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Invesco Water Resources ETF
PHO

Overview Fund Activity

385 hedge funds and large institutions have $860M invested in Invesco Water Resources ETF in 2024 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 104 increasing their positions, 93 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
385
Holders Change
+21
Holders Change %
+5.77%
% of All Funds
5.57%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
42
Increased
104
Reduced
93
Closed
16
Calls
$3.27M
Puts
$1.55M
Net Calls
+$1.71M
Net Calls Change
+$1.19M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$95.8M
2
RJA
Raymond James & Associates
Florida
$21.3M
3
PA
Prism Advisors
California
$13.3M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$2.77M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$27.9M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$46M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$23.3M
3
HW
Hamilton Wealth
California
$8.16M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$3.72M
5
MD
Money Design
Japan
$5.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSWM
326
Cassady Schiller Wealth Management
Ohio
$26.6K – – –
PSB
327
Piscataqua Savings Bank
New Hampshire
$24.7K – – –
BWL
328
Bogart Wealth LLC
Virginia
$23.7K -$11.9K -168 -33%
S
329
Syntrinsic
Colorado
$22.9K – – –
CAS
330
Coppell Advisory Solutions
Texas
$22.8K -$6.91K -98 -23%
HBW
331
Hazlett, Burt & Watson
West Virginia
$22K +$72 +1 +0.3%
MRCM
332
M&R Capital Management
New Jersey
$21.2K – – –
MPWT
333
MassMutual Private Wealth & Trust
Connecticut
$21.2K +$21.2K +300 New
EB
334
Eastern Bank
Massachusetts
$21.2K +$21.2K +300 New
DFA
335
DHJJ Financial Advisors
Illinois
$19.5K – – –
NECFA
336
New England Capital Financial Advisors
Connecticut
$19.2K +$70 +1 +0.4%
AWM
337
Abound Wealth Management
Tennessee
$18.6K – – –
AF
338
Allworth Financial
California
$18.3K – – –
VWM
339
Valley Wealth Managers
New Jersey
$18.3K +$18.3K +259 New
CA
340
Clearstead Advisors
Ohio
$18.1K – – –
FFA
341
Farther Finance Advisors
California
$18.1K +$2.12K +30 +13%
FCA
342
FinTrust Capital Advisors
South Carolina
$16.9K – – –
CJ
343
Caitlin John
Michigan
$16.6K – – –
GWM
344
Geneos Wealth Management
Colorado
$16.2K -$28.2K -400 -63%
HGA
345
Hobbs Group Advisors
South Carolina
$15.4K – – –
TIM
346
Tortoise Investment Management
New York
$14.8K – – –
PP
347
Pacifica Partners
Canada
$14.4K – – –
LWCFA
348
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$14.2K – – –
CFFP
349
Center for Financial Planning
Michigan
$14.1K – – –
CPA
350
Cardiff Park Advisors
California
$14.1K – – –
12 13
14
15 16