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Invesco Water Resources ETF
PHO

Overview Fund Activity

252 hedge funds and large institutions have $468M invested in Invesco Water Resources ETF in 2021 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 62 increasing their positions, 48 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
+18
Holders Change %
+7.69%
% of All Funds
4.44%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
41
Increased
62
Reduced
48
Closed
19
Calls
$732K
Puts
$321K
Net Calls
+$411K
Net Calls Change
-$300K

Top Buyers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$60.1M
2
Bank of America
Bank of America
North Carolina
$86.1M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$20.2M
4
Morgan Stanley
Morgan Stanley
New York
$43.2M
5
TC
TAP Consulting
Missouri
$3.44M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$1.27M
2
AWM
AE Wealth Management
Kansas
$208K
3
SS
Simplicity Solutions
Minnesota
$0
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
5
MFM
MD Financial Management
Ontario, Canada
$20.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
151
AE Wealth Management
Kansas
$208K -$2.15M -43,402 -91%
JWCA
152
J.W. Cole Advisors
Florida
$207K +$207K +4,187 New
FWCM
153
Ferguson Wellman Capital Management
Oregon
$207K +$207K +4,187 New
IA
154
IFP Advisors
Florida
$186K -$4.95K -100 -3%
Citigroup
155
Citigroup
New York
$161K – – –
Bank of Montreal
156
Bank of Montreal
Ontario, Canada
$154K -$27.3K -543 -15%
WAP
157
Wealthcare Advisory Partners
Pennsylvania
$151K +$151K +3,066 New
BFEC
158
Benjamin F. Edwards & Company
Missouri
$143K – – –
VCM
159
Vigilant Capital Management
Maine
$139K – – –
FWM
160
Filbrandt Wealth Management
Wisconsin
$139K +$139K +2,820 New
BCWM
161
Bartlett & Co Wealth Management
Ohio
$133K – – –
BC
162
Bartlett & Co
Ohio
$133K – – –
AWM
163
AllSquare Wealth Management
New York
$128K -$31.6K -640 -20%
WT
164
Washington Trust
Rhode Island
$128K – – –
Fifth Third Bancorp
165
Fifth Third Bancorp
Ohio
$128K +$105K +2,125 +450%
LAIC
166
Lederer & Associates Investment Counsel
California
$121K +$121K +2,450 New
EVM
167
Eaton Vance Management
Massachusetts
$117K +$117K +2,371 New
FHC
168
First Horizon Corporation
Tennessee
$105K – – –
EWM
169
Edge Wealth Management
New York
$99K – – –
GWM
170
Geneos Wealth Management
Colorado
$97K – – –
WT
171
Whittier Trust
California
$94K – – –
FCM
172
Firestone Capital Management
Florida
$92K – – –
RDFA
173
Ritter Daniher Financial Advisory
Ohio
$86K – – –
SFS
174
Sowell Financial Services
Arkansas
$86K +$19.4K +364 +29%
MA
175
MUFG Americas
New York
$79K – – –
5 6
7
8 9