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Invesco Water Resources ETF
PHO

Overview Fund Activity

307 hedge funds and large institutions have $576M invested in Invesco Water Resources ETF in 2022 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 81 increasing their positions, 84 reducing their positions, and 24 closing their positions.

Holders
307
Holders Change
+13
Holders Change %
+4.42%
% of All Funds
4.95%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
44
Increased
81
Reduced
84
Closed
24
Calls
$2.24M
Puts
$8.18M
Net Calls
-$5.94M
Net Calls Change
-$5.87M

Top Buyers

1
MD
1
Money Design
Japan
$16.4M
2
CCA
2
Conservest Capital Advisors
Pennsylvania
$3.89M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$12.9M
4
Cerity Partners
4
Cerity Partners
New York
$3.03M
5
KAS
5
Kestra Advisory Services
Texas
$4.25M

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$20M
2
UBS Group
2
UBS Group
Switzerland
$40.8M
3
CAL
3
Capital Analysts LLC
Pennsylvania
$2.65M
4
Stifel Financial
4
Stifel Financial
Missouri
$4.9M
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$30.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
76
CAPTRUST Financial Advisors
North Carolina
$965K +$359K +6,967 +59%
RGC
77
Roberts, Glore & Co
Illinois
$948K – – –
OPCM
78
Osborne Partners Capital Management
California
$942K -$5.15K -100 -0.5%
Neuberger Berman Group
79
Neuberger Berman Group
New York
$859K -$18K -350 -2%
GCL
80
Gouws Capital LLC
North Carolina
$825K – – –
Prudential Financial
81
Prudential Financial
New Jersey
$796K -$14.6K -283 -2%
DADC
82
D.A. Davidson & Co
Montana
$789K -$112K -2,173 -12%
CWM
83
Concentric Wealth Management
California
$788K -$24.5K -475 -3%
AIFAIM
84
American Institute for Advanced Investment Management
Arizona
$786K +$16.8K +325 +2%
SWM
85
Spire Wealth Management
Virginia
$756K +$155 +3 +0%
ET
86
Equitable Trust
Tennessee
$733K – – –
US Bancorp
87
US Bancorp
Minnesota
$721K +$30.9K +600 +4%
HCMG
88
Howard Capital Management Group
California
$703K -$69K -1,338 -9%
OC
89
Oppenheimer & Co
New York
$684K – – –
WF
90
Welch & Forbes
Massachusetts
$670K – – –
VNA
91
Valley National Advisers
Pennsylvania
$666K -$38.3K -711 -5%
FDCDDQ
92
Federation des caisses Desjardins du Quebec
Quebec, Canada
$666K +$29.3K +569 +5%
FCCM
93
First City Capital Management
Georgia
$652K – – –
ERWM
94
Elk River Wealth Management
Colorado
$651K – – –
OIA
95
OneDigital Investment Advisors
Kansas
$648K +$138K +2,675 +27%
LJAC
96
L.J. Altfest & Co
New York
$618K +$15.7K +304 +3%
MWM
97
Moran Wealth Management
Florida
$596K +$596K +11,570 New
CM
98
Columbus Macro
Pennsylvania
$596K -$27.8K -540 -4%
Brown Advisory
99
Brown Advisory
Maryland
$592K +$56.7K +1,100 +11%
BS
100
Banco Santander
Spain
$588K -$136K -2,630 -19%
2 3
4
5 6