PHO icon

Invesco Water Resources ETF
PHO

Overview Fund Activity

342 hedge funds and large institutions have $718M invested in Invesco Water Resources ETF in 2021 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 90 increasing their positions, 70 reducing their positions, and 32 closing their positions.

Holders
342
Holders Change
+36
Holders Change %
+11.76%
% of All Funds
5.28%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
72
Increased
90
Reduced
70
Closed
32
Calls
$759K
Puts
–
Net Calls
+$759K
Net Calls Change
+$196K

Top Buyers

1
CB
1
Commerce Bank
Missouri
$14.4M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$8.28M
3
CAN
3
Cetera Advisor Networks
California
$6.31M
4
MD
4
Money Design
Japan
$5.44M
5
Morgan Stanley
5
Morgan Stanley
New York
$69.9M

Top Sellers

1
FIG
1
FundX Investment Group
California
$400K
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$57.2M
3
APA
3
American Portfolios Advisors
New York
$192K
4
LPL Financial
4
LPL Financial
California
$29.5M
5
Barclays
5
Barclays
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CM
76
Columbus Macro
Pennsylvania
$1.22M 20,046 -1,003 -5%
SWM
77
Spire Wealth Management
Virginia
$1.17M 19,288 -1,806 -9%
RIS
78
Retirement Income Solutions
Michigan
$1.17M 19,224 +720 +4%
PFM
79
Parsec Financial Management
North Carolina
$1.16M 19,053 -1,258 -6%
RGC
80
Roberts, Glore & Co
Illinois
$1.12M 18,400 -600 -3%
DADC
81
D.A. Davidson & Co
Montana
$1.11M 18,228 +2 +0%
CWM
82
Concentric Wealth Management
California
$1.08M 17,758 -798 -4%
Northwestern Mutual Wealth Management
83
Northwestern Mutual Wealth Management
Wisconsin
$1.05M 17,181 +5,000 +41%
LSPW
84
Lake Street Private Wealth
Illinois
$1.02M 16,780 +425 +3%
JWCA
85
J.W. Cole Advisors
Florida
$985K 16,189 +16,189 New
HCMG
86
Howard Capital Management Group
California
$973K 15,990 -209 -1%
ET
87
Equitable Trust
Tennessee
$865K 14,213 – –
US Bancorp
88
US Bancorp
Minnesota
$851K 13,981 -284 -2%
WS
89
Wedbush Securities
California
$851K 13,993 +723 +5%
MFG
90
Magnus Financial Group
New York
$786K 12,920 +40 +0.3%
AWM
91
Apollon Wealth Management
South Carolina
$782K 12,849 +12,849 New
OC
92
Oppenheimer & Co
New York
$778K 12,786 -605 -5%
Neuberger Berman Group
93
Neuberger Berman Group
New York
$769K 12,631 – –
CAPTRUST Financial Advisors
94
CAPTRUST Financial Advisors
North Carolina
$769K 12,633 +2,500 +25%
ERWM
95
Elk River Wealth Management
Colorado
$768K 12,625 – –
Cerity Partners
96
Cerity Partners
New York
$759K 12,491 +12,491 New
GPFA
97
Game Plan Financial Advisors
Ohio
$758K 12,457 +4,277 +52%
Renaissance Technologies
98
Renaissance Technologies
New York
$754K 12,400 -900 -7%
FIM
99
Freedom Investment Management
Connecticut
$751K 12,337 +2,250 +22%
WF
100
Welch & Forbes
Massachusetts
$746K 12,260 – –
2 3
4
5 6