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Invesco Water Resources ETF
PHO

Overview Fund Activity

352 hedge funds and large institutions have $794M invested in Invesco Water Resources ETF in 2023 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 79 increasing their positions, 107 reducing their positions, and 22 closing their positions.

Holders
352
Holders Change
+37
Holders Change %
+11.75%
% of All Funds
5.16%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
62
Increased
79
Reduced
107
Closed
22
Calls
$1.07M
Puts
$1.27M
Net Calls
-$204K
Net Calls Change
-$3.78M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$150M
2
SCM
2
Sage Capital Management
New Jersey
$7.1M
3
KAS
3
Kestra Advisory Services
Texas
$4.76M
4
TA
4
Tactive Advisors
Florida
$2.39M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$2.42M

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$0
2
MD
2
Money Design
Japan
$9.52M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$12.3M
4
LPL Financial
4
LPL Financial
California
$35.9M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$8.82M
Name Market Value Shares Shares
Change 		Shares
Change %
LWA
351
Lowe Wealth Advisors
Maryland
$426 7 – –
FGAM
352
Financial Gravity Asset Management
Texas
$108 2 +1 +100%
LC
353
Lindbrook Capital
California
$61 1 -48 -98%
HNB
354
Huntington National Bank
Ohio
– – – –
WEG
355
World Equity Group
Illinois
– – -14,814 Closed
CM
356
Columbus Macro
Pennsylvania
– – -11,900 Closed
FTUS
357
Flow Traders U.S.
New York
– – -9,222 Closed
CW
358
Cook Wealth
North Carolina
– – -7,487 Closed
WA
359
Waddell & Associates
Tennessee
– – -6,849 Closed
BBP
360
Banco BTG Pactual
Brazil
– – -6,290 Closed
UCFA
361
United Capital Financial Advisors
Texas
– – -6,214 Closed
AGP
362
Autumn Glory Partners
Texas
– – -4,416 Closed
TSS
363
Two Sigma Securities
New York
– – -4,363 Closed
VCM
364
Virtue Capital Management
Tennessee
– – -4,358 Closed
Thrivent Financial for Lutherans
365
Thrivent Financial for Lutherans
Minnesota
– – -4,123 Closed
HL
366
HeadInvest LLC
Maine
– – -2,050 Closed
CIA
367
Choate Investment Advisors
Massachusetts
– – -1,921 Closed
EDRH
368
Edmond de Rothschild Holding
Switzerland
– – -1,500 Closed
S
369
SignatureFD
Georgia
– – -1,485 Closed
CSPIA
370
Cary Street Partners Investment Advisory
Virginia
– – -1,466 Closed
CS
371
Credit Suisse
Switzerland
– – -1,200 Closed
BCM
372
Barometer Capital Management
Ontario, Canada
– – -950 Closed
First Manhattan
373
First Manhattan
New York
– – -231 Closed
TH
374
TCTC Holdings
Texas
– – -200 Closed
GWSG
375
GPS Wealth Strategies Group
Colorado
– – -11 Closed
12 13 14
15
16