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Invesco Water Resources ETF
PHO

Overview Fund Activity

357 hedge funds and large institutions have $798M invested in Invesco Water Resources ETF in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 91 increasing their positions, 104 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
357
Holders Change
+5
Holders Change %
+1.42%
% of All Funds
5.18%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
34
Increased
91
Reduced
104
Closed
22
Calls
$985K
Puts
$453K
Net Calls
+$532K
Net Calls Change
+$736K

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
$34.9M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$15.5M
3
Osaic Holdings
Osaic Holdings
Arizona
$17.9M
4
EE
EWG Elevate
California
$4.19M
5
MA
MONECO Advisors
Connecticut
$2.79M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$80.7M
2
Ameriprise
Ameriprise
Minnesota
$5.78M
3
EFH
Eaton Financial Holdings
Florida
$311K
4
TF
Theory Financial
Colorado
$0
5
GBWM
Granite Bay Wealth Management
New Hampshire
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NSAM
151
North Star Asset Management
Wisconsin
$466K – – –
Bessemer Group
152
Bessemer Group
New Jersey
$458K – – –
Bank of Montreal
153
Bank of Montreal
Ontario, Canada
$452K +$66 +1 +0%
NFG
154
Nations Financial Group
Iowa
$443K +$57.2K +859 +15%
Northern Trust
155
Northern Trust
Illinois
$441K +$89.3K +1,342 +25%
SSB
156
Sandy Spring Bank
Maryland
$431K – – –
PSF
157
Pacific Sun Financial
California
$422K -$23.3K -350 -5%
CTC
158
Central Trust Company
Missouri
$421K – – –
GLLW
159
Graves Light Lenhart Wealth
Virginia
$412K -$9.99K -150 -2%
TIAA Trust, National Association
160
TIAA Trust, National Association
North Carolina
$410K +$53.3K +800 +15%
NSIM
161
North Star Investment Management
Illinois
$394K – – –
ASN
162
Advisory Services Network
Georgia
$394K -$25.7K -386 -6%
WTC
163
WhitTier Trust Company
Nevada
$389K – – –
TWC
164
TD Waterhouse Canada
Ontario, Canada
$388K +$54.9K +661 +16%
WS
165
Wedbush Securities
California
$386K +$133 +2 +0%
PGFC
166
Peapack-Gladstone Financial Corp
New Jersey
$383K – – –
MWM
167
Modera Wealth Management
New Jersey
$378K -$16.8K -252 -4%
RJT
168
Raymond James Trust
Florida
$378K – – –
TRCT
169
Tower Research Capital (TRC)
New York
$374K -$382K -5,735 -51%
FLPIM
170
F.L. Putnam Investment Management
Massachusetts
$371K -$4.39K -66 -1%
CCA
171
Clearwater Capital Advisors
Illinois
$361K – – –
MSAM
172
Moloney Securities Asset Management
Missouri
$360K -$40.1K -603 -10%
WFC
173
Western Financial Corp
California
$359K -$59K -887 -14%
MWM
174
MinichMacGregor Wealth Management
New York
$356K -$32.8K -497 -8%
VVP
175
Venture Visionary Partners
Ohio
$355K – – –
5 6
7
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