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Invesco Water Resources ETF
PHO

Overview Fund Activity

141 hedge funds and large institutions have $220M invested in Invesco Water Resources ETF in 2016 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 38 increasing their positions, 27 reducing their positions, and 17 closing their positions.

Holders
141
Holders Change
–
Holders Change %
0%
% of All Funds
3.53%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
24
Increased
38
Reduced
27
Closed
17
Calls
–
Puts
$265K
Net Calls
-$265K
Net Calls Change
-$53K

Top Buyers

1
QI
1
QS Investors
New York
$71.7M
2
William Blair & Company
2
William Blair & Company
Illinois
$2.56M
3
Citadel Advisors
3
Citadel Advisors
Florida
$3.48M
4
VKH
4
Virtu KCG Holdings
New York
$692K
5
Jane Street
5
Jane Street
New York
$457K

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$4.32M
2
UBS Group
2
UBS Group
Switzerland
$8.67M
3
Bank of America
3
Bank of America
North Carolina
$49.5M
4
CS
4
Credit Suisse
Switzerland
$1.96M
5
HFA
5
High Falls Advisors
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
76
IFP Advisors
Florida
$157K +$77.7K +3,151 +98%
SSB
77
Sandy Spring Bank
Maryland
$134K – – –
AG
78
Advisor Group
Arizona
$133K -$38.4K -1,553 -22%
WTC
79
WhitTier Trust Company
Nevada
$129K +$2.46K +100 +2%
NSIM
80
North Star Investment Management
Illinois
$106K +$56.8K +2,313 +115%
Envestnet Asset Management
81
Envestnet Asset Management
Illinois
$102K +$4.36K +177 +4%
AWM
82
AllSquare Wealth Management
New York
$96K – – –
Northwestern Mutual Wealth Management
83
Northwestern Mutual Wealth Management
Wisconsin
$96K +$96K +3,894 New
Bank of Montreal
84
Bank of Montreal
Ontario, Canada
$94K +$22.4K +900 +31%
WAM
85
Wealthspire Advisors (Maryland)
Maryland
$87K – – –
BFEC
86
Benjamin F. Edwards & Company
Missouri
$81K – – –
Citigroup
87
Citigroup
New York
$70K – – –
WT
88
Whittier Trust
California
$68K – – –
BC
89
Bartlett & Co
Ohio
$66K – – –
SPIA
90
Steward Partners Investment Advisory
New York
$64K +$64K +2,616 New
CAPTRUST Financial Advisors
91
CAPTRUST Financial Advisors
North Carolina
$53K +$53K +2,146 New
EWM
92
Edge Wealth Management
New York
$49K – – –
CFG
93
Citizens Financial Group
Rhode Island
$49K – – –
MCM
94
Manchester Capital Management
Vermont
$38K – – –
FANJ
95
Financial Architects (New Jersey)
New Jersey
$37K – – –
MA
96
MUFG Americas
New York
$37K – – –
WIM
97
Westside Investment Management
California
$36.2K +$36.2K +1,450 New
WEC
98
Winslow Evans & Crocker
Massachusetts
$35.3K – – –
Fifth Third Bancorp
99
Fifth Third Bancorp
Ohio
$35K +$7.87K +319 +29%
PCFFS
100
Pacific Center for Financial Services
California
$33K +$33K +1,345 New
2 3
4
5 6