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Invesco Water Resources ETF
PHO

Overview Fund Activity

315 hedge funds and large institutions have $665M invested in Invesco Water Resources ETF in 2023 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 85 increasing their positions, 92 reducing their positions, and 25 closing their positions.

Holders
315
Holders Change
-2
Holders Change %
-0.63%
% of All Funds
4.97%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
27
Increased
85
Reduced
92
Closed
25
Calls
$6.19M
Puts
$1.17M
Net Calls
+$5.02M
Net Calls Change
-$996K

Top Buyers

1
ACM
1
Avalon Capital Management
California
$4.9M
2
HW
2
Hamilton Wealth
California
$6.03M
3
LPL Financial
3
LPL Financial
California
$35.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$66.3M
5
Millennium Management
5
Millennium Management
New York
$2.17M

Top Sellers

1
SIM
1
Seaview Investment Managers
Florida
$0
2
MD
2
Money Design
Japan
$15.4M
3
Bank of America
3
Bank of America
North Carolina
$97.5M
4
BAM
4
Belpointe Asset Management
Nevada
$0
5
BPA
5
Beacon Pointe Advisors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SCM
176
SOL Capital Management
Maryland
$282K 5,000 – –
BP
177
Ballentine Partners
Massachusetts
$282K 5,000 – –
MFS
178
Mirabella Financial Services
United Kingdom
$281K 4,992 +4,992 New
TWC
179
TD Waterhouse Canada
Ontario, Canada
$279K 4,008 +1,094 +38%
PFS
180
Prospera Financial Services
Texas
$279K 4,943 +4,943 New
JIC
181
Johnson Investment Counsel
Ohio
$278K 4,933 +446 +10%
MHIC
182
Marble Harbor Investment Counsel
Massachusetts
$270K 4,783 – –
CA
183
Cetera Advisors
Colorado
$267K 4,727 -20 -0.4%
WWM
184
Western Wealth Management
Colorado
$260K 4,618 +784 +20%
MSCM
185
McElhenny Sheffield Capital Management
Texas
$258K 4,570 – –
AWM
186
Alterna Wealth Management
Texas
$255K 4,529 – –
Wealthfront Advisers
187
Wealthfront Advisers
California
$254K 4,507 -948 -17%
JGUA
188
John G. Ullman & Associates
New York
$254K 4,500 – –
OFG
189
Oxford Financial Group
Indiana
$250K 4,440 – –
LL
190
LPWM LLC
Minnesota
$250K 4,447 – –
WP
191
WealthSource Partners
California
$248K 4,390 -93 -2%
TA
192
TruWealth Advisors
Louisiana
$244K 4,334 +380 +10%
VCM
193
Virtue Capital Management
Tennessee
$243K 4,358 -2,317 -35%
WCM
194
WealthBridge Capital Management
Ohio
$243K 4,314 – –
WSC
195
Wellington Shields & Co
New York
$237K 4,210 – –
DWP
196
Daymark Wealth Partners
Ohio
$231K 4,100 +4,100 New
RIG
197
Renaissance Investment Group
Massachusetts
$228K 4,045 – –
GIA
198
Gladstone Institutional Advisory
Florida
$227K 4,033 -440 -10%
SFA
199
Sequoia Financial Advisors
Ohio
$227K 4,032 -1,458 -27%
FWTB
200
First Western Trust Bank
Colorado
$226K 4,000 – –
6 7
8
9 10