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Invesco Water Resources ETF
PHO

Overview Fund Activity

375 hedge funds and large institutions have $801M invested in Invesco Water Resources ETF in 2024 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 93 increasing their positions, 97 reducing their positions, and 39 closing their positions.

Holders
375
Holders Change
-10
Holders Change %
-2.6%
% of All Funds
4.99%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
40
Increased
93
Reduced
97
Closed
39
Calls
$4.26M
Puts
$2.08M
Net Calls
+$2.18M
Net Calls Change
+$464K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$49.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$94.3M
3
LPL Financial
3
LPL Financial
California
$49.4M
4
Bank of America
4
Bank of America
North Carolina
$111M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$15.2M

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$15.8M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$455K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$2.14M
5
CB
5
Commerce Bank
Missouri
$4.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
PI
76
PFG Investments
New York
$1.24M +$33.2K +505 +3%
VanEck Associates
77
VanEck Associates
New York
$1.23M +$408K +6,196 +50%
Jones Financial Companies
78
Jones Financial Companies
Missouri
$1.19M +$618K +9,391 +107%
CAM
79
Cresset Asset Management
Illinois
$1.17M -$244K -3,714 -17%
RGC
80
Roberts, Glore & Co
Illinois
$1.17M – – –
FHWM
81
Fox Hill Wealth Management
Massachusetts
$1.17M -$38.9K -592 -3%
AIFAIM
82
American Institute for Advanced Investment Management
Arizona
$1.15M +$658 +10 +0.1%
RIS
83
Retirement Income Solutions
Michigan
$1.12M – – –
GEA
84
Glen Eagle Advisors
New Jersey
$1.1M -$8.88K -135 -0.8%
MMA
85
Miracle Mile Advisors
California
$1.08M -$22.3K -339 -2%
NA
86
NewEdge Advisors
Louisiana
$1.06M -$21.2K -322 -2%
SWM
87
Spire Wealth Management
Virginia
$1.06M +$66 +1 +0%
GCL
88
Gouws Capital LLC
North Carolina
$1.05M – – –
MML Investors Services
89
MML Investors Services
Massachusetts
$1.04M +$74.6K +1,134 +8%
OIA
90
OneDigital Investment Advisors
Kansas
$1.03M -$3.03K -46 -0.3%
NW
91
NewEdge Wealth
Pennsylvania
$1.03M – – –
OCBCO
92
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.02M -$5.13K -78 -0.5%
LNB
93
Ledyard National Bank
$991K -$26K -395 -3%
DADC
94
D.A. Davidson & Co
Montana
$975K -$51.3K -779 -5%
ET
95
Equitable Trust
Tennessee
$973K -$17.8K -271 -2%
SA
96
Sovran Advisors
California
$953K +$953K +14,324 New
AWM
97
Apollon Wealth Management
South Carolina
$951K -$23.1K -351 -2%
MCM
98
MAI Capital Management
Ohio
$925K +$728K +11,060 +369%
FIM
99
Freedom Investment Management
Connecticut
$903K +$8.36K +127 +0.9%
OC
100
Oppenheimer & Co
New York
$883K +$59.2K +900 +7%
2 3
4
5 6