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Invesco Water Resources ETF
PHO

Overview Fund Activity

364 hedge funds and large institutions have $768M invested in Invesco Water Resources ETF in 2024 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 96 increasing their positions, 94 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
364
Holders Change
+7
Holders Change %
+1.96%
% of All Funds
5.29%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
35
Increased
96
Reduced
94
Closed
22
Calls
$1.29M
Puts
$759K
Net Calls
+$526K
Net Calls Change
-$6K

Top Buyers

1
PA
Prism Advisors
California
$9.72M
2
LPL Financial
LPL Financial
California
$43.4M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$10.4M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$2.5M
5
RJA
Raymond James & Associates
Florida
$7.56M

Top Sellers

1
WC
Westwind Capital
New Mexico
$1.45M
2
Osaic Holdings
Osaic Holdings
Arizona
$11.4M
3
EE
EWG Elevate
California
$0
4
Bank of America
Bank of America
North Carolina
$106M
5
Morgan Stanley
Morgan Stanley
New York
$75.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
DF
276
DecisionPoint Financial
Arizona
$55.7K – – –
TPCW
277
TD Private Client Wealth
New York
$52.1K -$1.17K -18 -2%
M
278
MOTCO
Texas
$51.9K – – –
BAM
279
Byrne Asset Management
New Jersey
$51.4K – – –
MWM
280
MGB Wealth Management
Texas
$50.3K +$50.3K +750 New
PO
281
Private Ocean
California
$49.7K – – –
LB
282
Legacy Bridge
Iowa
$46.1K – – –
FCG
283
Financial Connections Group
California
$45K -$64 -1 -0.1%
CFD
284
Creative Financial Designs
Indiana
$43.4K – – –
RIL
285
Rothschild Investment LLC
Illinois
$42.2K – – –
JFA
286
JNBA Financial Advisors
Minnesota
$42.1K -$9.93K -153 -19%
MCM
287
Manchester Capital Management
Vermont
$41K – – –
GWM
288
Geneos Wealth Management
Colorado
$40.9K – – –
KFP
289
Keener Financial Planning
Texas
$38K – – –
OP
290
ORG Partners
Indiana
$37.8K +$37.8K +593 New
SIC
291
Salem Investment Counselors
North Carolina
$35.7K – – –
BFO
292
Biltmore Family Office
North Carolina
$35.7K – – –
LFG
293
Larson Financial Group
Missouri
$34.1K +$34.1K +525 New
BTI
294
Blue Trust Inc
Georgia
$33.3K – – –
OA
295
Operose Advisors
Wisconsin
$32.9K +$65 +1 +0.2%
BWL
296
Bogart Wealth LLC
Virginia
$32.7K -$2.48M -38,242 -99%
OSAM
297
O'Shaughnessy Asset Management
Connecticut
$32.5K – – –
Simplex Trading
298
Simplex Trading
Illinois
$29K +$29K +451 New
PS
299
Principal Securities
Iowa
$27.9K -$909 -14 -3%
IWP
300
IAG Wealth Partners
Wisconsin
$27.6K – – –
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