PHO icon

Invesco Water Resources ETF
PHO

Overview Fund Activity

307 hedge funds and large institutions have $576M invested in Invesco Water Resources ETF in 2022 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 81 increasing their positions, 84 reducing their positions, and 24 closing their positions.

Holders
307
Holders Change
+13
Holders Change %
+4.42%
% of All Funds
4.95%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
44
Increased
81
Reduced
84
Closed
24
Calls
$2.24M
Puts
$8.18M
Net Calls
-$5.94M
Net Calls Change
-$5.87M

Top Buyers

1
MD
1
Money Design
Japan
$16.4M
2
CCA
2
Conservest Capital Advisors
Pennsylvania
$3.89M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$12.9M
4
Cerity Partners
4
Cerity Partners
New York
$3.03M
5
KAS
5
Kestra Advisory Services
Texas
$4.25M

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$20M
2
UBS Group
2
UBS Group
Switzerland
$40.8M
3
CAL
3
Capital Analysts LLC
Pennsylvania
$2.65M
4
Stifel Financial
4
Stifel Financial
Missouri
$4.9M
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$30.3M
Name Market Value Shares Shares
Change 		Shares
Change %
BFS
51
Bard Financial Services
Connecticut
$1.73M 33,500 – –
MMA
52
Miracle Mile Advisors
California
$1.69M 32,857 +546 +2%
BWL
53
Bogart Wealth LLC
Virginia
$1.62M 31,495 +1,150 +4%
BAM
54
Belpointe Asset Management
Nevada
$1.59M 30,754 +2,579 +9%
BPA
55
Beacon Pointe Advisors
California
$1.57M 30,539 +30,539 New
VAM
56
Verity Asset Management
North Carolina
$1.57M 30,403 +142 +0.5%
HH
57
Hilltop Holdings
Texas
$1.55M 30,000 -4,696 -14%
SWM
58
SeaCrest Wealth Management
New York
$1.52M 29,464 +165 +0.6%
Chevy Chase Trust
59
Chevy Chase Trust
Maryland
$1.51M 29,221 +29,221 New
Baird Financial Group
60
Baird Financial Group
Wisconsin
$1.48M 28,712 -247 -0.9%
CFMC
61
Curbstone Financial Management Corp
New Hampshire
$1.41M 27,400 – –
Cetera Investment Advisers
62
Cetera Investment Advisers
Illinois
$1.41M 27,347 -1,243 -4%
GT
63
Glenmede Trust
Pennsylvania
$1.33M 25,709 – –
OCBCO
64
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.31M 25,343 +25,343 New
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$1.3M 25,251 -954 -4%
ORC
66
O'Rourke & Company
Massachusetts
$1.29M 25,109 +1,221 +5%
LNB
67
Ledyard National Bank
$1.28M 24,871 -1,239 -5%
PWAC
68
Private Wealth Advisors (California)
California
$1.24M 23,994 +324 +1%
GEA
69
Glen Eagle Advisors
New Jersey
$1.18M 22,835 -809 -3%
JWCA
70
J.W. Cole Advisors
Florida
$1.08M 20,993 +29 +0.1%
WAM
71
Weatherly Asset Management
California
$1.07M 20,727 -987 -5%
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
$1.05M 20,402 +5,808 +40%
VAS
73
Vestmark Advisory Solutions
Massachusetts
$1.05M 20,311 -3,649 -15%
RIS
74
Retirement Income Solutions
Michigan
$1.04M 20,104 -191 -0.9%
Citadel Advisors
75
Citadel Advisors
Florida
$973K 18,885 +18,885 New
1 2
3
4 5