PHO icon

Invesco Water Resources ETF
PHO

Overview Fund Activity

143 hedge funds and large institutions have $259M invested in Invesco Water Resources ETF in 2017 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 38 reducing their positions, and 7 closing their positions.

Holders
143
Holders Change
+3
Holders Change %
+2.14%
% of All Funds
3.57%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
12
Increased
29
Reduced
38
Closed
7
Calls
$607K
Puts
–
Net Calls
+$607K
Net Calls Change
+$65K

Top Buyers

1
BCM
1
Beck Capital Management
Texas
$4.16M
2
CS
2
Credit Suisse
Switzerland
$1.45M
3
CIBC Private Wealth Group
3
CIBC Private Wealth Group
Georgia
$903K
4
CPIG
4
Chicago Partners Investment Group
Illinois
$890K
5
Creative Planning
5
Creative Planning
Kansas
$1.11M

Top Sellers

1
QI
1
QS Investors
New York
$82.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$17.7M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$1.86M
4
Wells Fargo
4
Wells Fargo
California
$2.71M
5
US Bancorp
5
US Bancorp
Minnesota
$439K
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
26
Creative Planning
Kansas
$1.11M 38,942 +22,890 +143%
CCM
27
Covington Capital Management
California
$1.11M 38,800 – –
VC
28
Vicus Capital
Pennsylvania
$1.09M 38,302 +3,048 +9%
CFMC
29
Curbstone Financial Management Corp
New Hampshire
$1.01M 35,320 +16,985 +93%
PCM
30
Parsons Capital Management
Rhode Island
$918K 32,195 -850 -3%
CIBC Private Wealth Group
31
CIBC Private Wealth Group
Georgia
$903K 31,688 +31,688 New
NCMW
32
Northern Capital Management (Wisconsin)
Wisconsin
$892K 31,293 -1,200 -4%
CPIG
33
Chicago Partners Investment Group
Illinois
$890K 31,223 +29,153 +1,408%
HH
34
Hilltop Holdings
Texas
$855K 30,000 – –
JPMPWA
35
J.P. Morgan Private Wealth Advisors
California
$848K 29,765 -403 -1%
WAM
36
Weatherly Asset Management
California
$838K 29,410 – –
GLRA
37
Gerald L. Ray & Associates
Texas
$829K 29,104 -235 -0.8%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$801K 28,093 -368 -1%
HighTower Advisors
39
HighTower Advisors
Illinois
$794K 27,803 -500 -2%
RJA
40
Raymond James & Associates
Florida
$678K 23,797 +904 +4%
Goldman Sachs
41
Goldman Sachs
New York
$525K 18,424 -8,226 -31%
Stifel Financial
42
Stifel Financial
Missouri
$520K 18,203 +302 +2%
OC
43
Oppenheimer & Co
New York
$511K 17,908 -260 -1%
Ameriprise
44
Ameriprise
Minnesota
$506K 17,761 -509 -3%
MBTD
45
Mechanics Bank - Trust Department
California
$506K 17,750 – –
WC
46
Whitney & Co
New York
$485K 18,000 – –
FCCM
47
First City Capital Management
Georgia
$481K 16,860 -250 -1%
EDRH
48
Edmond de Rothschild Holding
Switzerland
$477K 16,775 -1,000 -6%
SC
49
Scotia Capital
Ontario, Canada
$458K 16,079 +3,875 +32%
CCA
50
Conservest Capital Advisors
Pennsylvania
$452K 15,843 +32 +0.2%
1
2
3 4 5