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Invesco Water Resources ETF
PHO

Overview Fund Activity

299 hedge funds and large institutions have $602M invested in Invesco Water Resources ETF in 2022 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 85 increasing their positions, 72 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
299
Holders Change
-43
Holders Change %
-12.57%
% of All Funds
4.73%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
21
Increased
85
Reduced
72
Closed
57
Calls
$530K
Puts
–
Net Calls
+$530K
Net Calls Change
-$229K

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
$36.8M
2
OMC
Old Mission Capital
Illinois
$4.35M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$2.58M
4
Citadel Advisors
Citadel Advisors
Florida
$2.28M
5
LPL Financial
LPL Financial
California
$27.7M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$43M
2
Morgan Stanley
Morgan Stanley
New York
$56.6M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$6.34M
4
SI
Stephens Inc
Arkansas
$0
5
UBS Group
UBS Group
Switzerland
$43.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
176
Goldman Sachs
New York
$240K +$240K +4,520 New
JGUA
177
John G. Ullman & Associates
New York
$239K – – –
DC
178
Davenport & Co
Virginia
$238K -$80.2K -1,510 -25%
BF
179
BOK Financial
Oklahoma
$238K – – –
CA
180
Cetera Advisors
Colorado
$237K +$53 +1 +0%
WCM
181
WealthBridge Capital Management
Ohio
$229K +$2.65K +50 +1%
AAS
182
Ameritas Advisory Services
Nebraska
$218K -$14.1K -265 -6%
NL
183
NWAM LLC
Washington
$218K -$8.05K -152 -4%
AA
184
Ancora Advisors
Ohio
$218K +$8.01K +151 +4%
ASN
185
Advisory Services Network
Georgia
$218K +$18.6K +350 +9%
FWTB
186
First Western Trust Bank
Colorado
$215K +$215K +4,000 New
WSC
187
Wellington Shields & Co
New York
$212K – – –
USCWA
188
U.S. Capital Wealth Advisors
Texas
$209K – – –
TNBTD
189
Trustmark National Bank Trust Department
Mississippi
$207K – – –
FWM
190
FSA Wealth Management
Massachusetts
$206K – – –
ST
191
Sentinel Trust
Texas
$206K – – –
JIC
192
Johnson Investment Counsel
Ohio
$205K – – –
JCM
193
Jacobi Capital Management
Pennsylvania
$205K +$8.22K +155 +4%
EFS
194
Essex Financial Services
Connecticut
$204K – – –
HWA
195
HCR Wealth Advisors
California
$204K – – –
BRWM
196
B. Riley Wealth Management
Tennessee
$202K -$10.5K -199 -5%
SPC
197
Sigma Planning Corp
Michigan
$201K +$4.5K +85 +2%
TWC
198
TD Waterhouse Canada
Ontario, Canada
$196K +$12.7K +188 +7%
AWM
199
AllSquare Wealth Management
New York
$193K – – –
BFEC
200
Benjamin F. Edwards & Company
Missouri
$188K +$34.3K +647 +22%
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8
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