Invesco Water Resources ETF
353 hedge funds and large institutions have $795M invested in Invesco Water Resources ETF in 2023 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 80 increasing their positions, 107 reducing their positions, and 22 closing their positions.
182% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 22
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
23% more capital invested
Capital invested by funds: $644M → $795M (+$150M)
12% more funds holding
Funds holding: 316 → 353 (+37)
4.54% more ownership
Funds ownership: 36.14% → 40.68% (+4.5%)
16% less call options, than puts
Call options by funds: $1.07M | Put options by funds: $1.27M
25% less repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 107
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$68.6M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$2.55M |
| 3 |
TA
Tactive Advisors
Jacksonville,
Florida
|
+$2.16M |
| 4 |
JP Morgan Chase
New York
|
+$1.81M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.02M |
Top Sellers
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$5.52M |
| 2 |
MD
Money Design
Tokyo,
Japan
|
-$3.51M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.4M |
| 4 |
LPL Financial
San Diego,
California
|
-$2.35M |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$1.87M |
PHO Hedge Fund Activity: Q4 2023 in Review
353 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco Water Resources ETF (PHO) for Q4 2023, worth a combined $795M — up 23% from $644M a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new PHO positions and 22 closed out — a net gain of 40 holders — while 80 added to existing stakes and 107 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $68.6M. The largest seller was Credit Suisse, exiting entirely with an estimated $5.52M sold.
- 353 institutional investors held Invesco Water Resources ETF (PHO) as of Q4 2023, up from 316 in Q3 2023.
- Funds reported $795M of Invesco Water Resources ETF stock for Q4 2023, up 23% quarter-over-quarter.
- 62 funds opened new Invesco Water Resources ETF positions in Q4 2023 and 22 closed out, a net change of +40 holders.
- The largest Invesco Water Resources ETF buyer in Q4 2023 was Morgan Stanley, an estimated $68.6M added.
- The largest Invesco Water Resources ETF seller in Q4 2023 was Credit Suisse, an estimated $5.52M sold.
Based on aggregated 13F filings for Q4 2023.