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Invesco Water Resources ETF
PHO

Overview Fund Activity

352 hedge funds and large institutions have $794M invested in Invesco Water Resources ETF in 2023 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 79 increasing their positions, 107 reducing their positions, and 22 closing their positions.

Holders
352
Holders Change
+37
Holders Change %
+11.75%
% of All Funds
5.16%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
62
Increased
79
Reduced
107
Closed
22
Calls
$1.07M
Puts
$1.27M
Net Calls
-$204K
Net Calls Change
-$3.78M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$150M
2
SCM
2
Sage Capital Management
New Jersey
$7.1M
3
KAS
3
Kestra Advisory Services
Texas
$4.76M
4
TA
4
Tactive Advisors
Florida
$2.39M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$2.42M

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$0
2
MD
2
Money Design
Japan
$9.52M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$12.3M
4
LPL Financial
4
LPL Financial
California
$35.9M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$8.82M
Name Market Value Shares Shares
Change 		Shares
Change %
BS
151
Banco Santander
Spain
$398K 6,539 -1,120 -15%
SSB
152
Sandy Spring Bank
Maryland
$394K 6,473 – –
DAS
153
Dynamic Advisor Solutions
Arizona
$390K 6,639 -265 -4%
GLLW
154
Graves Light Lenhart Wealth
Virginia
$386K 6,346 – –
CTC
155
Central Trust Company
Missouri
$385K 6,330 – –
ASN
156
Advisory Services Network
Georgia
$383K 6,300 -46 -0.7%
WFC
157
Western Financial Corp
California
$382K 6,284 -178 -3%
GS
158
GTS Securities
New York
$372K 6,107 +6,107 New
MSAM
159
Moloney Securities Asset Management
Missouri
$366K 6,009 -13 -0.2%
MWM
160
Modera Wealth Management
New Jersey
$361K 5,925 – –
NSIM
161
North Star Investment Management
Illinois
$360K 5,917 – –
TIA
162
Traphagen Investment Advisors
New Jersey
$360K 5,914 +2 +0%
MWM
163
MinichMacGregor Wealth Management
New York
$359K 5,904 +32 +0.5%
WP
164
Wealthspan Partners
Iowa
$357K 5,868 -298 -5%
WTC
165
WhitTier Trust Company
Nevada
$356K 5,850 -500 -8%
NFG
166
Nations Financial Group
Iowa
$353K 5,801 -3 -0.1%
WS
167
Wedbush Securities
California
$353K 5,795 -358 -6%
PGFC
168
Peapack-Gladstone Financial Corp
New Jersey
$351K 5,760 – –
SCP
169
Stamos Capital Partners
California
$350K 5,750 -1,470 -20%
RJT
170
Raymond James Trust
Florida
$345K 5,672 – –
FLPIM
171
F.L. Putnam Investment Management
Massachusetts
$343K 5,641 – –
CCA
172
Clearwater Capital Advisors
Illinois
$330K 5,427 -230 -4%
TIAA Trust, National Association
173
TIAA Trust, National Association
North Carolina
$326K 5,356 -1,830 -25%
VVP
174
Venture Visionary Partners
Ohio
$324K 5,328 – –
Northern Trust
175
Northern Trust
Illinois
$322K 5,289 -1,000 -16%
5 6
7
8 9