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Invesco Water Resources ETF
PHO

Overview Fund Activity

274 hedge funds and large institutions have $522M invested in Invesco Water Resources ETF in 2021 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 90 increasing their positions, 42 reducing their positions, and 13 closing their positions.

Holders
274
Holders Change
+22
Holders Change %
+8.73%
% of All Funds
4.78%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
36
Increased
90
Reduced
42
Closed
13
Calls
$380K
Puts
$567K
Net Calls
-$187K
Net Calls Change
-$598K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$44.6M
2
LPL Financial
2
LPL Financial
California
$21.2M
3
SCC
3
Spring Creek Capital
Kansas
$6.79M
4
Morgan Stanley
4
Morgan Stanley
New York
$49.5M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.54M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$42.8M
2
PL
2
Polianta Ltd
Jersey
$22.9M
3
RMAM
3
Raab & Moskowitz Asset Management
New Jersey
$3.36M
4
WIA
4
Wealthstreet Investment Advisors
Texas
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$728K
Name Market Value Shares Shares
Change 		Shares
Change %
TIA
101
Traphagen Investment Advisors
New Jersey
$425K 7,933 +994 +14%
Goldman Sachs
102
Goldman Sachs
New York
$421K 7,865 -5,438 -41%
Bank of New York Mellon
103
Bank of New York Mellon
New York
$419K 7,841 -1 -0%
SWP
104
Stratos Wealth Partners
Ohio
$419K 7,824 +644 +9%
LJAC
105
L.J. Altfest & Co
New York
$416K 7,769 – –
Franklin Resources
106
Franklin Resources
California
$415K 7,745 – –
V
107
Veritable
Delaware
$415K 7,754 – –
Truist Financial
108
Truist Financial
North Carolina
$405K 7,574 -1,829 -19%
JCM
109
Jag Capital Management
Missouri
$399K 7,459 -12 -0.2%
SAM
110
Stenahm Asset Management
Guernsey
$396K 7,400 – –
CTC
111
Central Trust Company
Missouri
$393K 7,330 – –
FLPIM
112
F.L. Putnam Investment Management
Massachusetts
$391K 7,304 -396 -5%
FHA
113
Flagship Harbor Advisors
Massachusetts
$379K 7,086 -10 -0.1%
NSAM
114
North Star Asset Management
Wisconsin
$375K 7,000 – –
SSB
115
Sandy Spring Bank
Maryland
$372K 6,955 +1,487 +27%
FDCDDQ
116
Federation des caisses Desjardins du Quebec
Quebec, Canada
$372K 6,942 +860 +14%
MSAM
117
Moloney Securities Asset Management
Missouri
$369K 6,893 +1,028 +18%
Rockefeller Capital Management
118
Rockefeller Capital Management
New York
$365K 6,842 – –
Bank of Montreal
119
Bank of Montreal
Ontario, Canada
$364K 6,798 +3,738 +122%
CA
120
Cambridge Advisors
Nebraska
$362K 6,769 – –
CAL
121
Capital Analysts LLC
Pennsylvania
$359K 6,711 +686 +11%
Deutsche Bank
122
Deutsche Bank
Germany
$353K 6,597 – –
GLLW
123
Graves Light Lenhart Wealth
Virginia
$348K 6,500 – –
WTC
124
WhitTier Trust Company
Nevada
$340K 6,350 – –
3LCM
125
3D/L Capital Management
Connecticut
$334K 6,232 +165 +3%
3 4
5
6 7