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Invesco Water Resources ETF
PHO

Overview Fund Activity

385 hedge funds and large institutions have $860M invested in Invesco Water Resources ETF in 2024 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 104 increasing their positions, 93 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
385
Holders Change
+21
Holders Change %
+5.77%
% of All Funds
5.57%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
42
Increased
104
Reduced
93
Closed
16
Calls
$3.27M
Puts
$1.55M
Net Calls
+$1.71M
Net Calls Change
+$1.19M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$95.8M
2
RJA
Raymond James & Associates
Florida
$21.3M
3
PA
Prism Advisors
California
$13.3M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$2.77M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$27.9M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$46M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$23.3M
3
HW
Hamilton Wealth
California
$8.16M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$3.72M
5
MD
Money Design
Japan
$5.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
351
Continuum Advisory
Idaho
$13.3K – – –
MWA
352
MFA Wealth Advisors
Pennsylvania
$11.9K – – –
PTC
353
Private Trust Company
Ohio
$10.2K – – –
GWSA
354
Global Wealth Strategies & Associates
Colorado
$10.1K – – –
AAG
355
Armstrong Advisory Group
Massachusetts
$9.66K – – –
CSC
356
Caldwell Sutter Capital
California
$8.11K – – –
CTA
357
Colonial Trust Advisors
South Carolina
$8.11K – – –
VNA
358
Valley National Advisers
Pennsylvania
$8K -$19.5K -288 -71%
HDIM
359
Hanson & Doremus Investment Management
Vermont
$8K – – –
EWM
360
Evermay Wealth Management
Virginia
$7.55K – – –
SMA
361
Sage Mountain Advisors
Georgia
$7.34K – – –
WPWM
362
Western Pacific Wealth Management
Illinois
$7.08K – – –
WOSD
363
WFA of San Diego
California
$7.05K – – –
FMII
364
Farmers & Merchants Investments Inc
Nebraska
$6.07K – – –
PPA
365
Painted Porch Advisors
California
$6.01K – – –
GFPC
366
Global Financial Private Client
Florida
$5.86K – – –
EBA
367
Eagle Bay Advisors
New York
$5.78K – – –
ACM
368
Anfield Capital Management
California
$5.71K – – –
BWP
369
Baldwin Wealth Partners
Massachusetts
$4.94K – – –
CPA
370
Clear Point Advisors
New York
$3.93K – – –
CA
371
CoreCap Advisors
Michigan
$3.67K – – –
AFG
372
Albion Financial Group
Utah
$2.89K – – –
MFC
373
Morris Financial Concepts
South Carolina
$2.89K +$2.89K +41 New
SC
374
SouthState Corp
Florida
$2.47K – – –
POIA
375
Pin Oak Investment Advisors
Texas
$2K – – –
13 14
15
16 17