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Invesco Water Resources ETF
PHO

Overview Fund Activity

307 hedge funds and large institutions have $576M invested in Invesco Water Resources ETF in 2022 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 81 increasing their positions, 84 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
+13
Holders Change %
+4.42%
% of All Funds
4.95%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
44
Increased
81
Reduced
84
Closed
24
Calls
$2.24M
Puts
$8.18M
Net Calls
-$5.94M
Net Calls Change
-$5.87M

Top Buyers

1
MD
Money Design
Japan
$16.4M
2
CCA
Conservest Capital Advisors
Pennsylvania
$3.89M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$12.9M
4
Cerity Partners
Cerity Partners
New York
$3.03M
5
KAS
Kestra Advisory Services
Texas
$4.25M

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$20M
2
UBS Group
UBS Group
Switzerland
$40.8M
3
CAL
Capital Analysts LLC
Pennsylvania
$2.65M
4
Stifel Financial
Stifel Financial
Missouri
$4.9M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
$30.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MHIC
176
Marble Harbor Investment Counsel
Massachusetts
$247K – – –
3LCM
177
3D/L Capital Management
Connecticut
$237K -$13.2K -256 -5%
MSCM
178
McElhenny Sheffield Capital Management
Texas
$236K +$52 +1 +0%
AWM
179
Alterna Wealth Management
Texas
$233K – – –
JGUA
180
John G. Ullman & Associates
New York
$232K – – –
WP
181
WealthSource Partners
California
$231K – – –
AG
182
Appleton Group
Wisconsin
$230K +$230K +4,471 New
GIA
183
Gladstone Institutional Advisory
Florida
$230K -$3.92K -76 -2%
OFG
184
Oxford Financial Group
Indiana
$229K – – –
AGP
185
Autumn Glory Partners
Texas
$228K -$344K -6,680 -60%
AAS
186
Ameritas Advisory Services
Nebraska
$227K +$227K +4,411 New
WCM
187
WealthBridge Capital Management
Ohio
$222K +$222K +4,314 New
NL
188
NWAM LLC
Washington
$220K -$9.49K -184 -4%
WSC
189
Wellington Shields & Co
New York
$213K +$213K +4,132 New
RIG
190
Renaissance Investment Group
Massachusetts
$208K +$208K +4,045 New
BFEC
191
Benjamin F. Edwards & Company
Missouri
$207K +$11.5K +222 +6%
UFA
192
US Financial Advisors
Massachusetts
$206K +$206K +4,002 New
AA
193
AlphaQ Advisors
Florida
$206K +$206K +4,000 New
FWTB
194
First Western Trust Bank
Colorado
$206K +$206K +4,000 New
TWC
195
TD Waterhouse Canada
Ontario, Canada
$205K – – –
TA
196
TruWealth Advisors
Louisiana
$204K +$204K +3,953 New
USCWA
197
U.S. Capital Wealth Advisors
Texas
$203K +$203K +3,936 New
Millennium Management
198
Millennium Management
New York
$201K +$201K +3,901 New
AA
199
Ancora Advisors
Ohio
$196K -$24.3K -473 -11%
Bessemer Group
200
Bessemer Group
New Jersey
$176K +$103K +2,000 +142%
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