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Invesco Water Resources ETF
PHO

Overview Fund Activity

357 hedge funds and large institutions have $798M invested in Invesco Water Resources ETF in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 91 increasing their positions, 104 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
357
Holders Change
+5
Holders Change %
+1.42%
% of All Funds
5.18%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
34
Increased
91
Reduced
104
Closed
22
Calls
$985K
Puts
$453K
Net Calls
+$532K
Net Calls Change
+$736K

Top Buyers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$34.9M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$15.5M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$17.9M
4
EE
4
EWG Elevate
California
$4.19M
5
MA
5
MONECO Advisors
Connecticut
$2.79M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$80.7M
2
Ameriprise
2
Ameriprise
Minnesota
$5.78M
3
EFH
3
Eaton Financial Holdings
Florida
$311K
4
TF
4
Theory Financial
Colorado
$0
5
GBWM
5
Granite Bay Wealth Management
New Hampshire
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
H
51
HoyleCohen
California
$2.12M -$1.28M -19,283 -38%
VAM
52
Verity Asset Management
North Carolina
$2.11M +$14.9K +224 +0.7%
CPIG
53
Chicago Partners Investment Group
Illinois
$2.07M +$130 +2 +0%
HH
54
Hilltop Holdings
Texas
$2M – – –
ORC
55
O'Rourke & Company
Massachusetts
$1.89M +$104K +1,555 +6%
CIBC Private Wealth Group
56
CIBC Private Wealth Group
Georgia
$1.8M +$327K +4,958 +22%
CFMC
57
Curbstone Financial Management Corp
New Hampshire
$1.78M -$6.66K -100 -0.4%
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$1.77M +$94.8K +1,424 +6%
SWM
59
SeaCrest Wealth Management
New York
$1.77M -$45.3K -681 -3%
DADC
60
D.A. Davidson & Co
Montana
$1.71M -$74.2K -1,115 -4%
Janney Montgomery Scott
61
Janney Montgomery Scott
Pennsylvania
$1.63M -$1.08M -16,213 -40%
SPIA
62
Steward Partners Investment Advisory
New York
$1.6M +$146K +2,189 +10%
NP
63
Nilsine Partners
Colorado
$1.56M -$24.4K -366 -2%
Wealth Enhancement Advisory Services
64
Wealth Enhancement Advisory Services
Minnesota
$1.56M -$22.1K -332 -1%
Comerica Bank
65
Comerica Bank
Texas
$1.55M +$127K +1,904 +9%
GEA
66
Glen Eagle Advisors
New Jersey
$1.51M -$28.8K -432 -2%
Citadel Advisors
67
Citadel Advisors
Florida
$1.5M -$831K -12,483 -36%
CAPTRUST Financial Advisors
68
CAPTRUST Financial Advisors
North Carolina
$1.5M +$3.99K +60 +0.3%
Corient Private Wealth
69
Corient Private Wealth
Florida
$1.42M -$58.6K -880 -4%
PWAC
70
Private Wealth Advisors (California)
California
$1.39M -$71.1K -1,068 -5%
CAL
71
Capital Analysts LLC
Pennsylvania
$1.37M -$48.9K -735 -3%
WAM
72
Weatherly Asset Management
California
$1.34M -$4.99K -75 -0.4%
TA
73
Tactive Advisors
Florida
$1.34M -$1.27M -19,103 -49%
RIS
74
Retirement Income Solutions
Michigan
$1.34M – – –
PI
75
PFG Investments
New York
$1.34M +$108K +1,617 +9%
1 2
3
4 5