PHO icon

Invesco Water Resources ETF
PHO

Overview Fund Activity

306 hedge funds and large institutions have $604M invested in Invesco Water Resources ETF in 2021 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 104 increasing their positions, 43 reducing their positions, and 16 closing their positions.

Holders
306
Holders Change
+32
Holders Change %
+11.68%
% of All Funds
5.37%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
52
Increased
104
Reduced
43
Closed
16
Calls
$1.01M
Puts
$449K
Net Calls
+$563K
Net Calls Change
+$750K

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$53.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$59M
3
LPL Financial
3
LPL Financial
California
$28.1M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$11.1M
5
Bank of America
5
Bank of America
North Carolina
$101M

Top Sellers

1
PL
1
Polianta Ltd
Jersey
$12.1M
2
SCC
2
Spring Creek Capital
Kansas
$0
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$18.8M
4
MFM
4
MD Financial Management
Ontario, Canada
$35.3M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$911K
Name Market Value Shares Shares
Change 		Shares
Change %
AP
101
Americana Partners
Texas
$588K 10,750 +10,750 New
CS
102
Credit Suisse
Switzerland
$569K 10,401 – –
CAPTRUST Financial Advisors
103
CAPTRUST Financial Advisors
North Carolina
$554K 10,133 +170 +2%
OIA
104
OneDigital Investment Advisors
Kansas
$553K 10,107 +175 +2%
FIM
105
Freedom Investment Management
Connecticut
$552K 10,087 -644 -6%
BRWA
106
B. Riley Wealth Advisors
Florida
$528K 9,646 +86 +0.9%
RZH
107
Relyea Zuckerberg Hanson
Connecticut
$495K 9,055 +905 +11%
IA
108
IFP Advisors
Florida
$493K 9,032 +5,276 +140%
Deutsche Bank
109
Deutsche Bank
Germany
$492K 8,985 +2,388 +36%
RJT
110
Raymond James Trust
Florida
$481K 8,791 – –
AWM
111
AE Wealth Management
Kansas
$473K 8,652 +4,155 +92%
TIA
112
Traphagen Investment Advisors
New Jersey
$470K 8,598 +665 +8%
GPFA
113
Game Plan Financial Advisors
Ohio
$448K 8,180 – –
LA
114
LexAurum Advisors
Kansas
$445K 8,131 +1 +0%
Truist Financial
115
Truist Financial
North Carolina
$442K 8,074 +500 +7%
Brown Advisory
116
Brown Advisory
Maryland
$441K 8,058 -2,036 -20%
PSF
117
Pacific Sun Financial
California
$439K 8,030 +8,030 New
MC
118
Moors & Cabot
Massachusetts
$438K 8,025 -450 -5%
CWA
119
Clarus Wealth Advisors
Arizona
$437K 7,910 -116 -1%
LJAC
120
L.J. Altfest & Co
New York
$425K 7,769 – –
V
121
Veritable
Delaware
$424K 7,754 – –
Franklin Resources
122
Franklin Resources
California
$424K 7,745 – –
MSAM
123
Moloney Securities Asset Management
Missouri
$416K 7,608 +715 +10%
DC
124
Davenport & Co
Virginia
$414K 7,559 +7,559 New
JCM
125
Jag Capital Management
Missouri
$408K 7,459 – –
3 4
5
6 7