PHO icon

Invesco Water Resources ETF
PHO

Overview Fund Activity

294 hedge funds and large institutions have $508M invested in Invesco Water Resources ETF in 2022 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 77 increasing their positions, 73 reducing their positions, and 28 closing their positions.

Holders
294
Holders Change
-5
Holders Change %
-1.67%
% of All Funds
5.08%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
28
Increased
77
Reduced
73
Closed
28
Calls
$2.31M
Puts
$2.38M
Net Calls
-$73K
Net Calls Change
-$438K

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$24.1M
2
MD
2
Money Design
Japan
$11M
3
Morgan Stanley
3
Morgan Stanley
New York
$52M
4
Stifel Financial
4
Stifel Financial
Missouri
$5.92M
5
BFIC
5
Bedell Frazier Investment Counselling
California
$3.03M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$12.6M
2
FTUS
2
Flow Traders U.S.
New York
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
CCA
4
Conservest Capital Advisors
Pennsylvania
$3.42M
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$28.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Prudential Financial
76
Prudential Financial
New Jersey
$725K 15,728 +15,728 New
CWM
77
Concentric Wealth Management
California
$721K 15,760 – –
HCMG
78
Howard Capital Management Group
California
$685K 14,970 -445 -3%
AIFAIM
79
American Institute for Advanced Investment Management
Arizona
$683K 14,930 +6,615 +80%
SWM
80
Spire Wealth Management
Virginia
$671K 14,661 -2,450 -14%
Susquehanna International Group
81
Susquehanna International Group
Pennsylvania
$667K 14,594 -10,461 -42%
WS
82
Wedbush Securities
California
$662K 14,465 +336 +2%
Goldman Sachs
83
Goldman Sachs
New York
$662K 14,477 +8,945 +162%
ET
84
Equitable Trust
Tennessee
$650K 14,213 – –
BS
85
Banco Santander
Spain
$642K 14,038 -5,380 -28%
VNA
86
Valley National Advisers
Pennsylvania
$627K 13,059 -1,225 -9%
US Bancorp
87
US Bancorp
Minnesota
$613K 13,396 -615 -4%
OC
88
Oppenheimer & Co
New York
$608K 13,280 +190 +1%
WF
89
Welch & Forbes
Massachusetts
$595K 13,000 +40 +0.3%
FCCM
90
First City Capital Management
Georgia
$579K 12,660 – –
ERWM
91
Elk River Wealth Management
Colorado
$578K 12,625 – –
PP
92
Prudential plc
United Kingdom
$574K 12,550 – –
FDCDDQ
93
Federation des caisses Desjardins du Quebec
Quebec, Canada
$565K 12,344 +1,103 +10%
CM
94
Columbus Macro
Pennsylvania
$553K 12,096 +12,096 New
CAPTRUST Financial Advisors
95
CAPTRUST Financial Advisors
North Carolina
$538K 11,753 +367 +3%
LJAC
96
L.J. Altfest & Co
New York
$534K 11,677 – –
MBTD
97
Mechanics Bank - Trust Department
California
$530K 11,580 – –
FCI
98
Financial Counselors Inc
Kansas
$527K 11,516 +11 +0.1%
FIM
99
Freedom Investment Management
Connecticut
$527K 11,515 -799 -6%
AWM
100
Apollon Wealth Management
South Carolina
$519K 11,351 -29 -0.3%
2 3
4
5 6