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Invesco Water Resources ETF
PHO

379 hedge funds and large institutions have $810M invested in Invesco Water Resources ETF in 2024 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 94 increasing their positions, 98 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more call options, than puts

Call options by funds: $4.26M | Put options by funds: $2.08M

5% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 39

0.34% more ownership

Funds ownership: 37.63% → 37.97% (+0.34%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

4% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 98

2% less funds holding

Funds holding: 387 → 379 (-8)

6% less capital invested

Capital invested by funds: $861M → $810M (-$51.3M)

Holders
379
Holders Change
-8
Holders Change %
-2.07%
% 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
41
Increased
94
Reduced
98
Closed
39
Calls
$4.26M
Puts
$2.08M
Net Calls
+$2.18M
Net Calls Change
+$464K

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$6.94M
2
Morgan Stanley
Morgan Stanley
New York
+$5.24M
3
LPL Financial
LPL Financial
California
+$4.85M
4
Bank of America
Bank of America
North Carolina
+$4.07M
5
Osaic Holdings
Osaic Holdings
Arizona
+$2.87M

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$6.19M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$2.3M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.12M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.93M
5
CB
Commerce Bank
Missouri
-$1.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
HNB
376
Huntington National Bank
Ohio
$1.25K – – –
CAM
377
Creekmur Asset Management
Illinois
$1.2K – – –
FG
378
Fairman Group
Pennsylvania
$1.2K +$906 +13 +260%
SAM
379
Synergy Asset Management
Washington
$705 +$697 +10 New
LWA
380
Lowe Wealth Advisors
Maryland
$461 – – –
NS
381
NBC Securities
Alabama
$167 -$177K -2,539 -100%
Susquehanna International Group
382
Susquehanna International Group
Pennsylvania
– -$2.12M -30,398 Closed
WC
383
Westwind Capital
New Mexico
– -$1.63M -23,102 Closed
GS
384
GTS Securities
New York
– -$990K -14,039 Closed
FSA
385
Financial Services Advisory
Maryland
– -$945K -13,395 Closed
BRWA
386
B. Riley Wealth Advisors
Florida
– -$890K -12,715 Closed
WC
387
Weil Company
California
– -$788K -11,165 Closed
FIA
388
Foundations Investment Advisors
Arizona
– -$585K -8,298 Closed
KC
389
Kepos Capital
New York
– -$562K -7,963 Closed
Prudential Financial
390
Prudential Financial
New Jersey
– -$527K -7,464 Closed
SCM
391
SOL Capital Management
Maryland
– -$353K -5,000 Closed
GIA
392
Gladstone Institutional Advisory
Florida
– -$347K -4,914 Closed
Two Sigma Investments
393
Two Sigma Investments
New York
– -$339K -4,800 Closed
MSAM
394
Moloney Securities Asset Management
Missouri
– -$319K -4,522 Closed
RIG
395
Renaissance Investment Group
Massachusetts
– -$255K -3,615 Closed
PFP
396
Paragon Financial Partners
California
– -$224K -3,172 Closed
JCM
397
Jacobi Capital Management
Pennsylvania
– -$222K -3,152 Closed
BFIM
398
Beese Fulmer Investment Management
Ohio
– -$214K -3,033 Closed
EFS
399
Essex Financial Services
Connecticut
– -$209K -3,003 Closed
PSCM
400
Per Stirling Capital Management
Texas
– -$210K -2,978 Closed
13 14 15
16
17

PHO Hedge Fund Activity: Q4 2024 in Review

379 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco Water Resources ETF (PHO) for Q4 2024, worth a combined $810M — down 6% from $861M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new PHO positions and 39 closed out — a net gain of 2 holders — while 94 added to existing stakes and 98 trimmed.

The largest buyer was UBS Group, adding an estimated $6.94M. The largest seller was Commonwealth Equity Services, cutting an estimated $6.19M.

  • 379 institutional investors held Invesco Water Resources ETF (PHO) as of Q4 2024, down from 387 in Q3 2024.
  • Funds reported $810M of Invesco Water Resources ETF stock for Q4 2024, down 6% quarter-over-quarter.
  • 41 funds opened new Invesco Water Resources ETF positions in Q4 2024 and 39 closed out, a net change of +2 holders.
  • The largest Invesco Water Resources ETF buyer in Q4 2024 was UBS Group, an estimated $6.94M added.
  • The largest Invesco Water Resources ETF seller in Q4 2024 was Commonwealth Equity Services, an estimated $6.19M sold.

Based on aggregated 13F filings for Q4 2024.