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Invesco Water Resources ETF
PHO

Overview Fund Activity

385 hedge funds and large institutions have $860M invested in Invesco Water Resources ETF in 2024 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 104 increasing their positions, 93 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
385
Holders Change
+21
Holders Change %
+5.77%
% of All Funds
5.57%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
42
Increased
104
Reduced
93
Closed
16
Calls
$3.27M
Puts
$1.55M
Net Calls
+$1.71M
Net Calls Change
+$1.19M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$95.8M
2
RJA
Raymond James & Associates
Florida
$21.3M
3
PA
Prism Advisors
California
$13.3M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$2.77M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$27.9M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$46M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$23.3M
3
HW
Hamilton Wealth
California
$8.16M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$3.72M
5
MD
Money Design
Japan
$5.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
DAS
151
Dynamic Advisor Solutions
Arizona
$540K +$9.52K +135 +2%
Prudential Financial
152
Prudential Financial
New Jersey
$527K -$80.4K -1,140 -13%
FWCM
153
Ferguson Wellman Capital Management
Oregon
$513K – – –
HR
154
Howe & Rusling
New York
$513K – – –
SHFA
155
SS&H Financial Advisors
Michigan
$508K – – –
BS
156
Banco Santander
Spain
$506K +$60.7K +860 +14%
HWAM
157
Hennion & Walsh Asset Management
New Jersey
$489K -$8.81K -125 -2%
Bessemer Group
158
Bessemer Group
New Jersey
$485K – – –
NFG
159
Nations Financial Group
Iowa
$481K +$1.83K +26 +0.4%
PSF
160
Pacific Sun Financial
California
$476K +$25.7K +365 +6%
CM
161
Columbus Macro
Pennsylvania
$471K +$471K +6,680 New
Northern Trust
162
Northern Trust
Illinois
$466K +$105K +1,482 +29%
SSB
163
Sandy Spring Bank
Maryland
$457K – – –
NL
164
NWAM LLC
Washington
$450K +$450K +6,381 New
CTC
165
Central Trust Company
Missouri
$439K -$7.05K -100 -2%
GLLW
166
Graves Light Lenhart Wealth
Virginia
$437K – – –
MCIA
167
Mountain Capital Investment Advisors
Colorado
$432K +$95.3K +1,345 +28%
Franklin Resources
168
Franklin Resources
California
$427K -$125K -1,770 -23%
NSIM
169
North Star Investment Management
Illinois
$417K – – –
WTC
170
WhitTier Trust Company
Nevada
$413K – – –
VVP
171
Venture Visionary Partners
Ohio
$411K +$35.3K +500 +9%
WS
172
Wedbush Securities
California
$409K +$71 +1 +0%
PGFC
173
Peapack-Gladstone Financial Corp
New Jersey
$406K – – –
LFG
174
Larson Financial Group
Missouri
$394K +$357K +5,062 +964%
FLPIM
175
F.L. Putnam Investment Management
Massachusetts
$393K – – –
5 6
7
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