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Invesco Water Resources ETF
PHO

Overview Fund Activity

274 hedge funds and large institutions have $522M invested in Invesco Water Resources ETF in 2021 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 90 increasing their positions, 42 reducing their positions, and 13 closing their positions.

Holders
274
Holders Change
+22
Holders Change %
+8.73%
% of All Funds
4.78%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
36
Increased
90
Reduced
42
Closed
13
Calls
$380K
Puts
$567K
Net Calls
-$187K
Net Calls Change
-$598K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$44.6M
2
LPL Financial
2
LPL Financial
California
$21.2M
3
SCC
3
Spring Creek Capital
Kansas
$6.79M
4
Morgan Stanley
4
Morgan Stanley
New York
$49.5M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.54M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$42.8M
2
PL
2
Polianta Ltd
Jersey
$22.9M
3
RMAM
3
Raab & Moskowitz Asset Management
New Jersey
$3.36M
4
WIA
4
Wealthstreet Investment Advisors
Texas
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$728K
Name Market Value Shares Shares
Change 		Shares
Change %
LAIC
276
Lederer & Associates Investment Counsel
California
– – -2,450 Closed
SFS
277
Sowell Financial Services
Arkansas
– – -1,616 Closed
ACM
278
Allred Capital Management
Texas
– – -1,570 Closed
CAC
279
Certified Advisory Corp
Florida
– – -1,125 Closed
BL
280
Balentine LLC
Georgia
– – -800 Closed
APWM
281
Atlas Private Wealth Management
New York
– – -662 Closed
OIA
282
Optimum Investment Advisors
Illinois
– – -631 Closed
EFSCE
283
Enterprise Financial Services Corp (EFSC)
Missouri
– – -401 Closed
EP
284
Eudaimonia Partners
Tennessee
– – -400 Closed
WP
285
WealthShield Partners
North Carolina
– – -192 Closed
LC
286
Lindbrook Capital
California
$0 1 – –
AWM
287
Avior Wealth Management
Nebraska
$0 3 +3 New
8 9 10 11
12