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Invesco Water Resources ETF
PHO

Overview Fund Activity

315 hedge funds and large institutions have $644M invested in Invesco Water Resources ETF in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 93 increasing their positions, 81 reducing their positions, and 20 closing their positions.

Holders
315
Holders Change
–
Holders Change %
0%
% of All Funds
5.02%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
27
Increased
93
Reduced
81
Closed
20
Calls
$4.95M
Puts
$1.37M
Net Calls
+$3.58M
Net Calls Change
-$1.44M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$10.9M
2
CS
2
Credit Suisse
Switzerland
$5.52M
3
GBWM
3
Granite Bay Wealth Management
New Hampshire
$4.02M
4
Morgan Stanley
4
Morgan Stanley
New York
$64.7M
5
BPA
5
Beacon Pointe Advisors
California
$2M

Top Sellers

1
MD
1
Money Design
Japan
$11.7M
2
Millennium Management
2
Millennium Management
New York
$0
3
BFS
3
Bard Financial Services
Connecticut
$0
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$2M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$9.52M
Name Market Value Shares Shares
Change 		Shares
Change %
GFPC
301
Global Financial Private Client
Florida
$4.36K 83 – –
EBA
302
Eagle Bay Advisors
New York
$4.33K 82 +1 +1%
HBW
303
Hazlett, Burt & Watson
West Virginia
$4K 65 – –
BWP
304
Baldwin Wealth Partners
Massachusetts
$3.72K 70 – –
LC
305
Lindbrook Capital
California
$2.61K 49 +48 +4,800%
AFG
306
Albion Financial Group
Utah
$2.18K 41 – –
POIA
307
Pin Oak Investment Advisors
Texas
$2K 33 – –
SC
308
SouthState Corp
Florida
$1.86K 35 – –
TSWM
309
Tyler-Stone Wealth Management
Ohio
$1K 26 – –
GWSG
310
GPS Wealth Strategies Group
Colorado
$585 11 – –
GRP
311
Global Retirement Partners
California
$474 9 – –
PCA
312
Providence Capital Advisors
North Carolina
$425 8 – –
LWA
313
Lowe Wealth Advisors
Maryland
$372 7 – –
AF
314
Advisornet Financial
Minnesota
$160 3 +3 New
TCM
315
Tradewinds Capital Management
Washington
$107 2 +2 New
HNB
316
Huntington National Bank
Ohio
– – – –
FGAM
317
Financial Gravity Asset Management
Texas
$49 1 -55 -98%
Millennium Management
318
Millennium Management
New York
– – -38,441 Closed
BFS
319
Bard Financial Services
Connecticut
– – -33,500 Closed
AP
320
Americana Partners
Texas
– – -10,000 Closed
TW
321
Transform Wealth
Colorado
– – -6,830 Closed
MRC
322
Millburn Ridgefield Corp
New York
– – -6,323 Closed
HI
323
HBK Investments
Texas
– – -5,219 Closed
MFS
324
Mirabella Financial Services
United Kingdom
– – -4,992 Closed
Wealthfront Advisers
325
Wealthfront Advisers
California
– – -4,507 Closed
10 11 12
13
14