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Invesco Water Resources ETF
PHO

Overview Fund Activity

385 hedge funds and large institutions have $860M invested in Invesco Water Resources ETF in 2024 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 104 increasing their positions, 93 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
385
Holders Change
+21
Holders Change %
+5.77%
% of All Funds
5.57%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
42
Increased
104
Reduced
93
Closed
16
Calls
$3.27M
Puts
$1.55M
Net Calls
+$1.71M
Net Calls Change
+$1.19M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$95.8M
2
RJA
Raymond James & Associates
Florida
$21.3M
3
PA
Prism Advisors
California
$13.3M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$2.77M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$27.9M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$46M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$23.3M
3
HW
Hamilton Wealth
California
$8.16M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$3.72M
5
MD
Money Design
Japan
$5.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
M
301
MOTCO
Texas
$56.4K – – –
DF
302
DecisionPoint Financial
Arizona
$56.4K – – –
BAM
303
Byrne Asset Management
New Jersey
$55.7K – – –
UBS AM
304
UBS AM
Illinois
$53.7K +$53.7K +761 New
MWM
305
MGB Wealth Management
Texas
$52.9K – – –
JFA
306
JNBA Financial Advisors
Minnesota
$51.1K +$5.36K +76 +12%
FCG
307
Financial Connections Group
California
$49K – – –
CFD
308
Creative Financial Designs
Indiana
$47K -$141 -2 -0.3%
MCM
309
Manchester Capital Management
Vermont
$44.5K – – –
KFP
310
Keener Financial Planning
Texas
$42K – – –
OP
311
ORG Partners
Indiana
$41.8K – – –
CP
312
Castleview Partners
Texas
$39.5K -$35.1K -497 -47%
PS
313
Planned Solutions
California
$39K +$39K +553 New
SIC
314
Salem Investment Counselors
North Carolina
$38.8K – – –
BFO
315
Biltmore Family Office
North Carolina
$38.8K – – –
OA
316
Operose Advisors
Wisconsin
$35.8K – – –
SS
317
Sunbelt Securities
Texas
$35.8K +$35.8K +507 New
OSAM
318
O'Shaughnessy Asset Management
Connecticut
$35.4K – – –
BTI
319
Blue Trust Inc
Georgia
$32.5K – – –
PS
320
Principal Securities
Iowa
$30.3K – – –
IWP
321
IAG Wealth Partners
Wisconsin
$30K – – –
BIM
322
Breakwater Investment Management
Washington
$29.9K – – –
GI
323
GAMMA Investing
California
$28.7K – – –
ETS
324
ESL Trust Services
New York
$28.2K – – –
HWM
325
Horizons Wealth Management
North Carolina
$27.1K – – –
11 12
13
14 15