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Invesco Water Resources ETF
PHO

343 hedge funds and large institutions have $718M invested in Invesco Water Resources ETF in 2021 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 90 increasing their positions, 70 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 32

29% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 70

19% more capital invested

Capital invested by funds: $604M → $718M (+$113M)

12% more funds holding

Funds holding: 307 → 343 (+36)

2.23% more ownership

Funds ownership: 31.54% → 33.77% (+2.2%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
343
Holders Change
+36
Holders Change %
+11.73%
% of All Funds
5.28%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
72
Increased
90
Reduced
70
Closed
32
Calls
$759K
Puts
–
Net Calls
+$759K
Net Calls Change
+$196K

Top Buyers

1
CB
Commerce Bank
Missouri
+$8.44M
2
CAN
Cetera Advisor Networks
California
+$5.38M
3
MD
Money Design
Japan
+$5.22M
4
Morgan Stanley
Morgan Stanley
New York
+$4.2M
5
Millennium Management
Millennium Management
New York
+$2.08M

Top Sellers

1
FIG
FundX Investment Group
California
-$2.96M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$2.39M
3
APA
American Portfolios Advisors
New York
-$2.19M
4
LPL Financial
LPL Financial
California
-$1.68M
5
Barclays
Barclays
United Kingdom
-$1.49M
Name Holding Trade Value Shares
Change 		Change in
Stake
PO
276
Private Ocean
California
$47K – – –
JFA
277
JNBA Financial Advisors
Minnesota
$45K – – –
LB
278
Legacy Bridge
Iowa
$43K – – –
FCG
279
Financial Connections Group
California
$42K +$40.9K +703 New
CFB
280
Cullen/Frost Bankers
Texas
$40K +$37.8K +650 New
TWM
281
Tradition Wealth Management
Minnesota
$39K -$25.4K -437 -41%
RA
282
Resolute Advisors
California
$39K – – –
MCM
283
Manchester Capital Management
Vermont
$38K – – –
MA
284
MUFG Americas
New York
$37K -$58.1K -1,000 -63%
SIC
285
Salem Investment Counselors
North Carolina
$37K – – –
BFO
286
Biltmore Family Office
North Carolina
$33K – – –
MRCM
287
M&R Capital Management
New Jersey
$32K – – –
RFA
288
Reilly Financial Advisors
California
$32K – – –
OSAM
289
O'Shaughnessy Asset Management
Connecticut
$30K – – –
AIP
290
Ahrens Investment Partners
Louisiana
$29K +$27.6K +475 New
IWP
291
IAG Wealth Partners
Wisconsin
$26K – – –
MPCG
292
Matrix Private Capital Group
New York
$26K – – –
HI
293
Hudock Inc
Pennsylvania
$25K – – –
LWCFA
294
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$22K – – –
MIFH
295
Migdal Insurance & Financial Holdings
Israel
$22K +$20.9K +360 New
CWA
296
Clearview Wealth Advisors
Oregon
$21K -$58 -1 -0.3%
BA
297
Bivin & Associates
Oklahoma
$18K +$17.4K +300 New
BFC
298
Bedel Financial Consulting
Indiana
$16K – – –
CA
299
Clearstead Advisors
Ohio
$16K – – –
AIM
300
AHL Investment Management
Florida
$16K +$14.8K +255 New
10 11
12
13 14

PHO Hedge Fund Activity: Q4 2021 in Review

343 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco Water Resources ETF (PHO) for Q4 2021, worth a combined $718M — up 19% from $604M a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new PHO positions and 32 closed out — a net gain of 40 holders — while 90 added to existing stakes and 70 trimmed.

The largest buyer was Commerce Bank, adding an estimated $8.44M. The largest seller was FundX Investment Group, cutting an estimated $2.96M.

  • 343 institutional investors held Invesco Water Resources ETF (PHO) as of Q4 2021, up from 307 in Q3 2021.
  • Funds reported $718M of Invesco Water Resources ETF stock for Q4 2021, up 19% quarter-over-quarter.
  • 72 funds opened new Invesco Water Resources ETF positions in Q4 2021 and 32 closed out, a net change of +40 holders.
  • The largest Invesco Water Resources ETF buyer in Q4 2021 was Commerce Bank, an estimated $8.44M added.
  • The largest Invesco Water Resources ETF seller in Q4 2021 was FundX Investment Group, an estimated $2.96M sold.

Based on aggregated 13F filings for Q4 2021.