PHO icon

Invesco Water Resources ETF
PHO

Overview Fund Activity

375 hedge funds and large institutions have $801M invested in Invesco Water Resources ETF in 2024 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 93 increasing their positions, 97 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
375
Holders Change
-10
Holders Change %
-2.6%
% 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
40
Increased
93
Reduced
97
Closed
39
Calls
$4.26M
Puts
$2.08M
Net Calls
+$2.18M
Net Calls Change
+$464K

Top Buyers

1
UBS Group
UBS Group
Switzerland
$49.4M
2
Morgan Stanley
Morgan Stanley
New York
$94.3M
3
LPL Financial
LPL Financial
California
$49.4M
4
Bank of America
Bank of America
North Carolina
$111M
5
Osaic Holdings
Osaic Holdings
Arizona
$15.2M

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$15.8M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$455K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.14M
5
CB
Commerce Bank
Missouri
$4.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
EB
326
Eastern Bank
Massachusetts
$19.7K – – –
DFA
327
DHJJ Financial Advisors
Illinois
$18.2K – – –
NECFA
328
New England Capital Financial Advisors
Connecticut
$17.9K – – –
AWM
329
Abound Wealth Management
Tennessee
$17.3K +$66 +1 +0.4%
VWM
330
Valley Wealth Managers
New Jersey
$17K – – –
CA
331
Clearstead Advisors
Ohio
$16.9K – – –
FFA
332
Farther Finance Advisors
California
$16.9K – – –
OSAM
333
O'Shaughnessy Asset Management
Connecticut
$16.8K -$16.1K -245 -49%
FWA
334
Flagship Wealth Advisors
Massachusetts
$16.7K +$16.7K +253 New
HI
335
Horizon Investments
North Carolina
$16.6K +$16.6K +253 New
BlackRock
336
BlackRock
New York
$16.4K +$16.4K +250 New
GSWM
337
Golden State Wealth Management
California
$16.3K +$16.3K +248 New
CJ
338
Caitlin John
Michigan
$15.4K – – –
GWM
339
Geneos Wealth Management
Colorado
$15.1K – – –
SWM
340
Sugarloaf Wealth Management
Georgia
$15.1K +$15.1K +229 New
LWCFA
341
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$14.1K – – –
AWM
342
AE Wealth Management
Kansas
$13.9K +$13.9K +211 New
TIM
343
Tortoise Investment Management
New York
$13.8K – – –
PP
344
Pacifica Partners
Canada
$13.4K – – –
CFFP
345
Center for Financial Planning
Michigan
$13.2K – – –
CPA
346
Cardiff Park Advisors
California
$13.2K – – –
CA
347
Continuum Advisory
Idaho
$12.6K – – –
PTC
348
Private Trust Company
Ohio
$9.54K – – –
GWSA
349
Global Wealth Strategies & Associates
Colorado
$9.41K – – –
AAG
350
Armstrong Advisory Group
Massachusetts
$9.01K – – –
12 13
14
15 16