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Invesco Water Resources ETF
PHO

Overview Fund Activity

141 hedge funds and large institutions have $208M invested in Invesco Water Resources ETF in 2016 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 21 increasing their positions, 47 reducing their positions, and 10 closing their positions.

Holders
141
Holders Change
+7
Holders Change %
+5.22%
% of All Funds
3.77%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
18
Increased
21
Reduced
47
Closed
10
Calls
$2K
Puts
$214K
Net Calls
-$212K
Net Calls Change
+$202K

Top Buyers

1
QI
1
QS Investors
New York
$56.8M
2
UBS Group
2
UBS Group
Switzerland
$9.84M
3
HFA
3
High Falls Advisors
New York
$615K
4
RJA
4
Raymond James & Associates
Florida
$547K
5
Wells Fargo
5
Wells Fargo
California
$2.59M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$17M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$6.12M
3
Jane Street
3
Jane Street
New York
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$1.26M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LWCFA
76
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$148K 6,000 – –
Mariner
77
Mariner
Kansas
$146K 5,914 +5,914 New
EDRS
78
Edmond de Rothschild (Suisse)
Switzerland
$140K 5,700 – –
SSB
79
Sandy Spring Bank
Maryland
$135K 5,468 – –
WTC
80
WhitTier Trust Company
Nevada
$127K 5,150 -700 -12%
Envestnet Asset Management
81
Envestnet Asset Management
Illinois
$97K 3,960 -1,019 -20%
AWM
82
AllSquare Wealth Management
New York
$96K 3,900 – –
WAM
83
Wealthspire Advisors (Maryland)
Maryland
$87K 3,540 – –
BFEC
84
Benjamin F. Edwards & Company
Missouri
$81K 3,298 – –
PNC Financial Services Group
85
PNC Financial Services Group
Pennsylvania
$80K 3,270 -900 -22%
BAM
86
Brave Asset Management
New Jersey
$79K 3,200 – –
IA
87
IFP Advisors
Florida
$79K 3,217 – –
Bank of Montreal
88
Bank of Montreal
Ontario, Canada
$71K 2,880 – –
Citigroup
89
Citigroup
New York
$70K 2,834 -177 -6%
WT
90
Whittier Trust
California
$68K 2,750 – –
BC
91
Bartlett & Co
Ohio
$66K 2,700 – –
CWM
92
Concert Wealth Management
California
$54K 2,220 +2,220 New
NSIM
93
North Star Investment Management
Illinois
$49K 2,005 -1,800 -47%
EWM
94
Edge Wealth Management
New York
$49K 2,000 – –
CFG
95
Citizens Financial Group
Rhode Island
$49K 2,000 – –
CG
96
Cutler Group
California
$46K 1,900 +600 +46%
HNB
97
Huntington National Bank
Ohio
– – – –
MCM
98
Manchester Capital Management
Vermont
$38K 1,531 – –
MA
99
MUFG Americas
New York
$37K 1,500 -500 -25%
CCM
100
Cribstone Capital Management
Maine
$37K 1,575 -250 -14%
2 3
4
5 6