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Invesco Water Resources ETF
PHO

Overview Fund Activity

352 hedge funds and large institutions have $794M invested in Invesco Water Resources ETF in 2023 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 79 increasing their positions, 107 reducing their positions, and 22 closing their positions.

Holders
352
Holders Change
+37
Holders Change %
+11.75%
% of All Funds
5.16%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
62
Increased
79
Reduced
107
Closed
22
Calls
$1.07M
Puts
$1.27M
Net Calls
-$204K
Net Calls Change
-$3.78M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$150M
2
SCM
2
Sage Capital Management
New Jersey
$7.1M
3
KAS
3
Kestra Advisory Services
Texas
$4.76M
4
TA
4
Tactive Advisors
Florida
$2.39M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$2.42M

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$0
2
MD
2
Money Design
Japan
$9.52M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$12.3M
4
LPL Financial
4
LPL Financial
California
$35.9M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$8.82M
Name Market Value Shares Shares
Change 		Shares
Change %
IAIM
126
International Assets Investment Management
Florida
$575K 9,454 +9,454 New
US Bancorp
127
US Bancorp
Minnesota
$573K 9,411 -4,050 -30%
National Bank of Canada
128
National Bank of Canada
Quebec, Canada
$570K 9,456 -727 -7%
CWA
129
Clarus Wealth Advisors
Arizona
$552K 9,344 +9,344 New
RZH
130
Relyea Zuckerberg Hanson
Connecticut
$551K 9,055 – –
PA
131
Prism Advisors
California
$542K 8,908 +3,353 +60%
Kovitz Investment Group Partners
132
Kovitz Investment Group Partners
Illinois
$537K 8,820 -100 -1%
SWP
133
Stratos Wealth Partners
Ohio
$535K 8,792 +154 +2%
MBTD
134
Mechanics Bank - Trust Department
California
$534K 8,780 – –
CAG
135
Crestwood Advisors Group
Massachusetts
$518K 8,506 +151 +2%
FHA
136
Flagship Harbor Advisors
Massachusetts
$511K 8,393 +89 +1%
CAM
137
Cresset Asset Management
Illinois
$504K 8,287 +86 +1%
Franklin Resources
138
Franklin Resources
California
$471K 7,745 – –
IWM
139
IHT Wealth Management
Illinois
$467K 7,677 -199 -3%
HR
140
Howe & Rusling
New York
$449K 7,370 – –
HWAM
141
Hennion & Walsh Asset Management
New Jersey
$447K 7,340 – –
FWCM
142
Ferguson Wellman Capital Management
Oregon
$443K 7,278 – –
SHFA
143
SS&H Financial Advisors
Michigan
$438K 7,200 – –
SFG
144
StrategIQ Financial Group
Indiana
$434K 7,131 -482 -6%
MFIM
145
Mesirow Financial Investment Management
Illinois
$432K 7,093 +7,093 New
NSAM
146
North Star Asset Management
Wisconsin
$426K 7,000 – –
Bessemer Group
147
Bessemer Group
New Jersey
$419K 6,880 – –
Bank of Montreal
148
Bank of Montreal
Ontario, Canada
$417K 6,807 -243 -3%
Two Sigma Investments
149
Two Sigma Investments
New York
$414K 6,800 +6,800 New
PSF
150
Pacific Sun Financial
California
$407K 6,688 -592 -8%
4 5
6
7 8