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Invesco Water Resources ETF
PHO

Overview Fund Activity

169 hedge funds and large institutions have $211M invested in Invesco Water Resources ETF in 2018 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 31 increasing their positions, 38 reducing their positions, and 25 closing their positions.

Holders
169
Holders Change
+1
Holders Change %
+0.6%
% of All Funds
3.77%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
27
Increased
31
Reduced
38
Closed
25
Calls
–
Puts
$169K
Net Calls
-$169K
Net Calls Change
-$1.47M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$4.94M
2
HW
2
Hamilton Wealth
California
$2.15M
3
CCA
3
Conservest Capital Advisors
Pennsylvania
$1.48M
4
QCM
4
Quest Capital Management
Texas
$1.26M
5
MFM
5
MD Financial Management
Ontario, Canada
$25.2M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$0
2
TCM
2
Tuttle Capital Management
Connecticut
$0
3
RA
3
Rational Advisors
New York
$0
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$5.89M
5
UBS Group
5
UBS Group
Switzerland
$9.5M
Name Market Value Shares Shares
Change 		Shares
Change %
CTC
76
Central Trust Company
Missouri
$213K 7,555 – –
PP
77
Palladium Partners
Virginia
$208K 7,365 +400 +6%
AA
78
Advisory Alpha
Michigan
$206K 6,490 +6,490 New
FHA
79
Flagship Harbor Advisors
Massachusetts
$203K 7,217 – –
Jane Street
80
Jane Street
New York
$200K 7,097 -20,425 -74%
PVH
81
Psagot Value Holdings
Israel
$197K 7,000 – –
CAPTRUST Financial Advisors
82
CAPTRUST Financial Advisors
North Carolina
$196K 6,946 -300 -4%
Northwestern Mutual Wealth Management
83
Northwestern Mutual Wealth Management
Wisconsin
$177K 6,280 +1,267 +25%
AIC
84
Ameritas Investment Company
Nebraska
$168K 5,949 +5,949 New
AWM
85
AllSquare Wealth Management
New York
$165K 5,834 +1,415 +32%
SSB
86
Sandy Spring Bank
Maryland
$154K 5,468 – –
TL
87
TrueWealth LLC
Georgia
$152K 5,400 – –
APA
88
American Portfolios Advisors
New York
$150K 5,327 +27 +0.5%
IA
89
IFP Advisors
Florida
$149K 5,309 -583 -10%
WTC
90
WhitTier Trust Company
Nevada
$148K 5,250 – –
NSIM
91
North Star Investment Management
Illinois
$133K 4,718 – –
SG Americas Securities
92
SG Americas Securities
New York
$125K 4,437 – –
Citigroup
93
Citigroup
New York
$122K 4,340 +200 +5%
SFSIG
94
San Francisco Sentry Investment Group
California
$113K 4,000 – –
KPCM
95
Kings Point Capital Management
New York
$111K 3,922 – –
Bank of Montreal
96
Bank of Montreal
Ontario, Canada
$108K 3,845 -780 -17%
WCM
97
WealthBridge Capital Management
Ohio
$102K 3,600 +3,600 New
CCM
98
Cribstone Capital Management
Maine
$95K 3,375 – –
RWA
99
Ropes Wealth Advisors
Massachusetts
$89K 3,160 +3,160 New
BFEC
100
Benjamin F. Edwards & Company
Missouri
$82K 2,898 – –
2 3
4
5 6