Invesco Water Resources ETF
318 hedge funds and large institutions have $610M invested in Invesco Water Resources ETF in 2023 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 89 increasing their positions, 84 reducing their positions, and 23 closing their positions.
4,521% more call options, than puts
Call options by funds: $6.15M | Put options by funds: $133K
70% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 23
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
6% more capital invested
Capital invested by funds: $576M → $610M (+$34.7M)
4% more funds holding
Funds holding: 307 → 318 (+11)
1.52% more ownership
Funds ownership: 33.96% → 35.48% (+1.5%)
6% more repeat investments, than reductions
Existing positions increased: 89 | Existing positions reduced: 84
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$21.5M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$7.27M |
| 3 |
LPL Financial
San Diego,
California
|
+$5.28M |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$3.21M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$2.83M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$19M |
| 2 |
TA
Tactive Advisors
Jacksonville,
Florida
|
-$4.12M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$2.82M |
| 4 |
Chevy Chase Trust
Bethesda,
Maryland
|
-$1.51M |
| 5 |
CAL
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
-$1.44M |
PHO Hedge Fund Activity: Q1 2023 in Review
318 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco Water Resources ETF (PHO) for Q1 2023, worth a combined $610M — up 6% from $576M a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new PHO positions and 23 closed out — a net gain of 16 holders — while 89 added to existing stakes and 84 trimmed.
The largest buyer was HighTower Advisors, adding an estimated $21.5M. The largest seller was 1832 Asset Management, cutting an estimated $19M.
- 318 institutional investors held Invesco Water Resources ETF (PHO) as of Q1 2023, up from 307 in Q4 2022.
- Funds reported $610M of Invesco Water Resources ETF stock for Q1 2023, up 6% quarter-over-quarter.
- 39 funds opened new Invesco Water Resources ETF positions in Q1 2023 and 23 closed out, a net change of +16 holders.
- The largest Invesco Water Resources ETF buyer in Q1 2023 was HighTower Advisors, an estimated $21.5M added.
- The largest Invesco Water Resources ETF seller in Q1 2023 was 1832 Asset Management, an estimated $19M sold.
Based on aggregated 13F filings for Q1 2023.