PHO icon

Invesco Water Resources ETF
PHO

Overview Fund Activity

169 hedge funds and large institutions have $211M invested in Invesco Water Resources ETF in 2018 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 31 increasing their positions, 38 reducing their positions, and 25 closing their positions.

Holders
169
Holders Change
+1
Holders Change %
+0.6%
% of All Funds
3.77%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
27
Increased
31
Reduced
38
Closed
25
Calls
–
Puts
$169K
Net Calls
-$169K
Net Calls Change
-$1.47M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$4.94M
2
HW
2
Hamilton Wealth
California
$2.15M
3
CCA
3
Conservest Capital Advisors
Pennsylvania
$1.48M
4
QCM
4
Quest Capital Management
Texas
$1.26M
5
MFM
5
MD Financial Management
Ontario, Canada
$25.2M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$0
2
TCM
2
Tuttle Capital Management
Connecticut
$0
3
RA
3
Rational Advisors
New York
$0
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$5.89M
5
UBS Group
5
UBS Group
Switzerland
$9.5M
Name Market Value Shares Shares
Change 		Shares
Change %
MMA
51
Miracle Mile Advisors
California
$457K 16,191 +16,191 New
US Bancorp
52
US Bancorp
Minnesota
$451K 15,995 – –
RIS
53
Retirement Income Solutions
Michigan
$435K 15,431 – –
FAAS
54
First Allied Advisory Services
California
$427K 15,200 +15,200 New
AG
55
Advisor Group
Arizona
$411K 14,584 +1,356 +10%
SPIA
56
Steward Partners Investment Advisory
New York
$402K 14,256 +100 +0.7%
Principal Financial Group
57
Principal Financial Group
Iowa
$363K 12,882 +12,882 New
RGC
58
Roberts, Glore & Co
Illinois
$360K 12,760 – –
DADC
59
D.A. Davidson & Co
Montana
$356K 12,602 -150 -1%
Barclays
60
Barclays
United Kingdom
$353K 12,500 – –
MBTD
61
Mechanics Bank - Trust Department
California
$346K 12,250 – –
SCM
62
SOL Capital Management
Maryland
$344K 12,200 – –
BJ
63
Brouwer & Janachowski
California
$331K 11,728 – –
FDCDDQ
64
Federation des caisses Desjardins du Quebec
Quebec, Canada
$319K 11,300 – –
EDRH
65
Edmond de Rothschild Holding
Switzerland
$307K 10,855 – –
MWM
66
Merriman Wealth Management
Washington
$305K 10,782 -152 -1%
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
$303K 10,725 -222 -2%
PFA
68
Pure Financial Advisors
California
$298K 10,566 +10,566 New
WF
69
Welch & Forbes
Massachusetts
$296K 10,460 – –
MML Investors Services
70
MML Investors Services
Massachusetts
$275K 9,731 -2,292 -19%
FUBT
71
First United Bank & Trust
Maryland
$261K 9,265 +140 +2%
Neuberger Berman Group
72
Neuberger Berman Group
New York
$253K 8,956 – –
BIM
73
Baldwin Investment Management
Pennsylvania
$243K 8,625 – –
Envestnet Asset Management
74
Envestnet Asset Management
Illinois
$232K 8,208 +8,208 New
V
75
Veritable
Delaware
$226K 8,000 – –
1 2
3
4 5