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Invesco Water Resources ETF
PHO

Overview Fund Activity

317 hedge funds and large institutions have $610M invested in Invesco Water Resources ETF in 2023 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 89 increasing their positions, 84 reducing their positions, and 23 closing their positions.

Holders
317
Holders Change
+10
Holders Change %
+3.26%
% of All Funds
5.08%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
38
Increased
89
Reduced
84
Closed
23
Calls
$6.15M
Puts
$133K
Net Calls
+$6.01M
Net Calls Change
+$12M

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$23.9M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$20.7M
3
LPL Financial
3
LPL Financial
California
$31.3M
4
CAN
4
Cetera Advisor Networks
California
$10.7M
5
Bank of America
5
Bank of America
North Carolina
$93.9M

Top Sellers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$12.2M
2
TA
2
Tactive Advisors
Florida
$0
3
KAS
3
Kestra Advisory Services
Texas
$1.56M
4
Chevy Chase Trust
4
Chevy Chase Trust
Maryland
$0
5
CAL
5
Capital Analysts LLC
Pennsylvania
$1.3M
Name Market Value Shares Shares
Change 		Shares
Change %
VNA
101
Valley National Advisers
Pennsylvania
$678K 12,773 +425 +3%
ERWM
102
Elk River Wealth Management
Colorado
$674K 12,625 – –
OIA
103
OneDigital Investment Advisors
Kansas
$670K 12,568 +2 +0%
FCCM
104
First City Capital Management
Georgia
$655K 12,460 -200 -2%
MWM
105
Moran Wealth Management
Florida
$641K 12,010 +440 +4%
LJAC
106
L.J. Altfest & Co
New York
$639K 11,981 – –
RPCONE
107
Retirement Planning Company of New England
Rhode Island
$594K 11,129 +16 +0.1%
Brown Advisory
108
Brown Advisory
Maryland
$570K 10,691 -803 -7%
Mirae Asset Global Investments
109
Mirae Asset Global Investments
South Korea
$550K 10,300 +10,300 New
National Bank of Canada
110
National Bank of Canada
Quebec, Canada
$548K 10,280 -82 -0.8%
AWM
111
Apollon Wealth Management
South Carolina
$547K 10,256 +2 +0%
AP
112
Americana Partners
Texas
$534K 10,000 – –
CWA
113
Clarus Wealth Advisors
Arizona
$533K 10,333 +234 +2%
BDFN
114
Bond & Devick Financial Network
Minnesota
$524K 9,814 +566 +6%
TRCT
115
Tower Research Capital (TRC)
New York
$522K 9,769 -133 -1%
Corient Private Wealth
116
Corient Private Wealth
Florida
$510K 9,560 +9,560 New
Kovitz Investment Group Partners
117
Kovitz Investment Group Partners
Illinois
$501K 9,395 +635 +7%
WP
118
Wealthspan Partners
Iowa
$501K 9,385 -517 -5%
NAM
119
NTV Asset Management
West Virginia
$499K 9,350 +2,300 +33%
TIA
120
Traphagen Investment Advisors
New Jersey
$485K 9,099 -45 -0.5%
RZH
121
Relyea Zuckerberg Hanson
Connecticut
$483K 9,055 – –
IWC
122
Integrated Wealth Concepts
Massachusetts
$480K 9,004 +2,147 +31%
FTUS
123
Flow Traders U.S.
New York
$478K 8,955 +8,955 New
MBTD
124
Mechanics Bank - Trust Department
California
$468K 8,780 -2,400 -21%
BS
125
Banco Santander
Spain
$462K 8,659 -2,749 -24%
3 4
5
6 7