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Invesco Water Resources ETF
PHO

Overview Fund Activity

315 hedge funds and large institutions have $644M invested in Invesco Water Resources ETF in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 93 increasing their positions, 81 reducing their positions, and 20 closing their positions.

Holders
315
Holders Change
–
Holders Change %
0%
% of All Funds
5.02%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
27
Increased
93
Reduced
81
Closed
20
Calls
$4.95M
Puts
$1.37M
Net Calls
+$3.58M
Net Calls Change
-$1.44M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$10.9M
2
CS
2
Credit Suisse
Switzerland
$5.52M
3
GBWM
3
Granite Bay Wealth Management
New Hampshire
$4.02M
4
Morgan Stanley
4
Morgan Stanley
New York
$64.7M
5
BPA
5
Beacon Pointe Advisors
California
$2M

Top Sellers

1
MD
1
Money Design
Japan
$11.7M
2
Millennium Management
2
Millennium Management
New York
$0
3
BFS
3
Bard Financial Services
Connecticut
$0
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$2M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$9.52M
Name Market Value Shares Shares
Change 		Shares
Change %
Bessemer Group
151
Bessemer Group
New Jersey
$366K 6,880 +3,470 +102%
JPMorgan Chase & Co
152
JPMorgan Chase & Co
New York
$366K 6,873 +1,361 +25%
WA
153
Waddell & Associates
Tennessee
$364K 6,849 +7 +0.1%
SSB
154
Sandy Spring Bank
Maryland
$344K 6,473 – –
WFC
155
Western Financial Corp
California
$344K 6,462 +789 +14%
WTC
156
WhitTier Trust Company
Nevada
$338K 6,350 – –
ASN
157
Advisory Services Network
Georgia
$338K 6,346 +82 +1%
CTC
158
Central Trust Company
Missouri
$337K 6,330 – –
GLLW
159
Graves Light Lenhart Wealth
Virginia
$336K 6,346 – –
BBP
160
Banco BTG Pactual
Brazil
$335K 6,290 +6,290 New
Northern Trust
161
Northern Trust
Illinois
$334K 6,289 -153 -2%
UCFA
162
United Capital Financial Advisors
Texas
$330K 6,214 -1,057 -15%
WP
163
Wealthspan Partners
Iowa
$328K 6,166 -1,700 -22%
WS
164
Wedbush Securities
California
$327K 6,153 +165 +3%
MSAM
165
Moloney Securities Asset Management
Missouri
$320K 6,022 -363 -6%
MWM
166
Modera Wealth Management
New Jersey
$315K 5,925 – –
NSIM
167
North Star Investment Management
Illinois
$315K 5,917 – –
TIA
168
Traphagen Investment Advisors
New Jersey
$314K 5,912 -1,280 -18%
MWM
169
MinichMacGregor Wealth Management
New York
$312K 5,872 -79 -1%
NFG
170
Nations Financial Group
Iowa
$309K 5,804 +601 +12%
PGFC
171
Peapack-Gladstone Financial Corp
New Jersey
$306K 5,760 – –
RJT
172
Raymond James Trust
Florida
$302K 5,672 – –
CCA
173
Clearwater Capital Advisors
Illinois
$301K 5,657 -95 -2%
FLPIM
174
F.L. Putnam Investment Management
Massachusetts
$300K 5,641 – –
SCA
175
Snowden Capital Advisors
New York
$298K 5,602 -1,460 -21%
5 6
7
8 9