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Invesco Water Resources ETF
PHO

Overview Fund Activity

187 hedge funds and large institutions have $317M invested in Invesco Water Resources ETF in 2019 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 25 increasing their positions, 47 reducing their positions, and 11 closing their positions.

Holders
187
Holders Change
+18
Holders Change %
+10.65%
% of All Funds
4.05%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
32
Increased
25
Reduced
47
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HI
1
Horizon Investments
North Carolina
$28.8M
2
ACM
2
Arlington Capital Management
Illinois
$16M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$14.1M
4
PI
4
PFS Investments
Georgia
$4.76M
5
Morgan Stanley
5
Morgan Stanley
New York
$25M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$2.81M
2
Wells Fargo
2
Wells Fargo
California
$3.45M
3
MFM
3
MD Financial Management
Ontario, Canada
$28.5M
4
Bank of America
4
Bank of America
North Carolina
$62.3M
5
Brown Advisory
5
Brown Advisory
Maryland
$260K
Name Market Value Shares Shares
Change 		Shares
Change %
DADC
76
D.A. Davidson & Co
Montana
$378K 11,258 -1,344 -11%
SCM
77
SOL Capital Management
Maryland
$374K 11,000 -1,200 -10%
MWM
78
Merriman Wealth Management
Washington
$366K 10,782 – –
Janney Montgomery Scott
79
Janney Montgomery Scott
Pennsylvania
$362K 10,646 -79 -0.7%
WF
80
Welch & Forbes
Massachusetts
$356K 10,460 – –
BRWM
81
B. Riley Wealth Management
Tennessee
$339K 9,973 +9,973 New
FUBT
82
First United Bank & Trust
Maryland
$315K 9,265 – –
EVM
83
Eaton Vance Management
Massachusetts
$309K 9,088 +9,088 New
Mercer Global Advisors
84
Mercer Global Advisors
Colorado
$308K 9,065 +9,065 New
Neuberger Berman Group
85
Neuberger Berman Group
New York
$304K 8,956 – –
Brown Advisory
86
Brown Advisory
Maryland
$260K 7,651 -32,000 -81%
CTC
87
Central Trust Company
Missouri
$257K 7,555 – –
PP
88
Palladium Partners
Virginia
$250K 7,365 – –
BF
89
BOK Financial
Oklahoma
$249K 7,332 +7,332 New
MC
90
Moors & Cabot
Massachusetts
$241K 7,076 +7,076 New
PVH
91
Psagot Value Holdings
Israel
$238K 7,000 – –
NSAM
92
North Star Asset Management
Wisconsin
$238K 7,000 +7,000 New
CAPTRUST Financial Advisors
93
CAPTRUST Financial Advisors
North Carolina
$236K 6,946 – –
MML Investors Services
94
MML Investors Services
Massachusetts
$229K 6,751 -2,980 -31%
LA
95
LexAurum Advisors
Kansas
$227K 6,666 +6,666 New
FHA
96
Flagship Harbor Advisors
Massachusetts
$224K 6,597 -620 -9%
AA
97
Advisory Alpha
Michigan
$213K 6,245 -245 -4%
Northwestern Mutual Wealth Management
98
Northwestern Mutual Wealth Management
Wisconsin
$203K 5,972 -308 -5%
AWM
99
AllSquare Wealth Management
New York
$198K 5,834 – –
SSB
100
Sandy Spring Bank
Maryland
$186K 5,468 – –
2 3
4
5 6