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Invesco Water Resources ETF
PHO

Overview Fund Activity

342 hedge funds and large institutions have $718M invested in Invesco Water Resources ETF in 2021 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 90 increasing their positions, 70 reducing their positions, and 32 closing their positions.

Holders
342
Holders Change
+36
Holders Change %
+11.76%
% of All Funds
5.28%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
72
Increased
90
Reduced
70
Closed
32
Calls
$759K
Puts
–
Net Calls
+$759K
Net Calls Change
+$196K

Top Buyers

1
CB
1
Commerce Bank
Missouri
$14.4M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$8.28M
3
CAN
3
Cetera Advisor Networks
California
$6.31M
4
MD
4
Money Design
Japan
$5.44M
5
Morgan Stanley
5
Morgan Stanley
New York
$69.9M

Top Sellers

1
FIG
1
FundX Investment Group
California
$400K
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$57.2M
3
APA
3
American Portfolios Advisors
New York
$192K
4
LPL Financial
4
LPL Financial
California
$29.5M
5
Barclays
5
Barclays
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HH
51
Hilltop Holdings
Texas
$1.83M 30,000 – –
BS
52
Banco Santander
Spain
$1.75M 28,818 +3,550 +14%
PCM
53
Parsons Capital Management
Rhode Island
$1.74M 28,612 – –
MMA
54
Miracle Mile Advisors
California
$1.74M 28,545 +850 +3%
CFMC
55
Curbstone Financial Management Corp
New Hampshire
$1.72M 28,300 – –
Baird Financial Group
56
Baird Financial Group
Wisconsin
$1.69M 27,833 +26 +0.1%
SWM
57
SeaCrest Wealth Management
New York
$1.63M 26,785 +468 +2%
CPIG
58
Chicago Partners Investment Group
Illinois
$1.63M 31,637 +1 +0%
BWL
59
Bogart Wealth LLC
Virginia
$1.62M 26,604 +1,555 +6%
VAM
60
Verity Asset Management
North Carolina
$1.61M 26,421 -275 -1%
Janney Montgomery Scott
61
Janney Montgomery Scott
Pennsylvania
$1.59M 26,200 +7,041 +37%
GT
62
Glenmede Trust
Pennsylvania
$1.56M 25,709 +2,000 +8%
VAS
63
Vestmark Advisory Solutions
Massachusetts
$1.56M 25,592 +25,592 New
PP
64
Prudential plc
United Kingdom
$1.52M 24,960 +24,960 New
LNB
65
Ledyard National Bank
$1.49M 24,469 +3,632 +17%
GCL
66
Gouws Capital LLC
North Carolina
$1.46M 24,000 +24,000 New
BCM
67
BTR Capital Management
California
$1.44M 23,670 -3,845 -14%
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$1.43M 23,379 +16,333 +232%
GEA
69
Glen Eagle Advisors
New Jersey
$1.39M 22,888 +1,199 +6%
OPCM
70
Osborne Partners Capital Management
California
$1.39M 22,772 -1,036 -4%
WAM
71
Weatherly Asset Management
California
$1.37M 22,534 – –
PWAC
72
Private Wealth Advisors (California)
California
$1.35M 22,185 +450 +2%
BFA
73
Brendel Financial Advisors
New Hampshire
$1.29M 21,247 -1,031 -5%
ORC
74
O'Rourke & Company
Massachusetts
$1.29M 21,142 +21,142 New
CIBC Private Wealth Group
75
CIBC Private Wealth Group
Georgia
$1.28M 20,969 +2,057 +11%
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