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Invesco Water Resources ETF
PHO

Overview Fund Activity

364 hedge funds and large institutions have $768M invested in Invesco Water Resources ETF in 2024 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 96 increasing their positions, 94 reducing their positions, and 22 closing their positions.

Holders
364
Holders Change
+7
Holders Change %
+1.96%
% of All Funds
5.3%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
35
Increased
96
Reduced
94
Closed
22
Calls
$1.29M
Puts
$759K
Net Calls
+$526K
Net Calls Change
-$6K

Top Buyers

1
PA
1
Prism Advisors
California
$9.72M
2
LPL Financial
2
LPL Financial
California
$43.4M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$10.4M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$2.5M
5
RJA
5
Raymond James & Associates
Florida
$7.56M

Top Sellers

1
WC
1
Westwind Capital
New Mexico
$1.45M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$11.4M
3
EE
3
EWG Elevate
California
$0
4
Bank of America
4
Bank of America
North Carolina
$106M
5
Morgan Stanley
5
Morgan Stanley
New York
$75.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
26
Kestra Advisory Services
Texas
$5.12M +$28.6K +440 +0.6%
CCA
27
Conservest Capital Advisors
Pennsylvania
$4.86M -$15.8K -237 -0.3%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$4.81M +$713K +10,979 +17%
BFIC
29
Bedell Frazier Investment Counselling
California
$4.25M -$98.7K -1,520 -2%
LW
30
Linscomb Wealth
Texas
$4.05M +$260 +4 +0%
RMAM
31
Raab & Moskowitz Asset Management
New Jersey
$3.88M -$19.4K -299 -0.5%
TAM
32
Tocqueville Asset Management
New York
$3.85M -$93K -1,433 -2%
ACM
33
Avalon Capital Management
California
$3.84M +$1.3K +20 +0%
Creative Planning
34
Creative Planning
Kansas
$3.79M +$72.7K +1,120 +2%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$3.67M +$53.4K +822 +1%
Cerity Partners
36
Cerity Partners
New York
$3.63M -$35.6K -549 -1%
Truist Financial
37
Truist Financial
North Carolina
$3.25M -$13.8K -213 -0.4%
SC
38
Scotia Capital
Ontario, Canada
$3.2M -$55.3K -852 -2%
Mercer Global Advisors
39
Mercer Global Advisors
Colorado
$3.15M +$19.5K +301 +0.6%
BPA
40
Beacon Pointe Advisors
California
$3.11M -$81.5K -1,255 -3%
RA
41
Rockingstone Advisors
Massachusetts
$2.92M -$10.1K -155 -0.3%
MA
42
MONECO Advisors
Connecticut
$2.64M -$74.1K -1,142 -3%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$2.5M +$2.04M +29,816 +438%
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$2.27M -$371K -5,710 -14%
AWS
45
Atria Wealth Solutions
New York
$2.26M -$439K -6,762 -16%
CPIG
46
Chicago Partners Investment Group
Illinois
$2.21M +$277 +4 +0%
VAM
47
Verity Asset Management
North Carolina
$2.2M +$136K +2,098 +7%
PAG
48
Private Advisor Group
New Jersey
$2.16M +$30.1K +464 +1%
PCM
49
Parsons Capital Management
Rhode Island
$2.15M – – –
DS
50
Dudley & Shanley
Florida
$2.13M – – –
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