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Invesco Water Resources ETF
PHO

Overview Fund Activity

213 hedge funds and large institutions have $341M invested in Invesco Water Resources ETF in 2019 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 56 increasing their positions, 40 reducing their positions, and 14 closing their positions.

Holders
213
Holders Change
+23
Holders Change %
+12.11%
% of All Funds
4.21%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
39
Increased
56
Reduced
40
Closed
14
Calls
$243K
Puts
$270K
Net Calls
-$27K
Net Calls Change
-$27K

Top Buyers

1
PL
1
Polianta Ltd
Jersey
$18.6M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$9.81M
3
LPL Financial
3
LPL Financial
California
$8.43M
4
UBS Group
4
UBS Group
Switzerland
$23M
5
RJA
5
Raymond James & Associates
Florida
$3.52M

Top Sellers

1
MFM
1
MD Financial Management
Ontario, Canada
$16.1M
2
BCM
2
Barometer Capital Management
Ontario, Canada
$579K
3
ACM
3
Arlington Capital Management
Illinois
$12.3M
4
BCM
4
Beck Capital Management
Texas
$3.15M
5
VC
5
Vicus Capital
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HFA
51
High Falls Advisors
New York
$895K 23,167 +544 +2%
WAM
52
Weatherly Asset Management
California
$885K 22,922 – –
Baird Financial Group
53
Baird Financial Group
Wisconsin
$868K 22,461 -949 -4%
AG
54
Advisor Group
Arizona
$835K 21,604 +1,692 +8%
CIBC Private Wealth Group
55
CIBC Private Wealth Group
Georgia
$815K 21,087 +2,421 +13%
WIA
56
Wealthstreet Investment Advisors
Texas
$798K 20,645 +6,870 +50%
SPIA
57
Steward Partners Investment Advisory
New York
$761K 19,706 – –
Bank of New York Mellon
58
Bank of New York Mellon
New York
$678K 17,556 -150 -0.8%
MMA
59
Miracle Mile Advisors
California
$645K 16,691 – –
RIS
60
Retirement Income Solutions
Michigan
$631K 16,332 +36 +0.2%
US Bancorp
61
US Bancorp
Minnesota
$628K 16,265 – –
Envestnet Asset Management
62
Envestnet Asset Management
Illinois
$624K 16,158 +9,679 +149%
PAG
63
Private Advisor Group
New Jersey
$619K 16,025 +1,245 +8%
OC
64
Oppenheimer & Co
New York
$616K 15,947 -100 -0.6%
LNB
65
Ledyard National Bank
$585K 15,150 – –
BCM
66
Barometer Capital Management
Ontario, Canada
$579K 14,985 -88,215 -85%
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
$579K 14,987 +1,893 +14%
Principal Financial Group
68
Principal Financial Group
Iowa
$565K 14,637 -71 -0.5%
BRWM
69
B. Riley Wealth Management
Tennessee
$527K 13,640 +864 +7%
AWM
70
AE Wealth Management
Kansas
$495K 12,814 +12,814 New
Brown Advisory
71
Brown Advisory
Maryland
$483K 12,516 – –
DADC
72
D.A. Davidson & Co
Montana
$468K 12,124 +3 +0%
BJ
73
Brouwer & Janachowski
California
$461K 11,941 – –
PFM
74
Parsec Financial Management
North Carolina
$456K 11,814 +11,814 New
FDCDDQ
75
Federation des caisses Desjardins du Quebec
Quebec, Canada
$437K 11,300 – –
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