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Invesco Water Resources ETF
PHO

Overview Fund Activity

234 hedge funds and large institutions have $425M invested in Invesco Water Resources ETF in 2020 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 61 increasing their positions, 41 reducing their positions, and 13 closing their positions.

Holders
234
Holders Change
+29
Holders Change %
+14.15%
% of All Funds
4.15%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
42
Increased
61
Reduced
41
Closed
13
Calls
$711K
Puts
–
Net Calls
+$711K
Net Calls Change
+$152K

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$51M
2
UBS Group
2
UBS Group
Switzerland
$27.7M
3
CS
3
Credit Suisse
Switzerland
$829K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$6.51M
5
Morgan Stanley
5
Morgan Stanley
New York
$37.1M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$4.39M
2
MFM
2
MD Financial Management
Ontario, Canada
$32.5M
3
Truist Financial
3
Truist Financial
North Carolina
$568K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.16M
5
TRCT
5
Tower Research Capital (TRC)
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Principal Financial Group
76
Principal Financial Group
Iowa
$553K +$18.6K +400 +3%
MBTD
77
Mechanics Bank - Trust Department
California
$538K +$13.9K +300 +3%
Janney Montgomery Scott
78
Janney Montgomery Scott
Pennsylvania
$535K -$36K -775 -6%
WF
79
Welch & Forbes
Massachusetts
$523K – – –
CAPTRUST Financial Advisors
80
CAPTRUST Financial Advisors
North Carolina
$493K – – –
OIA
81
OneDigital Investment Advisors
Kansas
$454K – – –
FHA
82
Flagship Harbor Advisors
Massachusetts
$439K +$41.1K +884 +10%
MC
83
Moors & Cabot
Massachusetts
$421K -$24.6K -525 -6%
UCFA
84
United Capital Financial Advisors
Texas
$421K +$34.2K +737 +9%
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
$388K +$69.9K +1,503 +22%
Bank of New York Mellon
86
Bank of New York Mellon
New York
$385K -$58.1K -1,249 -13%
LSPW
87
Lake Street Private Wealth
Illinois
$380K +$14.6K +315 +4%
Brown Advisory
88
Brown Advisory
Maryland
$379K -$68.5K -1,475 -15%
Franklin Resources
89
Franklin Resources
California
$359K – – –
FLPIM
90
F.L. Putnam Investment Management
Massachusetts
$358K – – –
V
91
Veritable
Delaware
$358K +$2K +43 +0.6%
GPFA
92
Game Plan Financial Advisors
Ohio
$358K +$358K +7,705 New
JCM
93
Jag Capital Management
Missouri
$355K – – –
LA
94
LexAurum Advisors
Kansas
$351K +$46 +1 +0%
SAM
95
Stenahm Asset Management
Guernsey
$344K +$344K +7,400 New
CTC
96
Central Trust Company
Missouri
$340K – – –
LJAC
97
L.J. Altfest & Co
New York
$337K – – –
FDCDDQ
98
Federation des caisses Desjardins du Quebec
Quebec, Canada
$325K – – –
PVH
99
Psagot Value Holdings
Israel
$325K – – –
NSAM
100
North Star Asset Management
Wisconsin
$325K – – –
2 3
4
5 6