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Invesco Water Resources ETF
PHO

Overview Fund Activity

161 hedge funds and large institutions have $310M invested in Invesco Water Resources ETF in 2014 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 44 increasing their positions, 44 reducing their positions, and 18 closing their positions.

Holders
161
Holders Change
+3
Holders Change %
+1.9%
% of All Funds
4.3%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
26
Increased
44
Reduced
44
Closed
18
Calls
$330K
Puts
$597K
Net Calls
-$267K
Net Calls Change
-$73K

Top Buyers

1
Comerica Bank
1
Comerica Bank
Texas
$52.8M
2
UBS Group
2
UBS Group
Switzerland
$9.2M
3
QI
3
QS Investors
New York
$13.7M
4
LWA
4
Lowe Wealth Advisors
Maryland
$2.43M
5
CPIG
5
Chicago Partners Investment Group
Illinois
$790K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$27M
2
SG Americas Securities
2
SG Americas Securities
New York
$0
3
MP
3
Manifold Partners
California
$0
4
BGA
4
Belmont Global Advisors
Texas
$0
5
MPWT
5
MassMutual Private Wealth & Trust
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Fifth Third Bancorp
126
Fifth Third Bancorp
Ohio
$31K 1,207 – –
CFA
127
CT Financial Advisors
Pennsylvania
$26.2K 1,016 +1,016 New
Lazard Asset Management
128
Lazard Asset Management
New York
$22K 875 – –
AWM
129
Avior Wealth Management
Nebraska
$21K 800 – –
AIM
130
Advantage Investment Management
Iowa
$21K 800 +800 New
NFG
131
Next Financial Group
Texas
$18K 700 -603 -46%
S
132
SignatureFD
Georgia
$16K 611 +611 New
CBT
133
Central Bank & Trust
Kentucky
$15K 567 – –
SNT
134
Security National Trust
West Virginia
$15K 600 – –
PAI
135
Pittenger & Anderson Inc
Nebraska
$15K 600 +600 New
BAM
136
Barrett Asset Management
New York
$14K 558 – –
AA
137
Apriem Advisors
California
$14K 525 – –
MCA
138
Mercer Capital Advisers
New Jersey
$13K 500 +500 New
BKA
139
Brick & Kyle Associates
Pennsylvania
$13K 500 +500 New
WCM
140
Wealthcare Capital Management
Virginia
$11K 424 – –
WA
141
WFG Advisors
Texas
$11K 437 – –
SSB
142
Sandy Spring Bank
Maryland
$10K 400 – –
JIC
143
Joel Isaacson & Co
New York
$10K 400 – –
PG
144
Patten Group
Tennessee
$10K 370 +370 New
TCOV
145
Trust Company of Vermont
Vermont
$9K 350 – –
First Manhattan
146
First Manhattan
New York
$9K 350 – –
RFA
147
Reilly Financial Advisors
California
$8K 300 – –
Northwestern Mutual Wealth Management
148
Northwestern Mutual Wealth Management
Wisconsin
$8K 300 +183 +156%
GWA
149
Genesis Wealth Advisors
Massachusetts
$6.37K 250 +250 New
1832 Asset Management
150
1832 Asset Management
Ontario, Canada
$6K 250 – –
4 5
6
7 8