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Invesco Water Resources ETF
PHO

Overview Fund Activity

317 hedge funds and large institutions have $610M invested in Invesco Water Resources ETF in 2023 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 89 increasing their positions, 84 reducing their positions, and 23 closing their positions.

Holders
317
Holders Change
+10
Holders Change %
+3.26%
% of All Funds
5.08%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
38
Increased
89
Reduced
84
Closed
23
Calls
$6.15M
Puts
$133K
Net Calls
+$6.01M
Net Calls Change
+$12M

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$23.9M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$20.7M
3
LPL Financial
3
LPL Financial
California
$31.3M
4
CAN
4
Cetera Advisor Networks
California
$10.7M
5
Bank of America
5
Bank of America
North Carolina
$93.9M

Top Sellers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$12.2M
2
TA
2
Tactive Advisors
Florida
$0
3
KAS
3
Kestra Advisory Services
Texas
$1.56M
4
Chevy Chase Trust
4
Chevy Chase Trust
Maryland
$0
5
CAL
5
Capital Analysts LLC
Pennsylvania
$1.3M
Name Market Value Shares Shares
Change 		Shares
Change %
RIS
76
Retirement Income Solutions
Michigan
$1.07M 20,104 – –
WAP
77
Wealthcare Advisory Partners
Pennsylvania
$1.04M 19,498 +11,529 +145%
RGC
78
Roberts, Glore & Co
Illinois
$982K 18,400 – –
VAS
79
Vestmark Advisory Solutions
Massachusetts
$979K 18,351 -1,960 -10%
LNB
80
Ledyard National Bank
$965K 18,087 -6,784 -27%
BRWA
81
B. Riley Wealth Advisors
Florida
$965K 18,082 +12,742 +239%
Neuberger Berman Group
82
Neuberger Berman Group
New York
$934K 17,502 +840 +5%
Millennium Management
83
Millennium Management
New York
$916K 17,172 +13,271 +340%
Cetera Investment Advisers
84
Cetera Investment Advisers
Illinois
$898K 16,836 -10,511 -38%
SWM
85
Spire Wealth Management
Virginia
$874K 16,376 +1,712 +12%
GCL
86
Gouws Capital LLC
North Carolina
$854K 16,000 – –
Goldman Sachs
87
Goldman Sachs
New York
$834K 15,638 +7,293 +87%
DADC
88
D.A. Davidson & Co
Montana
$817K 15,308 +3 +0%
Marshall Wace
89
Marshall Wace
United Kingdom
$793K 14,868 +14,868 New
OC
90
Oppenheimer & Co
New York
$784K 14,698 +1,418 +11%
CWM
91
Concentric Wealth Management
California
$784K 14,687 -598 -4%
BCM
92
Barometer Capital Management
Ontario, Canada
$776K 14,540 +5,540 +62%
ET
93
Equitable Trust
Tennessee
$758K 14,213 – –
HCMG
94
Howard Capital Management Group
California
$721K 13,523 -109 -0.8%
US Bancorp
95
US Bancorp
Minnesota
$720K 13,491 -505 -4%
FDCDDQ
96
Federation des caisses Desjardins du Quebec
Quebec, Canada
$719K 13,478 +565 +4%
JWCA
97
J.W. Cole Advisors
Florida
$711K 13,333 -7,660 -36%
WF
98
Welch & Forbes
Massachusetts
$694K 13,000 – –
OPCM
99
Osborne Partners Capital Management
California
$682K 12,784 -5,485 -30%
AIFAIM
100
American Institute for Advanced Investment Management
Arizona
$681K 13,275 -1,980 -13%
2 3
4
5 6