Invesco Water Resources ETF
359 hedge funds and large institutions have $798M invested in Invesco Water Resources ETF in 2024 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 92 increasing their positions, 104 reducing their positions, and 22 closing their positions.
117% more call options, than puts
Call options by funds: $985K | Put options by funds: $453K
59% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 22
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
2% more funds holding
Funds holding: 353 → 359 (+6)
0% more capital invested
Capital invested by funds: $795M → $798M (+$3.57M)
3.09% less ownership
Funds ownership: 40.68% → 37.59% (-3.1%)
12% less repeat investments, than reductions
Existing positions increased: 92 | Existing positions reduced: 104
Top Buyers
| 1 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$19.4M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$13.3M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$4.18M |
| 4 |
EE
EWG Elevate
Roseville,
California
|
+$3.91M |
| 5 |
MA
MONECO Advisors
Fairfield,
Connecticut
|
+$2.6M |
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$77.8M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$8.28M |
| 3 |
TF
Theory Financial
Fort Collins,
Colorado
|
-$4.1M |
| 4 |
GBWM
Granite Bay Wealth Management
Portsmouth,
New Hampshire
|
-$3.95M |
| 5 |
EFH
Eaton Financial Holdings
Coral Springs,
Florida
|
-$3.88M |
PHO Hedge Fund Activity: Q1 2024 in Review
359 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco Water Resources ETF (PHO) for Q1 2024, worth a combined $798M — up 0.45% from $795M a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new PHO positions and 22 closed out — a net gain of 13 holders — while 92 added to existing stakes and 104 trimmed.
The largest buyer was 1832 Asset Management, adding an estimated $19.4M. The largest seller was Morgan Stanley, cutting an estimated $77.8M.
- 359 institutional investors held Invesco Water Resources ETF (PHO) as of Q1 2024, up from 353 in Q4 2023.
- Funds reported $798M of Invesco Water Resources ETF stock for Q1 2024, up 0.45% quarter-over-quarter.
- 35 funds opened new Invesco Water Resources ETF positions in Q1 2024 and 22 closed out, a net change of +13 holders.
- The largest Invesco Water Resources ETF buyer in Q1 2024 was 1832 Asset Management, an estimated $19.4M added.
- The largest Invesco Water Resources ETF seller in Q1 2024 was Morgan Stanley, an estimated $77.8M sold.
Based on aggregated 13F filings for Q1 2024.