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Invesco Water Resources ETF
PHO

Overview Fund Activity

307 hedge funds and large institutions have $576M invested in Invesco Water Resources ETF in 2022 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 81 increasing their positions, 84 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
+13
Holders Change %
+4.42%
% of All Funds
4.95%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
44
Increased
81
Reduced
84
Closed
24
Calls
$2.24M
Puts
$8.18M
Net Calls
-$5.94M
Net Calls Change
-$5.87M

Top Buyers

1
MD
Money Design
Japan
$16.4M
2
CCA
Conservest Capital Advisors
Pennsylvania
$3.89M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$12.9M
4
Cerity Partners
Cerity Partners
New York
$3.03M
5
KAS
Kestra Advisory Services
Texas
$4.25M

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$20M
2
UBS Group
UBS Group
Switzerland
$40.8M
3
CAL
Capital Analysts LLC
Pennsylvania
$2.65M
4
Stifel Financial
Stifel Financial
Missouri
$4.9M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
$30.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSB
151
Sandy Spring Bank
Maryland
$334K – – –
MC
152
Moors & Cabot
Massachusetts
$329K -$37.4K -725 -10%
WTC
153
WhitTier Trust Company
Nevada
$327K – – –
GLLW
154
Graves Light Lenhart Wealth
Virginia
$327K – – –
BP
155
Ballentine Partners
Massachusetts
$322K +$322K +6,250 New
WB
156
Webster Bank
Connecticut
$321K – – –
FLPIM
157
F.L. Putnam Investment Management
Massachusetts
$319K -$9.07K -176 -3%
CA
158
Cambridge Advisors
Nebraska
$318K +$155 +3 +0%
Wealthfront Advisers
159
Wealthfront Advisers
California
$312K +$20.5K +397 +7%
AWM
160
AE Wealth Management
Kansas
$312K -$74.4K -1,444 -19%
Bank of New York Mellon
161
Bank of New York Mellon
New York
$310K -$52 -1 -0%
NSIM
162
North Star Investment Management
Illinois
$305K +$2.17K +42 +0.7%
CCA
163
Clearwater Capital Advisors
Illinois
$296K – – –
KIA
164
KCM Investment Advisors
California
$296K – – –
RJT
165
Raymond James Trust
Florida
$292K – – –
VVP
166
Venture Visionary Partners
Ohio
$284K – – –
TF
167
TIAA FSB
Florida
$276K -$1.29K -25 -0.5%
BRWA
168
B. Riley Wealth Advisors
Florida
$275K +$22.8K +443 +9%
CW
169
Cook Wealth
North Carolina
$269K +$4.59K +89 +2%
Lido Advisors
170
Lido Advisors
California
$266K +$266K +5,154 New
FUBT
171
First United Bank & Trust
Maryland
$258K -$33.8K -655 -12%
SCM
172
SOL Capital Management
Maryland
$258K – – –
FTS
173
Fifth Third Securities
Ohio
$254K +$14.4K +279 +6%
AWM
174
AllSquare Wealth Management
New York
$253K – – –
ASN
175
Advisory Services Network
Georgia
$248K +$17.3K +336 +8%
5 6
7
8 9