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Invesco Water Resources ETF
PHO

Overview Fund Activity

385 hedge funds and large institutions have $860M invested in Invesco Water Resources ETF in 2024 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 104 increasing their positions, 93 reducing their positions, and 16 closing their positions.

Holders
385
Holders Change
+21
Holders Change %
+5.77%
% of All Funds
5.57%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
42
Increased
104
Reduced
93
Closed
16
Calls
$3.27M
Puts
$1.55M
Net Calls
+$1.71M
Net Calls Change
+$1.19M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$95.8M
2
RJA
2
Raymond James & Associates
Florida
$21.3M
3
PA
3
Prism Advisors
California
$13.3M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$2.77M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$27.9M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$46M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$23.3M
3
HW
3
Hamilton Wealth
California
$8.16M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$3.72M
5
MD
5
Money Design
Japan
$5.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
76
Fidelity Investments
Massachusetts
$1.38M +$267K +3,783 +24%
WAM
77
Weatherly Asset Management
California
$1.35M -$77.6K -1,100 -5%
Rockefeller Capital Management
78
Rockefeller Capital Management
New York
$1.34M -$33.4K -473 -2%
TRCT
79
Tower Research Capital (TRC)
New York
$1.33M +$985K +13,958 +286%
BDFN
80
Bond & Devick Financial Network
Minnesota
$1.31M +$198K +2,803 +18%
FHWM
81
Fox Hill Wealth Management
Massachusetts
$1.29M +$980K +13,897 +314%
PI
82
PFG Investments
New York
$1.29M -$22.1K -313 -2%
Goldman Sachs
83
Goldman Sachs
New York
$1.26M +$727K +10,312 +137%
RGC
84
Roberts, Glore & Co
Illinois
$1.25M – – –
AIFAIM
85
American Institute for Advanced Investment Management
Arizona
$1.23M +$27.2K +385 +2%
RIS
86
Retirement Income Solutions
Michigan
$1.2M – – –
GEA
87
Glen Eagle Advisors
New Jersey
$1.19M -$344K -4,875 -22%
MMA
88
Miracle Mile Advisors
California
$1.18M – – –
NA
89
NewEdge Advisors
Louisiana
$1.16M -$40.3K -572 -3%
SWM
90
Spire Wealth Management
Virginia
$1.13M -$4.23K -60 -0.4%
GCL
91
Gouws Capital LLC
North Carolina
$1.13M – – –
OIA
92
OneDigital Investment Advisors
Kansas
$1.11M – – –
NW
93
NewEdge Wealth
Pennsylvania
$1.11M – – –
OCBCO
94
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.1M -$123K -1,739 -10%
DADC
95
D.A. Davidson & Co
Montana
$1.1M -$14.2K -201 -1%
LNB
96
Ledyard National Bank
$1.09M -$26.7K -379 -2%
ET
97
Equitable Trust
Tennessee
$1.06M – – –
Millennium Management
98
Millennium Management
New York
$1.04M +$1.04M +14,808 New
AWM
99
Apollon Wealth Management
South Carolina
$1.04M -$2.75K -39 -0.3%
MML Investors Services
100
MML Investors Services
Massachusetts
$1.03M +$12.8K +181 +1%
2 3
4
5 6