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Invesco Water Resources ETF
PHO

Overview Fund Activity

364 hedge funds and large institutions have $768M invested in Invesco Water Resources ETF in 2024 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 96 increasing their positions, 94 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
364
Holders Change
+7
Holders Change %
+1.96%
% of All Funds
5.29%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
35
Increased
96
Reduced
94
Closed
22
Calls
$1.29M
Puts
$759K
Net Calls
+$526K
Net Calls Change
-$6K

Top Buyers

1
PA
Prism Advisors
California
$9.72M
2
LPL Financial
LPL Financial
California
$43.4M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$10.4M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$2.5M
5
RJA
Raymond James & Associates
Florida
$7.56M

Top Sellers

1
WC
Westwind Capital
New Mexico
$1.45M
2
Osaic Holdings
Osaic Holdings
Arizona
$11.4M
3
EE
EWG Elevate
California
$0
4
Bank of America
Bank of America
North Carolina
$106M
5
Morgan Stanley
Morgan Stanley
New York
$75.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
326
Pacifica Partners
Canada
$13.1K +$64 +1 +0.5%
CFFP
327
Center for Financial Planning
Michigan
$13K – – –
CPA
328
Cardiff Park Advisors
California
$13K – – –
CA
329
Continuum Advisory
Idaho
$12.4K – – –
MWA
330
MFA Wealth Advisors
Pennsylvania
$10.9K +$10.9K +168 New
IGWM
331
ICA Group Wealth Management
Colorado
$9.74K -$6.56K -101 -40%
PTC
332
Private Trust Company
Ohio
$9.41K – – –
GWSA
333
Global Wealth Strategies & Associates
Colorado
$9.28K – – –
AAG
334
Armstrong Advisory Group
Massachusetts
$8.89K – – –
HDIM
335
Hanson & Doremus Investment Management
Vermont
$8K – – –
CSC
336
Caldwell Sutter Capital
California
$7.47K – – –
CTA
337
Colonial Trust Advisors
South Carolina
$7.47K – – –
EWM
338
Evermay Wealth Management
Virginia
$6.95K +$6.95K +107 New
SMA
339
Sage Mountain Advisors
Georgia
$6.75K +$4.28K +66 +174%
SA
340
Scarborough Advisors
Maryland
$6.57K – – –
WPWM
341
Western Pacific Wealth Management
Illinois
$6.51K – – –
WOSD
342
WFA of San Diego
California
$6.49K +$6.49K +100 New
KFS
343
Kelly Financial Services
Massachusetts
$5.97K – – –
FMII
344
Farmers & Merchants Investments Inc
Nebraska
$5.58K – – –
PPA
345
Painted Porch Advisors
California
$5.53K +$5.53K +85 New
GFPC
346
Global Financial Private Client
Florida
$5.39K – – –
EBA
347
Eagle Bay Advisors
New York
$5.31K – – –
ACM
348
Anfield Capital Management
California
$5.26K – – –
BWP
349
Baldwin Wealth Partners
Massachusetts
$4.54K – – –
CPA
350
Clear Point Advisors
New York
$3.62K – – –
12 13
14
15 16