PHO icon

Invesco Water Resources ETF
PHO

Overview Fund Activity

306 hedge funds and large institutions have $604M invested in Invesco Water Resources ETF in 2021 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 104 increasing their positions, 43 reducing their positions, and 16 closing their positions.

Holders
306
Holders Change
+32
Holders Change %
+11.68%
% of All Funds
5.38%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
52
Increased
104
Reduced
43
Closed
16
Calls
$1.01M
Puts
$449K
Net Calls
+$563K
Net Calls Change
+$750K

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$53.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$59M
3
LPL Financial
3
LPL Financial
California
$28.1M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$11.1M
5
Bank of America
5
Bank of America
North Carolina
$101M

Top Sellers

1
PL
1
Polianta Ltd
Jersey
$12.1M
2
SCC
2
Spring Creek Capital
Kansas
$0
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$18.8M
4
MFM
4
MD Financial Management
Ontario, Canada
$35.3M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$911K
Name Market Value Shares Shares
Change 		Shares
Change %
FIG
26
FundX Investment Group
California
$3.15M 57,514 +57,514 New
SC
27
Scotia Capital
Ontario, Canada
$3.03M 55,313 +3,884 +8%
H
28
HoyleCohen
California
$2.84M 51,930 -1,000 -2%
HW
29
Hamilton Wealth
California
$2.82M 51,540 +534 +1%
CCA
30
Conservest Capital Advisors
Pennsylvania
$2.8M 51,214 +27 +0.1%
Ameriprise
31
Ameriprise
Minnesota
$2.69M 49,161 +2,536 +5%
VNA
32
Valley National Advisers
Pennsylvania
$2.57M 46,948 +3,124 +7%
QCM
33
Quest Capital Management
Texas
$2.48M 45,375 – –
Mariner
34
Mariner
Kansas
$2.35M 43,013 +5,233 +14%
SI
35
Stephens Inc
Arkansas
$2.24M 41,003 +41,003 New
APA
36
American Portfolios Advisors
New York
$2.23M 40,783 +39,518 +3,124%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$2.18M 39,799 +26,494 +199%
KAS
38
Kestra Advisory Services
Texas
$2.17M 39,702 +744 +2%
CCM
39
Covington Capital Management
California
$2.12M 38,800 – –
PAG
40
Private Advisor Group
New Jersey
$2.1M 38,308 +4,938 +15%
SPIA
41
Steward Partners Investment Advisory
New York
$2.08M 37,964 +592 +2%
Stifel Financial
42
Stifel Financial
Missouri
$2.02M 36,888 -1,100 -3%
Qube Research & Technologies (QRT)
43
Qube Research & Technologies (QRT)
United Kingdom
$1.94M 35,371 +31,911 +922%
CPIG
44
Chicago Partners Investment Group
Illinois
$1.87M 31,636 +1 +0%
BAM
45
Belpointe Asset Management
Nevada
$1.84M 33,586 +2,696 +9%
BFS
46
Bard Financial Services
Connecticut
$1.83M 33,500 – –
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$1.7M 31,084 +17,779 +134%
HighTower Advisors
48
HighTower Advisors
Illinois
$1.69M 30,903 +2,420 +8%
HH
49
Hilltop Holdings
Texas
$1.64M 30,000 – –
PCM
50
Parsons Capital Management
Rhode Island
$1.57M 28,612 -200 -0.7%
1
2
3 4 5