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Invesco Water Resources ETF
PHO

Overview Fund Activity

315 hedge funds and large institutions have $665M invested in Invesco Water Resources ETF in 2023 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 85 increasing their positions, 92 reducing their positions, and 25 closing their positions.

Holders
315
Holders Change
-2
Holders Change %
-0.63%
% of All Funds
4.97%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
27
Increased
85
Reduced
92
Closed
25
Calls
$6.19M
Puts
$1.17M
Net Calls
+$5.02M
Net Calls Change
-$996K

Top Buyers

1
ACM
1
Avalon Capital Management
California
$4.9M
2
HW
2
Hamilton Wealth
California
$6.03M
3
LPL Financial
3
LPL Financial
California
$35.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$66.3M
5
Millennium Management
5
Millennium Management
New York
$2.17M

Top Sellers

1
SIM
1
Seaview Investment Managers
Florida
$0
2
MD
2
Money Design
Japan
$15.4M
3
Bank of America
3
Bank of America
North Carolina
$97.5M
4
BAM
4
Belpointe Asset Management
Nevada
$0
5
BPA
5
Beacon Pointe Advisors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
OPCM
101
Osborne Partners Capital Management
California
$673K 11,929 -855 -7%
FDCDDQ
102
Federation des caisses Desjardins du Quebec
Quebec, Canada
$664K 11,778 -1,700 -13%
NAM
103
NTV Asset Management
West Virginia
$629K 11,150 +1,800 +19%
RPCONE
104
Retirement Planning Company of New England
Rhode Island
$625K 11,084 -45 -0.4%
Fidelity Investments
105
Fidelity Investments
Massachusetts
$617K 10,942 +2,482 +29%
Corient Private Wealth
106
Corient Private Wealth
Florida
$608K 10,774 +1,214 +13%
Brown Advisory
107
Brown Advisory
Maryland
$603K 10,691 – –
AWM
108
Apollon Wealth Management
South Carolina
$586K 10,394 +138 +1%
National Bank of Canada
109
National Bank of Canada
Quebec, Canada
$576K 10,233 -47 -0.5%
AP
110
Americana Partners
Texas
$564K 10,000 – –
BDFN
111
Bond & Devick Financial Network
Minnesota
$553K 9,814 – –
CWA
112
Clarus Wealth Advisors
Arizona
$549K 9,925 -408 -4%
IWC
113
Integrated Wealth Concepts
Massachusetts
$547K 9,706 +702 +8%
Kovitz Investment Group Partners
114
Kovitz Investment Group Partners
Illinois
$527K 9,345 -50 -0.5%
RZH
115
Relyea Zuckerberg Hanson
Connecticut
$511K 9,055 – –
MBTD
116
Mechanics Bank - Trust Department
California
$495K 8,780 – –
CAG
117
Crestwood Advisors Group
Massachusetts
$468K 8,302 +1,576 +23%
FIM
118
Freedom Investment Management
Connecticut
$463K 8,203 -455 -5%
CAM
119
Cresset Asset Management
Illinois
$462K 8,201 +8,201 New
FWCM
120
Ferguson Wellman Capital Management
Oregon
$460K 8,158 – –
SWP
121
Stratos Wealth Partners
Ohio
$458K 8,125 +932 +13%
Citadel Advisors
122
Citadel Advisors
Florida
$446K 7,916 +4,828 +156%
IWM
123
IHT Wealth Management
Illinois
$444K 7,877 +327 +4%
WP
124
Wealthspan Partners
Iowa
$444K 7,866 -1,519 -16%
SAG
125
SageView Advisory Group
California
$443K 7,850 +7,850 New
3 4
5
6 7