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Invesco Water Resources ETF
PHO

Overview Fund Activity

213 hedge funds and large institutions have $341M invested in Invesco Water Resources ETF in 2019 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 56 increasing their positions, 40 reducing their positions, and 14 closing their positions.

Holders
213
Holders Change
+23
Holders Change %
+12.11%
% of All Funds
4.21%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
39
Increased
56
Reduced
40
Closed
14
Calls
$243K
Puts
$270K
Net Calls
-$27K
Net Calls Change
-$27K

Top Buyers

1
PL
1
Polianta Ltd
Jersey
$18.6M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$9.81M
3
LPL Financial
3
LPL Financial
California
$8.43M
4
UBS Group
4
UBS Group
Switzerland
$23M
5
RJA
5
Raymond James & Associates
Florida
$3.52M

Top Sellers

1
MFM
1
MD Financial Management
Ontario, Canada
$16.1M
2
BCM
2
Barometer Capital Management
Ontario, Canada
$579K
3
ACM
3
Arlington Capital Management
Illinois
$12.3M
4
BCM
4
Beck Capital Management
Texas
$3.15M
5
VC
5
Vicus Capital
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GLLW
101
Graves Light Lenhart Wealth
Virginia
$254K 6,579 – –
JCM
102
Jag Capital Management
Missouri
$252K 6,511 +918 +16%
FUBT
103
First United Bank & Trust
Maryland
$251K 6,485 -710 -10%
SPC
104
Sigma Planning Corp
Michigan
$251K 6,490 -201 -3%
BF
105
BOK Financial
Oklahoma
$249K 6,432 -900 -12%
GT
106
Glenmede Trust
Pennsylvania
$243K 6,309 -2,000 -24%
Northwestern Mutual Wealth Management
107
Northwestern Mutual Wealth Management
Wisconsin
$241K 6,226 +2,202 +55%
KIA
108
KCM Investment Advisors
California
$234K 6,059 +6,059 New
AWM
109
AllSquare Wealth Management
New York
$225K 5,834 – –
APA
110
American Portfolios Advisors
New York
$223K 5,762 +810 +16%
WP
111
WealthSource Partners
California
$220K 5,707 -9 -0.2%
RIG
112
Renaissance Investment Group
Massachusetts
$218K 5,648 – –
ET
113
Equitable Trust
Tennessee
$218K 5,655 – –
Truist Financial
114
Truist Financial
North Carolina
$218K 5,647 +5,647 New
SSB
115
Sandy Spring Bank
Maryland
$211K 5,468 – –
TL
116
TrueWealth LLC
Georgia
$209K 5,400 – –
CWA
117
Clarus Wealth Advisors
Arizona
$208K 5,373 -576 -10%
NSIM
118
North Star Investment Management
Illinois
$208K 5,397 +679 +14%
PSF
119
Pacific Sun Financial
California
$207K 5,350 +5,350 New
TIA
120
Traphagen Investment Advisors
New Jersey
$205K 5,313 -275 -5%
NWP
121
Northstar Wealth Partners
Connecticut
$204K 5,305 +5,305 New
RJT
122
Raymond James Trust
Florida
$203K 5,250 +5,250 New
WB
123
Webster Bank
Connecticut
$202K 5,220 – –
CAN
124
Cetera Advisor Networks
California
$201K 5,140 +5,140 New
SG Americas Securities
125
SG Americas Securities
New York
$171K 4,437 – –
3 4
5
6 7