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Invesco Water Resources ETF
PHO

Overview Fund Activity

158 hedge funds and large institutions have $275M invested in Invesco Water Resources ETF in 2014 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 40 increasing their positions, 41 reducing their positions, and 13 closing their positions.

Holders
158
Holders Change
+1
Holders Change %
+0.64%
% of All Funds
4.59%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
15
Increased
40
Reduced
41
Closed
13
Calls
$76K
Puts
$270K
Net Calls
-$194K
Net Calls Change
-$2.07M

Top Buyers

1
QI
1
QS Investors
New York
$7.76M
2
CS
2
Comerica Securities
Michigan
$2.38M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.48M
4
Wells Fargo
4
Wells Fargo
California
$10.2M
5
MPWT
5
MassMutual Private Wealth & Trust
Connecticut
$654K

Top Sellers

1
AIP
1
Ameritas Investment Partners
Nebraska
$0
2
VAM
2
Verity Asset Management
North Carolina
$3.46M
3
Comerica Bank
3
Comerica Bank
Texas
$28.1M
4
ACI
4
AMP Capital Investors
Australia
$0
5
AC
5
Addison Capital
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
126
Carroll Financial Associates
North Carolina
$30K – – –
LNB
127
Ledyard National Bank
$25K +$10K +400 +67%
Lazard Asset Management
128
Lazard Asset Management
New York
$21K – – –
MHS
129
M Holdings Securities
Oregon
$21K +$21K +842 New
AWM
130
Avior Wealth Management
Nebraska
$20K – – –
SNT
131
Security National Trust
West Virginia
$15K – – –
CBT
132
Central Bank & Trust
Kentucky
$14K – – –
BAM
133
Barrett Asset Management
New York
$14K +$14K +558 New
AA
134
Apriem Advisors
California
$13K – – –
EWM
135
Evercore Wealth Management
New York
$13K – – –
FHA
136
First Horizon Advisors
Tennessee
$12K – – –
CA
137
CapWealth Advisors
Tennessee
$11K – – –
WA
138
WFG Advisors
Texas
$11K – – –
JIC
139
Joel Isaacson & Co
New York
$10K – – –
SSB
140
Sandy Spring Bank
Maryland
$10K – – –
WCM
141
Wealthcare Capital Management
Virginia
$10K – – –
TCOV
142
Trust Company of Vermont
Vermont
$9K – – –
First Manhattan
143
First Manhattan
New York
$8K – – –
HR
144
Howe & Rusling
New York
$8K – – –
RFA
145
Reilly Financial Advisors
California
$7K – – –
1832 Asset Management
146
1832 Asset Management
Ontario, Canada
$6K – – –
AC
147
Alexandria Capital
Virginia
$5K – – –
TWA
148
TCI Wealth Advisors
Arizona
$5K +$5K +200 New
ANBT
149
American National Bank & Trust
Texas
$5K +$5K +200 New
VIA
150
Vantage Investment Advisors
Pennsylvania
$3K – – –
3 4 5
6
7