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Invesco Water Resources ETF
PHO

379 hedge funds and large institutions have $810M invested in Invesco Water Resources ETF in 2024 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 94 increasing their positions, 98 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more call options, than puts

Call options by funds: $4.26M | Put options by funds: $2.08M

5% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 39

0.34% more ownership

Funds ownership: 37.63% → 37.97% (+0.34%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

4% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 98

2% less funds holding

Funds holding: 387 → 379 (-8)

6% less capital invested

Capital invested by funds: $861M → $810M (-$51.3M)

Holders
379
Holders Change
-8
Holders Change %
-2.07%
% of All Funds
4.99%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
41
Increased
94
Reduced
98
Closed
39
Calls
$4.26M
Puts
$2.08M
Net Calls
+$2.18M
Net Calls Change
+$464K

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$6.94M
2
Morgan Stanley
Morgan Stanley
New York
+$5.24M
3
LPL Financial
LPL Financial
California
+$4.85M
4
Bank of America
Bank of America
North Carolina
+$4.07M
5
Osaic Holdings
Osaic Holdings
Arizona
+$2.87M

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$6.19M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$2.3M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.12M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.93M
5
CB
Commerce Bank
Missouri
-$1.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFIC
26
Bedell Frazier Investment Counselling
California
$4.25M -$93.8K -1,346 -2%
CB
27
Commerce Bank
Missouri
$4.09M -$1.75M -25,075 -29%
LW
28
Linscomb Wealth
Texas
$4.07M +$209 +3 +0%
Creative Planning
29
Creative Planning
Kansas
$4.01M +$154K +2,213 +4%
ACM
30
Avalon Capital Management
California
$4M -$31.2K -448 -0.7%
RMAM
31
Raab & Moskowitz Asset Management
New Jersey
$3.96M +$24.3K +348 +0.6%
Cerity Partners
32
Cerity Partners
New York
$3.83M +$95.8K +1,374 +2%
TAM
33
Tocqueville Asset Management
New York
$3.62M -$62.9K -902 -2%
Truist Financial
34
Truist Financial
North Carolina
$3.51M -$8.51K -122 -0.2%
Mercer Global Advisors
35
Mercer Global Advisors
Colorado
$3.38M +$197K +2,822 +6%
SC
36
Scotia Capital
Ontario, Canada
$3.22M -$71.3K -1,022 -2%
BPA
37
Beacon Pointe Advisors
California
$2.92M -$401K -5,757 -11%
Focus Partners Wealth
38
Focus Partners Wealth
Massachusetts
$2.71M +$131K +1,877 +5%
MA
39
MONECO Advisors
Connecticut
$2.68M -$2.93K -42 -0.1%
AWS
40
Atria Wealth Solutions
New York
$2.48M +$171K +2,446 +7%
JP Morgan Chase
41
JP Morgan Chase
New York
$2.47M -$882K -12,651 -25%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$2.37M -$1.16M -16,690 -32%
IA
43
IFP Advisors
Florida
$2.33M +$2.23M +32,055 +945%
PCM
44
Parsons Capital Management
Rhode Island
$2.17M – – –
RA
45
Rockingstone Advisors
Massachusetts
$2.16M -$844K -12,100 -27%
DS
46
Dudley & Shanley
Florida
$2.16M – – –
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$2.14M -$1.93M -27,721 -46%
Goldman Sachs
48
Goldman Sachs
New York
$2.13M +$1.01M +14,483 +81%
CPIG
49
Chicago Partners Investment Group
Illinois
$2.09M +$279 +4 +0%
SWM
50
Silverlake Wealth Management
Vermont
$2.05M -$12.8K -184 -0.6%
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PHO Hedge Fund Activity: Q4 2024 in Review

379 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco Water Resources ETF (PHO) for Q4 2024, worth a combined $810M — down 6% from $861M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new PHO positions and 39 closed out — a net gain of 2 holders — while 94 added to existing stakes and 98 trimmed.

The largest buyer was UBS Group, adding an estimated $6.94M. The largest seller was Commonwealth Equity Services, cutting an estimated $6.19M.

  • 379 institutional investors held Invesco Water Resources ETF (PHO) as of Q4 2024, down from 387 in Q3 2024.
  • Funds reported $810M of Invesco Water Resources ETF stock for Q4 2024, down 6% quarter-over-quarter.
  • 41 funds opened new Invesco Water Resources ETF positions in Q4 2024 and 39 closed out, a net change of +2 holders.
  • The largest Invesco Water Resources ETF buyer in Q4 2024 was UBS Group, an estimated $6.94M added.
  • The largest Invesco Water Resources ETF seller in Q4 2024 was Commonwealth Equity Services, an estimated $6.19M sold.

Based on aggregated 13F filings for Q4 2024.