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Invesco Water Resources ETF
PHO

Overview Fund Activity

143 hedge funds and large institutions have $259M invested in Invesco Water Resources ETF in 2017 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 38 reducing their positions, and 7 closing their positions.

Holders
143
Holders Change
+3
Holders Change %
+2.14%
% of All Funds
3.57%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
12
Increased
29
Reduced
38
Closed
7
Calls
$607K
Puts
–
Net Calls
+$607K
Net Calls Change
+$65K

Top Buyers

1
BCM
1
Beck Capital Management
Texas
$4.16M
2
CS
2
Credit Suisse
Switzerland
$1.45M
3
CIBC Private Wealth Group
3
CIBC Private Wealth Group
Georgia
$903K
4
CPIG
4
Chicago Partners Investment Group
Illinois
$890K
5
Creative Planning
5
Creative Planning
Kansas
$1.11M

Top Sellers

1
QI
1
QS Investors
New York
$82.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$17.7M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$1.86M
4
Wells Fargo
4
Wells Fargo
California
$2.71M
5
US Bancorp
5
US Bancorp
Minnesota
$439K
Name Market Value Shares Shares
Change 		Shares
Change %
Fifth Third Bancorp
101
Fifth Third Bancorp
Ohio
$40K 1,419 – –
PCFFS
102
Pacific Center for Financial Services
California
$38K 1,345 – –
KPCM
103
Kings Point Capital Management
New York
$38K 1,350 – –
CLOS
104
Compagnie Lombard Odier SCmA
Switzerland
$36K 1,250 – –
CCM
105
Cribstone Capital Management
Maine
$36K 1,275 – –
FWM
106
Focused Wealth Management
New York
$34K 1,201 – –
NCM
107
New Capital Management
Texas
$34K 1,200 – –
RBC
108
Roble Belko & Company
Pennsylvania
$33K 1,170 – –
PA
109
Parallel Advisors
California
$32K 1,110 – –
FANJ
110
Financial Architects (New Jersey)
New Jersey
$29K 1,000 – –
ADL
111
Asset Dedication LLC
California
$26K 917 – –
AOWM
112
Alpha Omega Wealth Management
Virginia
$26K 900 – –
First Manhattan
113
First Manhattan
New York
$26K 920 +231 +34%
IF
114
Ironwood Financial
Arizona
$21K 725 – –
BWP
115
Baldwin Wealth Partners
Massachusetts
$21K 750 – –
HNB
116
Huntington National Bank
Ohio
– – – –
IWM
117
IHT Wealth Management
Illinois
$17K 577 – –
LC
118
Landaas & Company
Wisconsin
$17K 612 +612 New
ASN
119
Advisory Services Network
Georgia
$15K 535 -1,500 -74%
MRCM
120
M&R Capital Management
New Jersey
$15K 530 – –
EWM
121
Evercore Wealth Management
New York
$15K 543 – –
MCA
122
Mercer Capital Advisers
New Jersey
$14K 500 – –
PG
123
Patten Group
Tennessee
$9K 300 – –
AIM
124
Advantage Investment Management
Iowa
$9K 300 – –
BA
125
Bristlecone Advisors
Washington
$9K 300 +300 New
3 4
5
6 7