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Invesco Water Resources ETF
PHO

Overview Fund Activity

315 hedge funds and large institutions have $665M invested in Invesco Water Resources ETF in 2023 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 85 increasing their positions, 92 reducing their positions, and 25 closing their positions.

Holders
315
Holders Change
-2
Holders Change %
-0.63%
% of All Funds
4.97%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
27
Increased
85
Reduced
92
Closed
25
Calls
$6.19M
Puts
$1.17M
Net Calls
+$5.02M
Net Calls Change
-$996K

Top Buyers

1
ACM
1
Avalon Capital Management
California
$4.9M
2
HW
2
Hamilton Wealth
California
$6.03M
3
LPL Financial
3
LPL Financial
California
$35.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$66.3M
5
Millennium Management
5
Millennium Management
New York
$2.17M

Top Sellers

1
SIM
1
Seaview Investment Managers
Florida
$0
2
MD
2
Money Design
Japan
$15.4M
3
Bank of America
3
Bank of America
North Carolina
$97.5M
4
BAM
4
Belpointe Asset Management
Nevada
$0
5
BPA
5
Beacon Pointe Advisors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SFG
126
StrategIQ Financial Group
Indiana
$440K 7,798 -115 -1%
Franklin Resources
127
Franklin Resources
California
$437K 7,745 – –
HWAM
128
Hennion & Walsh Asset Management
New Jersey
$434K 7,705 – –
BS
129
Banco Santander
Spain
$432K 7,659 -1,000 -12%
MML Investors Services
130
MML Investors Services
Massachusetts
$421K 7,462 +1,491 +25%
UCFA
131
United Capital Financial Advisors
Texas
$410K 7,271 -1,241 -15%
SCP
132
Stamos Capital Partners
California
$407K 7,220 +3,430 +91%
TIA
133
Traphagen Investment Advisors
New Jersey
$406K 7,192 -1,907 -21%
SCA
134
Snowden Capital Advisors
New York
$398K 7,062 -917 -11%
DAS
135
Dynamic Advisor Solutions
Arizona
$395K 7,007 +1,185 +20%
NSAM
136
North Star Asset Management
Wisconsin
$395K 7,000 – –
FHA
137
Flagship Harbor Advisors
Massachusetts
$393K 6,971 +1 +0%
Rockefeller Capital Management
138
Rockefeller Capital Management
New York
$391K 6,932 – –
PSF
139
Pacific Sun Financial
California
$387K 7,260 +7,260 New
Bank of Montreal
140
Bank of Montreal
Ontario, Canada
$387K 6,849 +938 +16%
WA
141
Waddell & Associates
Tennessee
$386K 6,842 +14 +0.2%
TW
142
Transform Wealth
Colorado
$385K 6,830 +6 +0.1%
Thrivent Financial for Lutherans
143
Thrivent Financial for Lutherans
Minnesota
$370K 6,557 -31 -0.5%
SSB
144
Sandy Spring Bank
Maryland
$365K 6,473 – –
Northern Trust
145
Northern Trust
Illinois
$363K 6,442 -214 -3%
DC
146
Davenport & Co
Virginia
$363K 6,436 -124 -2%
VCP
147
Verus Capital Partners
Arizona
$362K 6,416 -548 -8%
MSAM
148
Moloney Securities Asset Management
Missouri
$360K 6,385 -468 -7%
WTC
149
WhitTier Trust Company
Nevada
$358K 6,350 – –
GLLW
150
Graves Light Lenhart Wealth
Virginia
$358K 6,346 – –
4 5
6
7 8