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Invesco Water Resources ETF
PHO

Overview Fund Activity

315 hedge funds and large institutions have $665M invested in Invesco Water Resources ETF in 2023 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 85 increasing their positions, 92 reducing their positions, and 25 closing their positions.

Holders
315
Holders Change
-2
Holders Change %
-0.63%
% of All Funds
4.97%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
27
Increased
85
Reduced
92
Closed
25
Calls
$6.19M
Puts
$1.17M
Net Calls
+$5.02M
Net Calls Change
-$996K

Top Buyers

1
ACM
1
Avalon Capital Management
California
$4.9M
2
HW
2
Hamilton Wealth
California
$6.03M
3
LPL Financial
3
LPL Financial
California
$35.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$66.3M
5
Millennium Management
5
Millennium Management
New York
$2.17M

Top Sellers

1
SIM
1
Seaview Investment Managers
Florida
$0
2
MD
2
Money Design
Japan
$15.4M
3
Bank of America
3
Bank of America
North Carolina
$97.5M
4
BAM
4
Belpointe Asset Management
Nevada
$0
5
BPA
5
Beacon Pointe Advisors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RIS
76
Retirement Income Solutions
Michigan
$1.13M 20,104 – –
Cetera Investment Advisers
77
Cetera Investment Advisers
Illinois
$1.13M 20,096 +3,260 +19%
WAP
78
Wealthcare Advisory Partners
Pennsylvania
$1.1M 19,494 -4 -0%
PI
79
PFG Investments
New York
$1.09M 19,347 -792 -4%
RGC
80
Roberts, Glore & Co
Illinois
$1.02M 18,000 -400 -2%
LNB
81
Ledyard National Bank
$994K 17,626 -461 -3%
Neuberger Berman Group
82
Neuberger Berman Group
New York
$979K 17,367 -135 -0.8%
Prudential Financial
83
Prudential Financial
New Jersey
$925K 16,406 -5,825 -26%
SWM
84
Spire Wealth Management
Virginia
$924K 16,377 +1 +0%
GCL
85
Gouws Capital LLC
North Carolina
$902K 16,000 – –
OC
86
Oppenheimer & Co
New York
$891K 15,793 +1,095 +7%
AIFAIM
87
American Institute for Advanced Investment Management
Arizona
$866K 15,350 +2,075 +16%
LA
88
LexAurum Advisors
Kansas
$850K 15,076 +6,796 +82%
ET
89
Equitable Trust
Tennessee
$801K 14,213 – –
US Bancorp
90
US Bancorp
Minnesota
$759K 13,461 -30 -0.2%
JWCA
91
J.W. Cole Advisors
Florida
$741K 13,145 -188 -1%
WF
92
Welch & Forbes
Massachusetts
$733K 13,000 – –
OIA
93
OneDigital Investment Advisors
Kansas
$723K 12,822 +254 +2%
HCMG
94
Howard Capital Management Group
California
$721K 12,792 -731 -5%
ERWM
95
Elk River Wealth Management
Colorado
$712K 12,625 – –
CWM
96
Concentric Wealth Management
California
$711K 12,614 -2,073 -14%
VNA
97
Valley National Advisers
Pennsylvania
$710K 12,575 -198 -2%
FCCM
98
First City Capital Management
Georgia
$703K 12,460 – –
BCM
99
Barometer Capital Management
Ontario, Canada
$696K 12,350 -2,190 -15%
LJAC
100
L.J. Altfest & Co
New York
$676K 11,981 – –
2 3
4
5 6