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Invesco Water Resources ETF
PHO

Overview Fund Activity

352 hedge funds and large institutions have $794M invested in Invesco Water Resources ETF in 2023 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 79 increasing their positions, 107 reducing their positions, and 22 closing their positions.

Holders
352
Holders Change
+37
Holders Change %
+11.75%
% of All Funds
5.16%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
62
Increased
79
Reduced
107
Closed
22
Calls
$1.07M
Puts
$1.27M
Net Calls
-$204K
Net Calls Change
-$3.78M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$150M
2
SCM
2
Sage Capital Management
New Jersey
$7.1M
3
KAS
3
Kestra Advisory Services
Texas
$4.76M
4
TA
4
Tactive Advisors
Florida
$2.39M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$2.42M

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$0
2
MD
2
Money Design
Japan
$9.52M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$12.3M
4
LPL Financial
4
LPL Financial
California
$35.9M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$8.82M
Name Market Value Shares Shares
Change 		Shares
Change %
SPIA
76
Steward Partners Investment Advisory
New York
$1.33M 21,787 -2,158 -9%
CAL
77
Capital Analysts LLC
Pennsylvania
$1.3M 21,338 +1,620 +8%
Comerica Bank
78
Comerica Bank
Texas
$1.3M 21,329 +174 +0.8%
WAM
79
Weatherly Asset Management
California
$1.23M 20,247 -330 -2%
RIS
80
Retirement Income Solutions
Michigan
$1.22M 20,104 -179 -0.9%
WC
81
Westwind Capital
New Mexico
$1.21M 19,871 +398 +2%
PI
82
PFG Investments
New York
$1.12M 18,448 -744 -4%
Cetera Investment Advisers
83
Cetera Investment Advisers
Illinois
$1.11M 18,318 -1,047 -5%
RGC
84
Roberts, Glore & Co
Illinois
$1.08M 17,750 – –
MMA
85
Miracle Mile Advisors
California
$1.07M 17,534 -12,193 -41%
LNB
86
Ledyard National Bank
$1.04M 17,146 -265 -2%
AIFAIM
87
American Institute for Advanced Investment Management
Arizona
$992K 16,295 -106 -0.6%
WAP
88
Wealthcare Advisory Partners
Pennsylvania
$984K 16,165 -9,651 -37%
GCL
89
Gouws Capital LLC
North Carolina
$974K 16,000 – –
SWM
90
Spire Wealth Management
Virginia
$970K 16,290 -298 -2%
NW
91
NewEdge Wealth
Pennsylvania
$955K 15,693 -499 -3%
LA
92
LexAurum Advisors
Kansas
$917K 15,070 -292 -2%
Qube Research & Technologies (QRT)
93
Qube Research & Technologies (QRT)
United Kingdom
$906K 14,883 – –
Fidelity Investments
94
Fidelity Investments
Massachusetts
$905K 14,864 +2,702 +22%
Neuberger Berman Group
95
Neuberger Berman Group
New York
$899K 14,777 -2,340 -14%
ET
96
Equitable Trust
Tennessee
$865K 14,213 – –
Rockefeller Capital Management
97
Rockefeller Capital Management
New York
$856K 14,058 +3,826 +37%
OIA
98
OneDigital Investment Advisors
Kansas
$809K 13,296 +323 +2%
BRWA
99
B. Riley Wealth Advisors
Florida
$783K 12,862 -11,988 -48%
BDFN
100
Bond & Devick Financial Network
Minnesota
$781K 12,830 +2,732 +27%
2 3
4
5 6