PHO icon

Invesco Water Resources ETF
PHO

Overview Fund Activity

385 hedge funds and large institutions have $860M invested in Invesco Water Resources ETF in 2024 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 104 increasing their positions, 93 reducing their positions, and 16 closing their positions.

Holders
385
Holders Change
+21
Holders Change %
+5.77%
% of All Funds
5.57%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
42
Increased
104
Reduced
93
Closed
16
Calls
$3.27M
Puts
$1.55M
Net Calls
+$1.71M
Net Calls Change
+$1.19M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$95.8M
2
RJA
2
Raymond James & Associates
Florida
$21.3M
3
PA
3
Prism Advisors
California
$13.3M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$2.77M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$27.9M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$46M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$23.3M
3
HW
3
Hamilton Wealth
California
$8.16M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$3.72M
5
MD
5
Money Design
Japan
$5.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
GS
101
GTS Securities
New York
$990K +$287K +4,074 +41%
LA
102
LexAurum Advisors
Kansas
$987K -$43.6K -618 -4%
FIM
103
Freedom Investment Management
Connecticut
$960K -$23.2K -329 -2%
FSA
104
Financial Services Advisory
Maryland
$945K -$13.8K -195 -1%
Neuberger Berman Group
105
Neuberger Berman Group
New York
$919K +$4.02K +57 +0.4%
NAM
106
NTV Asset Management
West Virginia
$919K -$705 -10 -0.1%
ERWM
107
Elk River Wealth Management
Colorado
$891K – – –
BRWA
108
B. Riley Wealth Advisors
Florida
$890K -$40.9K -584 -4%
Baird Financial Group
109
Baird Financial Group
Wisconsin
$888K -$94.5K -1,339 -10%
OC
110
Oppenheimer & Co
New York
$883K -$26.7K -378 -3%
SCA
111
Snowden Capital Advisors
New York
$877K -$60.7K -860 -6%
VanEck Associates
112
VanEck Associates
New York
$867K +$1.81K +26 +0.2%
WF
113
Welch & Forbes
Massachusetts
$861K – – –
National Bank of Canada
114
National Bank of Canada
Quebec, Canada
$855K +$2.54K +36 +0.3%
LJAC
115
L.J. Altfest & Co
New York
$845K – – –
MFG
116
Mosaic Financial Group
Illinois
$842K +$212 +3 +0%
HPC
117
HM Payson & Co
Maine
$816K -$23.6K -334 -3%
JWCA
118
J.W. Cole Advisors
Florida
$814K -$22.4K -317 -3%
IWC
119
Integrated Wealth Concepts
Massachusetts
$809K -$49.2K -698 -6%
FCCM
120
First City Capital Management
Georgia
$800K -$35.3K -500 -4%
CWM
121
Concentric Wealth Management
California
$794K -$1.55K -22 -0.2%
MFG
122
Merit Financial Group
Georgia
$792K -$196K -2,785 -20%
Kovitz Investment Group Partners
123
Kovitz Investment Group Partners
Illinois
$789K +$91.8K +1,375 +13%
WC
124
Weil Company
California
$788K +$2.68K +38 +0.3%
WAP
125
Wealthcare Advisory Partners
Pennsylvania
$769K -$12.8K -182 -2%
3 4
5
6 7