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Invesco Water Resources ETF
PHO

Overview Fund Activity

307 hedge funds and large institutions have $576M invested in Invesco Water Resources ETF in 2022 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 81 increasing their positions, 84 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
+13
Holders Change %
+4.42%
% of All Funds
4.95%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
44
Increased
81
Reduced
84
Closed
24
Calls
$2.24M
Puts
$8.18M
Net Calls
-$5.94M
Net Calls Change
-$5.87M

Top Buyers

1
MD
Money Design
Japan
$16.4M
2
CCA
Conservest Capital Advisors
Pennsylvania
$3.89M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$12.9M
4
Cerity Partners
Cerity Partners
New York
$3.03M
5
KAS
Kestra Advisory Services
Texas
$4.25M

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$20M
2
UBS Group
UBS Group
Switzerland
$40.8M
3
CAL
Capital Analysts LLC
Pennsylvania
$2.65M
4
Stifel Financial
Stifel Financial
Missouri
$4.9M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
$30.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAP
126
Wealthcare Advisory Partners
Pennsylvania
$411K +$114K +2,207 +38%
Franklin Resources
127
Franklin Resources
California
$399K – – –
CTC
128
Central Trust Company
Missouri
$398K – – –
BWM
129
Bulltick Wealth Management
Florida
$396K +$10.3K +200 +3%
DC
130
Davenport & Co
Virginia
$391K +$52 +1 +0%
PFM
131
Parsec Financial Management
North Carolina
$390K -$91.4K -1,774 -19%
IWM
132
IHT Wealth Management
Illinois
$389K -$60.4K -1,172 -13%
SCA
133
Snowden Capital Advisors
New York
$385K +$5.15K +100 +1%
PSF
134
Pacific Sun Financial
California
$374K -$95.3K -1,850 -20%
WS
135
Wedbush Securities
California
$372K -$373K -7,240 -50%
SHFA
136
SS&H Financial Advisors
Michigan
$371K – – –
Rockefeller Capital Management
137
Rockefeller Capital Management
New York
$369K +$8.27K +161 +2%
MML Investors Services
138
MML Investors Services
Massachusetts
$369K +$82.4K +1,598 +29%
NAM
139
NTV Asset Management
West Virginia
$363K – – –
NSAM
140
North Star Asset Management
Wisconsin
$361K – – –
VCP
141
Verus Capital Partners
Arizona
$359K -$33.4K -648 -9%
FHA
142
Flagship Harbor Advisors
Massachusetts
$357K +$103 +2 +0%
BBP
143
Banco BTG Pactual
Brazil
$356K -$180K -3,486 -34%
CAG
144
Crestwood Advisors Group
Massachusetts
$356K -$2.11K -41 -0.6%
MSAM
145
Moloney Securities Asset Management
Missouri
$353K – – –
IWC
146
Integrated Wealth Concepts
Massachusetts
$353K +$15K +292 +4%
Northern Trust
147
Northern Trust
Illinois
$343K +$63.5K +1,233 +23%
JIC
148
Johnson Investment Counsel
Ohio
$338K -$26.3K -510 -7%
Bank of Montreal
149
Bank of Montreal
Ontario, Canada
$336K -$10K -192 -3%
Thrivent Financial for Lutherans
150
Thrivent Financial for Lutherans
Minnesota
$334K +$32.2K +626 +11%
4 5
6
7 8