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Invesco Water Resources ETF
PHO

Overview Fund Activity

143 hedge funds and large institutions have $242M invested in Invesco Water Resources ETF in 2017 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 23 increasing their positions, 40 reducing their positions, and 12 closing their positions.

Holders
143
Holders Change
+2
Holders Change %
+1.42%
% of All Funds
3.57%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.07%
New
15
Increased
23
Reduced
40
Closed
12
Calls
$380K
Puts
$609K
Net Calls
-$229K
Net Calls Change
+$36K

Top Buyers

1
PL
1
Polianta Ltd
Jersey
$8.04M
2
VAM
2
Verity Asset Management
North Carolina
$2.69M
3
Wells Fargo
3
Wells Fargo
California
$4.8M
4
UBS Group
4
UBS Group
Switzerland
$10.3M
5
MIAN
5
Mariner Independent Advisor Network
Kansas
$414K

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$3.34M
2
NJBEST
2
New Jersey Better Educational Savings Trust
New Jersey
$0
3
QI
3
QS Investors
New York
$75M
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.79M
5
Goldman Sachs
5
Goldman Sachs
New York
$341K
Name Market Value Shares Shares
Change 		Shares
Change %
GRP
126
Global Retirement Partners
California
$10K 426 – –
TCOV
127
Trust Company of Vermont
Vermont
$9K 333 +333 New
AA
128
Apriem Advisors
California
$8K 325 – –
PG
129
Patten Group
Tennessee
$8K 300 – –
AIM
130
Advantage Investment Management
Iowa
$8K 300 – –
WP
131
WealthPLAN Partners
Nebraska
$7.75K 300 +300 New
TSW
132
Thompson Siegel & Walmsley
Virginia
$7K 254 +254 New
AA
133
AlphaMark Advisors
Kentucky
$6K 230 – –
RFA
134
Reilly Financial Advisors
California
$5K 180 – –
AC
135
Alexandria Capital
Virginia
$5K 200 – –
PSC
136
Prentiss Smith & Co
Vermont
$3K 100 – –
VIA
137
Vantage Investment Advisors
Pennsylvania
$3K 104 – –
ARMC
138
American Research & Management Company
Massachusetts
$2K 70 – –
Carson Wealth (CWM LLC)
139
Carson Wealth (CWM LLC)
Nebraska
$2K 95 – –
MSFP
140
Mark Sheptoff Financial Planning
Connecticut
$2K 93 +1 +1%
WTB
141
Washington Trust Bank
Washington
$1K 35 – –
CB
142
Community Bank
New York
$1K 50 – –
SEI Investments
143
SEI Investments
Pennsylvania
$1K 34 +34 New
NJBEST
144
New Jersey Better Educational Savings Trust
New Jersey
– – -40,000 Closed
Susquehanna International Group
145
Susquehanna International Group
Pennsylvania
– – -15,936 Closed
Comerica Bank
146
Comerica Bank
Texas
– – -12,607 Closed
Millennium Management
147
Millennium Management
New York
– – -8,800 Closed
WF
148
Welch & Forbes
Massachusetts
– – -8,150 Closed
Envestnet Asset Management
149
Envestnet Asset Management
Illinois
– – -4,137 Closed
SPIA
150
Steward Partners Investment Advisory
New York
– – -2,616 Closed
3 4 5
6
7