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Invesco Water Resources ETF
PHO

Overview Fund Activity

204 hedge funds and large institutions have $281M invested in Invesco Water Resources ETF in 2020 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 48 increasing their positions, 53 reducing their positions, and 31 closing their positions.

Holders
204
Holders Change
-9
Holders Change %
-4.23%
% of All Funds
4.51%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
26
Increased
48
Reduced
53
Closed
31
Calls
$251K
Puts
–
Net Calls
+$251K
Net Calls Change
+$278K

Top Buyers

1
MFM
1
MD Financial Management
Ontario, Canada
$21.8M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$4.16M
3
Bank of America
3
Bank of America
North Carolina
$57.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$26.3M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$18.5M

Top Sellers

1
ACM
1
Arlington Capital Management
Illinois
$0
2
Lazard Asset Management
2
Lazard Asset Management
New York
$0
3
UBS Group
3
UBS Group
Switzerland
$17.6M
4
Wells Fargo
4
Wells Fargo
California
$3.82M
5
Goldman Sachs
5
Goldman Sachs
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
51
AE Wealth Management
Kansas
$726K 23,160 +10,346 +81%
HFA
52
High Falls Advisors
New York
$722K 23,045 -122 -0.5%
WAM
53
Weatherly Asset Management
California
$718K 22,922 – –
Baird Financial Group
54
Baird Financial Group
Wisconsin
$646K 20,632 -1,829 -8%
SS
55
Simplicity Solutions
Minnesota
$620K 19,805 +10,556 +114%
SPIA
56
Steward Partners Investment Advisory
New York
$598K 19,106 -600 -3%
CIBC Private Wealth Group
57
CIBC Private Wealth Group
Georgia
$585K 18,658 -2,429 -12%
RIS
58
Retirement Income Solutions
Michigan
$580K 18,504 +2,172 +13%
PAG
59
Private Advisor Group
New Jersey
$562K 17,927 +1,902 +12%
PFM
60
Parsec Financial Management
North Carolina
$540K 17,225 +5,411 +46%
Bank of New York Mellon
61
Bank of New York Mellon
New York
$538K 17,162 -394 -2%
MMA
62
Miracle Mile Advisors
California
$523K 16,691 – –
OC
63
Oppenheimer & Co
New York
$495K 15,822 -125 -0.8%
LNB
64
Ledyard National Bank
$475K 15,150 – –
BCM
65
Barometer Capital Management
Ontario, Canada
$463K 14,785 -200 -1%
US Bancorp
66
US Bancorp
Minnesota
$447K 14,265 -2,000 -12%
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
$430K 13,723 -1,264 -8%
Principal Financial Group
68
Principal Financial Group
Iowa
$422K 13,465 -1,172 -8%
TRCT
69
Tower Research Capital (TRC)
New York
$410K 13,096 +13,096 New
Envestnet Asset Management
70
Envestnet Asset Management
Illinois
$407K 12,975 -3,183 -20%
Brown Advisory
71
Brown Advisory
Maryland
$392K 12,516 – –
DADC
72
D.A. Davidson & Co
Montana
$386K 12,327 +203 +2%
FHA
73
Flagship Harbor Advisors
Massachusetts
$375K 11,983 +5,286 +79%
BJ
74
Brouwer & Janachowski
California
$374K 11,941 – –
WF
75
Welch & Forbes
Massachusetts
$352K 11,260 – –
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