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Invesco Water Resources ETF
PHO

Overview Fund Activity

161 hedge funds and large institutions have $310M invested in Invesco Water Resources ETF in 2014 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 44 increasing their positions, 44 reducing their positions, and 18 closing their positions.

Holders
161
Holders Change
+3
Holders Change %
+1.9%
% of All Funds
4.3%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
26
Increased
44
Reduced
44
Closed
18
Calls
$330K
Puts
$597K
Net Calls
-$267K
Net Calls Change
-$73K

Top Buyers

1
Comerica Bank
1
Comerica Bank
Texas
$52.8M
2
UBS Group
2
UBS Group
Switzerland
$9.2M
3
QI
3
QS Investors
New York
$13.7M
4
LWA
4
Lowe Wealth Advisors
Maryland
$2.43M
5
CPIG
5
Chicago Partners Investment Group
Illinois
$790K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$27M
2
SG Americas Securities
2
SG Americas Securities
New York
$0
3
MP
3
Manifold Partners
California
$0
4
BGA
4
Belmont Global Advisors
Texas
$0
5
MPWT
5
MassMutual Private Wealth & Trust
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BAM
101
Brave Asset Management
New Jersey
$108K 4,200 – –
OIA
102
Optimum Investment Advisors
Illinois
$104K 4,025 – –
AWM
103
AllSquare Wealth Management
New York
$100K 3,900 +3,900 New
NSIM
104
North Star Investment Management
Illinois
$98K 3,805 +1,500 +65%
WTC
105
WhitTier Trust Company
Nevada
$95K 3,700 -3,750 -50%
BFEC
106
Benjamin F. Edwards & Company
Missouri
$85K 3,298 +400 +14%
GT
107
Glenmede Trust
Pennsylvania
$83K 3,258 +428 +15%
Parallax Volatility Advisers
108
Parallax Volatility Advisers
California
$83K 3,217 +3,217 New
NPC
109
National Planning Corporation
California
$76.1K 3,052 +3,052 New
HCP
110
Holt Capital Partners
Texas
$72K 2,800 +2,800 New
BC
111
Bartlett & Co
Ohio
$70K 2,700 – –
MAS
112
Madden Advisory Services
Florida
$66K 2,576 -853 -25%
CAPTRUST Financial Advisors
113
CAPTRUST Financial Advisors
North Carolina
$58K 2,261 +2,261 New
WA
114
Waverly Advisors
Alabama
$57K 2,200 – –
MA
115
MUFG Americas
New York
$57K 2,200 +100 +5%
EWM
116
Edge Wealth Management
New York
$52K 2,000 – –
TIM
117
Tortoise Investment Management
New York
$52K 2,000 +2,000 New
LNB
118
Ledyard National Bank
$46K 1,800 +800 +80%
MCM
119
Manchester Capital Management
Vermont
$39K 1,531 – –
BPBT
120
Boston Private Bank & Trust
Massachusetts
$39K 1,500 – –
HNB
121
Huntington National Bank
Ohio
– – – –
AF
122
Arrow Financial
New York
$32K 1,250 – –
FHA
123
First Horizon Advisors
Tennessee
$32K 1,239 +739 +148%
LOT
124
Lombard Odier Transatlantic
Quebec, Canada
$32K 1,250 +1,250 New
CLOS
125
Compagnie Lombard Odier SCmA
Switzerland
$32K 1,250 +1,250 New
3 4
5
6 7