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Invesco Water Resources ETF
PHO

Overview Fund Activity

375 hedge funds and large institutions have $801M invested in Invesco Water Resources ETF in 2024 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 93 increasing their positions, 97 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
375
Holders Change
-10
Holders Change %
-2.6%
% of All Funds
4.99%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
40
Increased
93
Reduced
97
Closed
39
Calls
$4.26M
Puts
$2.08M
Net Calls
+$2.18M
Net Calls Change
+$464K

Top Buyers

1
UBS Group
UBS Group
Switzerland
$49.4M
2
Morgan Stanley
Morgan Stanley
New York
$94.3M
3
LPL Financial
LPL Financial
California
$49.4M
4
Bank of America
Bank of America
North Carolina
$111M
5
Osaic Holdings
Osaic Holdings
Arizona
$15.2M

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$15.8M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$455K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.14M
5
CB
Commerce Bank
Missouri
$4.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPF
251
First Pacific Financial
Washington
$166K +$166K +2,525 New
FWM
252
FSA Wealth Management
Massachusetts
$144K -$27.2K -414 -16%
DJSG
253
D.J. St. Germain
Massachusetts
$144K – – –
BSB
254
Bangor Savings Bank
Maine
$140K – – –
FHA
255
First Horizon Advisors
Tennessee
$136K -$1.84K -28 -1%
AAP
256
Arax Advisory Partners
Colorado
$131K – – –
NP
257
NorthRock Partners
Minnesota
$126K – – –
ACA
258
Aptus Capital Advisors
Alabama
$126K – – –
EWA
259
EP Wealth Advisors
California
$126K +$126K +1,909 New
AF
260
Advisornet Financial
Minnesota
$118K – – –
BF
261
BOK Financial
Oklahoma
$117K -$17.7K -275 -13%
CIAS
262
Capital Investment Advisory Services
North Carolina
$115K +$66 +1 +0.1%
IWA
263
Icon Wealth Advisors
Texas
$112K – – –
WT
264
Whittier Trust
California
$106K – – –
CWM
265
Centricity Wealth Management
Ohio
$105K +$105K +1,603 New
LOIP
266
Live Oak Investment Partners
Texas
$104K -$145K – –
WIM
267
Westside Investment Management
California
$99.6K -$40K -608 -29%
TPCW
268
TD Private Client Wealth
New York
$98.7K +$19.9K +302 +25%
MWM
269
MGB Wealth Management
Texas
$95.4K +$46.1K +700 +93%
RIL
270
Rothschild Investment LLC
Illinois
$88.8K – – –
PCFFS
271
Pacific Center for Financial Services
California
$88.5K – – –
JFGIW
272
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$87.2K -$153K -2,237 -64%
CCM
273
Chilton Capital Management
Texas
$76.6K – – –
LI
274
LRI Investments
Florida
$74.5K – – –
Simplex Trading
275
Simplex Trading
Illinois
$74K +$73.2K +1,121 +8,623%
9 10
11
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