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Invesco Water Resources ETF
PHO

Overview Fund Activity

317 hedge funds and large institutions have $610M invested in Invesco Water Resources ETF in 2023 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 89 increasing their positions, 84 reducing their positions, and 23 closing their positions.

Holders
317
Holders Change
+10
Holders Change %
+3.26%
% of All Funds
5.07%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
38
Increased
89
Reduced
84
Closed
23
Calls
$6.15M
Puts
$133K
Net Calls
+$6.01M
Net Calls Change
+$12M

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$23.9M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$20.7M
3
LPL Financial
3
LPL Financial
California
$31.3M
4
CAN
4
Cetera Advisor Networks
California
$10.7M
5
Bank of America
5
Bank of America
North Carolina
$93.9M

Top Sellers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$12.2M
2
TA
2
Tactive Advisors
Florida
$0
3
KAS
3
Kestra Advisory Services
Texas
$1.56M
4
Chevy Chase Trust
4
Chevy Chase Trust
Maryland
$0
5
CAL
5
Capital Analysts LLC
Pennsylvania
$1.3M
Name Market Value Shares Shares
Change 		Shares
Change %
FIM
126
Freedom Investment Management
Connecticut
$462K 8,658 -1,501 -15%
UCFA
127
United Capital Financial Advisors
Texas
$454K 8,512 -606 -7%
Fidelity Investments
128
Fidelity Investments
Massachusetts
$451K 8,460 -89 -1%
LA
129
LexAurum Advisors
Kansas
$442K 8,280 -22 -0.3%
FWCM
130
Ferguson Wellman Capital Management
Oregon
$435K 8,158 – –
MWM
131
MinichMacGregor Wealth Management
New York
$432K 8,100 +8,100 New
SCA
132
Snowden Capital Advisors
New York
$426K 7,979 +500 +7%
SFG
133
StrategIQ Financial Group
Indiana
$422K 7,913 -400 -5%
Franklin Resources
134
Franklin Resources
California
$413K 7,745 – –
HWAM
135
Hennion & Walsh Asset Management
New Jersey
$411K 7,705 +7,705 New
Two Sigma Advisers
136
Two Sigma Advisers
New York
$405K 7,600 +7,600 New
IWM
137
IHT Wealth Management
Illinois
$403K 7,550 +2 +0%
SHFA
138
SS&H Financial Advisors
Michigan
$384K 7,200 – –
SWP
139
Stratos Wealth Partners
Ohio
$384K 7,193 -1,138 -14%
NSAM
140
North Star Asset Management
Wisconsin
$373K 7,000 – –
FHA
141
Flagship Harbor Advisors
Massachusetts
$372K 6,970 +39 +0.6%
VCP
142
Verus Capital Partners
Arizona
$372K 6,964 +1 +0%
Rockefeller Capital Management
143
Rockefeller Capital Management
New York
$369K 6,932 -254 -4%
MSAM
144
Moloney Securities Asset Management
Missouri
$366K 6,853 – –
WA
145
Waddell & Associates
Tennessee
$364K 6,828 +6,828 New
TW
146
Transform Wealth
Colorado
$364K 6,824 +6,824 New
CAG
147
Crestwood Advisors Group
Massachusetts
$359K 6,726 -178 -3%
Northern Trust
148
Northern Trust
Illinois
$355K 6,656 – –
Thrivent Financial for Lutherans
149
Thrivent Financial for Lutherans
Minnesota
$351K 6,588 +101 +2%
DC
150
Davenport & Co
Virginia
$350K 6,560 -1,025 -14%
4 5
6
7 8