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Invesco Water Resources ETF
PHO

Overview Fund Activity

357 hedge funds and large institutions have $798M invested in Invesco Water Resources ETF in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 91 increasing their positions, 104 reducing their positions, and 22 closing their positions.

Holders
357
Holders Change
+5
Holders Change %
+1.42%
% of All Funds
5.18%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
34
Increased
91
Reduced
104
Closed
22
Calls
$985K
Puts
$453K
Net Calls
+$532K
Net Calls Change
+$736K

Top Buyers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$34.9M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$15.5M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$17.9M
4
EE
4
EWG Elevate
California
$4.19M
5
MA
5
MONECO Advisors
Connecticut
$2.79M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$80.7M
2
Ameriprise
2
Ameriprise
Minnesota
$5.78M
3
EFH
3
Eaton Financial Holdings
Florida
$311K
4
TF
4
Theory Financial
Colorado
$0
5
GBWM
5
Granite Bay Wealth Management
New Hampshire
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Neuberger Berman Group
101
Neuberger Berman Group
New York
$883K 13,266 -1,511 -10%
WAP
102
Wealthcare Advisory Partners
Pennsylvania
$880K 13,213 -2,952 -18%
SCA
103
Snowden Capital Advisors
New York
$877K 13,171 +1,259 +11%
FIM
104
Freedom Investment Management
Connecticut
$874K 13,133 +3,063 +30%
AWM
105
Axxcess Wealth Management
California
$851K 12,779 +1,395 +12%
OC
106
Oppenheimer & Co
New York
$844K 12,681 – –
ERWM
107
Elk River Wealth Management
Colorado
$840K 12,625 – –
FIA
108
Foundations Investment Advisors
Arizona
$826K 12,403 +12,403 New
National Bank of Canada
109
National Bank of Canada
Quebec, Canada
$825K 12,113 +2,657 +28%
WF
110
Welch & Forbes
Massachusetts
$812K 12,200 – –
JWCA
111
J.W. Cole Advisors
Florida
$799K 11,997 +3 +0%
LJAC
112
L.J. Altfest & Co
New York
$798K 11,981 – –
FCCM
113
First City Capital Management
Georgia
$796K 11,960 -500 -4%
HPC
114
HM Payson & Co
Maine
$793K 11,905 – –
MFG
115
Merit Financial Group
Georgia
$781K 11,805 +11,805 New
HCMG
116
Howard Capital Management Group
California
$760K 11,413 -350 -3%
Kovitz Investment Group Partners
117
Kovitz Investment Group Partners
Illinois
$753K 11,315 +2,495 +28%
CWM
118
Concentric Wealth Management
California
$750K 11,270 -305 -3%
NAM
119
NTV Asset Management
West Virginia
$748K 11,240 – –
CAM
120
Cresset Asset Management
Illinois
$737K 11,071 +2,784 +34%
Brown Advisory
121
Brown Advisory
Maryland
$712K 10,691 -193 -2%
IWC
122
Integrated Wealth Concepts
Massachusetts
$682K 10,249 +125 +1%
FDCDDQ
123
Federation des caisses Desjardins du Quebec
Quebec, Canada
$679K 10,203 – –
OPCM
124
Osborne Partners Capital Management
California
$673K 10,104 – –
AA
125
Ancora Advisors
Ohio
$670K 10,070 +1 +0%
3 4
5
6 7