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Invesco Water Resources ETF
PHO

Overview Fund Activity

357 hedge funds and large institutions have $798M invested in Invesco Water Resources ETF in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 91 increasing their positions, 104 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
357
Holders Change
+5
Holders Change %
+1.42%
% of All Funds
5.18%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
34
Increased
91
Reduced
104
Closed
22
Calls
$985K
Puts
$453K
Net Calls
+$532K
Net Calls Change
+$736K

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
$34.9M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$15.5M
3
Osaic Holdings
Osaic Holdings
Arizona
$17.9M
4
EE
EWG Elevate
California
$4.19M
5
MA
MONECO Advisors
Connecticut
$2.79M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$80.7M
2
Ameriprise
Ameriprise
Minnesota
$5.78M
3
EFH
Eaton Financial Holdings
Florida
$311K
4
TF
Theory Financial
Colorado
$0
5
GBWM
Granite Bay Wealth Management
New Hampshire
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RPCONE
126
Retirement Planning Company of New England
Rhode Island
$669K -$3.99K -60 -0.6%
WP
127
Wealthspan Partners
Iowa
$635K +$245K +3,677 +63%
IAIM
128
International Assets Investment Management
Florida
$627K +$4.15K +63 +0.7%
US Bancorp
129
US Bancorp
Minnesota
$626K – – –
PA
130
Prism Advisors
California
$621K +$28.5K +428 +5%
RZH
131
Relyea Zuckerberg Hanson
Connecticut
$603K – – –
SWP
132
Stratos Wealth Partners
Ohio
$585K -$133 -2 -0%
CWA
133
Clarus Wealth Advisors
Arizona
$585K -$19.9K -307 -3%
MBTD
134
Mechanics Bank - Trust Department
California
$584K – – –
Pathstone Holdings
135
Pathstone Holdings
New Jersey
$575K +$333K +5,000 +137%
CAG
136
Crestwood Advisors Group
Massachusetts
$569K +$2.26K +34 +0.4%
GL
137
Gerber LLC
Ohio
$560K -$277K -4,155 -33%
FHA
138
Flagship Harbor Advisors
Massachusetts
$547K -$11.7K -176 -2%
SAG
139
SageView Advisory Group
California
$537K -$235K -3,896 -30%
MFG
140
Mosaic Financial Group
Illinois
$527K +$527K +7,923 New
IWM
141
IHT Wealth Management
Illinois
$516K +$4.86K +73 +1%
Franklin Resources
142
Franklin Resources
California
$516K – – –
Prudential Financial
143
Prudential Financial
New Jersey
$501K -$156K -2,341 -24%
WA
144
Waverly Advisors
Alabama
$498K +$498K +7,475 New
DAS
145
Dynamic Advisor Solutions
Arizona
$488K +$45.7K +686 +10%
FWCM
146
Ferguson Wellman Capital Management
Oregon
$484K – – –
HR
147
Howe & Rusling
New York
$484K -$6.66K -100 -1%
SHFA
148
SS&H Financial Advisors
Michigan
$479K – – –
HWAM
149
Hennion & Walsh Asset Management
New Jersey
$473K -$16K -240 -3%
MFIM
150
Mesirow Financial Investment Management
Illinois
$472K +$200 +3 +0%
4 5
6
7 8