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Invesco Water Resources ETF
PHO

Overview Fund Activity

315 hedge funds and large institutions have $644M invested in Invesco Water Resources ETF in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 93 increasing their positions, 81 reducing their positions, and 20 closing their positions.

Holders
315
Holders Change
–
Holders Change %
0%
% of All Funds
5.02%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
27
Increased
93
Reduced
81
Closed
20
Calls
$4.95M
Puts
$1.37M
Net Calls
+$3.58M
Net Calls Change
-$1.44M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$10.9M
2
CS
2
Credit Suisse
Switzerland
$5.52M
3
GBWM
3
Granite Bay Wealth Management
New Hampshire
$4.02M
4
Morgan Stanley
4
Morgan Stanley
New York
$64.7M
5
BPA
5
Beacon Pointe Advisors
California
$2M

Top Sellers

1
MD
1
Money Design
Japan
$11.7M
2
Millennium Management
2
Millennium Management
New York
$0
3
BFS
3
Bard Financial Services
Connecticut
$0
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$2M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$9.52M
Name Market Value Shares Shares
Change 		Shares
Change %
RZH
126
Relyea Zuckerberg Hanson
Connecticut
$482K 9,055 – –
Kovitz Investment Group Partners
127
Kovitz Investment Group Partners
Illinois
$474K 8,920 -425 -5%
MBTD
128
Mechanics Bank - Trust Department
California
$467K 8,780 – –
SWP
129
Stratos Wealth Partners
Ohio
$459K 8,638 +513 +6%
CAG
130
Crestwood Advisors Group
Massachusetts
$444K 8,355 +53 +0.6%
FHA
131
Flagship Harbor Advisors
Massachusetts
$442K 8,304 +1,333 +19%
CAM
132
Cresset Asset Management
Illinois
$436K 8,201 – –
Susquehanna International Group
133
Susquehanna International Group
Pennsylvania
$428K 8,044 -13,149 -62%
MML Investors Services
134
MML Investors Services
Massachusetts
$427K 8,032 +570 +8%
FIM
135
Freedom Investment Management
Connecticut
$422K 7,936 -267 -3%
IWM
136
IHT Wealth Management
Illinois
$419K 7,876 -1 -0%
Franklin Resources
137
Franklin Resources
California
$412K 7,745 – –
BS
138
Banco Santander
Spain
$407K 7,659 – –
SFG
139
StrategIQ Financial Group
Indiana
$405K 7,613 -185 -2%
HR
140
Howe & Rusling
New York
$392K 7,370 +1,811 +33%
HWAM
141
Hennion & Walsh Asset Management
New Jersey
$390K 7,340 -365 -5%
Bank of Montreal
142
Bank of Montreal
Ontario, Canada
$388K 7,050 +201 +3%
PSF
143
Pacific Sun Financial
California
$387K 7,280 +20 +0.3%
FWCM
144
Ferguson Wellman Capital Management
Oregon
$387K 7,278 -880 -11%
SCP
145
Stamos Capital Partners
California
$384K 7,220 – –
SHFA
146
SS&H Financial Advisors
Michigan
$383K 7,200 +7,200 New
TIAA Trust, National Association
147
TIAA Trust, National Association
North Carolina
$382K 7,186 +7,186 New
CW
148
Cook Wealth
North Carolina
$377K 7,487 +1,728 +30%
NSAM
149
North Star Asset Management
Wisconsin
$372K 7,000 – –
DAS
150
Dynamic Advisor Solutions
Arizona
$367K 6,904 -103 -1%
4 5
6
7 8