PHO icon

Invesco Water Resources ETF
PHO

Overview Fund Activity

342 hedge funds and large institutions have $718M invested in Invesco Water Resources ETF in 2021 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 90 increasing their positions, 70 reducing their positions, and 32 closing their positions.

Holders
342
Holders Change
+36
Holders Change %
+11.76%
% of All Funds
5.28%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
72
Increased
90
Reduced
70
Closed
32
Calls
$759K
Puts
–
Net Calls
+$759K
Net Calls Change
+$196K

Top Buyers

1
CB
1
Commerce Bank
Missouri
$14.4M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$8.28M
3
CAN
3
Cetera Advisor Networks
California
$6.31M
4
MD
4
Money Design
Japan
$5.44M
5
Morgan Stanley
5
Morgan Stanley
New York
$69.9M

Top Sellers

1
FIG
1
FundX Investment Group
California
$400K
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$57.2M
3
APA
3
American Portfolios Advisors
New York
$192K
4
LPL Financial
4
LPL Financial
California
$29.5M
5
Barclays
5
Barclays
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CAL
26
Capital Analysts LLC
Pennsylvania
$4.19M 68,914 +10,377 +18%
SI
27
Stephens Inc
Arkansas
$4.15M 68,179 +27,176 +66%
Creative Planning
28
Creative Planning
Kansas
$3.89M 63,924 +757 +1%
TF
29
Theory Financial
Colorado
$3.72M 61,084 +61,084 New
RMAM
30
Raab & Moskowitz Asset Management
New Jersey
$3.67M 60,293 – –
TAM
31
Tocqueville Asset Management
New York
$3.64M 59,787 -194 -0.3%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$3.39M 55,636 +15,837 +40%
SC
33
Scotia Capital
Ontario, Canada
$3.37M 55,388 +75 +0.1%
H
34
HoyleCohen
California
$3.17M 52,030 +100 +0.2%
CCA
35
Conservest Capital Advisors
Pennsylvania
$3.12M 51,232 +18 +0%
Ameriprise
36
Ameriprise
Minnesota
$3.11M 51,130 +1,969 +4%
HW
37
Hamilton Wealth
California
$3.08M 50,587 -953 -2%
VNA
38
Valley National Advisers
Pennsylvania
$2.77M 45,500 -1,448 -3%
QCM
39
Quest Capital Management
Texas
$2.76M 45,375 – –
Qube Research & Technologies (QRT)
40
Qube Research & Technologies (QRT)
United Kingdom
$2.66M 43,693 +8,322 +24%
Mariner
41
Mariner
Kansas
$2.58M 42,317 -696 -2%
KAS
42
Kestra Advisory Services
Texas
$2.4M 39,459 -243 -0.6%
CCM
43
Covington Capital Management
California
$2.36M 38,800 – –
SPIA
44
Steward Partners Investment Advisory
New York
$2.31M 37,884 -80 -0.2%
Stifel Financial
45
Stifel Financial
Missouri
$2.18M 35,872 -1,016 -3%
Millennium Management
46
Millennium Management
New York
$2.18M 35,789 +35,789 New
BFS
47
Bard Financial Services
Connecticut
$2.04M 33,500 – –
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$2M 32,817 +1,733 +6%
BAM
49
Belpointe Asset Management
Nevada
$1.99M 32,734 -852 -3%
HighTower Advisors
50
HighTower Advisors
Illinois
$1.92M 31,578 +675 +2%
1
2
3 4 5