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Invesco Water Resources ETF
PHO

Overview Fund Activity

213 hedge funds and large institutions have $341M invested in Invesco Water Resources ETF in 2019 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 56 increasing their positions, 40 reducing their positions, and 14 closing their positions.

Holders
213
Holders Change
+23
Holders Change %
+12.11%
% of All Funds
4.21%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
39
Increased
56
Reduced
40
Closed
14
Calls
$243K
Puts
$270K
Net Calls
-$27K
Net Calls Change
-$27K

Top Buyers

1
PL
1
Polianta Ltd
Jersey
$18.6M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$9.81M
3
LPL Financial
3
LPL Financial
California
$8.43M
4
UBS Group
4
UBS Group
Switzerland
$23M
5
RJA
5
Raymond James & Associates
Florida
$3.52M

Top Sellers

1
MFM
1
MD Financial Management
Ontario, Canada
$16.1M
2
BCM
2
Barometer Capital Management
Ontario, Canada
$579K
3
ACM
3
Arlington Capital Management
Illinois
$12.3M
4
BCM
4
Beck Capital Management
Texas
$3.15M
5
VC
5
Vicus Capital
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
KPCM
126
Kings Point Capital Management
New York
$152K 3,922 – –
Fidelity Investments
127
Fidelity Investments
Massachusetts
$147K 3,798 +961 +34%
NFG
128
Next Financial Group
Texas
$146K 3,791 +3,791 New
Bank of Montreal
129
Bank of Montreal
Ontario, Canada
$144K 3,703 +438 +13%
Citigroup
130
Citigroup
New York
$141K 3,654 – –
AA
131
Advisory Alpha
Michigan
$141K 3,600 -655 -15%
FWM
132
FSA Wealth Management
Massachusetts
$138K 3,582 +3,582 New
RWA
133
Ropes Wealth Advisors
Massachusetts
$122K 3,160 – –
AIC
134
Ameritas Investment Company
Nebraska
$113K 2,924 -1,681 -37%
BFEC
135
Benjamin F. Edwards & Company
Missouri
$112K 2,898 – –
BCWM
136
Bartlett & Co Wealth Management
Ohio
$104K 2,700 – –
WT
137
Whittier Trust
California
$102K 2,650 – –
BWA
138
BDO Wealth Advisors
Florida
$88K 2,271 – –
PWP
139
Personal Wealth Partners
Minnesota
$82K 2,115 – –
JPMorgan Chase & Co
140
JPMorgan Chase & Co
New York
$77K 2,004 -25 -1%
EWM
141
Edge Wealth Management
New York
$77K 2,000 – –
CFG
142
Citizens Financial Group
Rhode Island
$77K 2,000 – –
WAP
143
Wealthcare Advisory Partners
Pennsylvania
$76K 1,979 +836 +73%
GWM
144
Geneos Wealth Management
Colorado
$75K 1,943 – –
FCM
145
Firestone Capital Management
Florida
$72K 1,870 +1,870 New
ACM
146
Allred Capital Management
Texas
$60.4K 1,564 +1,564 New
EDRH
147
Edmond de Rothschild Holding
Switzerland
$58K 1,500 -900 -38%
CWP
148
CFM Wealth Partners
Texas
$56K 1,400 +1,400 New
GRP
149
Global Retirement Partners
California
$54K 1,400 – –
PCFFS
150
Pacific Center for Financial Services
California
$52K 1,345 -11 -0.8%
4 5
6
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