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Invesco Water Resources ETF
PHO

Overview Fund Activity

143 hedge funds and large institutions have $259M invested in Invesco Water Resources ETF in 2017 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 38 reducing their positions, and 7 closing their positions.

Holders
143
Holders Change
+3
Holders Change %
+2.14%
% of All Funds
3.57%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
12
Increased
29
Reduced
38
Closed
7
Calls
$607K
Puts
–
Net Calls
+$607K
Net Calls Change
+$65K

Top Buyers

1
BCM
1
Beck Capital Management
Texas
$4.16M
2
CS
2
Credit Suisse
Switzerland
$1.45M
3
CIBC Private Wealth Group
3
CIBC Private Wealth Group
Georgia
$903K
4
CPIG
4
Chicago Partners Investment Group
Illinois
$890K
5
Creative Planning
5
Creative Planning
Kansas
$1.11M

Top Sellers

1
QI
1
QS Investors
New York
$82.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$17.7M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$1.86M
4
Wells Fargo
4
Wells Fargo
California
$2.71M
5
US Bancorp
5
US Bancorp
Minnesota
$439K
Name Market Value Shares Shares
Change 		Shares
Change %
V
76
Veritable
Delaware
$228K 8,000 – –
CTC
77
Central Trust Company
Missouri
$215K 7,555 +225 +3%
PVH
78
Psagot Value Holdings
Israel
$200K 7,000 – –
Bank of Montreal
79
Bank of Montreal
Ontario, Canada
$199K 6,981 – –
IA
80
IFP Advisors
Florida
$188K 6,606 +1 +0%
BF
81
BOK Financial
Oklahoma
$187K 6,582 +6,582 New
SSB
82
Sandy Spring Bank
Maryland
$156K 5,468 – –
WTC
83
WhitTier Trust Company
Nevada
$150K 5,250 – –
NSIM
84
North Star Investment Management
Illinois
$134K 4,718 – –
SG Americas Securities
85
SG Americas Securities
New York
$126K 4,437 -330 -7%
Northwestern Mutual Wealth Management
86
Northwestern Mutual Wealth Management
Wisconsin
$126K 4,418 – –
CAPTRUST Financial Advisors
87
CAPTRUST Financial Advisors
North Carolina
$126K 4,246 +2,100 +98%
SFSIG
88
San Francisco Sentry Investment Group
California
$114K 4,000 – –
AWM
89
AllSquare Wealth Management
New York
$111K 3,900 – –
WAM
90
Wealthspire Advisors (Maryland)
Maryland
$102K 3,580 – –
Citigroup
91
Citigroup
New York
$95K 3,334 – –
ACM
92
Aviance Capital Management
Florida
$87K 3,036 -267 -8%
BFEC
93
Benjamin F. Edwards & Company
Missouri
$83K 2,898 -400 -12%
WT
94
Whittier Trust
California
$78K 2,750 – –
BC
95
Bartlett & Co
Ohio
$77K 2,700 – –
CFG
96
Citizens Financial Group
Rhode Island
$57K 2,000 – –
EWM
97
Edge Wealth Management
New York
$57K 2,000 – –
MCM
98
Manchester Capital Management
Vermont
$44K 1,531 – –
MA
99
MUFG Americas
New York
$43K 1,500 – –
WIM
100
Westside Investment Management
California
$42.1K 1,451 +1 +0.1%
2 3
4
5 6