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Invesco Water Resources ETF
PHO

Overview Fund Activity

385 hedge funds and large institutions have $860M invested in Invesco Water Resources ETF in 2024 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 104 increasing their positions, 93 reducing their positions, and 16 closing their positions.

Holders
385
Holders Change
+21
Holders Change %
+5.77%
% of All Funds
5.57%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
42
Increased
104
Reduced
93
Closed
16
Calls
$3.27M
Puts
$1.55M
Net Calls
+$1.71M
Net Calls Change
+$1.19M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$95.8M
2
RJA
2
Raymond James & Associates
Florida
$21.3M
3
PA
3
Prism Advisors
California
$13.3M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$2.77M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$27.9M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$46M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$23.3M
3
HW
3
Hamilton Wealth
California
$8.16M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$3.72M
5
MD
5
Money Design
Japan
$5.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
26
Kestra Advisory Services
Texas
$5.15M -$419K -5,938 -8%
CCA
27
Conservest Capital Advisors
Pennsylvania
$4.86M – – –
BFIC
28
Bedell Frazier Investment Counselling
California
$4.66M +$33.2K +470 +0.7%
LW
29
Linscomb Wealth
Texas
$4.37M -$31.6K -448 -0.7%
ACM
30
Avalon Capital Management
California
$4.32M +$144K +2,037 +3%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$4.25M +$262K +3,709 +7%
RMAM
32
Raab & Moskowitz Asset Management
New Jersey
$4.23M +$12.7K +180 +0.3%
Creative Planning
33
Creative Planning
Kansas
$4.14M +$20.7K +294 +0.5%
Cerity Partners
34
Cerity Partners
New York
$4.01M +$63.8K +904 +2%
TAM
35
Tocqueville Asset Management
New York
$3.94M -$238K -3,368 -6%
Truist Financial
36
Truist Financial
North Carolina
$3.77M +$238K +3,369 +7%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$3.72M -$1.51M -21,355 -29%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$3.54M +$1.08M +15,339 +44%
BPA
39
Beacon Pointe Advisors
California
$3.54M +$152K +2,157 +4%
SC
40
Scotia Capital
Ontario, Canada
$3.53M +$51K +723 +1%
Mercer Global Advisors
41
Mercer Global Advisors
Colorado
$3.4M +$11K +157 +0.3%
RA
42
Rockingstone Advisors
Massachusetts
$3.17M -$2.82K -40 -0.1%
MA
43
MONECO Advisors
Connecticut
$2.88M +$4.16K +59 +0.1%
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$2.81M +$231K +3,283 +9%
Focus Partners Wealth
45
Focus Partners Wealth
Massachusetts
$2.77M +$2.35M +33,369 +561%
AWS
46
Atria Wealth Solutions
New York
$2.49M +$32K +454 +1%
PCM
47
Parsons Capital Management
Rhode Island
$2.33M – – –
DS
48
Dudley & Shanley
Florida
$2.31M – – –
PAG
49
Private Advisor Group
New Jersey
$2.26M -$83.2K -1,180 -4%
VAM
50
Verity Asset Management
North Carolina
$2.25M -$135K -1,914 -6%
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