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Invesco Water Resources ETF
PHO

Overview Fund Activity

375 hedge funds and large institutions have $801M invested in Invesco Water Resources ETF in 2024 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 93 increasing their positions, 97 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
375
Holders Change
-10
Holders Change %
-2.6%
% of All Funds
4.99%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
40
Increased
93
Reduced
97
Closed
39
Calls
$4.26M
Puts
$2.08M
Net Calls
+$2.18M
Net Calls Change
+$464K

Top Buyers

1
UBS Group
UBS Group
Switzerland
$49.4M
2
Morgan Stanley
Morgan Stanley
New York
$94.3M
3
LPL Financial
LPL Financial
California
$49.4M
4
Bank of America
Bank of America
North Carolina
$111M
5
Osaic Holdings
Osaic Holdings
Arizona
$15.2M

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$15.8M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$455K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.14M
5
CB
Commerce Bank
Missouri
$4.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
PSF
151
Pacific Sun Financial
California
$461K +$17.1K +260 +4%
HWAM
152
Hennion & Walsh Asset Management
New Jersey
$456K – – –
Bank of Montreal
153
Bank of Montreal
Ontario, Canada
$455K -$2.17M -32,991 -83%
Bessemer Group
154
Bessemer Group
New Jersey
$453K – – –
MCIA
155
Mountain Capital Investment Advisors
Colorado
$446K +$32.5K +480 +8%
CM
156
Columbus Macro
Pennsylvania
$439K – – –
SSB
157
Sandy Spring Bank
Maryland
$419K -$6.58K -100 -2%
GLLW
158
Graves Light Lenhart Wealth
Virginia
$408K – – –
BS
159
Banco Santander
Spain
$405K -$66.4K -1,010 -14%
Franklin Resources
160
Franklin Resources
California
$397K – – –
CTC
161
Central Trust Company
Missouri
$392K -$18.1K -275 -4%
Wealthfront Advisers
162
Wealthfront Advisers
California
$391K +$38K +577 +11%
NSIM
163
North Star Investment Management
Illinois
$389K – – –
WTC
164
WhitTier Trust Company
Nevada
$385K – – –
VVP
165
Venture Visionary Partners
Ohio
$383K – – –
PGFC
166
Peapack-Gladstone Financial Corp
New Jersey
$379K – – –
MFG
167
Merit Financial Group
Georgia
$374K -$365K -5,548 -49%
Northern Trust
168
Northern Trust
Illinois
$370K -$64.9K -987 -15%
FLPIM
169
F.L. Putnam Investment Management
Massachusetts
$367K – – –
LFG
170
Larson Financial Group
Missouri
$365K -$2.17K -33 -0.6%
WFC
171
Western Financial Corp
California
$360K +$6.18K +94 +2%
SAM
172
Secure Asset Management
Michigan
$358K +$31K +471 +9%
WS
173
Wedbush Securities
California
$350K -$32.1K -488 -8%
PFS
174
Prospera Financial Services
Texas
$349K +$122K +1,845 +53%
MWM
175
MinichMacGregor Wealth Management
New York
$345K +$3.75K +57 +1%
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7
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