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Invesco Water Resources ETF
PHO

Overview Fund Activity

352 hedge funds and large institutions have $794M invested in Invesco Water Resources ETF in 2023 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 79 increasing their positions, 107 reducing their positions, and 22 closing their positions.

Holders
352
Holders Change
+37
Holders Change %
+11.75%
% of All Funds
5.16%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
62
Increased
79
Reduced
107
Closed
22
Calls
$1.07M
Puts
$1.27M
Net Calls
-$204K
Net Calls Change
-$3.78M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$150M
2
SCM
2
Sage Capital Management
New Jersey
$7.1M
3
KAS
3
Kestra Advisory Services
Texas
$4.76M
4
TA
4
Tactive Advisors
Florida
$2.39M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$2.42M

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$0
2
MD
2
Money Design
Japan
$9.52M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$12.3M
4
LPL Financial
4
LPL Financial
California
$35.9M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$8.82M
Name Market Value Shares Shares
Change 		Shares
Change %
AT
276
Avalon Trust
New Mexico
$55.4K 910 +910 New
BAM
277
Byrne Asset Management
New Jersey
$55.2K 900 – –
TPCW
278
TD Private Client Wealth
New York
$51.1K 839 +307 +58%
JFA
279
JNBA Financial Advisors
Minnesota
$48.8K 802 +1 +0.1%
DF
280
DecisionPoint Financial
Arizona
$48.7K 800 – –
M
281
MOTCO
Texas
$48.7K 800 – –
PO
282
Private Ocean
California
$46.6K 765 – –
LB
283
Legacy Bridge
Iowa
$43.2K 710 – –
FCG
284
Financial Connections Group
California
$42K 703 – –
CAS
285
Coppell Advisory Solutions
Texas
$41.8K 687 +687 New
RIL
286
Rothschild Investment LLC
Illinois
$39.6K 650 +650 New
BWM
287
BKM Wealth Management
Wisconsin
$39.3K 645 +645 New
MCM
288
Manchester Capital Management
Vermont
$38.4K 631 – –
GWM
289
Geneos Wealth Management
Colorado
$38.3K 630 – –
KFP
290
Keener Financial Planning
Texas
$37K 600 +600 New
PS
291
Planned Solutions
California
$35.5K 583 +583 New
BTI
292
Blue Trust Inc
Georgia
$35K 666 +166 +33%
BFO
293
Biltmore Family Office
North Carolina
$33.5K 550 – –
SIC
294
Salem Investment Counselors
North Carolina
$33.5K 550 – –
VNA
295
Valley National Advisers
Pennsylvania
$32K 529 -11,608 -96%
OA
296
Operose Advisors
Wisconsin
$30.8K 506 +1 +0.2%
OSAM
297
O'Shaughnessy Asset Management
Connecticut
$30.4K 500 – –
PA
298
Parallel Advisors
California
$28.9K 476 -126 -21%
IWP
299
IAG Wealth Partners
Wisconsin
$25.9K 425 – –
PS
300
Principal Securities
Iowa
$25.2K 414 +414 New
10 11
12
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