Invesco Water Resources ETF
379 hedge funds and large institutions have $810M invested in Invesco Water Resources ETF in 2024 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 94 increasing their positions, 98 reducing their positions, and 39 closing their positions.
105% more call options, than puts
Call options by funds: $4.26M | Put options by funds: $2.08M
5% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 39
0.34% more ownership
Funds ownership: 37.63% → 37.97% (+0.34%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
4% less repeat investments, than reductions
Existing positions increased: 94 | Existing positions reduced: 98
2% less funds holding
Funds holding: 387 → 379 (-8)
6% less capital invested
Capital invested by funds: $861M → $810M (-$51.3M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$6.94M |
| 2 |
Morgan Stanley
New York
|
+$5.24M |
| 3 |
LPL Financial
San Diego,
California
|
+$4.85M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$4.07M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.87M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$6.19M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$2.3M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.12M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.93M |
| 5 |
CB
Commerce Bank
Kansas City,
Missouri
|
-$1.75M |
PHO Hedge Fund Activity: Q4 2024 in Review
379 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco Water Resources ETF (PHO) for Q4 2024, worth a combined $810M — down 6% from $861M a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new PHO positions and 39 closed out — a net gain of 2 holders — while 94 added to existing stakes and 98 trimmed.
The largest buyer was UBS Group, adding an estimated $6.94M. The largest seller was Commonwealth Equity Services, cutting an estimated $6.19M.
- 379 institutional investors held Invesco Water Resources ETF (PHO) as of Q4 2024, down from 387 in Q3 2024.
- Funds reported $810M of Invesco Water Resources ETF stock for Q4 2024, down 6% quarter-over-quarter.
- 41 funds opened new Invesco Water Resources ETF positions in Q4 2024 and 39 closed out, a net change of +2 holders.
- The largest Invesco Water Resources ETF buyer in Q4 2024 was UBS Group, an estimated $6.94M added.
- The largest Invesco Water Resources ETF seller in Q4 2024 was Commonwealth Equity Services, an estimated $6.19M sold.
Based on aggregated 13F filings for Q4 2024.