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Invesco Water Resources ETF
PHO

Overview Fund Activity

317 hedge funds and large institutions have $610M invested in Invesco Water Resources ETF in 2023 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 89 increasing their positions, 84 reducing their positions, and 23 closing their positions.

Holders
317
Holders Change
+10
Holders Change %
+3.26%
% of All Funds
5.08%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
38
Increased
89
Reduced
84
Closed
23
Calls
$6.15M
Puts
$133K
Net Calls
+$6.01M
Net Calls Change
+$12M

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$23.9M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$20.7M
3
LPL Financial
3
LPL Financial
California
$31.3M
4
CAN
4
Cetera Advisor Networks
California
$10.7M
5
Bank of America
5
Bank of America
North Carolina
$93.9M

Top Sellers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$12.2M
2
TA
2
Tactive Advisors
Florida
$0
3
KAS
3
Kestra Advisory Services
Texas
$1.56M
4
Chevy Chase Trust
4
Chevy Chase Trust
Maryland
$0
5
CAL
5
Capital Analysts LLC
Pennsylvania
$1.3M
Name Market Value Shares Shares
Change 		Shares
Change %
HWM
276
Horizons Wealth Management
North Carolina
$20.5K 384 – –
GWM
277
Geneos Wealth Management
Colorado
$20.3K 380 – –
PSB
278
Piscataqua Savings Bank
New Hampshire
$18.7K 350 +350 New
PA
279
Parallel Advisors
California
$17.3K 323 – –
MRCM
280
M&R Capital Management
New Jersey
$16K 300 -30 -9%
LWCFA
281
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$14.9K 280 – –
TSW
282
Thompson Siegel & Walmsley
Virginia
$14K 254 – –
CA
283
Clearstead Advisors
Ohio
$13.7K 257 – –
AF
284
Allworth Financial
California
$13.5K 252 – –
IGWM
285
ICA Group Wealth Management
Colorado
$13.4K 251 +150 +149%
First Manhattan
286
First Manhattan
New York
$12.4K 232 – –
FCA
287
FinTrust Capital Advisors
South Carolina
$12.4K 240 – –
KTC
288
Kistler-Tiffany Companies
Pennsylvania
$12.1K 226 – –
CWC
289
Carolinas Wealth Consulting
North Carolina
$12.1K 226 – –
TF
290
TimeScale Financial
Massachusetts
$10.8K 202 – –
TH
291
TCTC Holdings
Texas
$10.7K 200 – –
CPA
292
Cardiff Park Advisors
California
$10.7K 200 – –
PP
293
Pacifica Partners
Canada
$10.4K 203 – –
CG
294
Cutler Group
California
$10K 200 +200 New
AIP
295
Ahrens Investment Partners
Louisiana
$9.34K 175 +175 New
DWMG
296
DB Wealth Management Group
California
$8.75K 164 – –
CYG
297
Clean Yield Group
Vermont
$7.58K 142 +142 New
AAG
298
Armstrong Advisory Group
Massachusetts
$7.31K 137 – –
AWM
299
Abound Wealth Management
Tennessee
$7.21K 135 +51 +61%
CTA
300
Colonial Trust Advisors
South Carolina
$6.14K 115 – –
10 11
12
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