1.45M
2
Osaic Holdings
Osaic Holdings
Arizona
$11.4M
3
EE
EWG Elevate
California
$0
4
Bank of America
Bank of America
North Carolina
$106M
5
Morgan Stanley
Morgan Stanley
New York
$75.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
251
First Horizon Advisors
Tennessee
$137K – – –
ACA
252
Aptus Capital Advisors
Alabama
$136K -$4.87K -75 -3%
TCOV
253
Trust Company of Vermont
Vermont
$130K – – –
AAP
254
Arax Advisory Partners
Colorado
$129K +$35.7K +550 +38%
NP
255
NorthRock Partners
Minnesota
$125K – – –
IWA
256
Icon Wealth Advisors
Texas
$119K – – –
AF
257
Advisornet Financial
Minnesota
$117K – – –
CIAS
258
Capital Investment Advisory Services
North Carolina
$113K -$13.7K -211 -11%
WT
259
Whittier Trust
California
$105K +$33.7K +519 +47%
Jones Financial Companies
260
Jones Financial Companies
Missouri
$91K +$44.5K +685 +96%
PCFFS
261
Pacific Center for Financial Services
California
$87.3K – – –
JFGIW
262
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$82.8K -$193K -2,972 -70%
PA
263
Parallel Advisors
California
$81.4K +$14.9K +230 +22%
CCM
264
Chilton Capital Management
Texas
$75.6K – – –
LI
265
LRI Investments
Florida
$73.5K – – –
TAM
266
Townsend Asset Management
North Carolina
$72.1K +$130 +2 +0.2%
WT
267
Washington Trust
Rhode Island
$71.4K – – –
MFA
268
McClarren Financial Advisors
Pennsylvania
$71K -$536K -973 -88%
S
269
Sachetta
Massachusetts
$69.3K – – –
CP
270
Castleview Partners
Texas
$68.6K +$68.6K +1,057 New
SWA
271
SOA Wealth Advisors
New York
$66K +$65 +1 +0.1%
DP
272
Denver PWM
Colorado
$65.1K +$65.1K +1,002 New
CTWM
273
Cherry Tree Wealth Management
Minnesota
$65K – – –
WTA
274
Washington Trust Advisors
Massachusetts
$63.6K – – –
FFA
275
Frazier Financial Advisors
Ohio
$63.6K +$45.4K +700 +250%
9 10
11
12 13