PHO icon

Invesco Water Resources ETF
PHO

Overview Fund Activity

199 hedge funds and large institutions have $318M invested in Invesco Water Resources ETF in 2020 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 43 increasing their positions, 51 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
-5
Holders Change %
-2.45%
% of All Funds
4.09%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
43
Reduced
51
Closed
19
Calls
$273K
Puts
–
Net Calls
+$273K
Net Calls Change
+$22K

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$32M
2
MFM
2
MD Financial Management
Ontario, Canada
$26.7M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$5.33M
4
TRCT
4
Tower Research Capital (TRC)
New York
$1.4M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$2.83M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$58.5M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$1.14M
3
Stifel Financial
3
Stifel Financial
Missouri
$826K
4
Morgan Stanley
4
Morgan Stanley
New York
$29.3M
5
RJA
5
Raymond James & Associates
Florida
$1.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
MBTD
76
Mechanics Bank - Trust Department
California
$392K – – –
MWM
77
Merriman Wealth Management
Washington
$385K – – –
CAPTRUST Financial Advisors
78
CAPTRUST Financial Advisors
North Carolina
$384K +$81.4K +2,252 +27%
OIA
79
OneDigital Investment Advisors
Kansas
$383K – – –
VNA
80
Valley National Advisers
Pennsylvania
$363K +$42K +1,156 +13%
UCFA
81
United Capital Financial Advisors
Texas
$339K -$5.52K -152 -2%
BRWA
82
B. Riley Wealth Advisors
Florida
$326K +$82K +2,251 +34%
LSPW
83
Lake Street Private Wealth
Illinois
$306K +$19.8K +545 +7%
Northwestern Mutual Wealth Management
84
Northwestern Mutual Wealth Management
Wisconsin
$302K -$106K -2,906 -26%
FLPIM
85
F.L. Putnam Investment Management
Massachusetts
$280K – – –
JCM
86
Jag Capital Management
Missouri
$278K – – –
V
87
Veritable
Delaware
$278K – – –
LA
88
LexAurum Advisors
Kansas
$273K +$8.62K +237 +3%
PP
89
Palladium Partners
Virginia
$268K – – –
CTC
90
Central Trust Company
Missouri
$267K -$8.2K -225 -3%
LJAC
91
L.J. Altfest & Co
New York
$264K +$264K +7,256 New
Franklin Resources
92
Franklin Resources
California
$255K +$255K +6,445 New
FDCDDQ
93
Federation des caisses Desjardins du Quebec
Quebec, Canada
$254K -$90.9K -2,500 -26%
PVH
94
Psagot Value Holdings
Israel
$254K – – –
NSAM
95
North Star Asset Management
Wisconsin
$254K – – –
WTC
96
WhitTier Trust Company
Nevada
$253K -$10.9K -300 -4%
CA
97
Cambridge Advisors
Nebraska
$250K -$10.8K -298 -4%
BF
98
BOK Financial
Oklahoma
$247K -$9.09K -250 -4%
FUBT
99
First United Bank & Trust
Maryland
$237K -$4.17K -115 -2%
TIA
100
Traphagen Investment Advisors
New Jersey
$237K +$237K +6,516 New
2 3
4
5 6