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Invesco Water Resources ETF
PHO

Overview Fund Activity

190 hedge funds and large institutions have $298M invested in Invesco Water Resources ETF in 2019 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 51 increasing their positions, 30 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
+3
Holders Change %
+1.6%
% of All Funds
4.13%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
30
Increased
51
Reduced
30
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$21M
2
BCM
Barometer Capital Management
Ontario, Canada
$2.57M
3
Lazard Asset Management
Lazard Asset Management
New York
$1.49M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$7.46M
5
UBS Group
UBS Group
Switzerland
$15.3M

Top Sellers

1
HI
Horizon Investments
North Carolina
$0
2
PI
PFS Investments
Georgia
$0
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$252K
4
Bank of America
Bank of America
North Carolina
$63.5M
5
FFS
Founders Financial Securities
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RFA
176
Reilly Financial Advisors
California
$6K – – –
PCMK
177
Paragon Capital Management (Kansas)
Kansas
$4K – – –
RBC
178
Roble Belko & Company
Pennsylvania
$4K – – –
POIA
179
Pin Oak Investment Advisors
Texas
$4K – – –
MWM
180
Merriman Wealth Management
Washington
$3.89K +$36 +100 +0.9%
WIM
181
Westside Investment Management
California
$3.49K +$3.49K +1,804 New
MSFP
182
Mark Sheptoff Financial Planning
Connecticut
$3K – – –
FCFS
183
First Command Financial Services
Texas
$3K – – –
FCB
184
First Command Bank
Texas
$3K – – –
ARMC
185
American Research & Management Company
Massachusetts
$2K – – –
CB
186
Community Bank
New York
$2K – – –
WCG
187
Weaver Consulting Group
California
$2K – – –
GFPC
188
Global Financial Private Capital
Florida
$1K +$1K +33 New
BRWM
189
B. Riley Wealth Management
Tennessee
$437 +$82 +2,293 +23%
GT
190
Glenmede Trust
Pennsylvania
$295 – – –
HI
191
Horizon Investments
North Carolina
– -$28.8M -848,970 Closed
PI
192
PFS Investments
Georgia
– -$4.76M -140,155 Closed
QAM
193
Q3 Asset Management
Michigan
– -$1.29M -129,949 Closed
FFS
194
Founders Financial Securities
Maryland
– -$1.82M -53,411 Closed
AI
195
Atria Investments
North Carolina
– -$1.32M -38,898 Closed
CS
196
Credit Suisse
Switzerland
– -$1.27M -37,481 Closed
WWM
197
Western Wealth Management
Colorado
– -$941K -27,605 Closed
Barclays
198
Barclays
United Kingdom
– -$425K -12,500 Closed
EVM
199
Eaton Vance Management
Massachusetts
– -$309K -9,088 Closed
Mercer Global Advisors
200
Mercer Global Advisors
Colorado
– -$308K -9,065 Closed
5 6 7
8
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