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Invesco Water Resources ETF
PHO

Overview Fund Activity

190 hedge funds and large institutions have $298M invested in Invesco Water Resources ETF in 2019 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 51 increasing their positions, 30 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
+3
Holders Change %
+1.6%
% of All Funds
4.13%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
30
Increased
51
Reduced
30
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$21M
2
BCM
2
Barometer Capital Management
Ontario, Canada
$2.57M
3
Lazard Asset Management
3
Lazard Asset Management
New York
$1.49M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$7.46M
5
UBS Group
5
UBS Group
Switzerland
$15.3M

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$0
2
PI
2
PFS Investments
Georgia
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$252K
4
Bank of America
4
Bank of America
North Carolina
$63.5M
5
FFS
5
Founders Financial Securities
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$1.85M +$19.6K +549 +1%
Creative Planning
27
Creative Planning
Kansas
$1.68M +$67.1K +1,886 +4%
QCM
28
Quest Capital Management
Texas
$1.59M – – –
Lazard Asset Management
29
Lazard Asset Management
New York
$1.49M +$1.49M +41,850 New
CCM
30
Covington Capital Management
California
$1.38M – – –
Mariner
31
Mariner
Kansas
$1.33M -$79K -2,220 -6%
VAM
32
Verity Asset Management
North Carolina
$1.28M -$98.8K -2,774 -7%
Ameriprise
33
Ameriprise
Minnesota
$1.2M +$6.02K +169 +0.5%
CFMC
34
Curbstone Financial Management Corp
New Hampshire
$1.17M – – –
PCM
35
Parsons Capital Management
Rhode Island
$1.12M -$7.13K -200 -0.6%
CPIG
36
Chicago Partners Investment Group
Illinois
$1.12M +$2.71K +76 +0.2%
BCM
37
BTR Capital Management
California
$1.12M -$17.8K -500 -2%
HH
38
Hilltop Holdings
Texas
$1.07M – – –
HighTower Advisors
39
HighTower Advisors
Illinois
$1.02M +$28.7K +806 +3%
RJA
40
Raymond James & Associates
Florida
$1.01M +$13.4K +377 +1%
SC
41
Scotia Capital
Ontario, Canada
$993K +$23K +647 +2%
JPMPWA
42
J.P. Morgan Private Wealth Advisors
California
$979K -$107K -2,993 -10%
Stifel Financial
43
Stifel Financial
Missouri
$976K -$62.2K -1,753 -6%
VC
44
Vicus Capital
Pennsylvania
$970K +$82.4K +2,312 +9%
Kovitz Investment Group Partners
45
Kovitz Investment Group Partners
Illinois
$934K -$1.78K -50 -0.2%
WAM
46
Weatherly Asset Management
California
$933K – – –
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$927K +$52.3K +1,468 +6%
GEA
48
Glen Eagle Advisors
New Jersey
$908K +$14.3K +401 +2%
HFA
49
High Falls Advisors
New York
$846K +$22.9K +644 +3%
Baird Financial Group
50
Baird Financial Group
Wisconsin
$817K +$817K +22,947 New
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