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Invesco Water Resources ETF
PHO

Overview Fund Activity

252 hedge funds and large institutions have $468M invested in Invesco Water Resources ETF in 2021 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 62 increasing their positions, 48 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
+18
Holders Change %
+7.69%
% of All Funds
4.44%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
41
Increased
62
Reduced
48
Closed
19
Calls
$732K
Puts
$321K
Net Calls
+$411K
Net Calls Change
-$300K

Top Buyers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$60.1M
2
Bank of America
Bank of America
North Carolina
$86.1M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$20.2M
4
Morgan Stanley
Morgan Stanley
New York
$43.2M
5
TC
TAP Consulting
Missouri
$3.44M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$1.27M
2
AWM
AE Wealth Management
Kansas
$208K
3
SS
Simplicity Solutions
Minnesota
$0
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
5
MFM
MD Financial Management
Ontario, Canada
$20.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSAM
126
Moloney Securities Asset Management
Missouri
$290K +$38.6K +780 +15%
KIA
127
KCM Investment Advisors
California
$279K -$34.6K -700 -11%
PP
128
Palladium Partners
Virginia
$275K – – –
HPCM
129
Hunter Perkins Capital Management
Illinois
$274K -$19.7K -400 -7%
SSB
130
Sandy Spring Bank
Maryland
$270K – – –
RJT
131
Raymond James Trust
Florida
$259K – – –
MIM
132
Miller Investment Management
Pennsylvania
$258K +$258K +5,220 New
EH
133
Equitable Holdings
New York
$255K +$37.5K +759 +17%
CAG
134
Crestwood Advisors Group
Massachusetts
$252K +$2.52K +51 +1%
SCM
135
SOL Capital Management
Maryland
$247K – – –
UCFA
136
United Capital Financial Advisors
Texas
$244K -$204K -4,136 -46%
WP
137
WealthSource Partners
California
$237K – – –
MHIC
138
Marble Harbor Investment Counsel
Massachusetts
$236K +$236K +4,783 New
VVP
139
Venture Visionary Partners
Ohio
$228K +$14.8K +300 +7%
Fidelity Investments
140
Fidelity Investments
Massachusetts
$227K -$4.64K -94 -2%
RIG
141
Renaissance Investment Group
Massachusetts
$225K -$14.8K -300 -6%
Cetera Investment Advisers
142
Cetera Investment Advisers
Illinois
$225K +$9.9K +200 +5%
BCA
143
Bay Colony Advisors
Massachusetts
$224K -$50.2K -1,015 -18%
JGUA
144
John G. Ullman & Associates
New York
$222K – – –
FUBT
145
First United Bank & Trust
Maryland
$219K +$219K +4,440 New
BRWM
146
B. Riley Wealth Management
Tennessee
$218K +$49 +1 +0%
BS
147
Banco Santander
Spain
$218K +$218K +4,432 New
MML Investors Services
148
MML Investors Services
Massachusetts
$212K +$212K +4,289 New
WCM
149
WealthBridge Capital Management
Ohio
$211K +$211K +4,264 New
AIC
150
Ameritas Investment Company
Nebraska
$210K +$210K +4,241 New
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6
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