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Invesco Water Resources ETF
PHO

Overview Fund Activity

306 hedge funds and large institutions have $604M invested in Invesco Water Resources ETF in 2021 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 104 increasing their positions, 43 reducing their positions, and 16 closing their positions.

Holders
306
Holders Change
+32
Holders Change %
+11.68%
% of All Funds
5.38%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
52
Increased
104
Reduced
43
Closed
16
Calls
$1.01M
Puts
$449K
Net Calls
+$563K
Net Calls Change
+$750K

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$53.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$59M
3
LPL Financial
3
LPL Financial
California
$28.1M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$11.1M
5
Bank of America
5
Bank of America
North Carolina
$101M

Top Sellers

1
PL
1
Polianta Ltd
Jersey
$12.1M
2
SCC
2
Spring Creek Capital
Kansas
$0
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$18.8M
4
MFM
4
MD Financial Management
Ontario, Canada
$35.3M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$911K
Name Market Value Shares Shares
Change 		Shares
Change %
GFPC
301
Global Financial Private Client
Florida
$1.82K 33 – –
GKWIM
302
Gerber Kawasaki Wealth & Investment Management
California
$1K 1 +1 New
GWSG
303
GPS Wealth Strategies Group
Colorado
$1K 11 +11 New
MCM
304
MV Capital Management
Maryland
$1K 13 +13 New
SCC
305
Spring Creek Capital
Kansas
– – -2,350,000 Closed
LNC
306
Lincoln National Corp
Pennsylvania
– – -9,382 Closed
Goldman Sachs
307
Goldman Sachs
New York
– – -7,865 Closed
WA
308
Waddell & Associates
Tennessee
– – -6,772 Closed
Balyasny Asset Management
309
Balyasny Asset Management
Illinois
– – -5,719 Closed
MHIC
310
Marble Harbor Investment Counsel
Massachusetts
– – -4,783 Closed
Mercer Global Advisors
311
Mercer Global Advisors
Colorado
– – -4,204 Closed
JWCA
312
J.W. Cole Advisors
Florida
– – -4,148 Closed
PWP
313
Personal Wealth Partners
Minnesota
– – -2,115 Closed
BBL
314
Beck Bode LLC
Massachusetts
– – -750 Closed
FPW
315
Flagship Private Wealth
Massachusetts
– – -498 Closed
LWA
316
Lenox Wealth Advisors
New York
– – -103 Closed
PGWM
317
Parisi Gray Wealth Management
New Jersey
– – -52 Closed
CB
318
Community Bank
New York
– – -50 Closed
TWA
319
TCI Wealth Advisors
Arizona
– – -50 Closed
EW
320
Element Wealth
Mississippi
– – -20 Closed
Wolverine Trading
321
Wolverine Trading
Illinois
– – – –
CG
322
Cutler Group
California
– – – –
LC
323
Lindbrook Capital
California
$0 1 – –
AWM
324
Avior Wealth Management
Nebraska
$0 3 – –
9 10 11 12
13