PHO icon

Invesco Water Resources ETF
PHO

Overview Fund Activity

252 hedge funds and large institutions have $468M invested in Invesco Water Resources ETF in 2021 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 62 increasing their positions, 48 reducing their positions, and 19 closing their positions.

Holders
252
Holders Change
+18
Holders Change %
+7.69%
% of All Funds
4.44%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
41
Increased
62
Reduced
48
Closed
19
Calls
$732K
Puts
$321K
Net Calls
+$411K
Net Calls Change
-$300K

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$60.1M
2
Bank of America
2
Bank of America
North Carolina
$86.1M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$20.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$43.2M
5
TC
5
TAP Consulting
Missouri
$3.44M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.27M
2
AWM
2
AE Wealth Management
Kansas
$208K
3
SS
3
Simplicity Solutions
Minnesota
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
MFM
5
MD Financial Management
Ontario, Canada
$20.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
76
D.A. Davidson & Co
Montana
$610K +$99 +2 +0%
WF
77
Welch & Forbes
Massachusetts
$606K +$49.4K +1,000 +9%
BJ
78
Brouwer & Janachowski
California
$590K – – –
Principal Financial Group
79
Principal Financial Group
Iowa
$585K -$3.46K -70 -0.6%
Kovitz Investment Group Partners
80
Kovitz Investment Group Partners
Illinois
$581K -$39.4K -797 -6%
BCM
81
Barometer Capital Management
Ontario, Canada
$575K -$42.7K -865 -7%
MBTD
82
Mechanics Bank - Trust Department
California
$572K – – –
BRWA
83
B. Riley Wealth Advisors
Florida
$534K +$534K +10,803 New
SWM
84
SeaCrest Wealth Management
New York
$533K +$533K +10,795 New
Janney Montgomery Scott
85
Janney Montgomery Scott
Pennsylvania
$510K -$59K -1,195 -10%
Brown Advisory
86
Brown Advisory
Maryland
$499K +$95.3K +1,928 +24%
WS
87
Wedbush Securities
California
$494K +$199K +4,033 +68%
CAPTRUST Financial Advisors
88
CAPTRUST Financial Advisors
North Carolina
$492K -$32.6K -660 -6%
FIM
89
Freedom Investment Management
Connecticut
$489K +$489K +9,903 New
Truist Financial
90
Truist Financial
North Carolina
$464K -$140K -2,842 -23%
Envestnet Asset Management
91
Envestnet Asset Management
Illinois
$450K +$215K +4,341 +91%
OIA
92
OneDigital Investment Advisors
Kansas
$445K -$37.2K -753 -8%
MC
93
Moors & Cabot
Massachusetts
$421K -$18.3K -375 -4%
Northwestern Mutual Wealth Management
94
Northwestern Mutual Wealth Management
Wisconsin
$399K -$12.6K -256 -3%
LA
95
LexAurum Advisors
Kansas
$394K +$20.7K +419 +6%
Bank of New York Mellon
96
Bank of New York Mellon
New York
$387K -$21.5K -435 -5%
LJAC
97
L.J. Altfest & Co
New York
$384K +$25.4K +513 +7%
Franklin Resources
98
Franklin Resources
California
$383K – – –
GPFA
99
Game Plan Financial Advisors
Ohio
$383K +$1.24K +25 +0.3%
V
100
Veritable
Delaware
$383K +$2.52K +51 +0.7%
2 3
4
5 6