PHO icon

Invesco Water Resources ETF
PHO

Overview Fund Activity

315 hedge funds and large institutions have $644M invested in Invesco Water Resources ETF in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 93 increasing their positions, 81 reducing their positions, and 20 closing their positions.

Holders
315
Holders Change
–
Holders Change %
0%
% of All Funds
5.02%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
27
Increased
93
Reduced
81
Closed
20
Calls
$4.95M
Puts
$1.37M
Net Calls
+$3.58M
Net Calls Change
-$1.44M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$10.9M
2
CS
2
Credit Suisse
Switzerland
$5.52M
3
GBWM
3
Granite Bay Wealth Management
New Hampshire
$4.02M
4
Morgan Stanley
4
Morgan Stanley
New York
$64.7M
5
BPA
5
Beacon Pointe Advisors
California
$2M

Top Sellers

1
MD
1
Money Design
Japan
$11.7M
2
Millennium Management
2
Millennium Management
New York
$0
3
BFS
3
Bard Financial Services
Connecticut
$0
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$2M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$9.52M
Name Market Value Shares Shares
Change 		Shares
Change %
WF
101
Welch & Forbes
Massachusetts
$691K 13,000 – –
OIA
102
OneDigital Investment Advisors
Kansas
$690K 12,973 +151 +1%
ERWM
103
Elk River Wealth Management
Colorado
$671K 12,625 – –
CWM
104
Concentric Wealth Management
California
$671K 12,614 – –
FCCM
105
First City Capital Management
Georgia
$666K 12,523 +63 +0.5%
HCMG
106
Howard Capital Management Group
California
$654K 12,293 -499 -4%
Fidelity Investments
107
Fidelity Investments
Massachusetts
$647K 12,162 +1,220 +11%
VNA
108
Valley National Advisers
Pennsylvania
$645K 12,137 -438 -3%
JWCA
109
J.W. Cole Advisors
Florida
$637K 11,987 -1,158 -9%
LJAC
110
L.J. Altfest & Co
New York
$637K 11,981 – –
HPC
111
HM Payson & Co
Maine
$633K 11,905 +10,000 +525%
CM
112
Columbus Macro
Pennsylvania
$633K 11,900 +11,900 New
NAM
113
NTV Asset Management
West Virginia
$593K 11,150 – –
RCS
114
Retirement Capital Strategies
California
$592K 11,123 +11,123 New
Brown Advisory
115
Brown Advisory
Maryland
$569K 10,691 – –
IWC
116
Integrated Wealth Concepts
Massachusetts
$550K 10,348 +642 +7%
FDCDDQ
117
Federation des caisses Desjardins du Quebec
Quebec, Canada
$547K 10,278 -1,500 -13%
Rockefeller Capital Management
118
Rockefeller Capital Management
New York
$544K 10,232 +3,300 +48%
OPCM
119
Osborne Partners Capital Management
California
$537K 10,104 -1,825 -15%
BDFN
120
Bond & Devick Financial Network
Minnesota
$537K 10,098 +284 +3%
National Bank of Canada
121
National Bank of Canada
Quebec, Canada
$531K 10,183 -50 -0.5%
Prudential Financial
122
Prudential Financial
New Jersey
$518K 9,735 -6,671 -41%
SAG
123
SageView Advisory Group
California
$513K 9,650 +1,800 +23%
RPCONE
124
Retirement Planning Company of New England
Rhode Island
$495K 9,306 -1,778 -16%
FTUS
125
Flow Traders U.S.
New York
$490K 9,222 +9,222 New
3 4
5
6 7