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Invesco Water Resources ETF
PHO

Overview Fund Activity

306 hedge funds and large institutions have $604M invested in Invesco Water Resources ETF in 2021 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 104 increasing their positions, 43 reducing their positions, and 16 closing their positions.

Holders
306
Holders Change
+32
Holders Change %
+11.68%
% of All Funds
5.37%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
52
Increased
104
Reduced
43
Closed
16
Calls
$1.01M
Puts
$449K
Net Calls
+$563K
Net Calls Change
+$750K

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$53.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$59M
3
LPL Financial
3
LPL Financial
California
$28.1M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$11.1M
5
Bank of America
5
Bank of America
North Carolina
$101M

Top Sellers

1
PL
1
Polianta Ltd
Jersey
$12.1M
2
SCC
2
Spring Creek Capital
Kansas
$0
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$18.8M
4
MFM
4
MD Financial Management
Ontario, Canada
$35.3M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$911K
Name Market Value Shares Shares
Change 		Shares
Change %
TF
276
TimeScale Financial
Massachusetts
$11K 200 -1 -0.5%
TFM
277
TFC Financial Management
Massachusetts
$11K 200 – –
AWA
278
Arkadios Wealth Advisors
Georgia
$11K 210 – –
TH
279
TCTC Holdings
Texas
$11K 200 – –
GPA
280
Guidance Point Advisors
Massachusetts
$11K 202 +202 New
EIP
281
Ellis Investment Partners
Pennsylvania
$10K 200 – –
HA
282
Herold Advisors
New York
$10K 200 +200 New
CCM
283
Cribstone Capital Management
Maine
$9K 160 – –
DWMG
284
DB Wealth Management Group
California
$9K 164 +164 New
COCM
285
Charter Oak Capital Management
New Hampshire
$8K 145 – –
EBA
286
Eagle Bay Advisors
New York
$8K 162 +81 +100%
CFA
287
Cahill Financial Advisors
Minnesota
$8K 155 +155 New
CP
288
Corbenic Partners
Pennsylvania
$7K 137 – –
POIA
289
Pin Oak Investment Advisors
Texas
$7K 125 – –
PA
290
Parallel Advisors
California
$7K 134 +1 +0.8%
RBC
291
Roble Belko & Company
Pennsylvania
$6K 110 – –
AF
292
Advisornet Financial
Minnesota
$6K 109 – –
WQ
293
Wealth Quarterback
New Jersey
$6K 104 +1 +1%
WIM
294
Westside Investment Management
California
$5.59K 1,607 -100 -6%
FF
295
FourThought Financial
Florida
$5K 107 – –
1IA
296
1834 Investment Advisors
Wisconsin
$5K 97 – –
ARMC
297
American Research & Management Company
Massachusetts
$4K 70 – –
ACA
298
Aptus Capital Advisors
Alabama
$4K 75 +75 New
IWA
299
IBEX Wealth Advisors
New Jersey
$3K 54 +54 New
AFG
300
Albion Financial Group
Utah
$2K 41 – –
9 10 11
12
13