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Invesco Water Resources ETF
PHO

Overview Fund Activity

385 hedge funds and large institutions have $860M invested in Invesco Water Resources ETF in 2024 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 104 increasing their positions, 93 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
385
Holders Change
+21
Holders Change %
+5.77%
% of All Funds
5.57%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
42
Increased
104
Reduced
93
Closed
16
Calls
$3.27M
Puts
$1.55M
Net Calls
+$1.71M
Net Calls Change
+$1.19M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$95.8M
2
RJA
2
Raymond James & Associates
Florida
$21.3M
3
PA
3
Prism Advisors
California
$13.3M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$2.77M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$27.9M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$46M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$23.3M
3
HW
3
Hamilton Wealth
California
$8.16M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$3.72M
5
MD
5
Money Design
Japan
$5.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPIG
51
Chicago Partners Investment Group
Illinois
$2.21M +$69 +1 +0%
SWM
52
Silverlake Wealth Management
Vermont
$2.21M +$337K +4,775 +18%
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$2.14M +$874K +12,388 +69%
CWM
54
Congress Wealth Management
Massachusetts
$2.13M +$2.13M +30,126 New
HH
55
Hilltop Holdings
Texas
$2.12M – – –
ORC
56
O'Rourke & Company
Massachusetts
$2.05M +$16K +227 +0.8%
CIBC Private Wealth Group
57
CIBC Private Wealth Group
Georgia
$2.02M +$21.5K +305 +1%
Mariner
58
Mariner
Kansas
$2.01M -$165K -2,344 -8%
PCIA
59
Prime Capital Investment Advisors
Kansas
$1.97M +$1.97M +27,964 New
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$1.97M -$47.5K -674 -2%
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$1.93M +$20K +283 +1%
CFMC
62
Curbstone Financial Management Corp
New Hampshire
$1.88M – – –
SWM
63
SeaCrest Wealth Management
New York
$1.77M -$87.7K -1,243 -5%
Wealth Enhancement Advisory Services
64
Wealth Enhancement Advisory Services
Minnesota
$1.76M +$233K +3,302 +15%
Citadel Advisors
65
Citadel Advisors
Florida
$1.73M -$207K -2,928 -11%
NP
66
Nilsine Partners
Colorado
$1.72M +$34.6K +491 +2%
Comerica Bank
67
Comerica Bank
Texas
$1.72M – – –
WC
68
Westwind Capital
New Mexico
$1.63M +$1.51M +21,461 +1,308%
SPIA
69
Steward Partners Investment Advisory
New York
$1.6M -$28.5K -404 -2%
CAPTRUST Financial Advisors
70
CAPTRUST Financial Advisors
North Carolina
$1.59M +$13.3K +189 +0.8%
CAL
71
Capital Analysts LLC
Pennsylvania
$1.55M -$23.3K -330 -1%
CAM
72
Cresset Asset Management
Illinois
$1.51M -$279K -3,960 -16%
GT
73
Glenmede Trust
Pennsylvania
$1.51M +$113K +1,600 +8%
PWAC
74
Private Wealth Advisors (California)
California
$1.49M +$20.4K +291 +1%
Corient Private Wealth
75
Corient Private Wealth
Florida
$1.41M -$83.5K -1,184 -6%
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