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Invesco Water Resources ETF
PHO

Overview Fund Activity

158 hedge funds and large institutions have $275M invested in Invesco Water Resources ETF in 2014 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 40 increasing their positions, 41 reducing their positions, and 13 closing their positions.

Holders
158
Holders Change
+1
Holders Change %
+0.64%
% of All Funds
4.59%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
15
Increased
40
Reduced
41
Closed
13
Calls
$76K
Puts
$270K
Net Calls
-$194K
Net Calls Change
-$2.07M

Top Buyers

1
QI
1
QS Investors
New York
$7.76M
2
CS
2
Comerica Securities
Michigan
$2.38M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.48M
4
Wells Fargo
4
Wells Fargo
California
$10.2M
5
MPWT
5
MassMutual Private Wealth & Trust
Connecticut
$654K

Top Sellers

1
AIP
1
Ameritas Investment Partners
Nebraska
$0
2
VAM
2
Verity Asset Management
North Carolina
$3.46M
3
Comerica Bank
3
Comerica Bank
Texas
$28.1M
4
ACI
4
AMP Capital Investors
Australia
$0
5
AC
5
Addison Capital
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
William Blair & Company
76
William Blair & Company
Illinois
$283K 11,525 +1,350 +13%
PI
77
Placemark Investments
Illinois
$281K 11,424 +3,661 +47%
KFS
78
KMS Financial Services
Washington
$264K 10,727 – –
BRWA
79
B. Riley Wealth Advisors
Florida
$263K 10,687 -9,585 -47%
LWCFA
80
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$262K 10,640 – –
V
81
Veritable
Delaware
$260K 10,548 – –
UR
82
USCA RIA
Texas
$259K 10,508 +10,508 New
PG
83
PEAK6 Group
Illinois
$256K 10,393 +10,393 New
Ameriprise
84
Ameriprise
Minnesota
$254K 10,327 -1,356 -12%
FUBT
85
First United Bank & Trust
Maryland
$253K 10,270 -670 -6%
WEC
86
Winslow Evans & Crocker
Massachusetts
$233K 9,480 -407 -4%
MCM
87
Murphy Capital Management
New Jersey
$226K 9,220 -200 -2%
HFS
88
HL Financial Services
Kentucky
$224K 9,090 +400 +5%
PP
89
Patten & Patten
Tennessee
$222K 9,015 – –
UCFA
90
United Capital Financial Advisors
Texas
$219K 8,884 +8,884 New
RJT
91
Raymond James Trust
Florida
$217K 8,801 – –
PA
92
Paracle Advisors
Washington
$214K 8,725 +8,725 New
Citigroup
93
Citigroup
New York
$210K 8,535 +3,028 +55%
CS
94
Credit Suisse
Switzerland
$201K 8,186 +8,186 New
DADC
95
D.A. Davidson & Co
Montana
$199K 8,110 -28 -0.3%
AIG
96
American International Group
New York
$194K 7,873 +111 +1%
CTC
97
Central Trust Company
Missouri
$193K 7,825 – –
Envestnet Asset Management
98
Envestnet Asset Management
Illinois
$193K 7,829 +1,240 +19%
WTC
99
WhitTier Trust Company
Nevada
$183K 7,450 – –
PVH
100
Psagot Value Holdings
Israel
$172K 7,000 – –
2 3
4
5 6