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Invesco Water Resources ETF
PHO

Overview Fund Activity

158 hedge funds and large institutions have $275M invested in Invesco Water Resources ETF in 2014 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 40 increasing their positions, 41 reducing their positions, and 13 closing their positions.

Holders
158
Holders Change
+1
Holders Change %
+0.64%
% of All Funds
4.59%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
15
Increased
40
Reduced
41
Closed
13
Calls
$76K
Puts
$270K
Net Calls
-$194K
Net Calls Change
-$2.07M

Top Buyers

1
QI
1
QS Investors
New York
$7.76M
2
CS
2
Comerica Securities
Michigan
$2.38M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.48M
4
Wells Fargo
4
Wells Fargo
California
$10.2M
5
MPWT
5
MassMutual Private Wealth & Trust
Connecticut
$654K

Top Sellers

1
AIP
1
Ameritas Investment Partners
Nebraska
$0
2
VAM
2
Verity Asset Management
North Carolina
$3.46M
3
Comerica Bank
3
Comerica Bank
Texas
$28.1M
4
ACI
4
AMP Capital Investors
Australia
$0
5
AC
5
Addison Capital
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FANJ
101
Financial Architects (New Jersey)
New Jersey
$166K 6,750 +5,660 +519%
PAG
102
Private Advisor Group
New Jersey
$160K 6,503 -15,759 -71%
WT
103
Whittier Trust
California
$132K 5,375 – –
Creative Planning
104
Creative Planning
Kansas
$109K 4,414 -5,949 -57%
Bank of Montreal
105
Bank of Montreal
Ontario, Canada
$106K 4,342 +1,227 +39%
BAM
106
Brave Asset Management
New Jersey
$103K 4,200 – –
1IC
107
1919 Investment Counsel
Maryland
$99K 4,000 – –
OIA
108
Optimum Investment Advisors
Illinois
$99K 4,025 – –
MAS
109
Madden Advisory Services
Florida
$84K 3,429 -516 -13%
PNC Financial Services Group
110
PNC Financial Services Group
Pennsylvania
$83K 3,400 +1,335 +65%
FIG
111
Fusion Investment Group
Pennsylvania
$75K 3,065 -2,834 -48%
BFEC
112
Benjamin F. Edwards & Company
Missouri
$71K 2,898 – –
GT
113
Glenmede Trust
Pennsylvania
$69K 2,830 – –
BC
114
Bartlett & Co
Ohio
$66K 2,700 – –
NSIM
115
North Star Investment Management
Illinois
$57K 2,305 – –
WA
116
Waverly Advisors
Alabama
$54K 2,200 – –
MA
117
MUFG Americas
New York
$51K 2,100 -300 -13%
EWM
118
Edge Wealth Management
New York
$49K 2,000 – –
MCM
119
Manchester Capital Management
Vermont
$38K 1,531 – –
BPBT
120
Boston Private Bank & Trust
Massachusetts
$37K 1,500 – –
ST
121
Stifel Trust
Missouri
$37K 1,500 +1,100 +275%
NFG
122
Next Financial Group
Texas
$32K 1,303 +1,303 New
AF
123
Arrow Financial
New York
$31K 1,250 – –
LOCC
124
Lombard Odier & Cie (Canada)
Quebec, Canada
$31K 1,250 – –
CFA
125
Carroll Financial Associates
North Carolina
$30K 1,150 – –
3 4
5
6 7