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Invesco Water Resources ETF
PHO

Overview Fund Activity

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 24 closing their positions.

Holders
307
Holders Change
+13
Holders Change %
+4.42%
% of All Funds
4.95%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
44
Increased
81
Reduced
84
Closed
24
Calls
$2.24M
Puts
$8.18M
Net Calls
-$5.94M
Net Calls Change
-$5.87M

Top Buyers

1
MD
1
Money Design
Japan
$16.4M
2
CCA
2
Conservest Capital Advisors
Pennsylvania
$3.89M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$12.9M
4
Cerity Partners
4
Cerity Partners
New York
$3.03M
5
KAS
5
Kestra Advisory Services
Texas
$4.25M

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$20M
2
UBS Group
2
UBS Group
Switzerland
$40.8M
3
CAL
3
Capital Analysts LLC
Pennsylvania
$2.65M
4
Stifel Financial
4
Stifel Financial
Missouri
$4.9M
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$30.3M
Name Market Value Shares Shares
Change 		Shares
Change %
SC
301
SouthState Corp
Florida
$1.8K 35 +21 +150%
AWM
302
Accurate Wealth Management
Florida
$1.6K 30 +30 New
CIBC Private Wealth Group
303
CIBC Private Wealth Group
Georgia
$1.04K 20,236 +10 +0%
TSWM
304
Tyler-Stone Wealth Management
Ohio
$1K 26 – –
MIM
305
MTM Investment Management
South Carolina
$979 19 -20 -51%
BWM
306
BerganKDV Wealth Management
Minnesota
$258 5 – –
WIM
307
Westside Investment Management
California
$77 1,509 -799 -35%
LC
308
Lindbrook Capital
California
$52 1 – –
HNB
309
Huntington National Bank
Ohio
– – – –
TC
310
TAP Consulting
Missouri
– – -20,923 Closed
FCI
311
Financial Counselors Inc
Kansas
– – -11,516 Closed
QWM
312
QP Wealth Management
New Jersey
– – -9,846 Closed
WWM
313
Western Wealth Management
Colorado
– – -6,696 Closed
BBL
314
Beck Bode LLC
Massachusetts
– – -6,254 Closed
MIM
315
Miller Investment Management
Pennsylvania
– – -5,220 Closed
MOS
316
MGO One Seven
Ohio
– – -4,941 Closed
JCM
317
Jag Capital Management
Missouri
– – -4,756 Closed
BF
318
BOK Financial
Oklahoma
– – -4,490 Closed
HDIM
319
Hanson & Doremus Investment Management
Vermont
– – -1,969 Closed
OPW
320
Oxler Private Wealth
New York
– – -1,607 Closed
APC
321
Aspire Private Capital
North Carolina
– – -1,300 Closed
EW
322
Evoke Wealth
California
– – -1,292 Closed
MA
323
MUFG Americas
New York
– – -644 Closed
RA
324
Resolute Advisors
California
– – -635 Closed
EC
325
EdgeRock Capital
Colorado
– – -547 Closed
10 11 12
13
14