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Invesco Water Resources ETF
PHO

Overview Fund Activity

364 hedge funds and large institutions have $768M invested in Invesco Water Resources ETF in 2024 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 96 increasing their positions, 94 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
364
Holders Change
+7
Holders Change %
+1.96%
% of All Funds
5.3%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
35
Increased
96
Reduced
94
Closed
22
Calls
$1.29M
Puts
$759K
Net Calls
+$526K
Net Calls Change
-$6K

Top Buyers

1
PA
1
Prism Advisors
California
$9.72M
2
LPL Financial
2
LPL Financial
California
$43.4M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$10.4M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$2.5M
5
RJA
5
Raymond James & Associates
Florida
$7.56M

Top Sellers

1
WC
1
Westwind Capital
New Mexico
$1.45M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$11.4M
3
EE
3
EWG Elevate
California
$0
4
Bank of America
4
Bank of America
North Carolina
$106M
5
Morgan Stanley
5
Morgan Stanley
New York
$75.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PI
76
PFG Investments
New York
$1.21M -$93K -1,433 -7%
Susquehanna International Group
77
Susquehanna International Group
Pennsylvania
$1.17M +$99.1K +1,527 +9%
RGC
78
Roberts, Glore & Co
Illinois
$1.15M – – –
OCBCO
79
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.13M -$158K -2,435 -12%
AIFAIM
80
American Institute for Advanced Investment Management
Arizona
$1.11M +$24.3K +375 +2%
RIS
81
Retirement Income Solutions
Michigan
$1.11M -$199K -3,070 -15%
NA
82
NewEdge Advisors
Louisiana
$1.1M +$27.5K +424 +3%
MMA
83
Miracle Mile Advisors
California
$1.09M -$27.4K -422 -2%
SWM
84
Spire Wealth Management
Virginia
$1.05M -$30.7K -473 -3%
GCL
85
Gouws Capital LLC
North Carolina
$1.04M – – –
LNB
86
Ledyard National Bank
$1.03M -$76K -1,171 -7%
DADC
87
D.A. Davidson & Co
Montana
$1.03M -$638K -9,834 -38%
OIA
88
OneDigital Investment Advisors
Kansas
$1.02M +$127K +1,950 +14%
Fidelity Investments
89
Fidelity Investments
Massachusetts
$1.02M +$96.6K +1,488 +10%
BDFN
90
Bond & Devick Financial Network
Minnesota
$1.02M +$118K +1,818 +13%
NW
91
NewEdge Wealth
Pennsylvania
$1.02M – – –
ET
92
Equitable Trust
Tennessee
$978K – – –
AWM
93
Apollon Wealth Management
South Carolina
$963K -$147K -2,267 -13%
LA
94
LexAurum Advisors
Kansas
$948K -$14.9K -229 -2%
MML Investors Services
95
MML Investors Services
Massachusetts
$938K +$19.3K +297 +2%
MFG
96
Merit Financial Group
Georgia
$910K +$144K +2,211 +19%
FIM
97
Freedom Investment Management
Connecticut
$904K +$51.9K +800 +6%
Baird Financial Group
98
Baird Financial Group
Wisconsin
$904K -$57.2K -881 -6%
FSA
99
Financial Services Advisory
Maryland
$882K +$882K +13,590 New
BRWA
100
B. Riley Wealth Advisors
Florida
$863K -$750K -11,551 -46%
2 3
4
5 6