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Invesco Water Resources ETF
PHO

318 hedge funds and large institutions have $610M invested in Invesco Water Resources ETF in 2023 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 89 increasing their positions, 84 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,521% more call options, than puts

Call options by funds: $6.15M | Put options by funds: $133K

70% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 23

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

6% more capital invested

Capital invested by funds: $576M → $610M (+$34.7M)

4% more funds holding

Funds holding: 307 → 318 (+11)

1.52% more ownership

Funds ownership: 33.96% → 35.48% (+1.5%)

6% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 84

Holders
318
Holders Change
+11
Holders Change %
+3.58%
% of All Funds
5.07%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
39
Increased
89
Reduced
84
Closed
23
Calls
$6.15M
Puts
$133K
Net Calls
+$6.01M
Net Calls Change
+$12M

Top Buyers

1
HighTower Advisors
HighTower Advisors
Illinois
+$21.5M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$7.27M
3
LPL Financial
LPL Financial
California
+$5.28M
4
CAN
Cetera Advisor Networks
California
+$3.21M
5
Bank of America
Bank of America
North Carolina
+$2.83M

Top Sellers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$19M
2
TA
Tactive Advisors
Florida
-$4.12M
3
KAS
Kestra Advisory Services
Texas
-$2.82M
4
Chevy Chase Trust
Chevy Chase Trust
Maryland
-$1.51M
5
CAL
Capital Analysts LLC
Pennsylvania
-$1.44M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFIC
26
Bedell Frazier Investment Counselling
California
$3.68M +$24.4K +461 +0.7%
TF
27
Theory Financial
Colorado
$3.67M +$74.9K +1,413 +2%
JMPWA
28
JP Morgan Private Wealth Advisors
California
$3.61M +$51.3K +968 +1%
LW
29
Linscomb Wealth
Texas
$3.43M -$207K -3,905 -6%
HW
30
Hamilton Wealth
California
$3.37M +$156K +2,935 +5%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$3.36M +$124K +2,332 +4%
RMAM
32
Raab & Moskowitz Asset Management
New Jersey
$3.3M -$4.29K -81 -0.1%
Cerity Partners
33
Cerity Partners
New York
$3.15M +$24.6K +465 +0.8%
Creative Planning
34
Creative Planning
Kansas
$3.06M -$474K -8,936 -13%
TAM
35
Tocqueville Asset Management
New York
$2.92M -$144K -2,725 -5%
EFH
36
Eaton Financial Holdings
Florida
$2.82M +$2.8M +52,782 New
SC
37
Scotia Capital
Ontario, Canada
$2.81M -$50.7K -956 -2%
H
38
HoyleCohen
California
$2.75M -$103K -1,942 -4%
Truist Financial
39
Truist Financial
North Carolina
$2.62M +$2.18M +41,105 +510%
Mercer Global Advisors
40
Mercer Global Advisors
Colorado
$2.62M +$68.8K +1,298 +3%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$2.29M +$60K +1,133 +3%
Mariner
42
Mariner
Kansas
$2.28M -$59.3K -1,119 -3%
RA
43
Rockingstone Advisors
Massachusetts
$2.27M +$36.8K +695 +2%
SIM
44
Seaview Investment Managers
Florida
$2.11M -$32.9K -621 -2%
AWS
45
Atria Wealth Solutions
New York
$2.01M -$16.4K -310 -0.8%
NA
46
NewEdge Advisors
Louisiana
$1.95M +$15.2K +287 +0.8%
SPIA
47
Steward Partners Investment Advisory
New York
$1.9M -$60.8K -1,147 -3%
PCM
48
Parsons Capital Management
Rhode Island
$1.81M – – –
BFS
49
Bard Financial Services
Connecticut
$1.79M – – –
MMA
50
Miracle Mile Advisors
California
$1.77M +$18.1K +342 +1%
1
2
3 4 5

PHO Hedge Fund Activity: Q1 2023 in Review

318 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco Water Resources ETF (PHO) for Q1 2023, worth a combined $610M — up 6% from $576M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new PHO positions and 23 closed out — a net gain of 16 holders — while 89 added to existing stakes and 84 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $21.5M. The largest seller was 1832 Asset Management, cutting an estimated $19M.

  • 318 institutional investors held Invesco Water Resources ETF (PHO) as of Q1 2023, up from 307 in Q4 2022.
  • Funds reported $610M of Invesco Water Resources ETF stock for Q1 2023, up 6% quarter-over-quarter.
  • 39 funds opened new Invesco Water Resources ETF positions in Q1 2023 and 23 closed out, a net change of +16 holders.
  • The largest Invesco Water Resources ETF buyer in Q1 2023 was HighTower Advisors, an estimated $21.5M added.
  • The largest Invesco Water Resources ETF seller in Q1 2023 was 1832 Asset Management, an estimated $19M sold.

Based on aggregated 13F filings for Q1 2023.