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Invesco Water Resources ETF
PHO

Overview Fund Activity

317 hedge funds and large institutions have $610M invested in Invesco Water Resources ETF in 2023 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 89 increasing their positions, 84 reducing their positions, and 23 closing their positions.

Holders
317
Holders Change
+10
Holders Change %
+3.26%
% of All Funds
5.07%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
38
Increased
89
Reduced
84
Closed
23
Calls
$6.15M
Puts
$133K
Net Calls
+$6.01M
Net Calls Change
+$12M

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$23.9M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$20.7M
3
LPL Financial
3
LPL Financial
California
$31.3M
4
CAN
4
Cetera Advisor Networks
California
$10.7M
5
Bank of America
5
Bank of America
North Carolina
$93.9M

Top Sellers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$12.2M
2
TA
2
Tactive Advisors
Florida
$0
3
KAS
3
Kestra Advisory Services
Texas
$1.56M
4
Chevy Chase Trust
4
Chevy Chase Trust
Maryland
$0
5
CAL
5
Capital Analysts LLC
Pennsylvania
$1.3M
Name Market Value Shares Shares
Change 		Shares
Change %
WPWM
301
Western Pacific Wealth Management
Illinois
$5.34K 100 – –
KFS
302
Kelly Financial Services
Massachusetts
$4.91K 92 +92 New
FMII
303
Farmers & Merchants Investments Inc
Nebraska
$4.59K 86 – –
GFPC
304
Global Financial Private Client
Florida
$4.41K 83 – –
EBA
305
Eagle Bay Advisors
New York
$4.34K 81 – –
PTC
306
Private Trust Company
Ohio
$4.06K 76 +21 +38%
BWP
307
Baldwin Wealth Partners
Massachusetts
$3.74K 70 – –
CWA
308
Clearview Wealth Advisors
Oregon
$2.84K 53 – –
AFG
309
Albion Financial Group
Utah
$2.19K 41 – –
CSC
310
Caldwell Sutter Capital
California
$2.13K 40 +40 New
POIA
311
Pin Oak Investment Advisors
Texas
$2K 33 -92 -74%
SC
312
SouthState Corp
Florida
$1.87K 35 – –
GWSG
313
GPS Wealth Strategies Group
Colorado
$587 11 +11 New
GRP
314
Global Retirement Partners
California
$477 9 -1,774 -99%
PCA
315
Providence Capital Advisors
North Carolina
$427 8 +8 New
BWM
316
BerganKDV Wealth Management
Minnesota
$267 5 – –
HNB
317
Huntington National Bank
Ohio
– – – –
LC
318
Lindbrook Capital
California
$53 1 – –
FGAM
319
Financial Gravity Asset Management
Texas
$52 53 +1 +2%
TA
320
Tactive Advisors
Florida
– – -79,894 Closed
Chevy Chase Trust
321
Chevy Chase Trust
Maryland
– – -29,221 Closed
CM
322
Columbus Macro
Pennsylvania
– – -11,556 Closed
BWM
323
Bulltick Wealth Management
Florida
– – -7,685 Closed
Bank of New York Mellon
324
Bank of New York Mellon
New York
– – -6,020 Closed
3LCM
325
3D/L Capital Management
Connecticut
– – -4,592 Closed
10 11 12
13
14