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Invesco Water Resources ETF
PHO

Overview Fund Activity

164 hedge funds and large institutions have $216M invested in Invesco Water Resources ETF in 2018 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 35 increasing their positions, 40 reducing their positions, and 17 closing their positions.

Holders
164
Holders Change
-3
Holders Change %
-1.8%
% of All Funds
3.76%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
16
Increased
35
Reduced
40
Closed
17
Calls
–
Puts
$3K
Net Calls
-$3K
Net Calls Change
-$3K

Top Buyers

1
CFMC
1
Curbstone Financial Management Corp
New Hampshire
$1.02M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$5.49M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$704K
4
Stifel Financial
4
Stifel Financial
Missouri
$986K
5
MWM
5
Merriman Wealth Management
Washington
$333K

Top Sellers

1
QAM
1
Q3 Asset Management
Michigan
$0
2
CS
2
Credit Suisse
Switzerland
$0
3
Brown Advisory
3
Brown Advisory
Maryland
$0
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$1.19M
5
LNC
5
Lincoln National Corp
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SEI Investments
151
SEI Investments
Pennsylvania
$7K 228 -357 -61%
AA
152
AlphaMark Advisors
Kentucky
$7K 230 – –
PCG
153
Private Capital Group
Connecticut
$6K 189 -7,466 -98%
SPIA
154
Steward Partners Investment Advisory
New York
$6K 200 – –
WP
155
WealthShield Partners
North Carolina
$6K 192 – –
PWAG
156
Polaris Wealth Advisory Group
California
$6K 200 +200 New
RFA
157
Reilly Financial Advisors
California
$5K 180 – –
Carson Wealth (CWM LLC)
158
Carson Wealth (CWM LLC)
Nebraska
$3K 95 – –
VIA
159
Vantage Investment Advisors
Pennsylvania
$3K 105 – –
MSFP
160
Mark Sheptoff Financial Planning
Connecticut
$3K 92 – –
APP
161
Avantax Planning Partners
Iowa
$3K 100 +100 New
ARMC
162
American Research & Management Company
Massachusetts
$2K 70 – –
CB
163
Community Bank
New York
$2K 50 – –
ML
164
McAdam LLC
Pennsylvania
$1K 29 +29 New
QAM
165
Q3 Asset Management
Michigan
– – -117,169 Closed
CS
166
Credit Suisse
Switzerland
– – -53,082 Closed
Brown Advisory
167
Brown Advisory
Maryland
– – -41,244 Closed
LNC
168
Lincoln National Corp
Pennsylvania
– – -15,724 Closed
SB
169
Suntrust Banks
Georgia
– – -10,325 Closed
AFNAS
170
American Financial Network Advisory Services
California
– – -8,228 Closed
RJT
171
Raymond James Trust
Florida
– – -7,726 Closed
RIG
172
Renaissance Investment Group
Massachusetts
– – -7,100 Closed
Mariner
173
Mariner
Kansas
– – -6,775 Closed
FAAS
174
First Allied Advisory Services
California
– – -5,649 Closed
RWA
175
Ropes Wealth Advisors
Massachusetts
– – -1,525 Closed
4 5 6
7
8