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Invesco Water Resources ETF
PHO

379 hedge funds and large institutions have $810M invested in Invesco Water Resources ETF in 2024 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 94 increasing their positions, 98 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more call options, than puts

Call options by funds: $4.26M | Put options by funds: $2.08M

5% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 39

0.34% more ownership

Funds ownership: 37.63% → 37.97% (+0.34%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

4% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 98

2% less funds holding

Funds holding: 387 → 379 (-8)

6% less capital invested

Capital invested by funds: $861M → $810M (-$51.3M)

Holders
379
Holders Change
-8
Holders Change %
-2.07%
% 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
41
Increased
94
Reduced
98
Closed
39
Calls
$4.26M
Puts
$2.08M
Net Calls
+$2.18M
Net Calls Change
+$464K

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$6.94M
2
Morgan Stanley
Morgan Stanley
New York
+$5.24M
3
LPL Financial
LPL Financial
California
+$4.85M
4
Bank of America
Bank of America
North Carolina
+$4.07M
5
Osaic Holdings
Osaic Holdings
Arizona
+$2.87M

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$6.19M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$2.3M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.12M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.93M
5
CB
Commerce Bank
Missouri
-$1.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
FCG
301
Financial Connections Group
California
$46K – – –
BOJHT
302
Bank of Jackson Hole Trust
Wyoming
$44.7K +$47.4K +680 New
CFD
303
Creative Financial Designs
Indiana
$43.8K – – –
MCM
304
Manchester Capital Management
Vermont
$41.5K – – –
CP
305
Castleview Partners
Texas
$40.7K +$4.39K +63 +11%
OP
306
ORG Partners
Indiana
$39K – – –
KFP
307
Keener Financial Planning
Texas
$39K – – –
PS
308
Principal Securities
Iowa
$38.8K +$11.2K +160 +37%
KIM
309
Kestra Investment Management
Texas
$37.2K +$39.4K +565 New
BFO
310
Biltmore Family Office
North Carolina
$36.2K – – –
SIC
311
Salem Investment Counselors
North Carolina
$36.2K – – –
SS
312
Sunbelt Securities
Texas
$33.4K – – –
WWA
313
Wingate Wealth Advisors
Massachusetts
$32.9K +$34.9K +500 New
IWP
314
IAG Wealth Partners
Wisconsin
$28K – – –
BIM
315
Breakwater Investment Management
Washington
$27.9K – – –
PA
316
Parallel Advisors
California
$27.9K -$54.2K -778 -65%
BTI
317
Blue Trust Inc
Georgia
$27.4K -$5.86K -84 -17%
GI
318
GAMMA Investing
California
$26.8K – – –
ETS
319
ESL Trust Services
New York
$26.3K – – –
CWM
320
Crowley Wealth Management
Delaware
$26.3K +$27.9K +400 New
RPA
321
Redwood Park Advisors
California
$25.5K +$27K +387 New
HWM
322
Horizons Wealth Management
North Carolina
$25.3K – – –
CSWM
323
Cassady Schiller Wealth Management
Ohio
$24.8K – – –
HBW
324
Hazlett, Burt & Watson
West Virginia
$24K +$3.49K +50 +16%
GIA
325
GHP Investment Advisors
Colorado
$23.1K +$24.5K +351 New
11 12
13
14 15

PHO Hedge Fund Activity: Q4 2024 in Review

379 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco Water Resources ETF (PHO) for Q4 2024, worth a combined $810M — down 6% from $861M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new PHO positions and 39 closed out — a net gain of 2 holders — while 94 added to existing stakes and 98 trimmed.

The largest buyer was UBS Group, adding an estimated $6.94M. The largest seller was Commonwealth Equity Services, cutting an estimated $6.19M.

  • 379 institutional investors held Invesco Water Resources ETF (PHO) as of Q4 2024, down from 387 in Q3 2024.
  • Funds reported $810M of Invesco Water Resources ETF stock for Q4 2024, down 6% quarter-over-quarter.
  • 41 funds opened new Invesco Water Resources ETF positions in Q4 2024 and 39 closed out, a net change of +2 holders.
  • The largest Invesco Water Resources ETF buyer in Q4 2024 was UBS Group, an estimated $6.94M added.
  • The largest Invesco Water Resources ETF seller in Q4 2024 was Commonwealth Equity Services, an estimated $6.19M sold.

Based on aggregated 13F filings for Q4 2024.