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Invesco Water Resources ETF
PHO

Overview Fund Activity

317 hedge funds and large institutions have $610M invested in Invesco Water Resources ETF in 2023 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 89 increasing their positions, 84 reducing their positions, and 23 closing their positions.

Holders
317
Holders Change
+10
Holders Change %
+3.26%
% of All Funds
5.08%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
38
Increased
89
Reduced
84
Closed
23
Calls
$6.15M
Puts
$133K
Net Calls
+$6.01M
Net Calls Change
+$12M

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$23.9M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$20.7M
3
LPL Financial
3
LPL Financial
California
$31.3M
4
CAN
4
Cetera Advisor Networks
California
$10.7M
5
Bank of America
5
Bank of America
North Carolina
$93.9M

Top Sellers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$12.2M
2
TA
2
Tactive Advisors
Florida
$0
3
KAS
3
Kestra Advisory Services
Texas
$1.56M
4
Chevy Chase Trust
4
Chevy Chase Trust
Maryland
$0
5
CAL
5
Capital Analysts LLC
Pennsylvania
$1.3M
Name Market Value Shares Shares
Change 		Shares
Change %
WS
151
Wedbush Securities
California
$349K 6,545 -680 -9%
SSB
152
Sandy Spring Bank
Maryland
$345K 6,473 – –
VCM
153
Virtue Capital Management
Tennessee
$342K 6,675 +6,675 New
Deutsche Bank
154
Deutsche Bank
Germany
$339K 6,355 -2,630 -29%
WTC
155
WhitTier Trust Company
Nevada
$339K 6,350 – –
GLLW
156
Graves Light Lenhart Wealth
Virginia
$339K 6,346 – –
CTC
157
Central Trust Company
Missouri
$338K 6,330 -1,400 -18%
AWM
158
AE Wealth Management
Kansas
$337K 6,309 +263 +4%
BBP
159
Banco BTG Pactual
Brazil
$333K 6,290 -614 -9%
WB
160
Webster Bank
Connecticut
$332K 6,220 – –
FLPIM
161
F.L. Putnam Investment Management
Massachusetts
$330K 6,190 – –
CA
162
Cambridge Advisors
Nebraska
$329K 6,175 +2 +0%
MML Investors Services
163
MML Investors Services
Massachusetts
$319K 5,971 -1,187 -17%
Bank of Montreal
164
Bank of Montreal
Ontario, Canada
$317K 5,911 -544 -8%
NSIM
165
North Star Investment Management
Illinois
$316K 5,917 – –
ASN
166
Advisory Services Network
Georgia
$311K 5,833 +1,020 +21%
DAS
167
Dynamic Advisor Solutions
Arizona
$311K 5,822 +5,822 New
CW
168
Cook Wealth
North Carolina
$308K 5,888 +678 +13%
PGFC
169
Peapack-Gladstone Financial Corp
New Jersey
$307K 5,760 +5,760 New
CCA
170
Clearwater Capital Advisors
Illinois
$307K 5,752 – –
RJT
171
Raymond James Trust
Florida
$303K 5,672 – –
KIA
172
KCM Investment Advisors
California
$301K 5,643 -100 -2%
TF
173
TIAA FSB
Florida
$297K 5,560 +204 +4%
VVP
174
Venture Visionary Partners
Ohio
$296K 5,551 +40 +0.7%
MC
175
Moors & Cabot
Massachusetts
$293K 5,500 -875 -14%
5 6
7
8 9