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Invesco Water Resources ETF
PHO

Overview Fund Activity

375 hedge funds and large institutions have $801M invested in Invesco Water Resources ETF in 2024 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 93 increasing their positions, 97 reducing their positions, and 39 closing their positions.

Holders
375
Holders Change
-10
Holders Change %
-2.6%
% of All Funds
4.99%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
40
Increased
93
Reduced
97
Closed
39
Calls
$4.26M
Puts
$2.08M
Net Calls
+$2.18M
Net Calls Change
+$464K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$49.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$94.3M
3
LPL Financial
3
LPL Financial
California
$49.4M
4
Bank of America
4
Bank of America
North Carolina
$111M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$15.2M

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$15.8M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$455K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$2.14M
5
CB
5
Commerce Bank
Missouri
$4.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
51
Congress Wealth Management
Massachusetts
$1.97M -$9.21K -140 -0.5%
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$1.97M +$169K +2,571 +9%
PAG
53
Private Advisor Group
New Jersey
$1.96M -$152K -2,317 -7%
PCIA
54
Prime Capital Investment Advisors
Kansas
$1.94M +$102K +1,548 +6%
Mariner
55
Mariner
Kansas
$1.92M +$48.2K +733 +3%
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$1.89M +$47.6K +724 +3%
CIBC Private Wealth Group
57
CIBC Private Wealth Group
Georgia
$1.88M +$393 +6 +0%
ORC
58
O'Rourke & Company
Massachusetts
$1.86M -$58.7K -893 -3%
VAM
59
Verity Asset Management
North Carolina
$1.81M -$296K -4,497 -14%
SPIA
60
Steward Partners Investment Advisory
New York
$1.76M +$261K +3,969 +17%
CFMC
61
Curbstone Financial Management Corp
New Hampshire
$1.76M – – –
Wealth Enhancement Advisory Services
62
Wealth Enhancement Advisory Services
Minnesota
$1.71M +$77K +1,170 +5%
TC
63
Trust Company
Kansas
$1.65M +$1.65M +25,075 New
SWM
64
SeaCrest Wealth Management
New York
$1.57M -$84.9K -1,290 -5%
NP
65
Nilsine Partners
Colorado
$1.54M -$62.1K -944 -4%
CAPTRUST Financial Advisors
66
CAPTRUST Financial Advisors
North Carolina
$1.53M +$51.4K +782 +3%
Comerica Bank
67
Comerica Bank
Texas
$1.49M -$109K -1,659 -7%
Fidelity Investments
68
Fidelity Investments
Massachusetts
$1.47M +$184K +2,795 +14%
CAL
69
Capital Analysts LLC
Pennsylvania
$1.43M -$17.5K -266 -1%
PWAC
70
Private Wealth Advisors (California)
California
$1.4M +$526 +8 +0%
Corient Private Wealth
71
Corient Private Wealth
Florida
$1.37M +$54.9K +835 +4%
Rockefeller Capital Management
72
Rockefeller Capital Management
New York
$1.31M +$64K +973 +5%
BDFN
73
Bond & Devick Financial Network
Minnesota
$1.31M – – –
GT
74
Glenmede Trust
Pennsylvania
$1.27M -$140K -2,135 -10%
WAM
75
Weatherly Asset Management
California
$1.25M – – –
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