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Invesco Water Resources ETF
PHO

Overview Fund Activity

364 hedge funds and large institutions have $768M invested in Invesco Water Resources ETF in 2024 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 96 increasing their positions, 94 reducing their positions, and 22 closing their positions.

Holders
364
Holders Change
+7
Holders Change %
+1.96%
% of All Funds
5.3%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
35
Increased
96
Reduced
94
Closed
22
Calls
$1.29M
Puts
$759K
Net Calls
+$526K
Net Calls Change
-$6K

Top Buyers

1
PA
1
Prism Advisors
California
$9.72M
2
LPL Financial
2
LPL Financial
California
$43.4M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$10.4M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$2.5M
5
RJA
5
Raymond James & Associates
Florida
$7.56M

Top Sellers

1
WC
1
Westwind Capital
New Mexico
$1.45M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$11.4M
3
EE
3
EWG Elevate
California
$0
4
Bank of America
4
Bank of America
North Carolina
$106M
5
Morgan Stanley
5
Morgan Stanley
New York
$75.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
H
51
HoyleCohen
California
$2.07M – – –
Mariner
52
Mariner
Kansas
$2M -$717K -11,047 -26%
HH
53
Hilltop Holdings
Texas
$1.95M – – –
ORC
54
O'Rourke & Company
Massachusetts
$1.88M +$29.9K +461 +2%
Janney Montgomery Scott
55
Janney Montgomery Scott
Pennsylvania
$1.86M +$273K +4,212 +17%
CIBC Private Wealth Group
56
CIBC Private Wealth Group
Georgia
$1.83M +$73.9K +1,149 +4%
Citadel Advisors
57
Citadel Advisors
Florida
$1.78M +$324K +4,997 +22%
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$1.76M +$32.2K +496 +2%
CFMC
59
Curbstone Financial Management Corp
New Hampshire
$1.73M -$6.49K -100 -0.4%
SWM
60
Silverlake Wealth Management
Vermont
$1.72M +$1.72M +26,526 New
SWM
61
SeaCrest Wealth Management
New York
$1.71M -$11.9K -184 -0.7%
CAM
62
Cresset Asset Management
Illinois
$1.65M +$932K +14,355 +130%
Comerica Bank
63
Comerica Bank
Texas
$1.58M +$74.6K +1,149 +5%
NP
64
Nilsine Partners
Colorado
$1.55M +$27.3K +420 +2%
SPIA
65
Steward Partners Investment Advisory
New York
$1.5M -$53.6K -826 -3%
CAPTRUST Financial Advisors
66
CAPTRUST Financial Advisors
North Carolina
$1.45M -$10.7K -165 -0.7%
WC
67
Westwind Capital
New Mexico
$1.45M -$15.8M -17,927 -92%
CAL
68
Capital Analysts LLC
Pennsylvania
$1.45M +$108K +1,671 +8%
GEA
69
Glen Eagle Advisors
New Jersey
$1.42M -$60K -925 -4%
Wealth Enhancement Advisory Services
70
Wealth Enhancement Advisory Services
Minnesota
$1.4M -$115K -1,776 -8%
Corient Private Wealth
71
Corient Private Wealth
Florida
$1.38M -$5K -77 -0.4%
PWAC
72
Private Wealth Advisors (California)
California
$1.34M +$14.7K +230 +1%
WAM
73
Weatherly Asset Management
California
$1.31M – – –
GT
74
Glenmede Trust
Pennsylvania
$1.29M -$974 -15 -0.1%
Rockefeller Capital Management
75
Rockefeller Capital Management
New York
$1.26M +$361K +5,565 +40%
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