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Invesco Water Resources ETF
PHO

Overview Fund Activity

375 hedge funds and large institutions have $801M invested in Invesco Water Resources ETF in 2024 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 93 increasing their positions, 97 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
375
Holders Change
-10
Holders Change %
-2.6%
% of All Funds
4.99%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
40
Increased
93
Reduced
97
Closed
39
Calls
$4.26M
Puts
$2.08M
Net Calls
+$2.18M
Net Calls Change
+$464K

Top Buyers

1
UBS Group
UBS Group
Switzerland
$49.4M
2
Morgan Stanley
Morgan Stanley
New York
$94.3M
3
LPL Financial
LPL Financial
California
$49.4M
4
Bank of America
Bank of America
North Carolina
$111M
5
Osaic Holdings
Osaic Holdings
Arizona
$15.2M

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$15.8M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$455K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.14M
5
CB
Commerce Bank
Missouri
$4.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
276
Washington Trust
Rhode Island
$72.4K – – –
BA
277
Bristlecone Advisors
Washington
$68K – – –
TAM
278
Townsend Asset Management
North Carolina
$67.6K -$5.6K -85 -8%
SWA
279
SOA Wealth Advisors
New York
$67.1K +$66 +1 +0.1%
AG
280
AmeriFlex Group
Nevada
$66.1K +$66.1K +966 New
DP
281
Denver PWM
Colorado
$66.1K +$66 +1 +0.1%
CTWM
282
Cherry Tree Wealth Management
Minnesota
$65.9K – – –
TCOV
283
Trust Company of Vermont
Vermont
$65.8K -$65.8K -1,000 -50%
S
284
Sachetta
Massachusetts
$65.8K -$3.42K -52 -5%
FFA
285
Frazier Financial Advisors
Ohio
$64.6K – – –
WTA
286
Washington Trust Advisors
Massachusetts
$64.5K – – –
NB
287
NBT Bank
New York
$62K – – –
KSB
288
Kennebec Savings Bank
Maine
$58.4K +$3.14K +48 +6%
MIM
289
Marshall Investment Management
Colorado
$53.3K +$53.3K +756 New
M
290
MOTCO
Texas
$52.6K – – –
DF
291
DecisionPoint Financial
Arizona
$52.6K – – –
BAM
292
Byrne Asset Management
New Jersey
$52K – – –
AF
293
Allworth Financial
California
$49.8K +$32.1K +469 +181%
MFA
294
McClarren Financial Advisors
Pennsylvania
$49K +$5.13K +79 +12%
VHAM
295
Van Hulzen Asset Management
California
$48.2K +$48.2K +732 New
JFA
296
JNBA Financial Advisors
Minnesota
$47.7K – – –
LB
297
Legacy Bridge
Iowa
$46.7K -$32.9K -500 -41%
FCG
298
Financial Connections Group
California
$46K – – –
BOJHT
299
Bank of Jackson Hole Trust
Wyoming
$44.7K +$44.7K +680 New
CFD
300
Creative Financial Designs
Indiana
$43.8K – – –
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12
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