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Invesco Water Resources ETF
PHO

Overview Fund Activity

352 hedge funds and large institutions have $794M invested in Invesco Water Resources ETF in 2023 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 79 increasing their positions, 107 reducing their positions, and 22 closing their positions.

Holders
352
Holders Change
+37
Holders Change %
+11.75%
% of All Funds
5.16%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
62
Increased
79
Reduced
107
Closed
22
Calls
$1.07M
Puts
$1.27M
Net Calls
-$204K
Net Calls Change
-$3.78M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$150M
2
SCM
2
Sage Capital Management
New Jersey
$7.1M
3
KAS
3
Kestra Advisory Services
Texas
$4.76M
4
TA
4
Tactive Advisors
Florida
$2.39M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$2.42M

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$0
2
MD
2
Money Design
Japan
$9.52M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$12.3M
4
LPL Financial
4
LPL Financial
California
$35.9M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$8.82M
Name Market Value Shares Shares
Change 		Shares
Change %
SAG
101
SageView Advisory Group
California
$773K 12,788 +3,138 +33%
OC
102
Oppenheimer & Co
New York
$772K 12,681 -833 -6%
ERWM
103
Elk River Wealth Management
Colorado
$768K 12,625 – –
GL
104
Gerber LLC
Ohio
$765K 12,568 +12,568 New
FCCM
105
First City Capital Management
Georgia
$758K 12,460 -63 -0.5%
WF
106
Welch & Forbes
Massachusetts
$742K 12,200 -800 -6%
JWCA
107
J.W. Cole Advisors
Florida
$730K 11,994 +7 +0.1%
LJAC
108
L.J. Altfest & Co
New York
$729K 11,981 – –
SCA
109
Snowden Capital Advisors
New York
$725K 11,912 +6,310 +113%
HPC
110
HM Payson & Co
Maine
$725K 11,905 – –
HCMG
111
Howard Capital Management Group
California
$716K 11,763 -530 -4%
MML Investors Services
112
MML Investors Services
Massachusetts
$705K 11,577 +3,545 +44%
CWM
113
Concentric Wealth Management
California
$704K 11,575 -1,039 -8%
AWM
114
Axxcess Wealth Management
California
$693K 11,384 +11,384 New
TRCT
115
Tower Research Capital (TRC)
New York
$691K 11,355 -8,438 -43%
NAM
116
NTV Asset Management
West Virginia
$684K 11,240 +90 +0.8%
RCS
117
Retirement Capital Strategies
California
$677K 11,123 – –
Brown Advisory
118
Brown Advisory
Maryland
$662K 10,884 +193 +2%
FDCDDQ
119
Federation des caisses Desjardins du Quebec
Quebec, Canada
$621K 10,203 -75 -0.7%
IWC
120
Integrated Wealth Concepts
Massachusetts
$616K 10,124 -224 -2%
RPCONE
121
Retirement Planning Company of New England
Rhode Island
$616K 10,113 +807 +9%
OPCM
122
Osborne Partners Capital Management
California
$615K 10,104 – –
FIM
123
Freedom Investment Management
Connecticut
$613K 10,070 +2,134 +27%
AA
124
Ancora Advisors
Ohio
$613K 10,069 +6,254 +164%
Prudential Financial
125
Prudential Financial
New Jersey
$601K 9,874 +139 +1%
3 4
5
6 7