PHO icon

Invesco Water Resources ETF
PHO

Overview Fund Activity

357 hedge funds and large institutions have $798M invested in Invesco Water Resources ETF in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 91 increasing their positions, 104 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
357
Holders Change
+5
Holders Change %
+1.42%
% of All Funds
5.18%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
34
Increased
91
Reduced
104
Closed
22
Calls
$985K
Puts
$453K
Net Calls
+$532K
Net Calls Change
+$736K

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
$34.9M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$15.5M
3
Osaic Holdings
Osaic Holdings
Arizona
$17.9M
4
EE
EWG Elevate
California
$4.19M
5
MA
MONECO Advisors
Connecticut
$2.79M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$80.7M
2
Ameriprise
Ameriprise
Minnesota
$5.78M
3
EFH
Eaton Financial Holdings
Florida
$311K
4
TF
Theory Financial
Colorado
$0
5
GBWM
Granite Bay Wealth Management
New Hampshire
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SCP
176
Stamos Capital Partners
California
$353K -$30K -450 -8%
WB
177
Webster Bank
Connecticut
$347K – – –
SCM
178
SOL Capital Management
Maryland
$333K – – –
BP
179
Ballentine Partners
Massachusetts
$333K – – –
MC
180
Moors & Cabot
Massachusetts
$327K -$21.6K -325 -6%
Focus Partners Wealth
181
Focus Partners Wealth
Massachusetts
$325K +$325K +4,886 New
UFA
182
US Financial Advisors
Massachusetts
$321K +$15.2K +229 +5%
Lido Advisors
183
Lido Advisors
California
$320K -$19.9K -299 -6%
MHIC
184
Marble Harbor Investment Counsel
Massachusetts
$318K – – –
PFBT
185
Parkside Financial Bank & Trust
Missouri
$316K – – –
EFH
186
Eaton Financial Holdings
Florida
$311K -$4.16M -62,488 -93%
BS
187
Banco Santander
Spain
$308K -$128K -1,919 -29%
MSCM
188
McElhenny Sheffield Capital Management
Texas
$308K – – –
WSC
189
Wellington Shields & Co
New York
$307K – – –
AWM
190
Alterna Wealth Management
Texas
$301K – – –
KF
191
KKM Financial
Illinois
$299K – – –
FHWM
192
Fox Hill Wealth Management
Massachusetts
$298K +$6.52K +98 +2%
WCM
193
WealthBridge Capital Management
Ohio
$297K +$9.99K +150 +3%
TIA
194
Traphagen Investment Advisors
New Jersey
$297K -$97K -1,457 -25%
MCIA
195
Mountain Capital Investment Advisors
Colorado
$296K -$5.27K -80 -2%
OFG
196
Oxford Financial Group
Indiana
$296K -$5.86K -88 -2%
JGUA
197
John G. Ullman & Associates
New York
$294K – – –
RDFA
198
Ritter Daniher Financial Advisory
Ohio
$294K – – –
LL
199
LPWM LLC
Minnesota
$288K – – –
TW
200
TritonPoint Wealth
Maryland
$287K – – –
6 7
8
9 10