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Invesco Water Resources ETF
PHO

Overview Fund Activity

357 hedge funds and large institutions have $798M invested in Invesco Water Resources ETF in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 91 increasing their positions, 104 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
357
Holders Change
+5
Holders Change %
+1.42%
% of All Funds
5.18%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
34
Increased
91
Reduced
104
Closed
22
Calls
$985K
Puts
$453K
Net Calls
+$532K
Net Calls Change
+$736K

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
$34.9M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$15.5M
3
Osaic Holdings
Osaic Holdings
Arizona
$17.9M
4
EE
EWG Elevate
California
$4.19M
5
MA
MONECO Advisors
Connecticut
$2.79M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$80.7M
2
Ameriprise
Ameriprise
Minnesota
$5.78M
3
EFH
Eaton Financial Holdings
Florida
$311K
4
TF
Theory Financial
Colorado
$0
5
GBWM
Granite Bay Wealth Management
New Hampshire
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IWP
301
IAG Wealth Partners
Wisconsin
$28.3K – – –
BIM
302
Breakwater Investment Management
Washington
$28.2K +$28.2K +424 New
GI
303
GAMMA Investing
California
$27.1K – – –
WIC
304
Woodmont Investment Counsel
Tennessee
$26.6K +$26.6K +400 New
ETS
305
ESL Trust Services
New York
$26.6K +$26.6K +400 New
HWM
306
Horizons Wealth Management
North Carolina
$23.4K – – –
PSB
307
Piscataqua Savings Bank
New Hampshire
$23.3K – – –
S
308
Syntrinsic
Colorado
$21.6K – – –
MRCM
309
M&R Capital Management
New Jersey
$20K – – –
FFA
310
Frazier Financial Advisors
Ohio
$18.6K – – –
DFA
311
DHJJ Financial Advisors
Illinois
$18.4K – – –
NECFA
312
New England Capital Financial Advisors
Connecticut
$18K – – –
LWCFA
313
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$17.8K – – –
AWM
314
Abound Wealth Management
Tennessee
$17.5K – – –
CA
315
Clearstead Advisors
Ohio
$17.4K – – –
AF
316
Allworth Financial
California
$16.8K – – –
IGWM
317
ICA Group Wealth Management
Colorado
$16.7K – – –
FCA
318
FinTrust Capital Advisors
South Carolina
$16K – – –
CJ
319
Caitlin John
Michigan
$15.6K – – –
EL
320
EMFO LLC
Florida
$15.4K +$1.06K +16 +7%
PP
321
Pacifica Partners
Canada
$13.4K – – –
CPA
322
Cardiff Park Advisors
California
$13.3K – – –
CFFP
323
Center for Financial Planning
Michigan
$13.3K +$13.3K +200 New
FFA
324
Farther Finance Advisors
California
$13K +$3.76K +57 +41%
CA
325
Continuum Advisory
Idaho
$13K +$13K +191 New
11 12
13
14 15