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Invesco Water Resources ETF
PHO

Overview Fund Activity

357 hedge funds and large institutions have $798M invested in Invesco Water Resources ETF in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 91 increasing their positions, 104 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
357
Holders Change
+5
Holders Change %
+1.42%
% of All Funds
5.18%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
34
Increased
91
Reduced
104
Closed
22
Calls
$985K
Puts
$453K
Net Calls
+$532K
Net Calls Change
+$736K

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
$34.9M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$15.5M
3
Osaic Holdings
Osaic Holdings
Arizona
$17.9M
4
EE
EWG Elevate
California
$4.19M
5
MA
MONECO Advisors
Connecticut
$2.79M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$80.7M
2
Ameriprise
Ameriprise
Minnesota
$5.78M
3
EFH
Eaton Financial Holdings
Florida
$311K
4
TF
Theory Financial
Colorado
$0
5
GBWM
Granite Bay Wealth Management
New Hampshire
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WTA
276
Washington Trust Advisors
Massachusetts
$65.2K – – –
S
277
Sachetta
Massachusetts
$60.9K – – –
TPCW
278
TD Private Client Wealth
New York
$54.6K -$1.27K -19 -2%
JFA
279
JNBA Financial Advisors
Minnesota
$53.4K – – –
M
280
MOTCO
Texas
$53.3K – – –
BAM
281
Byrne Asset Management
New Jersey
$52.6K -$7.32K -110 -12%
MRC
282
Millburn Ridgefield Corp
New York
$51.7K -$157K -2,351 -75%
DF
283
DecisionPoint Financial
Arizona
$51.7K – – –
PO
284
Private Ocean
California
$50.9K – – –
AT
285
Avalon Trust
New Mexico
$49.9K -$10.7K -160 -18%
Jones Financial Companies
286
Jones Financial Companies
Missouri
$47.7K -$105K -1,578 -69%
LB
287
Legacy Bridge
Iowa
$47.3K – – –
FCG
288
Financial Connections Group
California
$47K +$67 +1 +0.1%
CFD
289
Creative Financial Designs
Indiana
$44.4K +$21.4K +321 +93%
RIL
290
Rothschild Investment LLC
Illinois
$43.3K – – –
MCM
291
Manchester Capital Management
Vermont
$42K – – –
GWM
292
Geneos Wealth Management
Colorado
$41.9K – – –
KFP
293
Keener Financial Planning
Texas
$40K – – –
BFO
294
Biltmore Family Office
North Carolina
$36.6K – – –
SIC
295
Salem Investment Counselors
North Carolina
$36.6K – – –
OA
296
Operose Advisors
Wisconsin
$33.7K – – –
BTI
297
Blue Trust Inc
Georgia
$33.3K -$11.1K -166 -25%
OSAM
298
O'Shaughnessy Asset Management
Connecticut
$33.3K – – –
PS
299
Principal Securities
Iowa
$29.6K +$2K +30 +7%
VNA
300
Valley National Advisers
Pennsylvania
$29K -$5.79K -88 -17%
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12
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