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Invesco Water Resources ETF
PHO

343 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.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 32

29% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 70

19% more capital invested

Capital invested by funds: $604M → $718M (+$113M)

12% more funds holding

Funds holding: 307 → 343 (+36)

2.23% more ownership

Funds ownership: 31.54% → 33.77% (+2.2%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
343
Holders Change
+36
Holders Change %
+11.73%
% 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
Commerce Bank
Missouri
+$8.44M
2
CAN
Cetera Advisor Networks
California
+$5.38M
3
MD
Money Design
Japan
+$5.22M
4
Morgan Stanley
Morgan Stanley
New York
+$4.2M
5
Millennium Management
Millennium Management
New York
+$2.08M

Top Sellers

1
FIG
FundX Investment Group
California
-$2.96M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$2.39M
3
APA
American Portfolios Advisors
New York
-$2.19M
4
LPL Financial
LPL Financial
California
-$1.68M
5
Barclays
Barclays
United Kingdom
-$1.49M
Name Holding Trade Value Shares
Change 		Change in
Stake
WP
176
WealthSource Partners
California
$292K – – –
MHIC
177
Marble Harbor Investment Counsel
Massachusetts
$291K +$278K +4,783 New
SFP
178
Sweet Financial Partners
Minnesota
$279K +$266K +4,580 New
Susquehanna International Group
179
Susquehanna International Group
Pennsylvania
$276K -$704K -12,114 -73%
JGUA
180
John G. Ullman & Associates
New York
$274K – – –
BF
181
BOK Financial
Oklahoma
$273K -$2.91K -50 -1%
CA
182
Cetera Advisors
Colorado
$272K -$33.7K -580 -11%
AWM
183
Alterna Wealth Management
Texas
$271K +$259K +4,455 New
AAS
184
Ameritas Advisory Services
Nebraska
$266K +$254K +4,375 New
GIA
185
Gladstone Institutional Advisory
Florida
$262K +$6.28K +108 +3%
NL
186
NWAM LLC
Washington
$260K +$12.5K +215 +5%
WCM
187
WealthBridge Capital Management
Ohio
$259K – – –
WP
188
WealthShield Partners
North Carolina
$258K +$247K +4,248 New
RIG
189
Renaissance Investment Group
Massachusetts
$252K -$23.3K -400 -9%
BRWM
190
B. Riley Wealth Management
Tennessee
$244K -$4.59K -79 -2%
AFM
191
Andesa Financial Management
Pennsylvania
$243K – – –
WSC
192
Wellington Shields & Co
New York
$243K – – –
AA
193
Ancora Advisors
Ohio
$241K – – –
USCWA
194
U.S. Capital Wealth Advisors
Texas
$239K – – –
FTS
195
Fifth Third Securities
Ohio
$238K -$3.08K -53 -1%
ST
196
Sentinel Trust
Texas
$237K +$226K +3,888 New
TNBTD
197
Trustmark National Bank Trust Department
Mississippi
$237K +$227K +3,900 New
EFS
198
Essex Financial Services
Connecticut
$235K – – –
JIC
199
Johnson Investment Counsel
Ohio
$235K – – –
HWA
200
HCR Wealth Advisors
California
$234K -$5.81K -100 -3%
6 7
8
9 10

PHO Hedge Fund Activity: Q4 2021 in Review

343 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco Water Resources ETF (PHO) for Q4 2021, worth a combined $718M — up 19% from $604M a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new PHO positions and 32 closed out — a net gain of 40 holders — while 90 added to existing stakes and 70 trimmed.

The largest buyer was Commerce Bank, adding an estimated $8.44M. The largest seller was FundX Investment Group, cutting an estimated $2.96M.

  • 343 institutional investors held Invesco Water Resources ETF (PHO) as of Q4 2021, up from 307 in Q3 2021.
  • Funds reported $718M of Invesco Water Resources ETF stock for Q4 2021, up 19% quarter-over-quarter.
  • 72 funds opened new Invesco Water Resources ETF positions in Q4 2021 and 32 closed out, a net change of +40 holders.
  • The largest Invesco Water Resources ETF buyer in Q4 2021 was Commerce Bank, an estimated $8.44M added.
  • The largest Invesco Water Resources ETF seller in Q4 2021 was FundX Investment Group, an estimated $2.96M sold.

Based on aggregated 13F filings for Q4 2021.