PHO icon

Invesco Water Resources ETF
PHO

Overview Fund Activity

342 hedge funds and large institutions have $718M invested in Invesco Water Resources ETF in 2021 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 90 increasing their positions, 70 reducing their positions, and 32 closing their positions.

Holders
342
Holders Change
+36
Holders Change %
+11.76%
% of All Funds
5.28%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
72
Increased
90
Reduced
70
Closed
32
Calls
$759K
Puts
–
Net Calls
+$759K
Net Calls Change
+$196K

Top Buyers

1
CB
1
Commerce Bank
Missouri
$14.4M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$8.28M
3
CAN
3
Cetera Advisor Networks
California
$6.31M
4
MD
4
Money Design
Japan
$5.44M
5
Morgan Stanley
5
Morgan Stanley
New York
$69.9M

Top Sellers

1
FIG
1
FundX Investment Group
California
$400K
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$57.2M
3
APA
3
American Portfolios Advisors
New York
$192K
4
LPL Financial
4
LPL Financial
California
$29.5M
5
Barclays
5
Barclays
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WP
176
WealthSource Partners
California
$292K 4,798 – –
MHIC
177
Marble Harbor Investment Counsel
Massachusetts
$291K 4,783 +4,783 New
SFP
178
Sweet Financial Partners
Minnesota
$279K 4,580 +4,580 New
Susquehanna International Group
179
Susquehanna International Group
Pennsylvania
$276K 4,532 -12,114 -73%
JGUA
180
John G. Ullman & Associates
New York
$274K 4,500 – –
BF
181
BOK Financial
Oklahoma
$273K 4,490 -50 -1%
CA
182
Cetera Advisors
Colorado
$272K 4,474 -580 -11%
AWM
183
Alterna Wealth Management
Texas
$271K 4,455 +4,455 New
AAS
184
Ameritas Advisory Services
Nebraska
$266K 4,375 +4,375 New
GIA
185
Gladstone Institutional Advisory
Florida
$262K 4,313 +108 +3%
NL
186
NWAM LLC
Washington
$260K 4,270 +215 +5%
WCM
187
WealthBridge Capital Management
Ohio
$259K 4,264 – –
WP
188
WealthShield Partners
North Carolina
$258K 4,248 +4,248 New
RIG
189
Renaissance Investment Group
Massachusetts
$252K 4,145 -400 -9%
BRWM
190
B. Riley Wealth Management
Tennessee
$244K 4,017 -79 -2%
WSC
191
Wellington Shields & Co
New York
$243K 4,000 – –
AFM
192
Andesa Financial Management
Pennsylvania
$243K 4,000 – –
AA
193
Ancora Advisors
Ohio
$241K 3,961 – –
USCWA
194
U.S. Capital Wealth Advisors
Texas
$239K 3,936 – –
FTS
195
Fifth Third Securities
Ohio
$238K 3,919 -53 -1%
ST
196
Sentinel Trust
Texas
$237K 3,888 +3,888 New
TNBTD
197
Trustmark National Bank Trust Department
Mississippi
$237K 3,900 +3,900 New
JIC
198
Johnson Investment Counsel
Ohio
$235K 3,860 – –
EFS
199
Essex Financial Services
Connecticut
$235K 3,855 – –
HWA
200
HCR Wealth Advisors
California
$234K 3,840 -100 -3%
6 7
8
9 10