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Invesco Water Resources ETF
PHO

Overview Fund Activity

315 hedge funds and large institutions have $665M invested in Invesco Water Resources ETF in 2023 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 85 increasing their positions, 92 reducing their positions, and 25 closing their positions.

Holders
315
Holders Change
-2
Holders Change %
-0.63%
% of All Funds
4.97%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
27
Increased
85
Reduced
92
Closed
25
Calls
$6.19M
Puts
$1.17M
Net Calls
+$5.02M
Net Calls Change
-$996K

Top Buyers

1
ACM
1
Avalon Capital Management
California
$4.9M
2
HW
2
Hamilton Wealth
California
$6.03M
3
LPL Financial
3
LPL Financial
California
$35.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$66.3M
5
Millennium Management
5
Millennium Management
New York
$2.17M

Top Sellers

1
SIM
1
Seaview Investment Managers
Florida
$0
2
MD
2
Money Design
Japan
$15.4M
3
Bank of America
3
Bank of America
North Carolina
$97.5M
4
BAM
4
Belpointe Asset Management
Nevada
$0
5
BPA
5
Beacon Pointe Advisors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FMII
301
Farmers & Merchants Investments Inc
Nebraska
$4.85K 86 – –
GFPC
302
Global Financial Private Client
Florida
$4.67K 83 – –
EBA
303
Eagle Bay Advisors
New York
$4.59K 81 – –
HBW
304
Hazlett, Burt & Watson
West Virginia
$4K 65 +65 New
BWP
305
Baldwin Wealth Partners
Massachusetts
$3.95K 70 – –
CWA
306
Clearview Wealth Advisors
Oregon
$3.01K 53 – –
CAS
307
Coppell Advisory Solutions
Texas
$2.96K 53 +53 New
AFG
308
Albion Financial Group
Utah
$2.31K 41 – –
POIA
309
Pin Oak Investment Advisors
Texas
$2K 33 – –
SC
310
SouthState Corp
Florida
$1.97K 35 – –
TSWM
311
Tyler-Stone Wealth Management
Ohio
$1K 26 +26 New
GWSG
312
GPS Wealth Strategies Group
Colorado
$620 11 – –
GRP
313
Global Retirement Partners
California
$508 9 – –
PCA
314
Providence Capital Advisors
North Carolina
$451 8 – –
LWA
315
Lowe Wealth Advisors
Maryland
$395 7 +7 New
BWM
316
BerganKDV Wealth Management
Minnesota
$282 5 – –
LC
317
Lindbrook Capital
California
$56 1 – –
HNB
318
Huntington National Bank
Ohio
– – – –
SIM
319
Seaview Investment Managers
Florida
– – -39,626 Closed
BAM
320
Belpointe Asset Management
Nevada
– – -31,099 Closed
BPA
321
Beacon Pointe Advisors
California
– – -28,139 Closed
VAS
322
Vestmark Advisory Solutions
Massachusetts
– – -18,351 Closed
Goldman Sachs
323
Goldman Sachs
New York
– – -15,638 Closed
Marshall Wace
324
Marshall Wace
United Kingdom
– – -14,868 Closed
MWM
325
Moran Wealth Management
Florida
– – -12,010 Closed
10 11 12
13
14