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Invesco Water Resources ETF
PHO

Overview Fund Activity

364 hedge funds and large institutions have $768M invested in Invesco Water Resources ETF in 2024 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 96 increasing their positions, 94 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
364
Holders Change
+7
Holders Change %
+1.96%
% of All Funds
5.29%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
35
Increased
96
Reduced
94
Closed
22
Calls
$1.29M
Puts
$759K
Net Calls
+$526K
Net Calls Change
-$6K

Top Buyers

1
PA
Prism Advisors
California
$9.72M
2
LPL Financial
LPL Financial
California
$43.4M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$10.4M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$2.5M
5
RJA
Raymond James & Associates
Florida
$7.56M

Top Sellers

1
WC
Westwind Capital
New Mexico
$1.45M
2
Osaic Holdings
Osaic Holdings
Arizona
$11.4M
3
EE
EWG Elevate
California
$0
4
Bank of America
Bank of America
North Carolina
$106M
5
Morgan Stanley
Morgan Stanley
New York
$75.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIM
301
Breakwater Investment Management
Washington
$27.5K – – –
CAS
302
Coppell Advisory Solutions
Texas
$27.3K +$27.3K +421 New
GI
303
GAMMA Investing
California
$26.4K – – –
VNA
304
Valley National Advisers
Pennsylvania
$26K -$2.24K -35 -8%
HWM
305
Horizons Wealth Management
North Carolina
$26K – – –
ETS
306
ESL Trust Services
New York
$26K – – –
ATPW
307
Ashton Thomas Private Wealth
Arizona
$25K +$25K +385 New
CSWM
308
Cassady Schiller Wealth Management
Ohio
$24.5K +$24.5K +377 New
PSB
309
Piscataqua Savings Bank
New Hampshire
$22.7K – – –
S
310
Syntrinsic
Colorado
$21.1K – – –
HBW
311
Hazlett, Burt & Watson
West Virginia
$20K +$16.4K +250 +455%
MRCM
312
M&R Capital Management
New Jersey
$19.5K – – –
DFA
313
DHJJ Financial Advisors
Illinois
$17.9K – – –
NECFA
314
New England Capital Financial Advisors
Connecticut
$17.6K – – –
AF
315
Allworth Financial
California
$17.5K +$474 +7 +3%
AWM
316
Abound Wealth Management
Tennessee
$17.1K – – –
CA
317
Clearstead Advisors
Ohio
$16.7K – – –
AssetMark Inc
318
AssetMark Inc
California
$16.2K +$16.2K +249 +24,900%
EL
319
EMFO LLC
Florida
$15.7K +$714 +11 +5%
FCA
320
FinTrust Capital Advisors
South Carolina
$15.6K – – –
CJ
321
Caitlin John
Michigan
$15.2K – – –
FFA
322
Farther Finance Advisors
California
$14.5K +$1.92K +30 +15%
LWCFA
323
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$14.3K -$5.13K -74 -26%
HGA
324
Hobbs Group Advisors
South Carolina
$14.2K +$14.2K +218 New
TIM
325
Tortoise Investment Management
New York
$13.6K +$13.6K +210 New
11 12
13
14 15