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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.

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

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$15.8M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$455K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$2.14M
5
CB
5
Commerce Bank
Missouri
$4.09M
Name Market Value Shares Shares
Change 		Shares
Change %
NFA
401
Northwest Financial Advisors
Virginia
– – -1,439 Closed
UBS AM
402
UBS AM
Illinois
– – -761 Closed
PS
403
Planned Solutions
California
– – -553 Closed
OA
404
Operose Advisors
Wisconsin
– – -507 Closed
MPWT
405
MassMutual Private Wealth & Trust
Connecticut
– – -300 Closed
HGA
406
Hobbs Group Advisors
South Carolina
– – -218 Closed
MWA
407
MFA Wealth Advisors
Pennsylvania
– – -168 Closed
BWP
408
Baldwin Wealth Partners
Massachusetts
– – -70 Closed
CPA
409
Clear Point Advisors
New York
– – -56 Closed
MFC
410
Morris Financial Concepts
South Carolina
– – -41 Closed
BAM
411
Belpointe Asset Management
Nevada
– – -23 Closed
HGERS
412
Householder Group Estate & Retirement Specialist
Arizona
– – -14 Closed
GRP
413
Global Retirement Partners
California
– – -9 Closed
PCA
414
Providence Capital Advisors
North Carolina
– – -8 Closed
LC
415
Lindbrook Capital
California
– – -1 Closed
IF
416
Integrity Financial
Wyoming
– – -1 Closed
CFGS
417
Concourse Financial Group Securities
Alabama
– – – –
13 14 15 16
17