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Invesco Water Resources ETF
PHO

Overview Fund Activity

130 hedge funds and large institutions have $268M invested in Invesco Water Resources ETF in 2013 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 22 increasing their positions, 46 reducing their positions, and 10 closing their positions.

Holders
130
Holders Change
+4
Holders Change %
+3.17%
% of All Funds
4.22%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
14
Increased
22
Reduced
46
Closed
10
Calls
$3.9M
Puts
$60K
Net Calls
+$3.84M
Net Calls Change
+$1.76M

Top Buyers

1
AIP
1
Ameritas Investment Partners
Nebraska
$2.75M
2
Fiera Capital (Canada)
2
Fiera Capital (Canada)
Quebec, Canada
$2.17M
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$8M
4
Morgan Stanley
4
Morgan Stanley
New York
$27M
5
11A
5
10-15 Associates
New York
$1.17M

Top Sellers

1
Comerica Bank
1
Comerica Bank
Texas
$35.4M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
Wells Fargo
3
Wells Fargo
California
$10.5M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$257K
5
Bank of America
5
Bank of America
North Carolina
$69.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
101
Creative Planning
Kansas
$33K 1,375 -300 -18%
HNB
102
Huntington National Bank
Ohio
– – – –
AF
103
Arrow Financial
New York
$30K 1,250 – –
CFA
104
Carroll Financial Associates
North Carolina
$27K 1,150 – –
CA
105
CapWealth Advisors
Tennessee
$22K 930 +930 New
Lazard Asset Management
106
Lazard Asset Management
New York
$20K 875 – –
FANJ
107
Financial Architects (New Jersey)
New Jersey
$19K 791 +1 +0.1%
M&T Bank
108
M&T Bank
New York
$16K 650 – –
SNT
109
Security National Trust
West Virginia
$14K 600 – –
CBT
110
Central Bank & Trust
Kentucky
$14K 567 – –
EWM
111
Evercore Wealth Management
New York
$13K 543 – –
AA
112
Apriem Advisors
California
$13K 525 – –
MA
113
MUFG Americas
New York
$12K 500 +500 New
WA
114
WFG Advisors
Texas
$10K 437 -306 -41%
ST
115
Stifel Trust
Missouri
$10K 400 – –
WCM
116
Wealthcare Capital Management
Virginia
$10K 424 – –
PAS
117
Partnervest Advisory Services
California
$10K 406 – –
JIC
118
Joel Isaacson & Co
New York
$10K 400 – –
First Manhattan
119
First Manhattan
New York
$8K 350 – –
TCOV
120
Trust Company of Vermont
Vermont
$8K 350 – –
HR
121
Howe & Rusling
New York
$8K 330 – –
PSUF
122
People's United Financial
Connecticut
$7K 300 – –
NES
123
New England Securities
New York
$5K 205 – –
CAPTRUST Financial Advisors
124
CAPTRUST Financial Advisors
North Carolina
$5K 220 – –
SHWM
125
Smith & Howard Wealth Management
Georgia
$5K 214 – –
2 3 4
5
6