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Invesco Water Resources ETF
PHO

Overview Fund Activity

375 hedge funds and large institutions have $801M invested in Invesco Water Resources ETF in 2024 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 93 increasing their positions, 97 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
375
Holders Change
-10
Holders Change %
-2.6%
% of All Funds
4.99%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
40
Increased
93
Reduced
97
Closed
39
Calls
$4.26M
Puts
$2.08M
Net Calls
+$2.18M
Net Calls Change
+$464K

Top Buyers

1
UBS Group
UBS Group
Switzerland
$49.4M
2
Morgan Stanley
Morgan Stanley
New York
$94.3M
3
LPL Financial
LPL Financial
California
$49.4M
4
Bank of America
Bank of America
North Carolina
$111M
5
Osaic Holdings
Osaic Holdings
Arizona
$15.2M

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$15.8M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$455K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.14M
5
CB
Commerce Bank
Missouri
$4.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAA
126
Independent Advisor Alliance
North Carolina
$639K +$639K +9,708 New
FDCDDQ
127
Federation des caisses Desjardins du Quebec
Quebec, Canada
$636K +$63.4K +963 +11%
IWM
128
IHT Wealth Management
Illinois
$635K +$92.5K +1,406 +17%
CL
129
Choreo LLC
Illinois
$635K – – –
IAIM
130
International Assets Investment Management
Florida
$623K +$623K +9,539 New
RZH
131
Relyea Zuckerberg Hanson
Connecticut
$596K – – –
NSAM
132
North Star Asset Management
Wisconsin
$592K – – –
SF
133
Summit Financial
New Jersey
$586K +$25.5K +387 +5%
HCMG
134
Howard Capital Management Group
California
$580K -$86.5K -1,315 -13%
CAG
135
Crestwood Advisors Group
Massachusetts
$571K -$1.84K -28 -0.3%
Pathstone Holdings
136
Pathstone Holdings
New Jersey
$568K – – –
DAS
137
Dynamic Advisor Solutions
Arizona
$559K +$55.7K +846 +11%
FHA
138
Flagship Harbor Advisors
Massachusetts
$544K – – –
MBTD
139
Mechanics Bank - Trust Department
California
$532K – – –
CWA
140
Clarus Wealth Advisors
Arizona
$529K -$12.5K -191 -2%
GL
141
Gerber LLC
Ohio
$515K -$12.6K -192 -2%
WA
142
Waverly Advisors
Alabama
$508K -$18.1K -275 -3%
MFIM
143
Mesirow Financial Investment Management
Illinois
$492K -$21.6K -329 -4%
FWCM
144
Ferguson Wellman Capital Management
Oregon
$479K – – –
HR
145
Howe & Rusling
New York
$478K – – –
SHFA
146
SS&H Financial Advisors
Michigan
$474K – – –
ASN
147
Advisory Services Network
Georgia
$472K +$84.1K +1,278 +22%
NFG
148
Nations Financial Group
Iowa
$470K +$21.3K +324 +5%
OPCM
149
Osborne Partners Capital Management
California
$469K -$64.6K -982 -12%
SWP
150
Stratos Wealth Partners
Ohio
$467K -$37.1K -564 -7%
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