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Invesco Water Resources ETF
PHO

Overview Fund Activity

164 hedge funds and large institutions have $216M invested in Invesco Water Resources ETF in 2018 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 35 increasing their positions, 40 reducing their positions, and 17 closing their positions.

Holders
164
Holders Change
-3
Holders Change %
-1.8%
% of All Funds
3.76%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
16
Increased
35
Reduced
40
Closed
17
Calls
–
Puts
$3K
Net Calls
-$3K
Net Calls Change
-$3K

Top Buyers

1
CFMC
1
Curbstone Financial Management Corp
New Hampshire
$1.02M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$5.49M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$704K
4
Stifel Financial
4
Stifel Financial
Missouri
$986K
5
MWM
5
Merriman Wealth Management
Washington
$333K

Top Sellers

1
QAM
1
Q3 Asset Management
Michigan
$0
2
CS
2
Credit Suisse
Switzerland
$0
3
Brown Advisory
3
Brown Advisory
Maryland
$0
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$1.19M
5
LNC
5
Lincoln National Corp
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FHA
76
Flagship Harbor Advisors
Massachusetts
$215K 7,217 -1,700 -19%
NSAM
77
North Star Asset Management
Wisconsin
$213K 7,000 – –
PVH
78
Psagot Value Holdings
Israel
$213K 7,000 – –
PP
79
Palladium Partners
Virginia
$212K 6,965 – –
LA
80
LexAurum Advisors
Kansas
$211K 6,923 +150 +2%
BJ
81
Brouwer & Janachowski
California
$202K 6,631 – –
FTIOP
82
Fiduciary Trust International of Pennsylvania
Pennsylvania
$202K 6,645 – –
BF
83
BOK Financial
Oklahoma
$200K 6,582 +6,582 New
Bank of Montreal
84
Bank of Montreal
Ontario, Canada
$199K 6,550 -431 -6%
IA
85
IFP Advisors
Florida
$172K 5,673 – –
SSB
86
Sandy Spring Bank
Maryland
$167K 5,468 – –
TL
87
TrueWealth LLC
Georgia
$165K 5,400 – –
WTC
88
WhitTier Trust Company
Nevada
$160K 5,250 – –
Citigroup
89
Citigroup
New York
$153K 5,033 – –
APA
90
American Portfolios Advisors
New York
$148K 4,850 – –
NSIM
91
North Star Investment Management
Illinois
$144K 4,718 – –
Northwestern Mutual Wealth Management
92
Northwestern Mutual Wealth Management
Wisconsin
$136K 4,452 -111 -2%
SG Americas Securities
93
SG Americas Securities
New York
$135K 4,437 – –
SFSIG
94
San Francisco Sentry Investment Group
California
$122K 4,000 – –
KPCM
95
Kings Point Capital Management
New York
$120K 3,922 +2,572 +191%
AWM
96
AllSquare Wealth Management
New York
$119K 3,900 – –
CAPTRUST Financial Advisors
97
CAPTRUST Financial Advisors
North Carolina
$112K 3,746 -500 -12%
AWA
98
Acorn Wealth Advisors
Michigan
$106K 3,474 -395 -10%
CCM
99
Cribstone Capital Management
Maine
$103K 3,375 +2,100 +165%
BFEC
100
Benjamin F. Edwards & Company
Missouri
$88K 2,898 – –
2 3
4
5 6