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Invesco Water Resources ETF
PHO

Overview Fund Activity

364 hedge funds and large institutions have $768M invested in Invesco Water Resources ETF in 2024 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 96 increasing their positions, 94 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
364
Holders Change
+7
Holders Change %
+1.96%
% of All Funds
5.29%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
35
Increased
96
Reduced
94
Closed
22
Calls
$1.29M
Puts
$759K
Net Calls
+$526K
Net Calls Change
-$6K

Top Buyers

1
PA
Prism Advisors
California
$9.72M
2
LPL Financial
LPL Financial
California
$43.4M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$10.4M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$2.5M
5
RJA
Raymond James & Associates
Florida
$7.56M

Top Sellers

1
WC
Westwind Capital
New Mexico
$1.45M
2
Osaic Holdings
Osaic Holdings
Arizona
$11.4M
3
EE
EWG Elevate
California
$0
4
Bank of America
Bank of America
North Carolina
$106M
5
Morgan Stanley
Morgan Stanley
New York
$75.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
151
Nations Financial Group
Iowa
$441K +$8.31K +128 +2%
SWP
152
Stratos Wealth Partners
Ohio
$430K -$141K -2,172 -25%
Renaissance Technologies
153
Renaissance Technologies
New York
$422K +$422K +6,500 New
SSB
154
Sandy Spring Bank
Maryland
$420K – – –
PSF
155
Pacific Sun Financial
California
$415K +$3.25K +50 +0.8%
CTC
156
Central Trust Company
Missouri
$411K – – –
BS
157
Banco Santander
Spain
$410K +$110K +1,690 +37%
KC
158
Kepos Capital
New York
$408K +$408K +6,279 New
GLLW
159
Graves Light Lenhart Wealth
Virginia
$395K – – –
Focus Partners Wealth
160
Focus Partners Wealth
Massachusetts
$386K +$68.9K +1,062 +22%
NSIM
161
North Star Investment Management
Illinois
$384K – – –
ASN
162
Advisory Services Network
Georgia
$383K -$1.36K -21 -0.4%
WTC
163
WhitTier Trust Company
Nevada
$380K – – –
WS
164
Wedbush Securities
California
$376K +$194 +3 +0.1%
PGFC
165
Peapack-Gladstone Financial Corp
New Jersey
$374K – – –
FLPIM
166
F.L. Putnam Investment Management
Massachusetts
$362K – – –
WFC
167
Western Financial Corp
California
$359K +$9.09K +140 +3%
CCA
168
Clearwater Capital Advisors
Illinois
$352K – – –
MWM
169
MinichMacGregor Wealth Management
New York
$350K -$1.23K -19 -0.4%
VVP
170
Venture Visionary Partners
Ohio
$346K – – –
SCP
171
Stamos Capital Partners
California
$344K – – –
Lido Advisors
172
Lido Advisors
California
$339K +$26.6K +409 +8%
WB
173
Webster Bank
Connecticut
$339K – – –
Northern Trust
174
Northern Trust
Illinois
$333K -$97.4K -1,500 -23%
SCM
175
SOL Capital Management
Maryland
$325K – – –
5 6
7
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