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Invesco Water Resources ETF
PHO

Overview Fund Activity

234 hedge funds and large institutions have $425M invested in Invesco Water Resources ETF in 2020 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 61 increasing their positions, 41 reducing their positions, and 13 closing their positions.

Holders
234
Holders Change
+29
Holders Change %
+14.15%
% of All Funds
4.15%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
42
Increased
61
Reduced
41
Closed
13
Calls
$711K
Puts
–
Net Calls
+$711K
Net Calls Change
+$152K

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$51M
2
UBS Group
2
UBS Group
Switzerland
$27.7M
3
CS
3
Credit Suisse
Switzerland
$829K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$6.51M
5
Morgan Stanley
5
Morgan Stanley
New York
$37.1M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$4.39M
2
MFM
2
MD Financial Management
Ontario, Canada
$32.5M
3
Truist Financial
3
Truist Financial
North Carolina
$568K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.16M
5
TRCT
5
Tower Research Capital (TRC)
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
126
SOL Capital Management
Maryland
$232K +$232K +5,000 New
RIG
127
Renaissance Investment Group
Massachusetts
$226K -$9.31K -200 -4%
WP
128
WealthSource Partners
California
$223K +$223K +4,798 New
Envestnet Asset Management
129
Envestnet Asset Management
Illinois
$221K +$221K +4,766 New
Fidelity Investments
130
Fidelity Investments
Massachusetts
$218K +$31.8K +684 +17%
JGUA
131
John G. Ullman & Associates
New York
$209K +$209K +4,500 New
BRWM
132
B. Riley Wealth Management
Tennessee
$205K +$205K +4,406 New
EH
133
Equitable Holdings
New York
$204K +$204K +4,400 New
Cetera Investment Advisers
134
Cetera Investment Advisers
Illinois
$202K +$202K +4,345 New
VVP
135
Venture Visionary Partners
Ohio
$200K +$200K +4,323 New
IA
136
IFP Advisors
Florida
$178K -$95.8K -2,075 -35%
Bank of Montreal
137
Bank of Montreal
Ontario, Canada
$177K +$14.7K +300 +9%
FWM
138
FSA Wealth Management
Massachusetts
$157K +$157K +3,382 New
Citigroup
139
Citigroup
New York
$152K -$18.7K -400 -11%
AWM
140
AllSquare Wealth Management
New York
$150K – – –
RWA
141
Ropes Wealth Advisors
Massachusetts
$147K – – –
BFEC
142
Benjamin F. Edwards & Company
Missouri
$135K – – –
VCM
143
Vigilant Capital Management
Maine
$131K +$131K +2,820 New
BCWM
144
Bartlett & Co Wealth Management
Ohio
$125K – – –
BC
145
Bartlett & Co
Ohio
$125K – – –
WT
146
Washington Trust
Rhode Island
$120K – – –
FHC
147
First Horizon Corporation
Tennessee
$99K -$16.9K -364 -15%
EWM
148
Edge Wealth Management
New York
$93K – – –
WT
149
Whittier Trust
California
$88K – – –
FCM
150
Firestone Capital Management
Florida
$87K – – –
4 5
6
7 8