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Invesco Water Resources ETF
PHO

Overview Fund Activity

317 hedge funds and large institutions have $610M invested in Invesco Water Resources ETF in 2023 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 89 increasing their positions, 84 reducing their positions, and 23 closing their positions.

Holders
317
Holders Change
+10
Holders Change %
+3.26%
% of All Funds
5.08%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
38
Increased
89
Reduced
84
Closed
23
Calls
$6.15M
Puts
$133K
Net Calls
+$6.01M
Net Calls Change
+$12M

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$23.9M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$20.7M
3
LPL Financial
3
LPL Financial
California
$31.3M
4
CAN
4
Cetera Advisor Networks
California
$10.7M
5
Bank of America
5
Bank of America
North Carolina
$93.9M

Top Sellers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$12.2M
2
TA
2
Tactive Advisors
Florida
$0
3
KAS
3
Kestra Advisory Services
Texas
$1.56M
4
Chevy Chase Trust
4
Chevy Chase Trust
Maryland
$0
5
CAL
5
Capital Analysts LLC
Pennsylvania
$1.3M
Name Market Value Shares Shares
Change 		Shares
Change %
DS
51
Dudley & Shanley
Florida
$1.75M 32,780 +32,780 New
BWL
52
Bogart Wealth LLC
Virginia
$1.71M 32,075 +580 +2%
VAM
53
Verity Asset Management
North Carolina
$1.7M 31,944 +1,541 +5%
CPIG
54
Chicago Partners Investment Group
Illinois
$1.68M 31,652 +3 +0%
BAM
55
Belpointe Asset Management
Nevada
$1.66M 31,099 +345 +1%
HH
56
Hilltop Holdings
Texas
$1.6M 30,000 – –
KAS
57
Kestra Advisory Services
Texas
$1.56M 29,282 -53,230 -65%
BPA
58
Beacon Pointe Advisors
California
$1.5M 28,139 -2,400 -8%
SWM
59
SeaCrest Wealth Management
New York
$1.5M 28,067 -1,397 -5%
Baird Financial Group
60
Baird Financial Group
Wisconsin
$1.5M 28,054 -658 -2%
CFMC
61
Curbstone Financial Management Corp
New Hampshire
$1.44M 27,000 -400 -1%
ORC
62
O'Rourke & Company
Massachusetts
$1.38M 25,799 +690 +3%
OCBCO
63
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.34M 25,039 -304 -1%
CAL
64
Capital Analysts LLC
Pennsylvania
$1.3M 24,310 -27,088 -53%
NP
65
Nilsine Partners
Colorado
$1.3M 24,277 +24,277 New
GT
66
Glenmede Trust
Pennsylvania
$1.29M 24,245 -1,464 -6%
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$1.28M 24,062 -1,189 -5%
PWAC
68
Private Wealth Advisors (California)
California
$1.27M 23,740 -254 -1%
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
$1.23M 23,112 +2,710 +13%
GEA
70
Glen Eagle Advisors
New Jersey
$1.21M 22,656 -179 -0.8%
Prudential Financial
71
Prudential Financial
New Jersey
$1.19M 22,231 +6,786 +44%
CAPTRUST Financial Advisors
72
CAPTRUST Financial Advisors
North Carolina
$1.17M 21,873 +3,153 +17%
WAM
73
Weatherly Asset Management
California
$1.11M 20,727 – –
CIBC Private Wealth Group
74
CIBC Private Wealth Group
Georgia
$1.08M 20,243 +7 +0%
PI
75
PFG Investments
New York
$1.07M 20,139 +20,139 New
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