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Invesco Water Resources ETF
PHO

Overview Fund Activity

317 hedge funds and large institutions have $610M invested in Invesco Water Resources ETF in 2023 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 89 increasing their positions, 84 reducing their positions, and 23 closing their positions.

Holders
317
Holders Change
+10
Holders Change %
+3.26%
% of All Funds
5.07%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
38
Increased
89
Reduced
84
Closed
23
Calls
$6.15M
Puts
$133K
Net Calls
+$6.01M
Net Calls Change
+$12M

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$23.9M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$20.7M
3
LPL Financial
3
LPL Financial
California
$31.3M
4
CAN
4
Cetera Advisor Networks
California
$10.7M
5
Bank of America
5
Bank of America
North Carolina
$93.9M

Top Sellers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$12.2M
2
TA
2
Tactive Advisors
Florida
$0
3
KAS
3
Kestra Advisory Services
Texas
$1.56M
4
Chevy Chase Trust
4
Chevy Chase Trust
Maryland
$0
5
CAL
5
Capital Analysts LLC
Pennsylvania
$1.3M
Name Market Value Shares Shares
Change 		Shares
Change %
WFC
176
Western Financial Corp
California
$293K 5,498 +5,498 New
SFA
177
Sequoia Financial Advisors
Ohio
$293K 5,490 +5,490 New
Wealthfront Advisers
178
Wealthfront Advisers
California
$291K 5,455 -607 -10%
FTS
179
Fifth Third Securities
Ohio
$283K 5,311 +392 +8%
JPMorgan Chase & Co
180
JPMorgan Chase & Co
New York
$281K 5,266 +3,101 +143%
Lido Advisors
181
Lido Advisors
California
$279K 5,237 +83 +2%
PP
182
Prudential plc
United Kingdom
$278K 5,220 -5,890 -53%
PFM
183
Parsec Financial Management
North Carolina
$269K 5,040 -2,528 -33%
BP
184
Ballentine Partners
Massachusetts
$267K 5,000 -1,250 -20%
SCM
185
SOL Capital Management
Maryland
$267K 5,000 – –
MHIC
186
Marble Harbor Investment Counsel
Massachusetts
$255K 4,783 – –
CA
187
Cetera Advisors
Colorado
$253K 4,747 -3,291 -41%
MSCM
188
McElhenny Sheffield Capital Management
Texas
$244K 4,570 – –
FUBT
189
First United Bank & Trust
Maryland
$243K 4,553 -460 -9%
AWM
190
Alterna Wealth Management
Texas
$242K 4,529 – –
JGUA
191
John G. Ullman & Associates
New York
$240K 4,500 – –
JIC
192
Johnson Investment Counsel
Ohio
$239K 4,487 -2,069 -32%
WP
193
WealthSource Partners
California
$239K 4,483 – –
GIA
194
Gladstone Institutional Advisory
Florida
$239K 4,473 +8 +0.2%
LL
195
LPWM LLC
Minnesota
$237K 4,447 +4,447 New
OFG
196
Oxford Financial Group
Indiana
$237K 4,440 – –
AGP
197
Autumn Glory Partners
Texas
$236K 4,416 – –
WCM
198
WealthBridge Capital Management
Ohio
$230K 4,314 – –
UFA
199
US Financial Advisors
Massachusetts
$230K 4,308 +306 +8%
WSC
200
Wellington Shields & Co
New York
$225K 4,210 +78 +2%
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8
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