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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 %
LWA
376
Lowe Wealth Advisors
Maryland
$461 – – –
NS
377
NBC Securities
Alabama
$167 -$212K -2,539 -100%
Susquehanna International Group
378
Susquehanna International Group
Pennsylvania
– -$2.14M -30,398 Closed
WC
379
Westwind Capital
New Mexico
– -$1.63M -23,102 Closed
GS
380
GTS Securities
New York
– -$990K -14,039 Closed
FSA
381
Financial Services Advisory
Maryland
– -$945K -13,395 Closed
BRWA
382
B. Riley Wealth Advisors
Florida
– -$890K -12,715 Closed
WC
383
Weil Company
California
– -$788K -11,165 Closed
FIA
384
Foundations Investment Advisors
Arizona
– -$585K -8,298 Closed
KC
385
Kepos Capital
New York
– -$562K -7,963 Closed
Prudential Financial
386
Prudential Financial
New Jersey
– -$527K -7,464 Closed
SCM
387
SOL Capital Management
Maryland
– -$353K -5,000 Closed
GIA
388
Gladstone Institutional Advisory
Florida
– -$347K -4,914 Closed
Two Sigma Investments
389
Two Sigma Investments
New York
– -$339K -4,800 Closed
MSAM
390
Moloney Securities Asset Management
Missouri
– -$319K -4,522 Closed
RIG
391
Renaissance Investment Group
Massachusetts
– -$255K -3,615 Closed
PFP
392
Paragon Financial Partners
California
– -$224K -3,172 Closed
JCM
393
Jacobi Capital Management
Pennsylvania
– -$222K -3,152 Closed
BFIM
394
Beese Fulmer Investment Management
Ohio
– -$214K -3,033 Closed
EFS
395
Essex Financial Services
Connecticut
– -$209K -3,003 Closed
PSCM
396
Per Stirling Capital Management
Texas
– -$210K -2,978 Closed
KC
397
Kades & Cheifetz
Pennsylvania
– -$209K -2,966 Closed
WAG
398
Winthrop Advisory Group
Massachusetts
– -$209K -2,960 Closed
FCI
399
Financial Counselors Inc
Kansas
– -$204K -2,898 Closed
CWM
400
Chemistry Wealth Management
New York
– -$201K -2,844 Closed
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