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Invesco Water Resources ETF
PHO

Overview Fund Activity

299 hedge funds and large institutions have $602M invested in Invesco Water Resources ETF in 2022 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 85 increasing their positions, 72 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
299
Holders Change
-43
Holders Change %
-12.57%
% of All Funds
4.73%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
21
Increased
85
Reduced
72
Closed
57
Calls
$530K
Puts
–
Net Calls
+$530K
Net Calls Change
-$229K

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
$36.8M
2
OMC
Old Mission Capital
Illinois
$4.35M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$2.58M
4
Citadel Advisors
Citadel Advisors
Florida
$2.28M
5
LPL Financial
LPL Financial
California
$27.7M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$43M
2
Morgan Stanley
Morgan Stanley
New York
$56.6M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$6.34M
4
SI
Stephens Inc
Arkansas
$0
5
UBS Group
UBS Group
Switzerland
$43.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
151
Clearwater Capital Advisors
Illinois
$312K – – –
PP
152
Palladium Partners
Virginia
$311K -$15.9K -299 -5%
KIA
153
KCM Investment Advisors
California
$311K – – –
NSIM
154
North Star Investment Management
Illinois
$311K +$53 +1 +0%
CAG
155
Crestwood Advisors Group
Massachusetts
$310K +$478 +9 +0.2%
BBL
156
Beck Bode LLC
Massachusetts
$309K +$309K +5,837 New
WAP
157
Wealthcare Advisory Partners
Pennsylvania
$303K -$23K -433 -7%
FUBT
158
First United Bank & Trust
Maryland
$298K +$3.97K +75 +1%
MSCM
159
McElhenny Sheffield Capital Management
Texas
$290K +$2.65K +50 +0.9%
VVP
160
Venture Visionary Partners
Ohio
$289K – – –
MRC
161
Millburn Ridgefield Corp
New York
$284K +$191K +3,592 +204%
PWM
162
Perigon Wealth Management
California
$280K – – –
3LCM
163
3D/L Capital Management
Connecticut
$278K -$13.5K -254 -5%
MIM
164
Miller Investment Management
Pennsylvania
$277K – – –
CW
165
Cook Wealth
North Carolina
$274K +$62.6K +1,284 +30%
APA
166
American Portfolios Advisors
New York
$274K +$106K +1,997 +63%
IWC
167
Integrated Wealth Concepts
Massachusetts
$273K -$1.27K -24 -0.5%
Comerica Bank
168
Comerica Bank
Texas
$271K -$54.8K -1,041 -17%
SCM
169
SOL Capital Management
Maryland
$265K – – –
AWM
170
Alterna Wealth Management
Texas
$259K +$22.5K +423 +9%
MHIC
171
Marble Harbor Investment Counsel
Massachusetts
$254K – – –
WP
172
WealthSource Partners
California
$254K – – –
MML Investors Services
173
MML Investors Services
Massachusetts
$246K -$15.4K -291 -6%
SFP
174
Sweet Financial Partners
Minnesota
$243K – – –
CCA
175
Catalyst Capital Advisors
New York
$241K +$153K +2,886 +175%
5 6
7
8 9