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Invesco Water Resources ETF
PHO

Overview Fund Activity

157 hedge funds and large institutions have $293M invested in Invesco Water Resources ETF in 2014 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 39 increasing their positions, 44 reducing their positions, and 13 closing their positions.

Holders
157
Holders Change
+4
Holders Change %
+2.61%
% of All Funds
4.52%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
18
Increased
39
Reduced
44
Closed
13
Calls
$3.19M
Puts
$1.32M
Net Calls
+$1.87M
Net Calls Change
-$537K

Top Buyers

1
SG Americas Securities
1
SG Americas Securities
New York
$1.36M
2
MP
2
Manifold Partners
California
$860K
3
TRCT
3
Tower Research Capital (TRC)
New York
$1.33M
4
Morgan Stanley
4
Morgan Stanley
New York
$34M
5
RMAM
5
Raab & Moskowitz Asset Management
New Jersey
$3.37M

Top Sellers

1
CC
1
Columbia Capital
California
$0
2
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$7.46M
3
ACM
3
Aviance Capital Management
Florida
$0
4
Comerica Bank
4
Comerica Bank
Texas
$32.3M
5
AIP
5
Ameritas Investment Partners
Nebraska
$5.01M
Name Market Value Shares Shares
Change 		Shares
Change %
KFS
76
KMS Financial Services
Washington
$285K 10,727 -300 -3%
LWCFA
77
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$283K 10,640 +6,000 +129%
V
78
Veritable
Delaware
$280K 10,548 – –
Creative Planning
79
Creative Planning
Kansas
$276K 10,363 +7,472 +258%
William Blair & Company
80
William Blair & Company
Illinois
$270K 10,175 -200 -2%
WEC
81
Winslow Evans & Crocker
Massachusetts
$263K 9,887 – –
BRWA
82
B. Riley Wealth Advisors
Florida
$261K 20,272 +9,987 +97%
MCM
83
Murphy Capital Management
New Jersey
$250K 9,420 -6,900 -42%
PP
84
Patten & Patten
Tennessee
$240K 9,015 -370 -4%
RJT
85
Raymond James Trust
Florida
$234K 8,801 -2,580 -23%
HFS
86
HL Financial Services
Kentucky
$231K 8,690 +8,690 New
SB
87
Suntrust Banks
Georgia
$221K 8,383 +430 +5%
DADC
88
D.A. Davidson & Co
Montana
$216K 8,138 +7 +0.1%
Franklin Resources
89
Franklin Resources
California
$213K 8,000 – –
CTC
90
Central Trust Company
Missouri
$208K 7,825 – –
LWI
91
Long Wharf Investors
Massachusetts
$207K 7,800 – –
PI
92
Placemark Investments
Illinois
$207K 7,763 +7,763 New
AIG
93
American International Group
New York
$206K 7,762 +1,350 +21%
WTC
94
WhitTier Trust Company
Nevada
$198K 7,450 – –
PVH
95
Psagot Value Holdings
Israel
$186K 7,000 – –
Envestnet Asset Management
96
Envestnet Asset Management
Illinois
$175K 6,589 +6,589 New
MFS
97
MSI Financial Services
Massachusetts
$163K 6,114 -1,615 -21%
FIG
98
Fusion Investment Group
Pennsylvania
$157K 5,899 +4,838 +456%
Citigroup
99
Citigroup
New York
$147K 5,507 +1,314 +31%
WT
100
Whittier Trust
California
$143K 5,375 – –
2 3
4
5 6