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Invesco Water Resources ETF
PHO

Overview Fund Activity

306 hedge funds and large institutions have $604M invested in Invesco Water Resources ETF in 2021 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 104 increasing their positions, 43 reducing their positions, and 16 closing their positions.

Holders
306
Holders Change
+32
Holders Change %
+11.68%
% of All Funds
5.37%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
52
Increased
104
Reduced
43
Closed
16
Calls
$1.01M
Puts
$449K
Net Calls
+$563K
Net Calls Change
+$750K

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$53.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$59M
3
LPL Financial
3
LPL Financial
California
$28.1M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$11.1M
5
Bank of America
5
Bank of America
North Carolina
$101M

Top Sellers

1
PL
1
Polianta Ltd
Jersey
$12.1M
2
SCC
2
Spring Creek Capital
Kansas
$0
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$18.8M
4
MFM
4
MD Financial Management
Ontario, Canada
$35.3M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$911K
Name Market Value Shares Shares
Change 		Shares
Change %
SAM
126
Stenahm Asset Management
Guernsey
$405K 7,400 – –
CTC
127
Central Trust Company
Missouri
$402K 7,330 – –
Bank of Montreal
128
Bank of Montreal
Ontario, Canada
$401K 7,046 +248 +4%
SWP
129
Stratos Wealth Partners
Ohio
$400K 7,304 -520 -7%
UCFA
130
United Capital Financial Advisors
Texas
$386K 7,057 +1,171 +20%
NSAM
131
North Star Asset Management
Wisconsin
$383K 7,000 – –
SSB
132
Sandy Spring Bank
Maryland
$380K 6,955 – –
FHA
133
Flagship Harbor Advisors
Massachusetts
$379K 7,086 – –
IWM
134
IHT Wealth Management
Illinois
$376K 6,867 +6,867 New
Rockefeller Capital Management
135
Rockefeller Capital Management
New York
$374K 6,850 +8 +0.1%
FDCDDQ
136
Federation des caisses Desjardins du Quebec
Quebec, Canada
$374K 6,830 -112 -2%
CAGAS
137
Capital Advisory Group Advisory Services
Minnesota
$373K 6,825 +6,625 +3,313%
CA
138
Cambridge Advisors
Nebraska
$370K 6,769 – –
Comerica Bank
139
Comerica Bank
Texas
$366K 6,380 +755 +13%
FLPIM
140
F.L. Putnam Investment Management
Massachusetts
$362K 6,615 -689 -9%
FEM
141
Fulcrum Equity Management
Texas
$358K 6,535 +6,535 New
GLLW
142
Graves Light Lenhart Wealth
Virginia
$356K 6,500 – –
SIC
143
Samalin Investment Counsel
New York
$349K 6,374 +6,374 New
WTC
144
WhitTier Trust Company
Nevada
$347K 6,350 – –
WB
145
Webster Bank
Connecticut
$340K 6,220 – –
PP
146
Palladium Partners
Virginia
$337K 6,164 – –
NSIM
147
North Star Investment Management
Illinois
$336K 6,149 – –
Jane Street
148
Jane Street
New York
$332K 6,073 +6,073 New
Fidelity Investments
149
Fidelity Investments
Massachusetts
$326K 5,953 +201 +3%
CCA
150
Clearwater Capital Advisors
Illinois
$322K 5,880 – –
4 5
6
7 8