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Invesco Water Resources ETF
PHO

Overview Fund Activity

159 hedge funds and large institutions have $175M invested in Invesco Water Resources ETF in 2018 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 30 increasing their positions, 38 reducing their positions, and 22 closing their positions.

Holders
159
Holders Change
-5
Holders Change %
-3.05%
% of All Funds
3.65%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
18
Increased
30
Reduced
38
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
QAM
1
Q3 Asset Management
Michigan
$3.95M
2
MFM
2
MD Financial Management
Ontario, Canada
$27.9M
3
Brown Advisory
3
Brown Advisory
Maryland
$1.2M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$1.24M
5
CS
5
Credit Suisse
Switzerland
$491K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$14.7M
2
WAM
2
Weatherly Asset Management
California
$0
3
UBS Group
3
UBS Group
Switzerland
$11.6M
4
Jane Street
4
Jane Street
New York
$0
5
SC
5
Scotia Capital
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
NSAM
76
North Star Asset Management
Wisconsin
$211K 7,000 – –
PVH
77
Psagot Value Holdings
Israel
$211K 7,000 – –
PP
78
Palladium Partners
Virginia
$210K 6,965 – –
CAPTRUST Financial Advisors
79
CAPTRUST Financial Advisors
North Carolina
$210K 6,946 +3,200 +85%
LA
80
LexAurum Advisors
Kansas
$209K 6,923 – –
SWP
81
Stratos Wealth Partners
Ohio
$203K 6,725 -638 -9%
IA
82
IFP Advisors
Florida
$171K 5,673 – –
SSB
83
Sandy Spring Bank
Maryland
$165K 5,468 – –
TL
84
TrueWealth LLC
Georgia
$163K 5,400 – –
WTC
85
WhitTier Trust Company
Nevada
$159K 5,250 – –
APA
86
American Portfolios Advisors
New York
$147K 4,850 – –
NSIM
87
North Star Investment Management
Illinois
$143K 4,718 – –
Northwestern Mutual Wealth Management
88
Northwestern Mutual Wealth Management
Wisconsin
$137K 4,523 +71 +2%
SG Americas Securities
89
SG Americas Securities
New York
$134K 4,437 – –
AWM
90
AllSquare Wealth Management
New York
$133K 4,419 +519 +13%
Bank of Montreal
91
Bank of Montreal
Ontario, Canada
$129K 4,275 -2,275 -35%
SFSIG
92
San Francisco Sentry Investment Group
California
$121K 4,000 – –
KPCM
93
Kings Point Capital Management
New York
$118K 3,922 – –
AWA
94
Acorn Wealth Advisors
Michigan
$105K 3,477 +3 +0.1%
CCM
95
Cribstone Capital Management
Maine
$102K 3,375 – –
Rockefeller Capital Management
96
Rockefeller Capital Management
New York
$102K 3,390 +3,390 New
Citigroup
97
Citigroup
New York
$101K 3,330 -1,703 -34%
BFEC
98
Benjamin F. Edwards & Company
Missouri
$88K 2,898 – –
WAM
99
Wealthspire Advisors (Maryland)
Maryland
$86K 2,850 – –
BC
100
Bartlett & Co
Ohio
$82K 2,700 – –
2 3
4
5 6