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Invesco Water Resources ETF
PHO

Overview Fund Activity

161 hedge funds and large institutions have $310M invested in Invesco Water Resources ETF in 2014 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 44 increasing their positions, 44 reducing their positions, and 18 closing their positions.

Holders
161
Holders Change
+3
Holders Change %
+1.9%
% of All Funds
4.3%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
26
Increased
44
Reduced
44
Closed
18
Calls
$330K
Puts
$597K
Net Calls
-$267K
Net Calls Change
-$73K

Top Buyers

1
Comerica Bank
1
Comerica Bank
Texas
$52.8M
2
UBS Group
2
UBS Group
Switzerland
$9.2M
3
QI
3
QS Investors
New York
$13.7M
4
LWA
4
Lowe Wealth Advisors
Maryland
$2.43M
5
CPIG
5
Chicago Partners Investment Group
Illinois
$790K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$27M
2
SG Americas Securities
2
SG Americas Securities
New York
$0
3
MP
3
Manifold Partners
California
$0
4
BGA
4
Belmont Global Advisors
Texas
$0
5
MPWT
5
MassMutual Private Wealth & Trust
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HR
151
Howe & Rusling
New York
$5K 200 -130 -39%
AC
152
Alexandria Capital
Virginia
$5K 200 – –
ANBT
153
American National Bank & Trust
Texas
$5K 200 – –
FWM
154
Focused Wealth Management
New York
$3K 100 – –
VIA
155
Vantage Investment Advisors
Pennsylvania
$3K 103 – –
BRWM
156
B. Riley Wealth Management
Tennessee
$3K 150 – –
PSC
157
Prentiss Smith & Co
Vermont
$3K 100 – –
ARMC
158
American Research & Management Company
Massachusetts
$2K 70 – –
MSFP
159
Mark Sheptoff Financial Planning
Connecticut
$2K 92 – –
WTB
160
Washington Trust Bank
Washington
$1K 35 – –
CB
161
Community Bank
New York
$1K 50 +50 New
BRWA
162
B. Riley Wealth Advisors
Florida
$272 10,548 -139 -1%
SG Americas Securities
163
SG Americas Securities
New York
– – -56,121 Closed
MP
164
Manifold Partners
California
– – -42,666 Closed
BGA
165
Belmont Global Advisors
Texas
– – -30,000 Closed
MPWT
166
MassMutual Private Wealth & Trust
Connecticut
– – -26,585 Closed
William Blair & Company
167
William Blair & Company
Illinois
– – -11,525 Closed
PI
168
Placemark Investments
Illinois
– – -11,424 Closed
PG
169
PEAK6 Group
Illinois
– – -10,393 Closed
PA
170
Paracle Advisors
Washington
– – -8,725 Closed
CS
171
Credit Suisse
Switzerland
– – -8,186 Closed
Envestnet Asset Management
172
Envestnet Asset Management
Illinois
– – -7,829 Closed
PAG
173
Private Advisor Group
New Jersey
– – -6,503 Closed
FIG
174
Fusion Investment Group
Pennsylvania
– – -3,065 Closed
LOCC
175
Lombard Odier & Cie (Canada)
Quebec, Canada
– – -1,250 Closed
4 5 6
7
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