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Invesco Water Resources ETF
PHO

Overview Fund Activity

315 hedge funds and large institutions have $665M invested in Invesco Water Resources ETF in 2023 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 85 increasing their positions, 92 reducing their positions, and 25 closing their positions.

Holders
315
Holders Change
-2
Holders Change %
-0.63%
% of All Funds
4.97%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
27
Increased
85
Reduced
92
Closed
25
Calls
$6.19M
Puts
$1.17M
Net Calls
+$5.02M
Net Calls Change
-$996K

Top Buyers

1
ACM
1
Avalon Capital Management
California
$4.9M
2
HW
2
Hamilton Wealth
California
$6.03M
3
LPL Financial
3
LPL Financial
California
$35.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$66.3M
5
Millennium Management
5
Millennium Management
New York
$2.17M

Top Sellers

1
SIM
1
Seaview Investment Managers
Florida
$0
2
MD
2
Money Design
Japan
$15.4M
3
Bank of America
3
Bank of America
North Carolina
$97.5M
4
BAM
4
Belpointe Asset Management
Nevada
$0
5
BPA
5
Beacon Pointe Advisors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CTC
151
Central Trust Company
Missouri
$357K 6,330 – –
MRC
152
Millburn Ridgefield Corp
New York
$357K 6,323 +3,458 +121%
AWM
153
AE Wealth Management
Kansas
$356K 6,304 -5 -0.1%
ASN
154
Advisory Services Network
Georgia
$353K 6,264 +431 +7%
WS
155
Wedbush Securities
California
$338K 5,988 -557 -9%
MWM
156
MinichMacGregor Wealth Management
New York
$336K 5,951 -2,149 -27%
MWM
157
Modera Wealth Management
New Jersey
$334K 5,925 +5,925 New
NSIM
158
North Star Investment Management
Illinois
$334K 5,917 – –
CW
159
Cook Wealth
North Carolina
$332K 5,759 -129 -2%
PGFC
160
Peapack-Gladstone Financial Corp
New Jersey
$325K 5,760 – –
CCA
161
Clearwater Capital Advisors
Illinois
$324K 5,752 – –
RJT
162
Raymond James Trust
Florida
$320K 5,672 – –
WFC
163
Western Financial Corp
California
$320K 5,673 +175 +3%
FLPIM
164
F.L. Putnam Investment Management
Massachusetts
$318K 5,641 -549 -9%
HR
165
Howe & Rusling
New York
$313K 5,559 +2,037 +58%
TRCT
166
Tower Research Capital (TRC)
New York
$313K 5,545 -4,224 -43%
JPMorgan Chase & Co
167
JPMorgan Chase & Co
New York
$311K 5,512 +246 +5%
VVP
168
Venture Visionary Partners
Ohio
$307K 5,451 -100 -2%
TF
169
TIAA FSB
Florida
$302K 5,356 -204 -4%
Lido Advisors
170
Lido Advisors
California
$299K 5,298 +61 +1%
WB
171
Webster Bank
Connecticut
$294K 5,220 -1,000 -16%
PP
172
Prudential plc
United Kingdom
$294K 5,220 – –
HI
173
HBK Investments
Texas
$294K 5,219 +5,219 New
NFG
174
Nations Financial Group
Iowa
$293K 5,203 +1,128 +28%
MC
175
Moors & Cabot
Massachusetts
$288K 5,100 -400 -7%
5 6
7
8 9