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Invesco Water Resources ETF
PHO

Overview Fund Activity

299 hedge funds and large institutions have $602M invested in Invesco Water Resources ETF in 2022 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 85 increasing their positions, 72 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
299
Holders Change
-43
Holders Change %
-12.57%
% of All Funds
4.73%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
21
Increased
85
Reduced
72
Closed
57
Calls
$530K
Puts
–
Net Calls
+$530K
Net Calls Change
-$229K

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
$36.8M
2
OMC
Old Mission Capital
Illinois
$4.35M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$2.58M
4
Citadel Advisors
Citadel Advisors
Florida
$2.28M
5
LPL Financial
LPL Financial
California
$27.7M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$43M
2
Morgan Stanley
Morgan Stanley
New York
$56.6M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$6.34M
4
SI
Stephens Inc
Arkansas
$0
5
UBS Group
UBS Group
Switzerland
$43.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
326
Liberty Wealth Management
California
– -$216 -3,566 Closed
HPCM
327
Hunter Perkins Capital Management
Illinois
– -$216K -3,550 Closed
PWP
328
Principle Wealth Partners
Connecticut
– -$215K -3,532 Closed
BMC
329
Beaton Management Company
Massachusetts
– -$215K -3,530 Closed
SIC
330
Samalin Investment Counsel
New York
– -$214K -3,512 Closed
KFC
331
Klingenstein Fields & Co
New York
– -$213K -3,500 Closed
PWMG
332
Pinnacle Wealth Management Group
Michigan
– -$213K -3,500 Closed
GW
333
GW & Wade
Massachusetts
– -$208K -3,424 Closed
SIM
334
Sterling Investment Management
Arizona
– -$207K -3,406 Closed
SCA
335
Strategic Capital Advisers
Colorado
– -$207K -3,403 Closed
Northern Trust
336
Northern Trust
Illinois
– -$207K -3,398 Closed
PP
337
Patten & Patten
Tennessee
– -$206K -3,390 Closed
AWA
338
Acorn Wealth Advisors
Michigan
– -$205K -3,366 Closed
PFO
339
Pathstone Family Office
New Jersey
– -$202K -3,327 Closed
EWM
340
Edge Wealth Management
New York
– -$122K -2,000 Closed
Bank Julius Baer & Co
341
Bank Julius Baer & Co
Switzerland
– -$71K -1,175 Closed
CCM
342
Chilton Capital Management
Texas
– -$71K -1,165 Closed
KCM
343
KRS Capital Management
Michigan
– -$66K -1,100 Closed
AWA
344
Amplius Wealth Advisors
Pennsylvania
– -$55K -918 Closed
CA
345
Cornerstone Advisory
Maryland
– -$49K -813 Closed
CFB
346
Cullen/Frost Bankers
Texas
– -$40K -650 Closed
AIM
347
AHL Investment Management
Florida
– -$16K -255 Closed
SPA
348
Shore Point Advisors
New Jersey
– -$15K -241 Closed
ARIS
349
Advanced Research Investment Solutions
California
– -$10K -175 Closed
DWMG
350
DB Wealth Management Group
California
– -$10K -164 Closed
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