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Invesco Water Resources ETF
PHO

Overview Fund Activity

147 hedge funds and large institutions have $311M invested in Invesco Water Resources ETF in 2013 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 36 increasing their positions, 43 reducing their positions, and 7 closing their positions.

Holders
147
Holders Change
+17
Holders Change %
+13.08%
% of All Funds
4.27%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
24
Increased
36
Reduced
43
Closed
7
Calls
$1.42M
Puts
$2.62M
Net Calls
-$1.2M
Net Calls Change
-$5.04M

Top Buyers

1
AIP
1
Ameritas Investment Partners
Nebraska
$6.98M
2
SMM
2
Stadion Money Management
Georgia
$2.35M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.08M
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$9.72M
5
HH
5
Hilltop Holdings
Texas
$909K

Top Sellers

1
Comerica Bank
1
Comerica Bank
Texas
$36.8M
2
Goldman Sachs
2
Goldman Sachs
New York
$3.96M
3
SB
3
Suntrust Banks
Georgia
$207K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.55M
5
Invesco
5
Invesco
Georgia
$2.05M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of Montreal
101
Bank of Montreal
Ontario, Canada
$116K 4,420 +1,397 +46%
WTC
102
WhitTier Trust Company
Nevada
$90K 3,450 -1,500 -30%
PG
103
PEAK6 Group
Illinois
$84K 3,200 +3,200 New
BFEC
104
Benjamin F. Edwards & Company
Missouri
$76K 2,898 – –
Fifth Third Bancorp
105
Fifth Third Bancorp
Ohio
$74K 2,807 – –
HCP
106
Holt Capital Partners
Texas
$73K 2,800 +2,800 New
BC
107
Bartlett & Co
Ohio
$71K 2,700 – –
TWM
108
Torch Wealth Management
Ohio
$66K 2,500 +2,500 New
Citigroup
109
Citigroup
New York
$65K 2,478 +833 +51%
GT
110
Glenmede Trust
Pennsylvania
$53K 2,030 +81 +4%
OFS
111
Orrstown Financial Services
Pennsylvania
$52K 2,000 -800 -29%
Creative Planning
112
Creative Planning
Kansas
$51K 1,949 +574 +42%
MA
113
MUFG Americas
New York
$42K 1,600 +1,100 +220%
BPBT
114
Boston Private Bank & Trust
Massachusetts
$39K 1,500 – –
MAS
115
Madden Advisory Services
Florida
$38K 1,445 -721 -33%
HNB
116
Huntington National Bank
Ohio
– – – –
AF
117
Arrow Financial
New York
$33K 1,250 – –
LOCC
118
Lombard Odier & Cie (Canada)
Quebec, Canada
$33K 1,250 +1,250 New
CCM
119
Chilton Capital Management
Texas
$31.1K 1,185 +1,185 New
CFA
120
Carroll Financial Associates
North Carolina
$30K 1,150 – –
Lazard Asset Management
121
Lazard Asset Management
New York
$22K 875 – –
M&T Bank
122
M&T Bank
New York
$17K 650 – –
FIG
123
Fusion Investment Group
Pennsylvania
$17K 648 +648 New
SNT
124
Security National Trust
West Virginia
$16K 600 – –
CBT
125
Central Bank & Trust
Kentucky
$15K 567 – –
3 4
5
6 7