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Invesco Water Resources ETF
PHO

Overview Fund Activity

157 hedge funds and large institutions have $293M invested in Invesco Water Resources ETF in 2014 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 39 increasing their positions, 44 reducing their positions, and 13 closing their positions.

Holders
157
Holders Change
+4
Holders Change %
+2.61%
% of All Funds
4.52%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
18
Increased
39
Reduced
44
Closed
13
Calls
$3.19M
Puts
$1.32M
Net Calls
+$1.87M
Net Calls Change
-$537K

Top Buyers

1
SG Americas Securities
1
SG Americas Securities
New York
$1.36M
2
MP
2
Manifold Partners
California
$860K
3
TRCT
3
Tower Research Capital (TRC)
New York
$1.33M
4
Morgan Stanley
4
Morgan Stanley
New York
$34M
5
RMAM
5
Raab & Moskowitz Asset Management
New Jersey
$3.37M

Top Sellers

1
CC
1
Columbia Capital
California
$0
2
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$7.46M
3
ACM
3
Aviance Capital Management
Florida
$0
4
Comerica Bank
4
Comerica Bank
Texas
$32.3M
5
AIP
5
Ameritas Investment Partners
Nebraska
$5.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
Lazard Asset Management
126
Lazard Asset Management
New York
$23K – – –
M&T Bank
127
M&T Bank
New York
$23K – – –
PAS
128
Partnervest Advisory Services
California
$22K +$9.07K +347 +70%
AWM
129
Avior Wealth Management
Nebraska
$21K – – –
SNT
130
Security National Trust
West Virginia
$16K – – –
LNB
131
Ledyard National Bank
$16K +$16K +600 New
CBT
132
Central Bank & Trust
Kentucky
$15K – – –
AA
133
Apriem Advisors
California
$14K – – –
EWM
134
Evercore Wealth Management
New York
$14K – – –
TWM
135
Torch Wealth Management
Ohio
$13K – – –
FHA
136
First Horizon Advisors
Tennessee
$13K +$13K +500 New
WA
137
WFG Advisors
Texas
$12K – – –
JIC
138
Joel Isaacson & Co
New York
$11K – – –
WCM
139
Wealthcare Capital Management
Virginia
$11K – – –
CA
140
CapWealth Advisors
Tennessee
$11K – – –
ST
141
Stifel Trust
Missouri
$11K – – –
SSB
142
Sandy Spring Bank
Maryland
$11K +$11K +400 New
HFM
143
Hartford Financial Management
Connecticut
$10K +$10K +380 New
TCOV
144
Trust Company of Vermont
Vermont
$9K – – –
First Manhattan
145
First Manhattan
New York
$9K – – –
HR
146
Howe & Rusling
New York
$9K +$9K +330 New
RFA
147
Reilly Financial Advisors
California
$8K – – –
1832 Asset Management
148
1832 Asset Management
Ontario, Canada
$7K – – –
AC
149
Alexandria Capital
Virginia
$5K – – –
FWM
150
Focused Wealth Management
New York
$3K – – –
3 4 5
6
7