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Invesco Water Resources ETF
PHO

Overview Fund Activity

135 hedge funds and large institutions have $183M invested in Invesco Water Resources ETF in 2016 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 16 increasing their positions, 53 reducing their positions, and 5 closing their positions.

Holders
135
Holders Change
+8
Holders Change %
+6.3%
% of All Funds
3.6%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
14
Increased
16
Reduced
53
Closed
5
Calls
$57K
Puts
$321K
Net Calls
-$264K
Net Calls Change
-$298K

Top Buyers

1
Jane Street
1
Jane Street
New York
$729K
2
VF
2
Virtu Financial
New York
$683K
3
CS
3
Credit Suisse
Switzerland
$677K
4
GIM
4
Guardian Investment Management
California
$301K
5
Creative Planning
5
Creative Planning
Kansas
$349K

Top Sellers

1
QI
1
QS Investors
New York
$37.3M
2
Bank of America
2
Bank of America
North Carolina
$48.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$17.7M
4
UBS Group
4
UBS Group
Switzerland
$7.04M
5
Comerica Bank
5
Comerica Bank
Texas
$854K
Name Market Value Shares Shares
Change 		Shares
Change %
MCM
101
Manchester Capital Management
Vermont
$34K 1,531 – –
FANJ
102
Financial Architects (New Jersey)
New Jersey
$33K 1,500 +1,500 New
WIC
103
Woodmont Investment Counsel
Tennessee
$31K 1,425 – –
CG
104
Cutler Group
California
$28K 1,300 – –
LOT
105
Lombard Odier Transatlantic
Quebec, Canada
$27K 1,250 – –
RBC
106
Roble Belko & Company
Pennsylvania
$26K 1,170 – –
Envestnet Asset Management
107
Envestnet Asset Management
Illinois
$24K 1,110 -12 -1%
CFA
108
CT Financial Advisors
Pennsylvania
$22.3K 1,016 – –
First Manhattan
109
First Manhattan
New York
$22K 1,038 – –
Fifth Third Bancorp
110
Fifth Third Bancorp
Ohio
$18K 800 – –
SNT
111
Security National Trust
West Virginia
$13K 600 – –
EWM
112
Evercore Wealth Management
New York
$12K 543 -4,000 -88%
ADL
113
Asset Dedication LLC
California
$11K 510 – –
MCA
114
Mercer Capital Advisers
New Jersey
$11K 500 – –
BKA
115
Brick & Kyle Associates
Pennsylvania
$11K 500 – –
SBL
116
Sargent Bickham Lagudis
Colorado
$10K 441 +441 New
JIC
117
Joel Isaacson & Co
New York
$9K 400 – –
PG
118
Patten Group
Tennessee
$7.03K 320 -50 -14%
AA
119
Apriem Advisors
California
$7K 325 -200 -38%
AIM
120
Advantage Investment Management
Iowa
$7K 300 – –
CA
121
CapWealth Advisors
Tennessee
$7K 330 – –
WA
122
WFG Advisors
Texas
$5K 236 – –
AOWM
123
Alpha Omega Wealth Management
Virginia
$5K 230 +230 New
BC
124
Barnett & Company
Tennessee
$5K 250 +250 New
AC
125
Alexandria Capital
Virginia
$4K 200 -130 -39%
2 3 4
5
6