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Invesco Water Resources ETF
PHO

Overview Fund Activity

352 hedge funds and large institutions have $794M invested in Invesco Water Resources ETF in 2023 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 79 increasing their positions, 107 reducing their positions, and 22 closing their positions.

Holders
352
Holders Change
+37
Holders Change %
+11.75%
% of All Funds
5.16%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
62
Increased
79
Reduced
107
Closed
22
Calls
$1.07M
Puts
$1.27M
Net Calls
-$204K
Net Calls Change
-$3.78M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$150M
2
SCM
2
Sage Capital Management
New Jersey
$7.1M
3
KAS
3
Kestra Advisory Services
Texas
$4.76M
4
TA
4
Tactive Advisors
Florida
$2.39M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$2.42M

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$0
2
MD
2
Money Design
Japan
$9.52M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$12.3M
4
LPL Financial
4
LPL Financial
California
$35.9M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$8.82M
Name Market Value Shares Shares
Change 		Shares
Change %
PAG
51
Private Advisor Group
New Jersey
$2.14M 35,217 -30,500 -46%
Citadel Advisors
52
Citadel Advisors
Florida
$2.13M 34,984 +8,828 +34%
PCM
53
Parsons Capital Management
Rhode Island
$2.02M 33,259 -707 -2%
AWM
54
Apollon Wealth Management
South Carolina
$2.01M 33,056 +2,470 +8%
DS
55
Dudley & Shanley
Florida
$1.99M 32,780 – –
VAM
56
Verity Asset Management
North Carolina
$1.92M 31,529 -339 -1%
CPIG
57
Chicago Partners Investment Group
Illinois
$1.87M 31,869 +5 +0%
HH
58
Hilltop Holdings
Texas
$1.83M 30,000 – –
CFMC
59
Curbstone Financial Management Corp
New Hampshire
$1.64M 26,900 -100 -0.4%
ORC
60
O'Rourke & Company
Massachusetts
$1.64M 26,868 +383 +1%
DADC
61
D.A. Davidson & Co
Montana
$1.63M 26,749 +161 +0.6%
SWM
62
SeaCrest Wealth Management
New York
$1.6M 27,230 -199 -0.7%
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$1.53M 25,162 -2,998 -11%
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
$1.52M 24,901 +16,857 +210%
NA
65
NewEdge Advisors
Louisiana
$1.5M 25,067 -2,763 -10%
NP
66
Nilsine Partners
Colorado
$1.45M 23,842 -379 -2%
Baird Financial Group
67
Baird Financial Group
Wisconsin
$1.44M 23,701 -399 -2%
Wealth Enhancement Advisory Services
68
Wealth Enhancement Advisory Services
Minnesota
$1.44M 23,692 -664 -3%
GT
69
Glenmede Trust
Pennsylvania
$1.43M 23,536 -3,400 -13%
GEA
70
Glen Eagle Advisors
New Jersey
$1.41M 23,161 +134 +0.6%
CAPTRUST Financial Advisors
71
CAPTRUST Financial Advisors
North Carolina
$1.36M 22,408 -440 -2%
CIBC Private Wealth Group
72
CIBC Private Wealth Group
Georgia
$1.36M 22,292 -151 -0.7%
OCBCO
73
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.36M 22,274 -2,405 -10%
Corient Private Wealth
74
Corient Private Wealth
Florida
$1.35M 22,161 +5,437 +33%
PWAC
75
Private Wealth Advisors (California)
California
$1.33M 21,882 -1,466 -6%
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3
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