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Invesco Water Resources ETF
PHO

Overview Fund Activity

252 hedge funds and large institutions have $468M invested in Invesco Water Resources ETF in 2021 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 62 increasing their positions, 48 reducing their positions, and 19 closing their positions.

Holders
252
Holders Change
+18
Holders Change %
+7.69%
% of All Funds
4.44%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
41
Increased
62
Reduced
48
Closed
19
Calls
$732K
Puts
$321K
Net Calls
+$411K
Net Calls Change
-$300K

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$60.1M
2
Bank of America
2
Bank of America
North Carolina
$86.1M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$20.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$43.2M
5
TC
5
TAP Consulting
Missouri
$3.44M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.27M
2
AWM
2
AE Wealth Management
Kansas
$208K
3
SS
3
Simplicity Solutions
Minnesota
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
MFM
5
MD Financial Management
Ontario, Canada
$20.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FLPIM
101
F.L. Putnam Investment Management
Massachusetts
$380K – – –
JCM
102
Jag Capital Management
Missouri
$369K -$8.79K -178 -2%
SAM
103
Stenahm Asset Management
Guernsey
$366K – – –
CTC
104
Central Trust Company
Missouri
$362K – – –
CWA
105
Clarus Wealth Advisors
Arizona
$361K +$98.6K +1,941 +38%
SWP
106
Stratos Wealth Partners
Ohio
$355K +$355K +7,180 New
FHA
107
Flagship Harbor Advisors
Massachusetts
$351K -$116K -2,352 -25%
PVH
108
Psagot Value Holdings
Israel
$346K – – –
NSAM
109
North Star Asset Management
Wisconsin
$346K – – –
TIA
110
Traphagen Investment Advisors
New Jersey
$343K -$2.67K -54 -0.8%
LNC
111
Lincoln National Corp
Pennsylvania
$341K +$341K +6,897 New
Rockefeller Capital Management
112
Rockefeller Capital Management
New York
$337K +$49 +1 +0%
CA
113
Cambridge Advisors
Nebraska
$334K -$4.93K -100 -1%
RZH
114
Relyea Zuckerberg Hanson
Connecticut
$328K +$328K +6,260 New
Deutsche Bank
115
Deutsche Bank
Germany
$326K +$76.2K +1,542 +31%
GLLW
116
Graves Light Lenhart Wealth
Virginia
$321K – – –
CAN
117
Cetera Advisor Networks
California
$319K +$13.2K +268 +4%
WTC
118
WhitTier Trust Company
Nevada
$314K – – –
WB
119
Webster Bank
Connecticut
$307K – – –
NSIM
120
North Star Investment Management
Illinois
$304K – – –
FDCDDQ
121
Federation des caisses Desjardins du Quebec
Quebec, Canada
$300K -$45.3K -918 -13%
3LCM
122
3D/L Capital Management
Connecticut
$300K +$300K +6,067 New
BF
123
BOK Financial
Oklahoma
$299K -$37.1K -750 -11%
CAL
124
Capital Analysts LLC
Pennsylvania
$298K +$298K +6,025 New
CCA
125
Clearwater Capital Advisors
Illinois
$290K -$25.2K -510 -8%
3 4
5
6 7