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Invesco Water Resources ETF
PHO

Overview Fund Activity

315 hedge funds and large institutions have $665M invested in Invesco Water Resources ETF in 2023 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 85 increasing their positions, 92 reducing their positions, and 25 closing their positions.

Holders
315
Holders Change
-2
Holders Change %
-0.63%
% of All Funds
4.97%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
27
Increased
85
Reduced
92
Closed
25
Calls
$6.19M
Puts
$1.17M
Net Calls
+$5.02M
Net Calls Change
-$996K

Top Buyers

1
ACM
1
Avalon Capital Management
California
$4.9M
2
HW
2
Hamilton Wealth
California
$6.03M
3
LPL Financial
3
LPL Financial
California
$35.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$66.3M
5
Millennium Management
5
Millennium Management
New York
$2.17M

Top Sellers

1
SIM
1
Seaview Investment Managers
Florida
$0
2
MD
2
Money Design
Japan
$15.4M
3
Bank of America
3
Bank of America
North Carolina
$97.5M
4
BAM
4
Belpointe Asset Management
Nevada
$0
5
BPA
5
Beacon Pointe Advisors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LWCFA
276
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$15.8K 280 – –
NECFA
277
New England Capital Financial Advisors
Connecticut
$15.2K 270 +270 New
CA
278
Clearstead Advisors
Ohio
$14.5K 257 – –
AF
279
Allworth Financial
California
$14.2K 252 – –
IGWM
280
ICA Group Wealth Management
Colorado
$14.1K 251 – –
TSW
281
Thompson Siegel & Walmsley
Virginia
$14K 254 – –
First Manhattan
282
First Manhattan
New York
$13.1K 232 – –
KTC
283
Kistler-Tiffany Companies
Pennsylvania
$12.7K 226 – –
CWC
284
Carolinas Wealth Consulting
North Carolina
$12.7K 226 – –
FCA
285
FinTrust Capital Advisors
South Carolina
$12.4K 240 – –
AWM
286
Abound Wealth Management
Tennessee
$12K 213 +78 +58%
TF
287
TimeScale Financial
Massachusetts
$11.4K 203 +1 +0.5%
PP
288
Pacifica Partners
Canada
$11.4K 204 +1 +0.5%
CPA
289
Cardiff Park Advisors
California
$11.3K 200 – –
TH
290
TCTC Holdings
Texas
$11.3K 200 – –
FGAM
291
Financial Gravity Asset Management
Texas
$10.3K 56 +3 +6%
DWMG
292
DB Wealth Management Group
California
$9.25K 164 – –
GWSA
293
Global Wealth Strategies & Associates
Colorado
$8.06K 143 +143 New
AAG
294
Armstrong Advisory Group
Massachusetts
$7.73K 137 – –
CTA
295
Colonial Trust Advisors
South Carolina
$6.49K 115 – –
WPWM
296
Western Pacific Wealth Management
Illinois
$5.64K 100 – –
WOSD
297
WFA of San Diego
California
$5.64K 100 +100 New
PTC
298
Private Trust Company
Ohio
$5.53K 98 +22 +29%
KFS
299
Kelly Financial Services
Massachusetts
$5.19K 92 – –
CSC
300
Caldwell Sutter Capital
California
$5.08K 90 +50 +125%
10 11
12
13 14