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Invesco Water Resources ETF
PHO

Overview Fund Activity

375 hedge funds and large institutions have $801M invested in Invesco Water Resources ETF in 2024 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 93 increasing their positions, 97 reducing their positions, and 39 closing their positions.

Holders
375
Holders Change
-10
Holders Change %
-2.6%
% 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
40
Increased
93
Reduced
97
Closed
39
Calls
$4.26M
Puts
$2.08M
Net Calls
+$2.18M
Net Calls Change
+$464K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$49.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$94.3M
3
LPL Financial
3
LPL Financial
California
$49.4M
4
Bank of America
4
Bank of America
North Carolina
$111M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$15.2M

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$15.8M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$455K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$2.14M
5
CB
5
Commerce Bank
Missouri
$4.09M
Name Market Value Shares Shares
Change 		Shares
Change %
CB
26
Commerce Bank
Missouri
$4.09M 62,115 -25,075 -29%
LW
27
Linscomb Wealth
Texas
$4.07M 61,887 +3 +0%
Creative Planning
28
Creative Planning
Kansas
$4.01M 60,941 +2,213 +4%
ACM
29
Avalon Capital Management
California
$4M 60,771 -448 -0.7%
RMAM
30
Raab & Moskowitz Asset Management
New Jersey
$3.96M 60,246 +348 +0.6%
Cerity Partners
31
Cerity Partners
New York
$3.83M 58,216 +1,374 +2%
TAM
32
Tocqueville Asset Management
New York
$3.62M 54,971 -902 -2%
Truist Financial
33
Truist Financial
North Carolina
$3.51M 53,332 -122 -0.2%
Mercer Global Advisors
34
Mercer Global Advisors
Colorado
$3.38M 51,449 +2,822 +6%
SC
35
Scotia Capital
Ontario, Canada
$3.22M 48,977 -1,022 -2%
BPA
36
Beacon Pointe Advisors
California
$2.92M 44,365 -5,757 -11%
Focus Partners Wealth
37
Focus Partners Wealth
Massachusetts
$2.71M 41,194 +1,877 +5%
MA
38
MONECO Advisors
Connecticut
$2.68M 40,735 -42 -0.1%
AWS
39
Atria Wealth Solutions
New York
$2.48M 37,722 +2,446 +7%
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$2.47M 37,583 -12,651 -25%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$2.37M 35,996 -16,690 -32%
IA
42
IFP Advisors
Florida
$2.33M 35,447 +32,055 +945%
PCM
43
Parsons Capital Management
Rhode Island
$2.17M 33,059 – –
RA
44
Rockingstone Advisors
Massachusetts
$2.16M 32,800 -12,100 -27%
DS
45
Dudley & Shanley
Florida
$2.16M 32,780 – –
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$2.14M 32,509 -27,721 -46%
Goldman Sachs
47
Goldman Sachs
New York
$2.13M 32,331 +14,483 +81%
CPIG
48
Chicago Partners Investment Group
Illinois
$2.09M 31,880 +4 +0%
SWM
49
Silverlake Wealth Management
Vermont
$2.05M 31,117 -184 -0.6%
HH
50
Hilltop Holdings
Texas
$1.97M 30,000 – –
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