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Invesco Water Resources ETF
PHO

Overview Fund Activity

364 hedge funds and large institutions have $768M invested in Invesco Water Resources ETF in 2024 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 96 increasing their positions, 94 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
364
Holders Change
+7
Holders Change %
+1.96%
% of All Funds
5.29%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
35
Increased
96
Reduced
94
Closed
22
Calls
$1.29M
Puts
$759K
Net Calls
+$526K
Net Calls Change
-$6K

Top Buyers

1
PA
Prism Advisors
California
$9.72M
2
LPL Financial
LPL Financial
California
$43.4M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$10.4M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$2.5M
5
RJA
Raymond James & Associates
Florida
$7.56M

Top Sellers

1
WC
Westwind Capital
New Mexico
$1.45M
2
Osaic Holdings
Osaic Holdings
Arizona
$11.4M
3
EE
EWG Elevate
California
$0
4
Bank of America
Bank of America
North Carolina
$106M
5
Morgan Stanley
Morgan Stanley
New York
$75.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
351
CoreCap Advisors
Michigan
$3.38K – – –
CMA
352
Cedar Mountain Advisors
Oregon
$3.25K – – –
AFG
353
Albion Financial Group
Utah
$2.66K – – –
SC
354
SouthState Corp
Florida
$2.27K – – –
POIA
355
Pin Oak Investment Advisors
Texas
$2K – – –
SFC
356
Strategic Financial Concepts
Texas
$1.83K +$1.83K +27,734 New
TSWM
357
Tyler-Stone Wealth Management
Ohio
$1.69K – – –
BAM
358
Belpointe Asset Management
Nevada
$1.53K -$222K -3,469 -99%
CAM
359
Creekmur Asset Management
Illinois
$1.18K – – –
VAG
360
VisionPoint Advisory Group
Texas
$1.1K +$1.1K +17 New
GRP
361
Global Retirement Partners
California
$584 – – –
PCA
362
Providence Capital Advisors
North Carolina
$519 – – –
LWA
363
Lowe Wealth Advisors
Maryland
$454 – – –
FG
364
Fairman Group
Pennsylvania
$333 – – –
HNB
365
Huntington National Bank
Ohio
$65 -$67 – –
LC
366
Lindbrook Capital
California
$65 – – –
EE
367
EWG Elevate
California
– -$4.19M -62,986 Closed
Jane Street
368
Jane Street
New York
– -$1.14M -17,099 Closed
Qube Research & Technologies (QRT)
369
Qube Research & Technologies (QRT)
United Kingdom
– -$991K -14,883 Closed
AWM
370
Axxcess Wealth Management
California
– -$851K -12,779 Closed
SAG
371
SageView Advisory Group
California
– -$537K -8,892 Closed
USCWA
372
U.S. Capital Wealth Advisors
Texas
– -$264K -3,966 Closed
NL
373
NWAM LLC
Washington
– -$264K -3,937 Closed
PWM
374
Perigon Wealth Management
California
– -$233K -3,504 Closed
PP
375
Patten & Patten
Tennessee
– -$226K -3,390 Closed
12 13 14
15
16