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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
KC
401
Kades & Cheifetz
Pennsylvania
– -$209K -2,966 Closed
WAG
402
Winthrop Advisory Group
Massachusetts
– -$209K -2,960 Closed
FCI
403
Financial Counselors Inc
Kansas
– -$204K -2,898 Closed
CWM
404
Chemistry Wealth Management
New York
– -$201K -2,844 Closed
NFA
405
Northwest Financial Advisors
Virginia
– -$101K -1,439 Closed
UBS AM
406
UBS AM
Illinois
– -$53.7K -761 Closed
PS
407
Planned Solutions
California
– -$39K -553 Closed
OA
408
Operose Advisors
Wisconsin
– -$35.8K -507 Closed
MPWT
409
MassMutual Private Wealth & Trust
Connecticut
– -$21.2K -300 Closed
HGA
410
Hobbs Group Advisors
South Carolina
– -$15.4K -218 Closed
MWA
411
MFA Wealth Advisors
Pennsylvania
– -$11.9K -168 Closed
BWP
412
Baldwin Wealth Partners
Massachusetts
– -$4.94K -70 Closed
CPA
413
Clear Point Advisors
New York
– -$3.93K -56 Closed
MFC
414
Morris Financial Concepts
South Carolina
– -$2.89K -41 Closed
BAM
415
Belpointe Asset Management
Nevada
– -$1.62K -23 Closed
GRP
416
Global Retirement Partners
California
– -$635 -9 Closed
PCA
417
Providence Capital Advisors
North Carolina
– -$564 -8 Closed
IF
418
Integrity Financial
Wyoming
– -$71 -1 Closed
LC
419
Lindbrook Capital
California
– -$71 -1 Closed
13 14 15 16
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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.