Invesco Water Resources ETF
307 hedge funds and large institutions have $576M invested in Invesco Water Resources ETF in 2022 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 81 increasing their positions, 84 reducing their positions, and 25 closing their positions.
76% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 25
13% more capital invested
Capital invested by funds: $508M → $576M (+$68.2M)
4% more funds holding
Funds holding: 295 → 307 (+12)
0.91% more ownership
Funds ownership: 33.05% → 33.96% (+0.91%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
4% less repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 84
73% less call options, than puts
Call options by funds: $2.24M | Put options by funds: $8.18M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MD
Money Design
Tokyo,
Japan
|
+$3.91M |
| 2 |
CCA
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
+$3.81M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.7M |
| 4 |
Cerity Partners
New York
|
+$2.63M |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$2.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$7.07M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$3.01M |
| 3 |
CAL
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
-$2.68M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$1.73M |
| 5 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$1.66M |
PHO Hedge Fund Activity: Q4 2022 in Review
307 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco Water Resources ETF (PHO) for Q4 2022, worth a combined $576M — up 13% from $508M a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new PHO positions and 25 closed out — a net gain of 19 holders — while 81 added to existing stakes and 84 trimmed.
The largest buyer was Money Design, adding an estimated $3.91M. The largest seller was Commonwealth Equity Services, cutting an estimated $7.07M.
- 307 institutional investors held Invesco Water Resources ETF (PHO) as of Q4 2022, up from 295 in Q3 2022.
- Funds reported $576M of Invesco Water Resources ETF stock for Q4 2022, up 13% quarter-over-quarter.
- 44 funds opened new Invesco Water Resources ETF positions in Q4 2022 and 25 closed out, a net change of +19 holders.
- The largest Invesco Water Resources ETF buyer in Q4 2022 was Money Design, an estimated $3.91M added.
- The largest Invesco Water Resources ETF seller in Q4 2022 was Commonwealth Equity Services, an estimated $7.07M sold.
Based on aggregated 13F filings for Q4 2022.