PHO icon

Invesco Water Resources ETF
PHO

Overview Fund Activity

385 hedge funds and large institutions have $860M invested in Invesco Water Resources ETF in 2024 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 104 increasing their positions, 93 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
385
Holders Change
+21
Holders Change %
+5.77%
% of All Funds
5.57%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
42
Increased
104
Reduced
93
Closed
16
Calls
$3.27M
Puts
$1.55M
Net Calls
+$1.71M
Net Calls Change
+$1.19M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$95.8M
2
RJA
Raymond James & Associates
Florida
$21.3M
3
PA
Prism Advisors
California
$13.3M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$2.77M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$27.9M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$46M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$23.3M
3
HW
Hamilton Wealth
California
$8.16M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$3.72M
5
MD
Money Design
Japan
$5.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFIM
251
Beese Fulmer Investment Management
Ohio
$214K +$214K +3,033 New
WP
252
WealthShield Partners
North Carolina
$213K -$1.27K -18 -0.6%
MCM
253
MAI Capital Management
Ohio
$211K +$211K +2,994 New
PSCM
254
Per Stirling Capital Management
Texas
$210K +$210K +2,978 New
DAS
255
Diversify Advisory Services
Utah
$209K +$209K +3,008 New
HI
256
Harbour Investments
Wisconsin
$209K +$9.8K +139 +5%
KC
257
Kades & Cheifetz
Pennsylvania
$209K +$209K +2,966 New
EFS
258
Essex Financial Services
Connecticut
$209K -$59.4K -854 -22%
WAG
259
Winthrop Advisory Group
Massachusetts
$209K +$209K +2,960 New
FUBT
260
First United Bank & Trust
Maryland
$206K -$14.5K -205 -7%
FCI
261
Financial Counselors Inc
Kansas
$204K +$204K +2,898 New
AAS
262
Avantax Advisory Services
Texas
$204K +$204K +2,887 New
CWM
263
Chemistry Wealth Management
New York
$201K +$201K +2,844 New
BCWM
264
Bartlett & Co Wealth Management
Ohio
$190K – – –
FWM
265
FSA Wealth Management
Massachusetts
$184K +$184K +2,603 New
Fifth Third Bancorp
266
Fifth Third Bancorp
Ohio
$183K – – –
NS
267
NBC Securities
Alabama
$179K -$7.04K -100 -4%
DJSG
268
D.J. St. Germain
Massachusetts
$154K – – –
BSB
269
Bangor Savings Bank
Maine
$150K – – –
WIM
270
Westside Investment Management
California
$150K +$71 +1 +0%
FHA
271
First Horizon Advisors
Tennessee
$148K -$1.06K -15 -0.7%
BF
272
BOK Financial
Oklahoma
$145K +$145K +2,085 New
LOIP
273
Live Oak Investment Partners
Texas
$145K -$148K – –
TCOV
274
Trust Company of Vermont
Vermont
$141K – – –
AAP
275
Arax Advisory Partners
Colorado
$140K – – –
9 10
11
12 13