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Invesco Water Resources ETF
PHO

Overview Fund Activity

364 hedge funds and large institutions have $768M invested in Invesco Water Resources ETF in 2024 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 96 increasing their positions, 94 reducing their positions, and 22 closing their positions.

Holders
364
Holders Change
+7
Holders Change %
+1.96%
% of All Funds
5.3%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
35
Increased
96
Reduced
94
Closed
22
Calls
$1.29M
Puts
$759K
Net Calls
+$526K
Net Calls Change
-$6K

Top Buyers

1
PA
1
Prism Advisors
California
$9.72M
2
LPL Financial
2
LPL Financial
California
$43.4M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$10.4M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$2.5M
5
RJA
5
Raymond James & Associates
Florida
$7.56M

Top Sellers

1
WC
1
Westwind Capital
New Mexico
$1.45M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$11.4M
3
EE
3
EWG Elevate
California
$0
4
Bank of America
4
Bank of America
North Carolina
$106M
5
Morgan Stanley
5
Morgan Stanley
New York
$75.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
101
Snowden Capital Advisors
New York
$862K +$7.47K +115 +0.9%
NAM
102
NTV Asset Management
West Virginia
$846K +$117K +1,801 +16%
Neuberger Berman Group
103
Neuberger Berman Group
New York
$842K -$18.8K -290 -2%
OC
104
Oppenheimer & Co
New York
$837K +$13.7K +211 +2%
ERWM
105
Elk River Wealth Management
Colorado
$819K – – –
VanEck Associates
106
VanEck Associates
New York
$809K +$809K +12,458 New
IWC
107
Integrated Wealth Concepts
Massachusetts
$790K +$125K +1,923 +19%
WF
108
Welch & Forbes
Massachusetts
$780K – – –
LJAC
109
L.J. Altfest & Co
New York
$778K – – –
MFG
110
Mosaic Financial Group
Illinois
$775K +$261K +4,012 +51%
HPC
111
HM Payson & Co
Maine
$773K – – –
JWCA
112
J.W. Cole Advisors
Florida
$770K -$8.89K -137 -1%
National Bank of Canada
113
National Bank of Canada
Quebec, Canada
$769K -$1.91K -30 -0.2%
FCCM
114
First City Capital Management
Georgia
$768K -$8.11K -125 -1%
FIA
115
Foundations Investment Advisors
Arizona
$754K -$50.7K -781 -6%
PE
116
Point72 Europe
United Kingdom
$733K +$733K +11,300 New
CWM
117
Concentric Wealth Management
California
$732K +$325 +5 +0%
WC
118
Weil Company
California
$722K +$722K +11,127 New
WAP
119
Wealthcare Advisory Partners
Pennsylvania
$720K -$138K -2,123 -16%
HCMG
120
Howard Capital Management Group
California
$702K -$38.9K -599 -5%
Brown Advisory
121
Brown Advisory
Maryland
$681K -$13K -200 -2%
Kovitz Investment Group Partners
122
Kovitz Investment Group Partners
Illinois
$678K -$56.5K -870 -8%
FDCDDQ
123
Federation des caisses Desjardins du Quebec
Quebec, Canada
$662K – – –
AA
124
Ancora Advisors
Ohio
$654K +$130 +2 +0%
RPCONE
125
Retirement Planning Company of New England
Rhode Island
$650K -$2.6K -40 -0.4%
3 4
5
6 7