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Invesco Water Resources ETF
PHO

Overview Fund Activity

294 hedge funds and large institutions have $508M invested in Invesco Water Resources ETF in 2022 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 77 increasing their positions, 73 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
-5
Holders Change %
-1.67%
% of All Funds
5.08%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
28
Increased
77
Reduced
73
Closed
28
Calls
$2.31M
Puts
$2.38M
Net Calls
-$73K
Net Calls Change
-$438K

Top Buyers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$24.1M
2
MD
Money Design
Japan
$11M
3
Morgan Stanley
Morgan Stanley
New York
$52M
4
Stifel Financial
Stifel Financial
Missouri
$5.92M
5
BFIC
Bedell Frazier Investment Counselling
California
$3.03M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$12.6M
2
FTUS
Flow Traders U.S.
New York
$0
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
CCA
Conservest Capital Advisors
Pennsylvania
$3.42M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
$28.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
JCM
176
Jag Capital Management
Missouri
$218K – – –
FTS
177
Fifth Third Securities
Ohio
$212K -$1.97K -43 -0.9%
MSCM
178
McElhenny Sheffield Capital Management
Texas
$209K -$29.3K -640 -12%
GIA
179
Gladstone Institutional Advisory
Florida
$208K +$208K +4,541 New
AWM
180
Alterna Wealth Management
Texas
$207K -$19.3K -423 -9%
BF
181
BOK Financial
Oklahoma
$206K – – –
JGUA
182
John G. Ullman & Associates
New York
$206K – – –
WP
183
WealthSource Partners
California
$205K – – –
ASN
184
Advisory Services Network
Georgia
$205K +$205K +4,477 New
OFG
185
Oxford Financial Group
Indiana
$203K – – –
NL
186
NWAM LLC
Washington
$203K +$203K +4,444 New
AA
187
Ancora Advisors
Ohio
$196K +$7.83K +171 +4%
TWC
188
TD Waterhouse Canada
Ontario, Canada
$188K – – –
MRC
189
Millburn Ridgefield Corp
New York
$177K -$72.6K -1,583 -29%
CCA
190
Catalyst Capital Advisors
New York
$177K -$72.6K -1,583 -29%
BFEC
191
Benjamin F. Edwards & Company
Missouri
$173K – – –
IA
192
IFP Advisors
Florida
$168K – – –
APA
193
American Portfolios Advisors
New York
$166K -$52.2K -1,141 -24%
JWA
194
JFS Wealth Advisors
Pennsylvania
$151K +$9.63K +210 +7%
EDRH
195
Edmond de Rothschild Holding
Switzerland
$146K +$54K +1,175 +59%
VCM
196
Vigilant Capital Management
Maine
$129K – – –
BC
197
Bartlett & Co
Ohio
$124K – – –
BCWM
198
Bartlett & Co Wealth Management
Ohio
$124K – – –
Fifth Third Bancorp
199
Fifth Third Bancorp
Ohio
$114K – – –
FHA
200
First Horizon Advisors
Tennessee
$97K – – –
6 7
8
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