PHO icon

Invesco Water Resources ETF
PHO

Overview Fund Activity

168 hedge funds and large institutions have $241M invested in Invesco Water Resources ETF in 2018 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 36 increasing their positions, 30 reducing their positions, and 16 closing their positions.

Holders
168
Holders Change
+9
Holders Change %
+5.66%
% of All Funds
3.85%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
25
Increased
36
Reduced
30
Closed
16
Calls
$1.3M
Puts
–
Net Calls
+$1.3M
Net Calls Change
+$1.3M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$60.9M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$8.31M
3
Wells Fargo
3
Wells Fargo
California
$6.17M
4
Goldman Sachs
4
Goldman Sachs
New York
$2.18M
5
TCM
5
Tuttle Capital Management
Connecticut
$1.5M

Top Sellers

1
QAM
1
Q3 Asset Management
Michigan
$0
2
MFM
2
MD Financial Management
Ontario, Canada
$27.6M
3
FIM
3
Freedom Investment Management
Connecticut
$0
4
VAM
4
Verity Asset Management
North Carolina
$1.87M
5
FCCM
5
First City Capital Management
Georgia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BC
101
Bartlett & Co
Ohio
$86K 2,700 – –
BCWM
102
Bartlett & Co Wealth Management
Ohio
$85.9K 2,700 – –
WT
103
Whittier Trust
California
$84K 2,650 – –
SWM
104
SeaCrest Wealth Management
New York
$71K 2,221 – –
GRP
105
Global Retirement Partners
California
$67K 2,111 – –
CFG
106
Citizens Financial Group
Rhode Island
$64K 2,000 – –
EWM
107
Edge Wealth Management
New York
$64K 2,000 – –
WIM
108
Westside Investment Management
California
$56.8K 1,802 – –
ACM
109
Aviance Capital Management
Florida
$55K 1,733 -455 -21%
MA
110
MUFG Americas
New York
$48K 1,500 – –
Carson Wealth (CWM LLC)
111
Carson Wealth (CWM LLC)
Nebraska
$44K 1,395 -600 -30%
GWM
112
Geneos Wealth Management
Colorado
$44K 1,393 +400 +40%
PCFFS
113
Pacific Center for Financial Services
California
$43K 1,345 – –
Fifth Third Bancorp
114
Fifth Third Bancorp
Ohio
$40K 1,272 – –
NCM
115
New Capital Management
Texas
$38K 1,200 – –
FWM
116
Focused Wealth Management
New York
$38K 1,201 – –
CAC
117
Certified Advisory Corp
Florida
$36K 1,120 – –
PA
118
Parallel Advisors
California
$35K 1,110 – –
JPMorgan Chase & Co
119
JPMorgan Chase & Co
New York
$34K 1,078 -50 -4%
AA
120
Ancora Advisors
Ohio
$34K 1,071 +1,071 New
MCM
121
Manchester Capital Management
Vermont
$32K 1,021 – –
FANJ
122
Financial Architects (New Jersey)
New Jersey
$32K 1,000 – –
ADL
123
Asset Dedication LLC
California
$29K 917 – –
AOWM
124
Alpha Omega Wealth Management
Virginia
$29K 900 – –
First Manhattan
125
First Manhattan
New York
$29K 920 +1 +0.1%
3 4
5
6 7