PHO icon

Invesco Water Resources ETF
PHO

Overview Fund Activity

317 hedge funds and large institutions have $610M invested in Invesco Water Resources ETF in 2023 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 89 increasing their positions, 84 reducing their positions, and 23 closing their positions.

Holders
317
Holders Change
+10
Holders Change %
+3.26%
% of All Funds
5.08%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
38
Increased
89
Reduced
84
Closed
23
Calls
$6.15M
Puts
$133K
Net Calls
+$6.01M
Net Calls Change
+$12M

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$23.9M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$20.7M
3
LPL Financial
3
LPL Financial
California
$31.3M
4
CAN
4
Cetera Advisor Networks
California
$10.7M
5
Bank of America
5
Bank of America
North Carolina
$93.9M

Top Sellers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$12.2M
2
TA
2
Tactive Advisors
Florida
$0
3
KAS
3
Kestra Advisory Services
Texas
$1.56M
4
Chevy Chase Trust
4
Chevy Chase Trust
Maryland
$0
5
CAL
5
Capital Analysts LLC
Pennsylvania
$1.3M
Name Market Value Shares Shares
Change 		Shares
Change %
BFIC
26
Bedell Frazier Investment Counselling
California
$3.68M 68,927 +461 +0.7%
TF
27
Theory Financial
Colorado
$3.67M 68,724 +1,413 +2%
JPMPWA
28
J.P. Morgan Private Wealth Advisors
California
$3.61M 67,742 +968 +1%
LW
29
Linscomb Wealth
Texas
$3.43M 64,368 -3,905 -6%
HW
30
Hamilton Wealth
California
$3.37M 63,250 +2,935 +5%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$3.36M 63,050 +2,332 +4%
RMAM
32
Raab & Moskowitz Asset Management
New Jersey
$3.3M 61,874 -81 -0.1%
Cerity Partners
33
Cerity Partners
New York
$3.15M 59,282 +465 +0.8%
Creative Planning
34
Creative Planning
Kansas
$3.06M 57,283 -8,936 -13%
TAM
35
Tocqueville Asset Management
New York
$2.92M 54,769 -2,725 -5%
EFH
36
Eaton Financial Holdings
Florida
$2.82M 52,782 +52,782 New
SC
37
Scotia Capital
Ontario, Canada
$2.81M 52,644 -956 -2%
H
38
HoyleCohen
California
$2.75M 51,631 -1,942 -4%
Truist Financial
39
Truist Financial
North Carolina
$2.62M 49,170 +41,105 +510%
Mercer Global Advisors
40
Mercer Global Advisors
Colorado
$2.62M 49,148 +1,298 +3%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$2.29M 42,888 +1,133 +3%
Mariner
42
Mariner
Kansas
$2.28M 42,738 -1,119 -3%
RA
43
Rockingstone Advisors
Massachusetts
$2.27M 42,510 +695 +2%
SIM
44
Seaview Investment Managers
Florida
$2.11M 39,626 -621 -2%
AWS
45
Atria Wealth Solutions
New York
$2.01M 37,583 -310 -0.8%
NA
46
NewEdge Advisors
Louisiana
$1.95M 36,510 +287 +0.8%
SPIA
47
Steward Partners Investment Advisory
New York
$1.9M 35,623 -1,147 -3%
PCM
48
Parsons Capital Management
Rhode Island
$1.81M 33,966 – –
BFS
49
Bard Financial Services
Connecticut
$1.79M 33,500 – –
MMA
50
Miracle Mile Advisors
California
$1.77M 33,199 +342 +1%
1
2
3 4 5