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Invesco Water Resources ETF
PHO

Overview Fund Activity

213 hedge funds and large institutions have $341M invested in Invesco Water Resources ETF in 2019 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 56 increasing their positions, 40 reducing their positions, and 14 closing their positions.

Holders
213
Holders Change
+23
Holders Change %
+12.11%
% of All Funds
4.21%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
39
Increased
56
Reduced
40
Closed
14
Calls
$243K
Puts
$270K
Net Calls
-$27K
Net Calls Change
-$27K

Top Buyers

1
PL
1
Polianta Ltd
Jersey
$18.6M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$9.81M
3
LPL Financial
3
LPL Financial
California
$8.43M
4
UBS Group
4
UBS Group
Switzerland
$23M
5
RJA
5
Raymond James & Associates
Florida
$3.52M

Top Sellers

1
MFM
1
MD Financial Management
Ontario, Canada
$16.1M
2
BCM
2
Barometer Capital Management
Ontario, Canada
$579K
3
ACM
3
Arlington Capital Management
Illinois
$12.3M
4
BCM
4
Beck Capital Management
Texas
$3.15M
5
VC
5
Vicus Capital
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
H
26
HoyleCohen
California
$2.17M 56,279 – –
CCA
27
Conservest Capital Advisors
Pennsylvania
$1.97M 51,020 +44 +0.1%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$1.94M 50,295 +1,359 +3%
Creative Planning
29
Creative Planning
Kansas
$1.94M 50,266 +373 +0.7%
QCM
30
Quest Capital Management
Texas
$1.73M 44,757 – –
HW
31
Hamilton Wealth
California
$1.62M 41,939 -14,427 -26%
Lazard Asset Management
32
Lazard Asset Management
New York
$1.62M 41,850 – –
CCM
33
Covington Capital Management
California
$1.5M 38,800 – –
Mariner
34
Mariner
Kansas
$1.49M 38,490 -980 -2%
SC
35
Scotia Capital
Ontario, Canada
$1.31M 33,948 +5,882 +21%
VAM
36
Verity Asset Management
North Carolina
$1.3M 33,715 -11 -0%
MML Investors Services
37
MML Investors Services
Massachusetts
$1.28M 33,027 +2,611 +9%
CPIG
38
Chicago Partners Investment Group
Illinois
$1.25M 31,540 +36 +0.1%
CFMC
39
Curbstone Financial Management Corp
New Hampshire
$1.24M 32,150 -200 -0.6%
BCM
40
BTR Capital Management
California
$1.21M 31,245 – –
CWM
41
Concentric Wealth Management
California
$1.18M 30,550 +30,550 New
PCM
42
Parsons Capital Management
Rhode Island
$1.16M 30,028 -67 -0.2%
HH
43
Hilltop Holdings
Texas
$1.16M 30,000 – –
GEA
44
Glen Eagle Advisors
New Jersey
$1.1M 28,600 +2,050 +8%
JPMPWA
45
J.P. Morgan Private Wealth Advisors
California
$1.1M 28,382 +503 +2%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$1.06M 27,513 -11,746 -30%
Kovitz Investment Group Partners
47
Kovitz Investment Group Partners
Illinois
$1M 25,988 – –
Goldman Sachs
48
Goldman Sachs
New York
$994K 25,734 -114 -0.4%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$989K 25,593 -316 -1%
EWA
50
EP Wealth Advisors
California
$921K 23,829 +23,829 New
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