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Invesco Water Resources ETF
PHO

Overview Fund Activity

168 hedge funds and large institutions have $241M invested in Invesco Water Resources ETF in 2018 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 36 increasing their positions, 30 reducing their positions, and 16 closing their positions.

Holders
168
Holders Change
+9
Holders Change %
+5.66%
% of All Funds
3.85%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
25
Increased
36
Reduced
30
Closed
16
Calls
$1.3M
Puts
–
Net Calls
+$1.3M
Net Calls Change
+$1.3M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$60.9M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$8.31M
3
Wells Fargo
3
Wells Fargo
California
$6.17M
4
Goldman Sachs
4
Goldman Sachs
New York
$2.18M
5
TCM
5
Tuttle Capital Management
Connecticut
$1.5M

Top Sellers

1
QAM
1
Q3 Asset Management
Michigan
$0
2
MFM
2
MD Financial Management
Ontario, Canada
$27.6M
3
FIM
3
Freedom Investment Management
Connecticut
$0
4
VAM
4
Verity Asset Management
North Carolina
$1.87M
5
FCCM
5
First City Capital Management
Georgia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FGAM
151
Financial Gravity Asset Management
Texas
$8K 284 -28 -9%
SBL
152
Sargent Bickham Lagudis
Colorado
$8K 248 – –
TSW
153
Thompson Siegel & Walmsley
Virginia
$8K 254 – –
WCM
154
Whitener Capital Management
North Carolina
$8K 282 +282 New
AA
155
AlphaMark Advisors
Kentucky
$7K 230 – –
QCIG
156
Quad-Cities Investment Group
Iowa
$7K 210 – –
RFA
157
Reilly Financial Advisors
California
$6K 180 – –
PCG
158
Private Capital Group
Connecticut
$6K 189 – –
WP
159
WealthShield Partners
North Carolina
$6K 192 – –
SIS
160
Sound Income Strategies
Florida
$6K 175 +175 New
PWAG
161
Polaris Wealth Advisory Group
California
$6K 200 +200 New
KL
162
KWMG LLC
Kansas
$4K 115 – –
POIA
163
Pin Oak Investment Advisors
Texas
$4K 125 +125 New
MSFP
164
Mark Sheptoff Financial Planning
Connecticut
$3K 92 – –
MWPCG
165
Measured Wealth Private Client Group
New Hampshire
$3K 101 +101 New
ARMC
166
American Research & Management Company
Massachusetts
$2K 70 – –
CB
167
Community Bank
New York
$2K 50 – –
QAM
168
Q3 Asset Management
Michigan
– – -130,834 Closed
FIM
169
Freedom Investment Management
Connecticut
– – -40,591 Closed
FCCM
170
First City Capital Management
Georgia
– – -16,065 Closed
CWM
171
Cornerstone Wealth Management
Missouri
– – -11,502 Closed
KB
172
Kimelman & Baird
New York
– – -10,000 Closed
GT
173
Glenmede Trust
Pennsylvania
– – -8,309 Closed
AWA
174
Acorn Wealth Advisors
Michigan
– – -3,477 Closed
Rockefeller Capital Management
175
Rockefeller Capital Management
New York
– – -3,390 Closed
4 5 6
7
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