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Invesco Water Resources ETF
PHO

Overview Fund Activity

204 hedge funds and large institutions have $281M invested in Invesco Water Resources ETF in 2020 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 48 increasing their positions, 53 reducing their positions, and 31 closing their positions.

Holders
204
Holders Change
-9
Holders Change %
-4.23%
% of All Funds
4.51%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
26
Increased
48
Reduced
53
Closed
31
Calls
$251K
Puts
–
Net Calls
+$251K
Net Calls Change
+$278K

Top Buyers

1
MFM
1
MD Financial Management
Ontario, Canada
$21.8M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$4.16M
3
Bank of America
3
Bank of America
North Carolina
$57.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$26.3M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$18.5M

Top Sellers

1
ACM
1
Arlington Capital Management
Illinois
$0
2
Lazard Asset Management
2
Lazard Asset Management
New York
$0
3
UBS Group
3
UBS Group
Switzerland
$17.6M
4
Wells Fargo
4
Wells Fargo
California
$3.82M
5
Goldman Sachs
5
Goldman Sachs
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
H
26
HoyleCohen
California
$1.73M 55,129 -1,150 -2%
CCA
27
Conservest Capital Advisors
Pennsylvania
$1.6M 51,070 +50 +0.1%
Creative Planning
28
Creative Planning
Kansas
$1.53M 48,752 -1,514 -3%
HW
29
Hamilton Wealth
California
$1.52M 48,628 +6,689 +16%
QCM
30
Quest Capital Management
Texas
$1.4M 44,757 – –
MML Investors Services
31
MML Investors Services
Massachusetts
$1.39M 44,205 +11,178 +34%
Mariner
32
Mariner
Kansas
$1.37M 43,692 +5,202 +14%
CCM
33
Covington Capital Management
California
$1.22M 38,800 – –
Ameriprise
34
Ameriprise
Minnesota
$1.15M 36,543 -20,183 -36%
SC
35
Scotia Capital
Ontario, Canada
$1.14M 36,280 +2,332 +7%
CPIG
36
Chicago Partners Investment Group
Illinois
$1.08M 31,576 +36 +0.1%
CFMC
37
Curbstone Financial Management Corp
New Hampshire
$977K 31,200 -950 -3%
BCM
38
BTR Capital Management
California
$956K 30,515 -730 -2%
HH
39
Hilltop Holdings
Texas
$940K 30,000 – –
VAM
40
Verity Asset Management
North Carolina
$923K 29,476 -4,239 -13%
PCM
41
Parsons Capital Management
Rhode Island
$914K 29,162 -866 -3%
BAM
42
Belpointe Asset Management
Nevada
$890K 28,407 +28,407 New
CWM
43
Concentric Wealth Management
California
$885K 28,250 -2,300 -8%
Truist Financial
44
Truist Financial
North Carolina
$880K 28,095 +22,448 +398%
JPMPWA
45
J.P. Morgan Private Wealth Advisors
California
$825K 26,318 -2,064 -7%
WIA
46
Wealthstreet Investment Advisors
Texas
$815K 26,020 +5,375 +26%
Kovitz Investment Group Partners
47
Kovitz Investment Group Partners
Illinois
$779K 24,863 -1,125 -4%
GEA
48
Glen Eagle Advisors
New Jersey
$776K 24,781 -3,819 -13%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$753K 24,032 -1,561 -6%
EWA
50
EP Wealth Advisors
California
$744K 23,763 -66 -0.3%
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