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Invesco Water Resources ETF
PHO

Overview Fund Activity

342 hedge funds and large institutions have $718M invested in Invesco Water Resources ETF in 2021 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 90 increasing their positions, 70 reducing their positions, and 32 closing their positions.

Holders
342
Holders Change
+36
Holders Change %
+11.76%
% of All Funds
5.28%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
72
Increased
90
Reduced
70
Closed
32
Calls
$759K
Puts
–
Net Calls
+$759K
Net Calls Change
+$196K

Top Buyers

1
CB
1
Commerce Bank
Missouri
$14.4M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$8.28M
3
CAN
3
Cetera Advisor Networks
California
$6.31M
4
MD
4
Money Design
Japan
$5.44M
5
Morgan Stanley
5
Morgan Stanley
New York
$69.9M

Top Sellers

1
FIG
1
FundX Investment Group
California
$400K
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$57.2M
3
APA
3
American Portfolios Advisors
New York
$192K
4
LPL Financial
4
LPL Financial
California
$29.5M
5
Barclays
5
Barclays
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FCCM
101
First City Capital Management
Georgia
$714K 13,660 -805 -6%
AWM
102
AE Wealth Management
Kansas
$714K 11,738 +3,086 +36%
MBTD
103
Mechanics Bank - Trust Department
California
$705K 11,580 – –
AGP
104
Autumn Glory Partners
Texas
$679K 11,159 +11,159 New
Simplex Trading
105
Simplex Trading
Illinois
$676K 11,115 +6,555 +144%
National Bank of Canada
106
National Bank of Canada
Quebec, Canada
$665K 10,926 +10,926 New
RPCONE
107
Retirement Planning Company of New England
Rhode Island
$656K 10,783 +10,783 New
AP
108
Americana Partners
Texas
$654K 10,750 – –
LJAC
109
L.J. Altfest & Co
New York
$652K 10,717 +2,948 +38%
QWM
110
QP Wealth Management
New Jersey
$649K 10,675 +10,675 New
BRWA
111
B. Riley Wealth Advisors
Florida
$608K 9,981 +335 +3%
OIA
112
OneDigital Investment Advisors
Kansas
$604K 9,924 -183 -2%
IA
113
IFP Advisors
Florida
$594K 9,730 +698 +8%
Kovitz Investment Group Partners
114
Kovitz Investment Group Partners
Illinois
$593K 12,761 +1,471 +13%
Deutsche Bank
115
Deutsche Bank
Germany
$547K 8,985 – –
MSAM
116
Moloney Securities Asset Management
Missouri
$538K 8,848 +1,240 +16%
WP
117
Wealthspan Partners
Iowa
$534K 8,769 +8,769 New
PSF
118
Pacific Sun Financial
California
$528K 8,680 +650 +8%
TIA
119
Traphagen Investment Advisors
New Jersey
$514K 8,444 -154 -2%
Bank of New York Mellon
120
Bank of New York Mellon
New York
$504K 8,285 -2,557 -24%
MC
121
Moors & Cabot
Massachusetts
$497K 8,175 +150 +2%
SFG
122
StrategIQ Financial Group
Indiana
$496K 8,145 +2,475 +44%
LA
123
LexAurum Advisors
Kansas
$495K 8,131 – –
Brown Advisory
124
Brown Advisory
Maryland
$490K 8,058 – –
FDCDDQ
125
Federation des caisses Desjardins du Quebec
Quebec, Canada
$489K 8,035 +1,205 +18%
3 4
5
6 7