PHO icon

Invesco Water Resources ETF
PHO

Overview Fund Activity

161 hedge funds and large institutions have $310M invested in Invesco Water Resources ETF in 2014 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 44 increasing their positions, 44 reducing their positions, and 18 closing their positions.

Holders
161
Holders Change
+3
Holders Change %
+1.9%
% of All Funds
4.3%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
26
Increased
44
Reduced
44
Closed
18
Calls
$330K
Puts
$597K
Net Calls
-$267K
Net Calls Change
-$73K

Top Buyers

1
Comerica Bank
1
Comerica Bank
Texas
$52.8M
2
UBS Group
2
UBS Group
Switzerland
$9.2M
3
QI
3
QS Investors
New York
$13.7M
4
LWA
4
Lowe Wealth Advisors
Maryland
$2.43M
5
CPIG
5
Chicago Partners Investment Group
Illinois
$790K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$27M
2
SG Americas Securities
2
SG Americas Securities
New York
$0
3
MP
3
Manifold Partners
California
$0
4
BGA
4
Belmont Global Advisors
Texas
$0
5
MPWT
5
MassMutual Private Wealth & Trust
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HFS
76
HL Financial Services
Kentucky
$286K 11,090 +2,000 +22%
LWCFA
77
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$274K 10,640 – –
Ameriprise
78
Ameriprise
Minnesota
$264K 10,254 -73 -0.7%
FUBT
79
First United Bank & Trust
Maryland
$264K 10,270 – –
PP
80
Patten & Patten
Tennessee
$262K 10,165 +1,150 +13%
V
81
Veritable
Delaware
$247K 9,600 -948 -9%
WEC
82
Winslow Evans & Crocker
Massachusetts
$244K 9,480 – –
Stifel Financial
83
Stifel Financial
Missouri
$240K 9,360 +9,360 New
DWA
84
Douglass Winthrop Advisors
New York
$232K 9,021 +9,021 New
UCFA
85
United Capital Financial Advisors
Texas
$229K 8,884 – –
KeyBank National Association
86
KeyBank National Association
Ohio
$229K 8,895 +8,895 New
MCM
87
MAI Capital Management
Ohio
$222K 8,603 +8,603 New
Franklin Resources
88
Franklin Resources
California
$222K 8,612 +8,612 New
RJT
89
Raymond James Trust
Florida
$221K 8,616 -185 -2%
MCM
90
Murphy Capital Management
New Jersey
$209K 8,120 -1,100 -12%
DADC
91
D.A. Davidson & Co
Montana
$208K 8,113 +3 +0%
CTC
92
Central Trust Company
Missouri
$201K 7,825 – –
SI
93
SII Investments
Wisconsin
$201K 7,693 +7,693 New
Citigroup
94
Citigroup
New York
$199K 7,736 -799 -9%
AIG
95
American International Group
New York
$192K 7,446 -427 -5%
PVH
96
Psagot Value Holdings
Israel
$180K 7,000 – –
WT
97
Whittier Trust
California
$138K 5,375 – –
Creative Planning
98
Creative Planning
Kansas
$125K 4,840 +426 +10%
PNC Financial Services Group
99
PNC Financial Services Group
Pennsylvania
$113K 4,385 +985 +29%
Bank of Montreal
100
Bank of Montreal
Ontario, Canada
$109K 4,250 -92 -2%
2 3
4
5 6