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Invesco Water Resources ETF
PHO

Overview Fund Activity

168 hedge funds and large institutions have $241M invested in Invesco Water Resources ETF in 2018 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 36 increasing their positions, 30 reducing their positions, and 16 closing their positions.

Holders
168
Holders Change
+9
Holders Change %
+5.66%
% of All Funds
3.85%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
25
Increased
36
Reduced
30
Closed
16
Calls
$1.3M
Puts
–
Net Calls
+$1.3M
Net Calls Change
+$1.3M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$60.9M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$8.31M
3
Wells Fargo
3
Wells Fargo
California
$6.17M
4
Goldman Sachs
4
Goldman Sachs
New York
$2.18M
5
TCM
5
Tuttle Capital Management
Connecticut
$1.5M

Top Sellers

1
QAM
1
Q3 Asset Management
Michigan
$0
2
MFM
2
MD Financial Management
Ontario, Canada
$27.6M
3
FIM
3
Freedom Investment Management
Connecticut
$0
4
VAM
4
Verity Asset Management
North Carolina
$1.87M
5
FCCM
5
First City Capital Management
Georgia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
JFA
126
JNBA Financial Advisors
Minnesota
$29K 900 +900 New
BCI
127
Brinker Capital Investments
Pennsylvania
$26K 807 – –
VCM
128
Vigilant Capital Management
Maine
$24K 740 – –
MCM
129
Mainstay Capital Management
Michigan
$24K 752 +752 New
IF
130
Ironwood Financial
Arizona
$23K 725 – –
TNBTD
131
Trustmark National Bank Trust Department
Mississippi
$22K 700 +700 New
OIA
132
Optimum Investment Advisors
Illinois
$20K 631 – –
Simplex Trading
133
Simplex Trading
Illinois
$20K 634 +634 New
KJWM
134
Kiley Juergens Wealth Management
Washington
$19K 600 – –
AWM
135
Aevitas Wealth Management
Massachusetts
$19K 600 – –
LA
136
Legacy Advisors
Pennsylvania
$19K 600 +600 New
ASN
137
Advisory Services Network
Georgia
$17K 535 -181 -25%
HI
138
Hudock Inc
Pennsylvania
$17K 545 +545 New
MRCM
139
M&R Capital Management
New Jersey
$16K 530 – –
MCA
140
Mercer Capital Advisers
New Jersey
$16K 500 – –
M
141
MOTCO
Texas
$16K 500 +500 New
TPWA
142
TRUE Private Wealth Advisors
Oregon
$13.7K 431 +431 New
JCM
143
Jacobi Capital Management
Pennsylvania
$13K 421 – –
HNB
144
Huntington National Bank
Ohio
– – – –
CWSR
145
Chessman Wealth Strategies RIA
Texas
$12K 381 +381 New
AIM
146
Advantage Investment Management
Iowa
$11K 345 – –
PG
147
Patten Group
Tennessee
$10K 300 – –
AF
148
Advisornet Financial
Minnesota
$10K 300 – –
RFC
149
Regions Financial Corp
Alabama
$9K 272 +272 New
RWA
150
River Wealth Advisors
Pennsylvania
$8K 250 -200 -44%
4 5
6
7 8