Invesco Water Resources ETF
387 hedge funds and large institutions have $861M invested in Invesco Water Resources ETF in 2024 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 105 increasing their positions, 94 reducing their positions, and 16 closing their positions.
156% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 16
110% more call options, than puts
Call options by funds: $3.27M | Put options by funds: $1.55M
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
12% more capital invested
Capital invested by funds: $769M → $861M (+$92.2M)
12% more repeat investments, than reductions
Existing positions increased: 105 | Existing positions reduced: 94
5% more funds holding
Funds holding: 367 → 387 (+20)
1.04% more ownership
Funds ownership: 36.59% → 37.63% (+1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$12.8M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$12.6M |
| 3 |
PA
Prism Advisors
Studio City,
California
|
+$2.61M |
| 4 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$2.27M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$13M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$4.95M |
| 3 |
HW
Hamilton Wealth
Encino,
California
|
-$1.59M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.45M |
| 5 |
MD
Money Design
Tokyo,
Japan
|
-$887K |
PHO Hedge Fund Activity: Q3 2024 in Review
387 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco Water Resources ETF (PHO) for Q3 2024, worth a combined $861M — up 12% from $769M a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new PHO positions and 16 closed out — a net gain of 25 holders — while 105 added to existing stakes and 94 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $12.8M. The largest seller was UBS Group, cutting an estimated $13M.
- 387 institutional investors held Invesco Water Resources ETF (PHO) as of Q3 2024, up from 367 in Q2 2024.
- Funds reported $861M of Invesco Water Resources ETF stock for Q3 2024, up 12% quarter-over-quarter.
- 41 funds opened new Invesco Water Resources ETF positions in Q3 2024 and 16 closed out, a net change of +25 holders.
- The largest Invesco Water Resources ETF buyer in Q3 2024 was Morgan Stanley, an estimated $12.8M added.
- The largest Invesco Water Resources ETF seller in Q3 2024 was UBS Group, an estimated $13M sold.
Based on aggregated 13F filings for Q3 2024.