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Invesco Water Resources ETF
PHO

Overview Fund Activity

169 hedge funds and large institutions have $211M invested in Invesco Water Resources ETF in 2018 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 31 increasing their positions, 38 reducing their positions, and 25 closing their positions.

Holders
169
Holders Change
+1
Holders Change %
+0.6%
% of All Funds
3.77%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
27
Increased
31
Reduced
38
Closed
25
Calls
–
Puts
$169K
Net Calls
-$169K
Net Calls Change
-$1.47M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$4.94M
2
HW
2
Hamilton Wealth
California
$2.15M
3
CCA
3
Conservest Capital Advisors
Pennsylvania
$1.48M
4
QCM
4
Quest Capital Management
Texas
$1.26M
5
MFM
5
MD Financial Management
Ontario, Canada
$25.2M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$0
2
TCM
2
Tuttle Capital Management
Connecticut
$0
3
RA
3
Rational Advisors
New York
$0
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$5.89M
5
UBS Group
5
UBS Group
Switzerland
$9.5M
Name Market Value Shares Shares
Change 		Shares
Change %
BCWM
101
Bartlett & Co Wealth Management
Ohio
$76.2K 2,700 – –
BC
102
Bartlett & Co
Ohio
$76K 2,700 – –
WT
103
Whittier Trust
California
$75K 2,650 – –
WAM
104
Wealthspire Advisors (Maryland)
Maryland
$73K 2,600 -1,766 -40%
GRP
105
Global Retirement Partners
California
$70K 2,495 +384 +18%
SWM
106
SeaCrest Wealth Management
New York
$63K 2,221 – –
Carson Wealth (CWM LLC)
107
Carson Wealth (CWM LLC)
Nebraska
$59K 2,095 +700 +50%
EWM
108
Edge Wealth Management
New York
$56K 2,000 – –
CFG
109
Citizens Financial Group
Rhode Island
$56K 2,000 – –
WIM
110
Westside Investment Management
California
$51K 1,803 +1 +0.1%
GWM
111
Geneos Wealth Management
Colorado
$39K 1,393 – –
PCFFS
112
Pacific Center for Financial Services
California
$38K 1,345 – –
Fifth Third Bancorp
113
Fifth Third Bancorp
Ohio
$36K 1,272 – –
FWM
114
Focused Wealth Management
New York
$34K 1,201 – –
CAC
115
Certified Advisory Corp
Florida
$32K 1,121 +1 +0.1%
PA
116
Parallel Advisors
California
$31K 1,110 – –
MCM
117
Manchester Capital Management
Vermont
$31K 1,021 – –
FANJ
118
Financial Architects (New Jersey)
New Jersey
$28K 1,000 – –
ACM
119
Aviance Capital Management
Florida
$26K 933 -800 -46%
ADL
120
Asset Dedication LLC
California
$26K 917 – –
MA
121
MUFG Americas
New York
$25K 900 -600 -40%
AOWM
122
Alpha Omega Wealth Management
Virginia
$25K 900 – –
First Manhattan
123
First Manhattan
New York
$25K 920 – –
ESB
124
Essex Savings Bank
Connecticut
$24K 855 +855 New
Fidelity Investments
125
Fidelity Investments
Massachusetts
$24K 858 +856 +42,800%
3 4
5
6 7