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Invesco Water Resources ETF
PHO

343 hedge funds and large institutions have $718M invested in Invesco Water Resources ETF in 2021 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 90 increasing their positions, 70 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 32

29% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 70

19% more capital invested

Capital invested by funds: $604M → $718M (+$113M)

12% more funds holding

Funds holding: 307 → 343 (+36)

2.23% more ownership

Funds ownership: 31.54% → 33.77% (+2.2%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
343
Holders Change
+36
Holders Change %
+11.73%
% of All Funds
5.28%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
72
Increased
90
Reduced
70
Closed
32
Calls
$759K
Puts
–
Net Calls
+$759K
Net Calls Change
+$196K

Top Buyers

1
CB
Commerce Bank
Missouri
+$8.44M
2
CAN
Cetera Advisor Networks
California
+$5.38M
3
MD
Money Design
Japan
+$5.22M
4
Morgan Stanley
Morgan Stanley
New York
+$4.2M
5
Millennium Management
Millennium Management
New York
+$2.08M

Top Sellers

1
FIG
FundX Investment Group
California
-$2.96M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$2.39M
3
APA
American Portfolios Advisors
New York
-$2.19M
4
LPL Financial
LPL Financial
California
-$1.68M
5
Barclays
Barclays
United Kingdom
-$1.49M
Name Holding Trade Value Shares
Change 		Change in
Stake
FWCM
126
Ferguson Wellman Capital Management
Oregon
$482K +$230K +3,950 +100%
RZH
127
Relyea Zuckerberg Hanson
Connecticut
$480K – – –
BPA
128
Beacon Pointe Advisors
California
$479K -$817K -14,063 -64%
V
129
Veritable
Delaware
$472K – – –
Franklin Resources
130
Franklin Resources
California
$471K – – –
CTC
131
Central Trust Company
Missouri
$471K +$23.3K +400 +5%
UCFA
132
United Capital Financial Advisors
Texas
$460K +$29.5K +508 +7%
SWP
133
Stratos Wealth Partners
Ohio
$454K +$8.84K +152 +2%
JCM
134
Jag Capital Management
Missouri
$453K -$407 -7 -0.1%
SAM
135
Stenahm Asset Management
Guernsey
$450K – – –
Truist Financial
136
Truist Financial
North Carolina
$449K -$40.5K -697 -9%
IWM
137
IHT Wealth Management
Illinois
$446K +$27K +465 +7%
FA
138
FDx Advisors
Illinois
$444K +$120K +2,060 +39%
NSAM
139
North Star Asset Management
Wisconsin
$426K – – –
SSB
140
Sandy Spring Bank
Maryland
$423K – – –
EH
141
Equitable Holdings
New York
$421K +$99.7K +1,715 +33%
CWA
142
Clarus Wealth Advisors
Arizona
$420K -$31.3K -538 -7%
Rockefeller Capital Management
143
Rockefeller Capital Management
New York
$416K -$465 -8 -0.1%
CA
144
Cambridge Advisors
Nebraska
$412K – – –
FHA
145
Flagship Harbor Advisors
Massachusetts
$411K -$19.6K -338 -5%
Fidelity Investments
146
Fidelity Investments
Massachusetts
$406K +$41.7K +717 +12%
BWM
147
Bulltick Wealth Management
Florida
$402K +$47.1K +811 +14%
FIG
148
FundX Investment Group
California
$400K -$2.96M -50,936 -89%
FLPIM
149
F.L. Putnam Investment Management
Massachusetts
$398K -$4.07K -70 -1%
GLLW
150
Graves Light Lenhart Wealth
Virginia
$395K – – –
4 5
6
7 8

PHO Hedge Fund Activity: Q4 2021 in Review

343 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco Water Resources ETF (PHO) for Q4 2021, worth a combined $718M — up 19% from $604M a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new PHO positions and 32 closed out — a net gain of 40 holders — while 90 added to existing stakes and 70 trimmed.

The largest buyer was Commerce Bank, adding an estimated $8.44M. The largest seller was FundX Investment Group, cutting an estimated $2.96M.

  • 343 institutional investors held Invesco Water Resources ETF (PHO) as of Q4 2021, up from 307 in Q3 2021.
  • Funds reported $718M of Invesco Water Resources ETF stock for Q4 2021, up 19% quarter-over-quarter.
  • 72 funds opened new Invesco Water Resources ETF positions in Q4 2021 and 32 closed out, a net change of +40 holders.
  • The largest Invesco Water Resources ETF buyer in Q4 2021 was Commerce Bank, an estimated $8.44M added.
  • The largest Invesco Water Resources ETF seller in Q4 2021 was FundX Investment Group, an estimated $2.96M sold.

Based on aggregated 13F filings for Q4 2021.