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Invesco Water Resources ETF
PHO

Overview Fund Activity

143 hedge funds and large institutions have $242M invested in Invesco Water Resources ETF in 2017 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 23 increasing their positions, 40 reducing their positions, and 12 closing their positions.

Holders
143
Holders Change
+2
Holders Change %
+1.42%
% of All Funds
3.57%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.07%
New
15
Increased
23
Reduced
40
Closed
12
Calls
$380K
Puts
$609K
Net Calls
-$229K
Net Calls Change
+$36K

Top Buyers

1
PL
1
Polianta Ltd
Jersey
$8.04M
2
VAM
2
Verity Asset Management
North Carolina
$2.69M
3
Wells Fargo
3
Wells Fargo
California
$4.8M
4
UBS Group
4
UBS Group
Switzerland
$10.3M
5
MIAN
5
Mariner Independent Advisor Network
Kansas
$414K

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$3.34M
2
NJBEST
2
New Jersey Better Educational Savings Trust
New Jersey
$0
3
QI
3
QS Investors
New York
$75M
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.79M
5
Goldman Sachs
5
Goldman Sachs
New York
$341K
Name Market Value Shares Shares
Change 		Shares
Change %
CCM
101
Cribstone Capital Management
Maine
$33K 1,275 +400 +46%
JPMorgan Chase & Co
102
JPMorgan Chase & Co
New York
$32K 1,234 +90 +8%
FWM
103
Focused Wealth Management
New York
$31K 1,201 – –
NCM
104
New Capital Management
Texas
$31K 1,200 – –
RBC
105
Roble Belko & Company
Pennsylvania
$30K 1,170 – –
PA
106
Parallel Advisors
California
$29K 1,110 – –
CFA
107
CT Financial Advisors
Pennsylvania
$26.4K 1,016 – –
FANJ
108
Financial Architects (New Jersey)
New Jersey
$26K 1,000 -500 -33%
ADL
109
Asset Dedication LLC
California
$24K 917 – –
AOWM
110
Alpha Omega Wealth Management
Virginia
$23K 900 – –
BWP
111
Baldwin Wealth Partners
Massachusetts
$20K 750 – –
IF
112
Ironwood Financial
Arizona
$19K 725 – –
First Manhattan
113
First Manhattan
New York
$17K 688 -1 -0.1%
MAS
114
Madden Advisory Services
Florida
$17K 660 +660 New
SIC
115
Salem Investment Counselors
North Carolina
$16K 616 – –
IWM
116
IHT Wealth Management
Illinois
$15K 577 – –
NFG
117
Next Financial Group
Texas
$14K 515 -265 -34%
EWM
118
Evercore Wealth Management
New York
$14K 543 – –
MCA
119
Mercer Capital Advisers
New Jersey
$13K 500 – –
MRCM
120
M&R Capital Management
New Jersey
$13K 530 – –
BKA
121
Brick & Kyle Associates
Pennsylvania
$13K 500 – –
WA
122
WFG Advisors
Texas
$13K 486 – –
TRCT
123
Tower Research Capital (TRC)
New York
$12K 472 +472 New
SBL
124
Sargent Bickham Lagudis
Colorado
$11K 441 – –
HNB
125
Huntington National Bank
Ohio
– – – –
3 4
5
6 7