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Invesco Water Resources ETF
PHO

Overview Fund Activity

234 hedge funds and large institutions have $425M invested in Invesco Water Resources ETF in 2020 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 61 increasing their positions, 41 reducing their positions, and 13 closing their positions.

Holders
234
Holders Change
+29
Holders Change %
+14.15%
% of All Funds
4.15%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
42
Increased
61
Reduced
41
Closed
13
Calls
$711K
Puts
–
Net Calls
+$711K
Net Calls Change
+$152K

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$51M
2
UBS Group
2
UBS Group
Switzerland
$27.7M
3
CS
3
Credit Suisse
Switzerland
$829K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$6.51M
5
Morgan Stanley
5
Morgan Stanley
New York
$37.1M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$4.39M
2
MFM
2
MD Financial Management
Ontario, Canada
$32.5M
3
Truist Financial
3
Truist Financial
North Carolina
$568K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.16M
5
TRCT
5
Tower Research Capital (TRC)
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
151
Geneos Wealth Management
Colorado
$81K +$9.34K +215 +13%
RDFA
152
Ritter Daniher Financial Advisory
Ohio
$81K +$81K +1,750 New
OPW
153
Oxler Private Wealth
New York
$77K +$77K +1,675 New
BWA
154
BDO Wealth Advisors
Florida
$76K – – –
MA
155
MUFG Americas
New York
$74K – – –
EDRH
156
Edmond de Rothschild Holding
Switzerland
$70K – – –
GRP
157
Global Retirement Partners
California
$66K +$930 +20 +1%
KPCM
158
Kings Point Capital Management
New York
$63K – – –
PCFFS
159
Pacific Center for Financial Services
California
$62K – – –
FFA
160
Freedman Financial Associates
Massachusetts
$59K +$59K +1,267 New
SFS
161
Sowell Financial Services
Arkansas
$58K +$3.57K +77 +7%
FWM
162
Focused Wealth Management
New York
$56K – – –
S
163
SignatureFD
Georgia
$54K – – –
SWA
164
SOA Wealth Advisors
New York
$54K +$54K +1,103 New
TWM
165
Tradition Wealth Management
Minnesota
$51K +$51K +1,095 New
AA
166
Ancora Advisors
Ohio
$50K +$46 +1 +0.1%
HR
167
Howe & Rusling
New York
$45K +$45K +977 New
HPC
168
HM Payson & Co
Maine
$44K – – –
JPLA
169
Joseph P. Lucia & Associates
New York
$40K +$40K +854 New
ADL
170
Asset Dedication LLC
California
$40K +$40K +863 New
M
171
MOTCO
Texas
$37K – – –
IF
172
Ironwood Financial
Arizona
$34K – – –
LB
173
Legacy Bridge
Iowa
$33K – – –
APWM
174
Atlas Private Wealth Management
New York
$31K – – –
MCM
175
Manchester Capital Management
Vermont
$29K -$17.9K -390 -38%
5 6
7
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