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Invesco Water Resources ETF
PHO

Overview Fund Activity

375 hedge funds and large institutions have $801M invested in Invesco Water Resources ETF in 2024 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 93 increasing their positions, 97 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
375
Holders Change
-10
Holders Change %
-2.6%
% of All Funds
4.99%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
40
Increased
93
Reduced
97
Closed
39
Calls
$4.26M
Puts
$2.08M
Net Calls
+$2.18M
Net Calls Change
+$464K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$49.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$94.3M
3
LPL Financial
3
LPL Financial
California
$49.4M
4
Bank of America
4
Bank of America
North Carolina
$111M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$15.2M

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$15.8M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$455K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$2.14M
5
CB
5
Commerce Bank
Missouri
$4.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
LA
101
LexAurum Advisors
Kansas
$880K -$40.1K -610 -4%
Citadel Advisors
102
Citadel Advisors
Florida
$866K -$750K -11,406 -46%
Neuberger Berman Group
103
Neuberger Berman Group
New York
$854K -$3.75K -57 -0.4%
EDRH
104
Edmond de Rothschild Holding
Switzerland
$852K +$852K +12,950 New
ERWM
105
Elk River Wealth Management
Colorado
$831K – – –
SCA
106
Snowden Capital Advisors
New York
$828K +$10.5K +159 +1%
National Bank of Canada
107
National Bank of Canada
Quebec, Canada
$826K +$28.9K +440 +4%
Baird Financial Group
108
Baird Financial Group
Wisconsin
$815K -$13.2K -200 -2%
NAM
109
NTV Asset Management
West Virginia
$807K -$50.4K -766 -6%
IWC
110
Integrated Wealth Concepts
Massachusetts
$806K +$51.2K +778 +7%
WF
111
Welch & Forbes
Massachusetts
$803K – – –
LJAC
112
L.J. Altfest & Co
New York
$788K – – –
MFG
113
Mosaic Financial Group
Illinois
$786K +$329 +5 +0%
Kovitz Investment Group Partners
114
Kovitz Investment Group Partners
Illinois
$784K +$6.58K +100 +0.8%
HPC
115
HM Payson & Co
Maine
$761K – – –
JWCA
116
J.W. Cole Advisors
Florida
$748K -$11.6K -177 -2%
FCCM
117
First City Capital Management
Georgia
$746K – – –
BCG
118
Bravias Capital Group
New Jersey
$727K +$727K +10,630 New
WAP
119
Wealthcare Advisory Partners
Pennsylvania
$726K +$8.22K +125 +1%
US Bancorp
120
US Bancorp
Minnesota
$713K +$89.7K +1,364 +14%
EE
121
EWG Elevate
California
$705K +$705K +10,715 New
Brown Advisory
122
Brown Advisory
Maryland
$682K -$8.42K -128 -1%
AA
123
Ancora Advisors
Ohio
$663K +$66 +1 +0%
RPCONE
124
Retirement Planning Company of New England
Rhode Island
$641K +$724 +11 +0.1%
WP
125
Wealthspan Partners
Iowa
$639K -$16.9K -257 -3%
3 4
5
6 7