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Invesco Water Resources ETF
PHO

Overview Fund Activity

357 hedge funds and large institutions have $798M invested in Invesco Water Resources ETF in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 91 increasing their positions, 104 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
357
Holders Change
+5
Holders Change %
+1.42%
% of All Funds
5.18%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
34
Increased
91
Reduced
104
Closed
22
Calls
$985K
Puts
$453K
Net Calls
+$532K
Net Calls Change
+$736K

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
$34.9M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$15.5M
3
Osaic Holdings
Osaic Holdings
Arizona
$17.9M
4
EE
EWG Elevate
California
$4.19M
5
MA
MONECO Advisors
Connecticut
$2.79M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$80.7M
2
Ameriprise
Ameriprise
Minnesota
$5.78M
3
EFH
Eaton Financial Holdings
Florida
$311K
4
TF
Theory Financial
Colorado
$0
5
GBWM
Granite Bay Wealth Management
New Hampshire
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FIM
326
Fernwood Investment Management
Massachusetts
$9.99K +$9.99K +150 New
PTC
327
Private Trust Company
Ohio
$9.65K +$3.13K +47 +48%
GWSA
328
Global Wealth Strategies & Associates
Colorado
$9.52K – – –
AAG
329
Armstrong Advisory Group
Massachusetts
$8.34K – – –
HDIM
330
Hanson & Doremus Investment Management
Vermont
$8K +$8K +120 New
CSC
331
Caldwell Sutter Capital
California
$7.66K – – –
CTA
332
Colonial Trust Advisors
South Carolina
$7.66K – – –
SA
333
Scarborough Advisors
Maryland
$6.73K – – –
WPWM
334
Western Pacific Wealth Management
Illinois
$6.66K – – –
KFS
335
Kelly Financial Services
Massachusetts
$6.12K – – –
FMII
336
Farmers & Merchants Investments Inc
Nebraska
$5.73K – – –
GFPC
337
Global Financial Private Client
Florida
$5.47K – – –
EBA
338
Eagle Bay Advisors
New York
$5.44K – – –
ACM
339
Anfield Capital Management
California
$5.39K +$5.39K +81 New
BWP
340
Baldwin Wealth Partners
Massachusetts
$4.66K – – –
HBW
341
Hazlett, Burt & Watson
West Virginia
$4K – – –
CPA
342
Clear Point Advisors
New York
$3.7K – – –
CA
343
CoreCap Advisors
Michigan
$3.46K +$3.46K +52 New
CMA
344
Cedar Mountain Advisors
Oregon
$3.33K +$3.33K +50 New
AFG
345
Albion Financial Group
Utah
$2.73K – – –
SMA
346
Sage Mountain Advisors
Georgia
$2.53K +$2.53K +38 New
SC
347
SouthState Corp
Florida
$2.33K – – –
POIA
348
Pin Oak Investment Advisors
Texas
$2K – – –
TSWM
349
Tyler-Stone Wealth Management
Ohio
$1.73K – – –
FGAM
350
Financial Gravity Asset Management
Texas
$1.21K +$1.08K +16 +800%
12 13
14
15 16