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Invesco Water Resources ETF
PHO

Overview Fund Activity

213 hedge funds and large institutions have $341M invested in Invesco Water Resources ETF in 2019 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 56 increasing their positions, 40 reducing their positions, and 14 closing their positions.

Holders
213
Holders Change
+23
Holders Change %
+12.11%
% of All Funds
4.21%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
39
Increased
56
Reduced
40
Closed
14
Calls
$243K
Puts
$270K
Net Calls
-$27K
Net Calls Change
-$27K

Top Buyers

1
PL
1
Polianta Ltd
Jersey
$18.6M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$9.81M
3
LPL Financial
3
LPL Financial
California
$8.43M
4
UBS Group
4
UBS Group
Switzerland
$23M
5
RJA
5
Raymond James & Associates
Florida
$3.52M

Top Sellers

1
MFM
1
MD Financial Management
Ontario, Canada
$16.1M
2
BCM
2
Barometer Capital Management
Ontario, Canada
$579K
3
ACM
3
Arlington Capital Management
Illinois
$12.3M
4
BCM
4
Beck Capital Management
Texas
$3.15M
5
VC
5
Vicus Capital
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MBTD
76
Mechanics Bank - Trust Department
California
$435K 11,250 – –
WF
77
Welch & Forbes
Massachusetts
$435K 11,260 +800 +8%
SCM
78
SOL Capital Management
Maryland
$425K 11,000 – –
Neuberger Berman Group
79
Neuberger Berman Group
New York
$422K 10,928 -350 -3%
MWM
80
Merriman Wealth Management
Washington
$420K 10,882 – –
MWP
81
MYCIO Wealth Partners
Pennsylvania
$409K 10,588 +6,157 +139%
MC
82
Moors & Cabot
Massachusetts
$394K 10,075 +75 +0.8%
SS
83
Simplicity Solutions
Minnesota
$357K 9,249 +9,249 New
UCFA
84
United Capital Financial Advisors
Texas
$349K 9,027 +1,000 +12%
MBT
85
Montecito Bank & Trust
California
$348K 9,013 -1,146 -11%
SFS
86
Sowell Financial Services
Arkansas
$343K 8,875 +8,375 +1,675%
VNA
87
Valley National Advisers
Pennsylvania
$331K 8,578 +1,616 +23%
CAPTRUST Financial Advisors
88
CAPTRUST Financial Advisors
North Carolina
$324K 8,371 +425 +5%
Rockefeller Capital Management
89
Rockefeller Capital Management
New York
$315K 8,150 +2,000 +33%
SWP
90
Stratos Wealth Partners
Ohio
$305K 7,901 +1,896 +32%
FLPIM
91
F.L. Putnam Investment Management
Massachusetts
$297K 7,700 – –
CTC
92
Central Trust Company
Missouri
$292K 7,555 – –
PP
93
Palladium Partners
Virginia
$285K 7,365 +400 +6%
LA
94
LexAurum Advisors
Kansas
$281K 7,269 +1 +0%
WTC
95
WhitTier Trust Company
Nevada
$280K 7,250 +1,000 +16%
PPA
96
Parametric Portfolio Associates
Washington
$279K 7,226 +266 +4%
NSAM
97
North Star Asset Management
Wisconsin
$270K 7,000 – –
PVH
98
Psagot Value Holdings
Israel
$270K 7,000 – –
IA
99
IFP Advisors
Florida
$261K 6,713 +681 +11%
FHA
100
Flagship Harbor Advisors
Massachusetts
$259K 6,697 – –
2 3
4
5 6