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Invesco Water Resources ETF
PHO

Overview Fund Activity

375 hedge funds and large institutions have $801M invested in Invesco Water Resources ETF in 2024 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 93 increasing their positions, 97 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
375
Holders Change
-10
Holders Change %
-2.6%
% of All Funds
4.99%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
40
Increased
93
Reduced
97
Closed
39
Calls
$4.26M
Puts
$2.08M
Net Calls
+$2.18M
Net Calls Change
+$464K

Top Buyers

1
UBS Group
UBS Group
Switzerland
$49.4M
2
Morgan Stanley
Morgan Stanley
New York
$94.3M
3
LPL Financial
LPL Financial
California
$49.4M
4
Bank of America
Bank of America
North Carolina
$111M
5
Osaic Holdings
Osaic Holdings
Arizona
$15.2M

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$15.8M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$455K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.14M
5
CB
Commerce Bank
Missouri
$4.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
301
Manchester Capital Management
Vermont
$41.5K – – –
CP
302
Castleview Partners
Texas
$40.7K +$4.12K +63 +11%
OP
303
ORG Partners
Indiana
$39K – – –
KFP
304
Keener Financial Planning
Texas
$39K – – –
PS
305
Principal Securities
Iowa
$38.8K +$10.5K +160 +37%
KIM
306
Kestra Investment Management
Texas
$37.2K +$37.2K +565 New
SIC
307
Salem Investment Counselors
North Carolina
$36.2K – – –
BFO
308
Biltmore Family Office
North Carolina
$36.2K – – –
SS
309
Sunbelt Securities
Texas
$33.4K – – –
WWA
310
Wingate Wealth Advisors
Massachusetts
$32.9K +$32.9K +500 New
IWP
311
IAG Wealth Partners
Wisconsin
$28K – – –
BIM
312
Breakwater Investment Management
Washington
$27.9K – – –
PA
313
Parallel Advisors
California
$27.9K -$51.3K -778 -65%
BTI
314
Blue Trust Inc
Georgia
$27.4K -$5.53K -84 -17%
GI
315
GAMMA Investing
California
$26.8K – – –
ETS
316
ESL Trust Services
New York
$26.3K – – –
CWM
317
Crowley Wealth Management
Delaware
$26.3K +$26.3K +400 New
RPA
318
Redwood Park Advisors
California
$25.5K +$25.5K +387 New
HWM
319
Horizons Wealth Management
North Carolina
$25.3K – – –
CSWM
320
Cassady Schiller Wealth Management
Ohio
$24.8K – – –
HBW
321
Hazlett, Burt & Watson
West Virginia
$24K +$3.37K +50 +16%
GIA
322
GHP Investment Advisors
Colorado
$23.1K +$23.1K +351 New
PSB
323
Piscataqua Savings Bank
New Hampshire
$23K – – –
BWL
324
Bogart Wealth LLC
Virginia
$22.1K – – –
CAS
325
Coppell Advisory Solutions
Texas
$21.3K – – –
11 12
13
14 15