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Invesco Water Resources ETF
PHO

Overview Fund Activity

357 hedge funds and large institutions have $798M invested in Invesco Water Resources ETF in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 91 increasing their positions, 104 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
357
Holders Change
+5
Holders Change %
+1.42%
% of All Funds
5.18%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
34
Increased
91
Reduced
104
Closed
22
Calls
$985K
Puts
$453K
Net Calls
+$532K
Net Calls Change
+$736K

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
$34.9M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$15.5M
3
Osaic Holdings
Osaic Holdings
Arizona
$17.9M
4
EE
EWG Elevate
California
$4.19M
5
MA
MONECO Advisors
Connecticut
$2.79M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$80.7M
2
Ameriprise
Ameriprise
Minnesota
$5.78M
3
EFH
Eaton Financial Holdings
Florida
$311K
4
TF
Theory Financial
Colorado
$0
5
GBWM
Granite Bay Wealth Management
New Hampshire
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
351
Creekmur Asset Management
Illinois
$1.21K -$85.2K -1,268 -99%
GRP
352
Global Retirement Partners
California
$599 – – –
PCA
353
Providence Capital Advisors
North Carolina
$533 – – –
LWA
354
Lowe Wealth Advisors
Maryland
$466 – – –
FG
355
Fairman Group
Pennsylvania
$341 -$273 -4 -44%
AssetMark Inc
356
AssetMark Inc
California
$67 -$2.14K -32 -97%
LC
357
Lindbrook Capital
California
$67 – – –
HNB
358
Huntington National Bank
Ohio
$67 -$61 – –
GBWM
359
Granite Bay Wealth Management
New Hampshire
– -$3.95M -71,731 Closed
TF
360
Theory Financial
Colorado
– -$4.1M -67,418 Closed
RCS
361
Retirement Capital Strategies
California
– -$677K -11,123 Closed
Two Sigma Investments
362
Two Sigma Investments
New York
– -$414K -6,800 Closed
GS
363
GTS Securities
New York
– -$372K -6,107 Closed
PP
364
Prudential plc
United Kingdom
– -$318K -5,220 Closed
DC
365
Davenport & Co
Virginia
– -$300K -4,937 Closed
SFC
366
Swisher Financial Concepts
Ohio
– -$238K -4,059 Closed
AWM
367
AE Wealth Management
Kansas
– -$206K -3,467 Closed
FCI
368
Financial Counselors Inc
Kansas
– -$200K -3,288 Closed
Citigroup
369
Citigroup
New York
– -$89.2K -1,465 Closed
NFA
370
Northwest Financial Advisors
Virginia
– -$87.4K -1,436 Closed
FWM
371
Focused Wealth Management
New York
– -$73.1K -1,201 Closed
TWM
372
Tradition Wealth Management
Minnesota
– -$67K -1,106 Closed
BWM
373
BKM Wealth Management
Wisconsin
– -$39.3K -645 Closed
PS
374
Planned Solutions
California
– -$35.5K -583 Closed
MSWM
375
McGlone Suttner Wealth Management
Wisconsin
– -$25K -411 Closed
12 13 14
15
16