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Invesco Water Resources ETF
PHO

Overview Fund Activity

190 hedge funds and large institutions have $298M invested in Invesco Water Resources ETF in 2019 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 51 increasing their positions, 30 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
+3
Holders Change %
+1.6%
% of All Funds
4.13%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
30
Increased
51
Reduced
30
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$21M
2
BCM
Barometer Capital Management
Ontario, Canada
$2.57M
3
Lazard Asset Management
Lazard Asset Management
New York
$1.49M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$7.46M
5
UBS Group
UBS Group
Switzerland
$15.3M

Top Sellers

1
HI
Horizon Investments
North Carolina
$0
2
PI
PFS Investments
Georgia
$0
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$252K
4
Bank of America
Bank of America
North Carolina
$63.5M
5
FFS
Founders Financial Securities
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
151
Salem Investment Counselors
North Carolina
$22K +$22K +616 New
LA
152
Legacy Advisors
Pennsylvania
$21K – – –
ASN
153
Advisory Services Network
Georgia
$19K – – –
MRCM
154
M&R Capital Management
New Jersey
$18K – – –
EFSCE
155
Enterprise Financial Services Corp (EFSC)
Missouri
$18K – – –
MCA
156
Mercer Capital Advisers
New Jersey
$18K – – –
GSWM
157
Golden State Wealth Management
California
$17K – – –
JCM
158
Jacobi Capital Management
Pennsylvania
$15K +$35 +1 +0.2%
TPWA
159
TRUE Private Wealth Advisors
Oregon
$15K +$15K +432 New
HNB
160
Huntington National Bank
Ohio
$14K -$14K – –
AIM
161
Advantage Investment Management
Iowa
$12K – – –
AF
162
Advisornet Financial
Minnesota
$11K – – –
WCM
163
Whitener Capital Management
North Carolina
$10K – – –
TSW
164
Thompson Siegel & Walmsley
Virginia
$9K – – –
SBL
165
Sargent Bickham Lagudis
Colorado
$9K – – –
CIAS
166
Capital Investment Advisory Services
North Carolina
$9K – – –
AA
167
AlphaMark Advisors
Kentucky
$8K – – –
QCIG
168
Quad-Cities Investment Group
Iowa
$8K – – –
FLPIM
169
F.L. Putnam Investment Management
Massachusetts
$8K +$8K +215 New
JPLA
170
Joseph P. Lucia & Associates
New York
$7K -$234K -6,526 -97%
FGAM
171
Financial Gravity Asset Management
Texas
$7K -$3.73K -105 -35%
WP
172
WealthShield Partners
North Carolina
$7K – – –
TF
173
TimeScale Financial
Massachusetts
$7K +$7K +200 New
EIP
174
Ellis Investment Partners
Pennsylvania
$7K +$7K +200 New
DWM
175
Doyle Wealth Management
Florida
$7K +$7K +201 New
5 6
7
8 9