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Invesco Water Resources ETF
PHO

Overview Fund Activity

315 hedge funds and large institutions have $644M invested in Invesco Water Resources ETF in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 93 increasing their positions, 81 reducing their positions, and 20 closing their positions.

Holders
315
Holders Change
–
Holders Change %
0%
% of All Funds
5.02%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
27
Increased
93
Reduced
81
Closed
20
Calls
$4.95M
Puts
$1.37M
Net Calls
+$3.58M
Net Calls Change
-$1.44M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$10.9M
2
CS
2
Credit Suisse
Switzerland
$5.52M
3
GBWM
3
Granite Bay Wealth Management
New Hampshire
$4.02M
4
Morgan Stanley
4
Morgan Stanley
New York
$64.7M
5
BPA
5
Beacon Pointe Advisors
California
$2M

Top Sellers

1
MD
1
Money Design
Japan
$11.7M
2
Millennium Management
2
Millennium Management
New York
$0
3
BFS
3
Bard Financial Services
Connecticut
$0
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$2M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$9.52M
Name Market Value Shares Shares
Change 		Shares
Change %
BWL
51
Bogart Wealth LLC
Virginia
$1.79M 33,731 +429 +1%
DS
52
Dudley & Shanley
Florida
$1.74M 32,780 – –
KAS
53
Kestra Advisory Services
Texas
$1.7M 32,021 +3,570 +13%
VAM
54
Verity Asset Management
North Carolina
$1.69M 31,868 +191 +0.6%
AWM
55
Apollon Wealth Management
South Carolina
$1.63M 30,586 +20,192 +194%
CPIG
56
Chicago Partners Investment Group
Illinois
$1.62M 31,864 +2 +0%
HH
57
Hilltop Holdings
Texas
$1.6M 30,000 – –
MMA
58
Miracle Mile Advisors
California
$1.58M 29,727 -353 -1%
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$1.5M 28,160 +4,587 +19%
NA
60
NewEdge Advisors
Louisiana
$1.48M 27,830 -7,219 -21%
SWM
61
SeaCrest Wealth Management
New York
$1.46M 27,429 -339 -1%
CFMC
62
Curbstone Financial Management Corp
New Hampshire
$1.44M 27,000 – –
GT
63
Glenmede Trust
Pennsylvania
$1.43M 26,936 +2,691 +11%
DADC
64
D.A. Davidson & Co
Montana
$1.41M 26,588 +502 +2%
ORC
65
O'Rourke & Company
Massachusetts
$1.41M 26,485 +180 +0.7%
Citadel Advisors
66
Citadel Advisors
Florida
$1.39M 26,156 +18,240 +230%
WAP
67
Wealthcare Advisory Partners
Pennsylvania
$1.37M 25,816 +6,322 +32%
BRWA
68
B. Riley Wealth Advisors
Florida
$1.32M 24,850 +1,984 +9%
OCBCO
69
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.31M 24,679 -1,030 -4%
Wealth Enhancement Advisory Services
70
Wealth Enhancement Advisory Services
Minnesota
$1.3M 24,356 +24,356 New
NP
71
Nilsine Partners
Colorado
$1.29M 24,221 +340 +1%
Baird Financial Group
72
Baird Financial Group
Wisconsin
$1.28M 24,100 -490 -2%
SPIA
73
Steward Partners Investment Advisory
New York
$1.27M 23,945 -11,570 -33%
PWAC
74
Private Wealth Advisors (California)
California
$1.24M 23,348 -381 -2%
GEA
75
Glen Eagle Advisors
New Jersey
$1.22M 23,027 -91 -0.4%
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3
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