PHO icon

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 %
BAM
376
Belpointe Asset Management
Nevada
$1.62K -$70 -1 -4%
CAM
377
Creekmur Asset Management
Illinois
$1.29K – – –
GRP
378
Global Retirement Partners
California
$635 – – –
PCA
379
Providence Capital Advisors
North Carolina
$564 – – –
LWA
380
Lowe Wealth Advisors
Maryland
$494 – – –
FG
381
Fairman Group
Pennsylvania
$362 – – –
MFA
382
McClarren Financial Advisors
Pennsylvania
$146 +$118 +547 +424%
HNB
383
Huntington National Bank
Ohio
$71 -$65 – –
LC
384
Lindbrook Capital
California
$71 – – –
IF
385
Integrity Financial
Wyoming
$71 +$71 +1 New
SFC
386
Strategic Financial Concepts
Texas
– -$1.83K -27,734 Closed
PE
387
Point72 Europe
United Kingdom
– -$733K -11,300 Closed
IAIM
388
International Assets Investment Management
Florida
– -$596K -9,177 Closed
BP
389
Ballentine Partners
Massachusetts
– -$325K -5,000 Closed
MHS
390
M Holdings Securities
Oregon
– -$303K -4,674 Closed
EC
391
EdgeRock Capital
Colorado
– -$292K -4,501 Closed
SIM
392
Sterling Investment Management
Arizona
– -$221K -3,406 Closed
KA
393
Kovack Advisors
Florida
– -$212K -3,271 Closed
MRC
394
Millburn Ridgefield Corp
New York
– -$185K -2,843 Closed
ATPW
395
Ashton Thomas Private Wealth
Arizona
– -$25K -385 Closed
AssetMark Inc
396
AssetMark Inc
California
– -$16.2K -250 Closed
SA
397
Scarborough Advisors
Maryland
– -$6.57K -101 Closed
KFS
398
Kelly Financial Services
Massachusetts
– -$5.97K -92 Closed
CMA
399
Cedar Mountain Advisors
Oregon
– -$3.25K -50 Closed
TSWM
400
Tyler-Stone Wealth Management
Ohio
– -$1.69K -26 Closed
13 14 15
16
17