PHO icon

Invesco Water Resources ETF
PHO

Overview Fund Activity

357 hedge funds and large institutions have $798M invested in Invesco Water Resources ETF in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 91 increasing their positions, 104 reducing their positions, and 22 closing their positions.

Holders
357
Holders Change
+5
Holders Change %
+1.42%
% of All Funds
5.18%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
34
Increased
91
Reduced
104
Closed
22
Calls
$985K
Puts
$453K
Net Calls
+$532K
Net Calls Change
+$736K

Top Buyers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$34.9M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$15.5M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$17.9M
4
EE
4
EWG Elevate
California
$4.19M
5
MA
5
MONECO Advisors
Connecticut
$2.79M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$80.7M
2
Ameriprise
2
Ameriprise
Minnesota
$5.78M
3
EFH
3
Eaton Financial Holdings
Florida
$311K
4
TF
4
Theory Financial
Colorado
$0
5
GBWM
5
Granite Bay Wealth Management
New Hampshire
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
26
Kestra Advisory Services
Texas
$5.23M +$13.2K +198 +0.3%
CCA
27
Conservest Capital Advisors
Pennsylvania
$4.87M -$29.2K -439 -0.6%
BFIC
28
Bedell Frazier Investment Counselling
California
$4.46M -$82.4K -1,238 -2%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$4.2M +$160K +2,411 +4%
EE
30
EWG Elevate
California
$4.19M +$4.19M +62,986 New
LW
31
Linscomb Wealth
Texas
$4.15M -$3.2K -48 -0.1%
TAM
32
Tocqueville Asset Management
New York
$4.04M +$827K +12,419 +26%
RMAM
33
Raab & Moskowitz Asset Management
New Jersey
$4M -$37.8K -568 -0.9%
ACM
34
Avalon Capital Management
California
$3.94M -$16.8K -252 -0.4%
Creative Planning
35
Creative Planning
Kansas
$3.82M +$1.33K +20 +0%
Cerity Partners
36
Cerity Partners
New York
$3.76M -$42.5K -639 -1%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$3.71M -$105K -1,573 -3%
Truist Financial
38
Truist Financial
North Carolina
$3.35M -$74.8K -1,124 -2%
SC
39
Scotia Capital
Ontario, Canada
$3.34M +$47.3K +711 +1%
BPA
40
Beacon Pointe Advisors
California
$3.28M -$161K -2,419 -5%
Mercer Global Advisors
41
Mercer Global Advisors
Colorado
$3.21M -$1.6K -24 -0%
RA
42
Rockingstone Advisors
Massachusetts
$3M -$72.9K -1,095 -2%
Mariner
43
Mariner
Kansas
$2.79M +$16.2K +244 +0.6%
MA
44
MONECO Advisors
Connecticut
$2.79M +$2.79M +41,860 New
AWS
45
Atria Wealth Solutions
New York
$2.77M +$80.3K +1,207 +3%
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$2.7M +$54.8K +823 +2%
BWL
47
Bogart Wealth LLC
Virginia
$2.58M +$122K +1,838 +5%
PCM
48
Parsons Capital Management
Rhode Island
$2.2M -$13.3K -200 -0.6%
PAG
49
Private Advisor Group
New Jersey
$2.18M -$160K -2,398 -7%
DS
50
Dudley & Shanley
Florida
$2.18M – – –
1
2
3 4 5