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Invesco Water Resources ETF
PHO

Overview Fund Activity

199 hedge funds and large institutions have $318M invested in Invesco Water Resources ETF in 2020 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 43 increasing their positions, 51 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
-5
Holders Change %
-2.45%
% of All Funds
4.09%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
43
Reduced
51
Closed
19
Calls
$273K
Puts
–
Net Calls
+$273K
Net Calls Change
+$22K

Top Buyers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$32M
2
MFM
MD Financial Management
Ontario, Canada
$26.7M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$5.33M
4
TRCT
Tower Research Capital (TRC)
New York
$1.4M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$2.83M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$58.5M
2
HighTower Advisors
HighTower Advisors
Illinois
$1.14M
3
Stifel Financial
Stifel Financial
Missouri
$826K
4
Morgan Stanley
Morgan Stanley
New York
$29.3M
5
RJA
Raymond James & Associates
Florida
$1.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
Simplex Trading
126
Simplex Trading
Illinois
$87K -$318K -8,790 -79%
EWM
127
Edge Wealth Management
New York
$73K – – –
CFG
128
Citizens Financial Group
Rhode Island
$73K – – –
WT
129
Whittier Trust
California
$69K – – –
FCM
130
Firestone Capital Management
Florida
$68K – – –
BWA
131
BDO Wealth Advisors
Florida
$59K -$23.1K -638 -28%
MA
132
MUFG Americas
New York
$58K – – –
GWM
133
Geneos Wealth Management
Colorado
$57K -$13.8K -400 -20%
EDRH
134
Edmond de Rothschild Holding
Switzerland
$55K – – –
GRP
135
Global Retirement Partners
California
$51K – – –
CWP
136
CFM Wealth Partners
Texas
$50K – – –
KPCM
137
Kings Point Capital Management
New York
$49K -$93.4K -2,572 -66%
PCFFS
138
Pacific Center for Financial Services
California
$49K – – –
FWM
139
Focused Wealth Management
New York
$44K – – –
SFS
140
Sowell Financial Services
Arkansas
$43K – – –
CAC
141
Certified Advisory Corp
Florida
$41K +$36 +1 +0.1%
WT
142
Washington Trust
Rhode Island
$39K – – –
AA
143
Ancora Advisors
Ohio
$39K +$36 +1 +0.1%
MCM
144
Manchester Capital Management
Vermont
$37K – – –
JPLA
145
Joseph P. Lucia & Associates
New York
$34K – – –
HPC
146
HM Payson & Co
Maine
$34K – – –
M
147
MOTCO
Texas
$29K +$29K +800 New
IF
148
Ironwood Financial
Arizona
$26K – – –
LB
149
Legacy Bridge
Iowa
$26K – – –
BWM
150
Baystate Wealth Management
Massachusetts
$26K +$37 +1 +0.1%
4 5
6
7 8