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Invesco Water Resources ETF
PHO

Overview Fund Activity

187 hedge funds and large institutions have $317M invested in Invesco Water Resources ETF in 2019 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 25 increasing their positions, 47 reducing their positions, and 11 closing their positions.

Holders
187
Holders Change
+18
Holders Change %
+10.65%
% of All Funds
4.05%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
32
Increased
25
Reduced
47
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HI
1
Horizon Investments
North Carolina
$28.8M
2
ACM
2
Arlington Capital Management
Illinois
$16M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$14.1M
4
PI
4
PFS Investments
Georgia
$4.76M
5
Morgan Stanley
5
Morgan Stanley
New York
$25M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$2.81M
2
Wells Fargo
2
Wells Fargo
California
$3.45M
3
MFM
3
MD Financial Management
Ontario, Canada
$28.5M
4
Bank of America
4
Bank of America
North Carolina
$62.3M
5
Brown Advisory
5
Brown Advisory
Maryland
$260K
Name Market Value Shares Shares
Change 		Shares
Change %
TL
101
TrueWealth LLC
Georgia
$183K 5,400 – –
CA
102
Cetera Advisors
Colorado
$179K 5,259 +5,259 New
WTC
103
WhitTier Trust Company
Nevada
$178K 5,250 – –
APA
104
American Portfolios Advisors
New York
$174K 5,127 -200 -4%
NSIM
105
North Star Investment Management
Illinois
$160K 4,718 – –
SG Americas Securities
106
SG Americas Securities
New York
$151K 4,437 – –
EDRH
107
Edmond de Rothschild Holding
Switzerland
$142K 4,180 -6,675 -61%
VNA
108
Valley National Advisers
Pennsylvania
$141K 4,161 +4,061 +4,061%
SFSIG
109
San Francisco Sentry Investment Group
California
$136K 4,000 – –
KPCM
110
Kings Point Capital Management
New York
$133K 3,922 – –
Bank of Montreal
111
Bank of Montreal
Ontario, Canada
$131K 3,845 – –
WCM
112
WealthBridge Capital Management
Ohio
$130K 3,800 +200 +6%
IA
113
IFP Advisors
Florida
$127K 3,718 -1,591 -30%
Citigroup
114
Citigroup
New York
$125K 3,655 -685 -16%
CCM
115
Cribstone Capital Management
Maine
$115K 3,375 – –
AIC
116
Ameritas Investment Company
Nebraska
$114K 3,351 -2,598 -44%
RWA
117
Ropes Wealth Advisors
Massachusetts
$107K 3,160 – –
BFEC
118
Benjamin F. Edwards & Company
Missouri
$98K 2,898 – –
BC
119
Bartlett & Co
Ohio
$92K 2,700 – –
BCWM
120
Bartlett & Co Wealth Management
Ohio
$91.7K 2,700 – –
WT
121
Whittier Trust
California
$90K 2,650 – –
WAM
122
Wealthspire Advisors (Maryland)
Maryland
$88K 2,600 – –
SWM
123
SeaCrest Wealth Management
New York
$75K 2,221 – –
GRP
124
Global Retirement Partners
California
$73K 2,140 -355 -14%
CFG
125
Citizens Financial Group
Rhode Island
$68K 2,000 – –
3 4
5
6 7