PHO icon

Invesco Water Resources ETF
PHO

Overview Fund Activity

307 hedge funds and large institutions have $576M invested in Invesco Water Resources ETF in 2022 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 81 increasing their positions, 84 reducing their positions, and 24 closing their positions.

Holders
307
Holders Change
+13
Holders Change %
+4.42%
% of All Funds
4.95%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
44
Increased
81
Reduced
84
Closed
24
Calls
$2.24M
Puts
$8.18M
Net Calls
-$5.94M
Net Calls Change
-$5.87M

Top Buyers

1
MD
1
Money Design
Japan
$16.4M
2
CCA
2
Conservest Capital Advisors
Pennsylvania
$3.89M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$12.9M
4
Cerity Partners
4
Cerity Partners
New York
$3.03M
5
KAS
5
Kestra Advisory Services
Texas
$4.25M

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$20M
2
UBS Group
2
UBS Group
Switzerland
$40.8M
3
CAL
3
Capital Analysts LLC
Pennsylvania
$2.65M
4
Stifel Financial
4
Stifel Financial
Missouri
$4.9M
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$30.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MBTD
101
Mechanics Bank - Trust Department
California
$576K -$20.6K -400 -3%
RPCONE
102
Retirement Planning Company of New England
Rhode Island
$573K -$10.1K -196 -2%
PP
103
Prudential plc
United Kingdom
$573K -$74.2K -1,440 -11%
CWA
104
Clarus Wealth Advisors
Arizona
$538K +$63.4K +1,190 +13%
National Bank of Canada
105
National Bank of Canada
Quebec, Canada
$533K -$13K -252 -2%
AWM
106
Apollon Wealth Management
South Carolina
$529K -$56.5K -1,097 -10%
FIM
107
Freedom Investment Management
Connecticut
$524K -$69.9K -1,356 -12%
AP
108
Americana Partners
Texas
$515K – – –
WP
109
Wealthspan Partners
Iowa
$510K +$3.45K +67 +0.7%
TRCT
110
Tower Research Capital (TRC)
New York
$510K +$68.8K +1,336 +16%
BDFN
111
Bond & Devick Financial Network
Minnesota
$477K +$477K +9,248 New
TIA
112
Traphagen Investment Advisors
New Jersey
$471K +$15.3K +297 +3%
UCFA
113
United Capital Financial Advisors
Texas
$470K +$42.9K +833 +10%
RZH
114
Relyea Zuckerberg Hanson
Connecticut
$467K – – –
BCM
115
Barometer Capital Management
Ontario, Canada
$464K +$149K +2,900 +48%
Deutsche Bank
116
Deutsche Bank
Germany
$463K – – –
Kovitz Investment Group Partners
117
Kovitz Investment Group Partners
Illinois
$451K +$23.2K +450 +5%
Fidelity Investments
118
Fidelity Investments
Massachusetts
$441K +$137K +2,662 +45%
Goldman Sachs
119
Goldman Sachs
New York
$430K -$316K -6,132 -42%
SWP
120
Stratos Wealth Partners
Ohio
$429K +$16.9K +327 +4%
SFG
121
StrategIQ Financial Group
Indiana
$428K -$11.8K -229 -3%
LA
122
LexAurum Advisors
Kansas
$428K -$4.95K -96 -1%
FWCM
123
Ferguson Wellman Capital Management
Oregon
$420K +$23.2K +450 +6%
Truist Financial
124
Truist Financial
North Carolina
$416K +$18.8K +365 +5%
CA
125
Cetera Advisors
Colorado
$414K +$149K +2,892 +56%
3 4
5
6 7