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Invesco Water Resources ETF
PHO

Overview Fund Activity

364 hedge funds and large institutions have $768M invested in Invesco Water Resources ETF in 2024 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 96 increasing their positions, 94 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
364
Holders Change
+7
Holders Change %
+1.96%
% of All Funds
5.29%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
35
Increased
96
Reduced
94
Closed
22
Calls
$1.29M
Puts
$759K
Net Calls
+$526K
Net Calls Change
-$6K

Top Buyers

1
PA
Prism Advisors
California
$9.72M
2
LPL Financial
LPL Financial
California
$43.4M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$10.4M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$2.5M
5
RJA
Raymond James & Associates
Florida
$7.56M

Top Sellers

1
WC
Westwind Capital
New Mexico
$1.45M
2
Osaic Holdings
Osaic Holdings
Arizona
$11.4M
3
EE
EWG Elevate
California
$0
4
Bank of America
Bank of America
North Carolina
$106M
5
Morgan Stanley
Morgan Stanley
New York
$75.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
126
Wealthspan Partners
Iowa
$647K +$27.8K +429 +4%
GS
127
GTS Securities
New York
$647K +$647K +9,965 New
CL
128
Choreo LLC
Illinois
$615K +$615K +9,641 New
US Bancorp
129
US Bancorp
Minnesota
$611K – – –
IAIM
130
International Assets Investment Management
Florida
$596K -$22.1K -340 -4%
RZH
131
Relyea Zuckerberg Hanson
Connecticut
$588K – – –
Pathstone Holdings
132
Pathstone Holdings
New Jersey
$561K – – –
Prudential Financial
133
Prudential Financial
New Jersey
$558K +$69.5K +1,071 +14%
CAG
134
Crestwood Advisors Group
Massachusetts
$558K +$3.83K +59 +0.7%
CWA
135
Clarus Wealth Advisors
Arizona
$543K -$41.7K -644 -7%
OPCM
136
Osborne Partners Capital Management
California
$526K -$130K -2,000 -20%
IWM
137
IHT Wealth Management
Illinois
$526K +$22.7K +350 +5%
MBTD
138
Mechanics Bank - Trust Department
California
$524K -$45.4K -700 -8%
GL
139
Gerber LLC
Ohio
$521K -$25.1K -386 -5%
WA
140
Waverly Advisors
Alabama
$519K +$33.3K +513 +7%
Franklin Resources
141
Franklin Resources
California
$506K +$3.77K +58 +0.7%
Goldman Sachs
142
Goldman Sachs
New York
$489K +$489K +7,536 New
DAS
143
Dynamic Advisor Solutions
Arizona
$488K +$12.3K +189 +3%
FWCM
144
Ferguson Wellman Capital Management
Oregon
$472K – – –
HR
145
Howe & Rusling
New York
$472K – – –
SHFA
146
SS&H Financial Advisors
Michigan
$467K – – –
MFIM
147
Mesirow Financial Investment Management
Illinois
$461K +$195 +3 +0%
HWAM
148
Hennion & Walsh Asset Management
New Jersey
$458K -$2.92K -45 -0.6%
NSAM
149
North Star Asset Management
Wisconsin
$454K – – –
Bessemer Group
150
Bessemer Group
New Jersey
$447K – – –
4 5
6
7 8