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Invesco Water Resources ETF
PHO

Overview Fund Activity

234 hedge funds and large institutions have $425M invested in Invesco Water Resources ETF in 2020 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 61 increasing their positions, 41 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
234
Holders Change
+29
Holders Change %
+14.15%
% of All Funds
4.15%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
42
Increased
61
Reduced
41
Closed
13
Calls
$711K
Puts
–
Net Calls
+$711K
Net Calls Change
+$152K

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$51M
2
UBS Group
2
UBS Group
Switzerland
$27.7M
3
CS
3
Credit Suisse
Switzerland
$829K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$6.51M
5
Morgan Stanley
5
Morgan Stanley
New York
$37.1M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$4.39M
2
MFM
2
MD Financial Management
Ontario, Canada
$32.5M
3
Truist Financial
3
Truist Financial
North Carolina
$568K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.16M
5
TRCT
5
Tower Research Capital (TRC)
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
176
Salem Investment Counselors
North Carolina
$29K – – –
OIA
177
Optimum Investment Advisors
Illinois
$29K – – –
PS
178
Planned Solutions
California
$26K – – –
ASN
179
Advisory Services Network
Georgia
$26K – – –
TIAM2
180
Tru Independence Asset Management 2
Oregon
$26K +$26K +550 New
RFA
181
Reilly Financial Advisors
California
$25K +$16.5K +350 +194%
MRCM
182
M&R Capital Management
New Jersey
$24K – – –
LGA
183
Lebenthal Global Advisors
New York
$23K +$23K +500 New
OSAM
184
O'Shaughnessy Asset Management
Connecticut
$23K +$23K +500 New
Fifth Third Bancorp
185
Fifth Third Bancorp
Ohio
$22K – – –
TPWA
186
TRUE Private Wealth Advisors
Oregon
$20K – – –
JCM
187
Jacobi Capital Management
Pennsylvania
$20K – – –
MPCG
188
Matrix Private Capital Group
New York
$20K – – –
D
189
Diversified
Delaware
$20K +$20K +507 New
CFGS
190
Concourse Financial Group Securities
Alabama
$19K – – –
JFA
191
JNBA Financial Advisors
Minnesota
$19K – – –
EFSCE
192
Enterprise Financial Services Corp (EFSC)
Missouri
$19K – – –
HI
193
Hudock Inc
Pennsylvania
$19K – – –
BFO
194
Biltmore Family Office
North Carolina
$19K – – –
LWCFA
195
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$19K – – –
CWA
196
Clearview Wealth Advisors
Oregon
$19K +$19K +412 New
APA
197
American Portfolios Advisors
New York
$18.5K -$189K -4,075 -91%
BII
198
Bainco International Investors
Massachusetts
$17K +$17K +350 New
EW
199
Evoke Wealth
California
$14K – – –
BAM
200
Bellevue Asset Management
Washington
$14K – – –
6 7
8
9 10