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Invesco Water Resources ETF
PHO

Overview Fund Activity

168 hedge funds and large institutions have $241M invested in Invesco Water Resources ETF in 2018 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 36 increasing their positions, 30 reducing their positions, and 16 closing their positions.

Holders
168
Holders Change
+9
Holders Change %
+5.66%
% of All Funds
3.85%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
25
Increased
36
Reduced
30
Closed
16
Calls
$1.3M
Puts
–
Net Calls
+$1.3M
Net Calls Change
+$1.3M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$60.9M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$8.31M
3
Wells Fargo
3
Wells Fargo
California
$6.17M
4
Goldman Sachs
4
Goldman Sachs
New York
$2.18M
5
TCM
5
Tuttle Capital Management
Connecticut
$1.5M

Top Sellers

1
QAM
1
Q3 Asset Management
Michigan
$0
2
MFM
2
MD Financial Management
Ontario, Canada
$27.6M
3
FIM
3
Freedom Investment Management
Connecticut
$0
4
VAM
4
Verity Asset Management
North Carolina
$1.87M
5
FCCM
5
First City Capital Management
Georgia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FHA
76
Flagship Harbor Advisors
Massachusetts
$228K 7,217 – –
PVH
77
Psagot Value Holdings
Israel
$223K 7,000 – –
NSAM
78
North Star Asset Management
Wisconsin
$223K 7,000 – –
WC
79
Whitney & Co
New York
$222K 7,250 -600 -8%
PP
80
Palladium Partners
Virginia
$222K 6,965 – –
LA
81
LexAurum Advisors
Kansas
$211K 6,625 -298 -4%
BF
82
BOK Financial
Oklahoma
$209K 6,582 +6,582 New
CIBC Private Wealth Group
83
CIBC Private Wealth Group
Georgia
$201K 6,327 -3,148 -33%
SWP
84
Stratos Wealth Partners
Ohio
$188K 5,905 -820 -12%
IA
85
IFP Advisors
Florida
$187K 5,892 +219 +4%
SSB
86
Sandy Spring Bank
Maryland
$174K 5,468 – –
TL
87
TrueWealth LLC
Georgia
$172K 5,400 – –
APA
88
American Portfolios Advisors
New York
$169K 5,300 +450 +9%
WTC
89
WhitTier Trust Company
Nevada
$167K 5,250 – –
Northwestern Mutual Wealth Management
90
Northwestern Mutual Wealth Management
Wisconsin
$160K 5,013 +490 +11%
NSIM
91
North Star Investment Management
Illinois
$150K 4,718 – –
Bank of Montreal
92
Bank of Montreal
Ontario, Canada
$147K 4,625 +350 +8%
AWM
93
AllSquare Wealth Management
New York
$141K 4,419 – –
SG Americas Securities
94
SG Americas Securities
New York
$141K 4,437 – –
WAM
95
Wealthspire Advisors (Maryland)
Maryland
$139K 4,366 +1,516 +53%
Citigroup
96
Citigroup
New York
$132K 4,140 +810 +24%
SFSIG
97
San Francisco Sentry Investment Group
California
$127K 4,000 – –
KPCM
98
Kings Point Capital Management
New York
$125K 3,922 – –
CCM
99
Cribstone Capital Management
Maine
$107K 3,375 – –
BFEC
100
Benjamin F. Edwards & Company
Missouri
$92K 2,898 – –
2 3
4
5 6