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Invesco Water Resources ETF
PHO

Overview Fund Activity

375 hedge funds and large institutions have $801M invested in Invesco Water Resources ETF in 2024 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 93 increasing their positions, 97 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
375
Holders Change
-10
Holders Change %
-2.6%
% 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
40
Increased
93
Reduced
97
Closed
39
Calls
$4.26M
Puts
$2.08M
Net Calls
+$2.18M
Net Calls Change
+$464K

Top Buyers

1
UBS Group
UBS Group
Switzerland
$49.4M
2
Morgan Stanley
Morgan Stanley
New York
$94.3M
3
LPL Financial
LPL Financial
California
$49.4M
4
Bank of America
Bank of America
North Carolina
$111M
5
Osaic Holdings
Osaic Holdings
Arizona
$15.2M

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$15.8M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$455K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.14M
5
CB
Commerce Bank
Missouri
$4.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
HDIM
351
Hanson & Doremus Investment Management
Vermont
$8K – – –
CSC
352
Caldwell Sutter Capital
California
$7.57K – – –
CTA
353
Colonial Trust Advisors
South Carolina
$7.57K – – –
BAM
354
Bellevue Asset Management
Washington
$7.3K +$7.3K +111 New
EWM
355
Evermay Wealth Management
Virginia
$7.04K – – –
VNA
356
Valley National Advisers
Pennsylvania
$7K – – –
SMA
357
Sage Mountain Advisors
Georgia
$6.84K – – –
WPWM
358
Western Pacific Wealth Management
Illinois
$6.61K – – –
GK
359
Graney & King
New York
$6.58K +$6.58K +100 New
FMII
360
Farmers & Merchants Investments Inc
Nebraska
$5.66K – – –
PPA
361
Painted Porch Advisors
California
$5.62K – – –
GFPC
362
Global Financial Private Client
Florida
$5.46K – – –
EBA
363
Eagle Bay Advisors
New York
$5.4K – – –
ACM
364
Anfield Capital Management
California
$5.33K – – –
Russell Investments Group
365
Russell Investments Group
United Kingdom
$5.33K +$5.33K +81 New
OCM
366
Orion Capital Management
California
$4.61K +$4.61K +70 New
CA
367
CoreCap Advisors
Michigan
$3.42K – – –
VWA
368
Valued Wealth Advisors
Utah
$3.29K +$3.29K +50 New
AFG
369
Albion Financial Group
Utah
$2.7K – – –
SC
370
SouthState Corp
Florida
$2.3K – – –
POIA
371
Pin Oak Investment Advisors
Texas
$2K – – –
HNB
372
Huntington National Bank
Ohio
$1.25K -$71 – –
CAM
373
Creekmur Asset Management
Illinois
$1.2K – – –
FG
374
Fairman Group
Pennsylvania
$1.2K +$863 +13 +260%
SAM
375
Synergy Asset Management
Washington
$705 +$705 +10 New
13 14
15
16 17