We are live on ! Find out more
PHO icon

Invesco Water Resources ETF
PHO

379 hedge funds and large institutions have $810M invested in Invesco Water Resources ETF in 2024 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 94 increasing their positions, 98 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more call options, than puts

Call options by funds: $4.26M | Put options by funds: $2.08M

5% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 39

0.34% more ownership

Funds ownership: 37.63% → 37.97% (+0.34%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

4% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 98

2% less funds holding

Funds holding: 387 → 379 (-8)

6% less capital invested

Capital invested by funds: $861M → $810M (-$51.3M)

Holders
379
Holders Change
-8
Holders Change %
-2.07%
% 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
41
Increased
94
Reduced
98
Closed
39
Calls
$4.26M
Puts
$2.08M
Net Calls
+$2.18M
Net Calls Change
+$464K

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$6.94M
2
Morgan Stanley
Morgan Stanley
New York
+$5.24M
3
LPL Financial
LPL Financial
California
+$4.85M
4
Bank of America
Bank of America
North Carolina
+$4.07M
5
Osaic Holdings
Osaic Holdings
Arizona
+$2.87M

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$6.19M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$2.3M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.12M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.93M
5
CB
Commerce Bank
Missouri
-$1.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
PSB
326
Piscataqua Savings Bank
New Hampshire
$23K – – –
BWL
327
Bogart Wealth LLC
Virginia
$22.1K – – –
CAS
328
Coppell Advisory Solutions
Texas
$21.3K – – –
EB
329
Eastern Bank
Massachusetts
$19.7K – – –
DFA
330
DHJJ Financial Advisors
Illinois
$18.2K – – –
NECFA
331
New England Capital Financial Advisors
Connecticut
$17.9K – – –
AWM
332
Abound Wealth Management
Tennessee
$17.3K +$70 +1 +0.4%
VWM
333
Valley Wealth Managers
New Jersey
$17K – – –
CA
334
Clearstead Advisors
Ohio
$16.9K – – –
FFA
335
Farther Finance Advisors
California
$16.9K – – –
OSAM
336
O'Shaughnessy Asset Management
Connecticut
$16.8K -$17.1K -245 -49%
FWA
337
Flagship Wealth Advisors
Massachusetts
$16.7K +$17.6K +253 New
HI
338
Horizon Investments
North Carolina
$16.6K +$17.6K +253 New
BlackRock
339
BlackRock
New York
$16.4K +$17.4K +250 New
GSWM
340
Golden State Wealth Management
California
$16.3K +$17.3K +248 New
MWA
341
Medallion Wealth Advisors
Connecticut
$15.5K +$16.4K +235 New
CJ
342
Caitlin John
Michigan
$15.4K – – –
GWM
343
Geneos Wealth Management
Colorado
$15.1K – – –
SWM
344
Sugarloaf Wealth Management
Georgia
$15.1K +$16K +229 New
LWCFA
345
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$14.1K – – –
AWM
346
AE Wealth Management
Kansas
$13.9K +$14.7K +211 New
TIM
347
Tortoise Investment Management
New York
$13.8K – – –
PP
348
Pacifica Partners
Canada
$13.4K – – –
CPA
349
Cardiff Park Advisors
California
$13.2K – – –
CFFP
350
Center for Financial Planning
Michigan
$13.2K – – –
12 13
14
15 16

PHO Hedge Fund Activity: Q4 2024 in Review

379 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco Water Resources ETF (PHO) for Q4 2024, worth a combined $810M — down 6% from $861M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new PHO positions and 39 closed out — a net gain of 2 holders — while 94 added to existing stakes and 98 trimmed.

The largest buyer was UBS Group, adding an estimated $6.94M. The largest seller was Commonwealth Equity Services, cutting an estimated $6.19M.

  • 379 institutional investors held Invesco Water Resources ETF (PHO) as of Q4 2024, down from 387 in Q3 2024.
  • Funds reported $810M of Invesco Water Resources ETF stock for Q4 2024, down 6% quarter-over-quarter.
  • 41 funds opened new Invesco Water Resources ETF positions in Q4 2024 and 39 closed out, a net change of +2 holders.
  • The largest Invesco Water Resources ETF buyer in Q4 2024 was UBS Group, an estimated $6.94M added.
  • The largest Invesco Water Resources ETF seller in Q4 2024 was Commonwealth Equity Services, an estimated $6.19M sold.

Based on aggregated 13F filings for Q4 2024.