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Invesco Water Resources ETF
PHO

Overview Fund Activity

364 hedge funds and large institutions have $768M invested in Invesco Water Resources ETF in 2024 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 96 increasing their positions, 94 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
364
Holders Change
+7
Holders Change %
+1.96%
% of All Funds
5.29%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
35
Increased
96
Reduced
94
Closed
22
Calls
$1.29M
Puts
$759K
Net Calls
+$526K
Net Calls Change
-$6K

Top Buyers

1
PA
Prism Advisors
California
$9.72M
2
LPL Financial
LPL Financial
California
$43.4M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$10.4M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$2.5M
5
RJA
Raymond James & Associates
Florida
$7.56M

Top Sellers

1
WC
Westwind Capital
New Mexico
$1.45M
2
Osaic Holdings
Osaic Holdings
Arizona
$11.4M
3
EE
EWG Elevate
California
$0
4
Bank of America
Bank of America
North Carolina
$106M
5
Morgan Stanley
Morgan Stanley
New York
$75.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BP
176
Ballentine Partners
Massachusetts
$325K – – –
SAM
177
Secure Asset Management
Michigan
$323K +$323K +4,983 New
Wealthfront Advisers
178
Wealthfront Advisers
California
$320K +$44.5K +685 +16%
MCIA
179
Mountain Capital Investment Advisors
Colorado
$319K +$17.5K +260 +6%
TRCT
180
Tower Research Capital (TRC)
New York
$317K -$48.2K -742 -13%
MHIC
181
Marble Harbor Investment Counsel
Massachusetts
$310K – – –
PFBT
182
Parkside Financial Bank & Trust
Missouri
$308K – – –
UFA
183
US Financial Advisors
Massachusetts
$308K -$4.35K -67 -1%
MC
184
Moors & Cabot
Massachusetts
$306K -$13K -200 -4%
TW
185
TritonPoint Wealth
Maryland
$306K – – –
MSAM
186
Moloney Securities Asset Management
Missouri
$303K -$47.5K -732 -14%
MHS
187
M Holdings Securities
Oregon
$303K +$303K +4,674 New
MSCM
188
McElhenny Sheffield Capital Management
Texas
$300K – – –
TWC
189
TD Waterhouse Canada
Ontario, Canada
$299K – – –
WSC
190
Wellington Shields & Co
New York
$299K – – –
SF
191
Summit Financial
New Jersey
$299K +$299K +4,604 New
KF
192
KKM Financial
Illinois
$296K +$3.13K +48 +1%
RJT
193
Raymond James Trust
Florida
$296K -$72.4K -1,116 -20%
AWM
194
Alterna Wealth Management
Texas
$294K – – –
MWM
195
Modera Wealth Management
New Jersey
$293K -$74.8K -1,152 -20%
EC
196
EdgeRock Capital
Colorado
$292K +$45.6K +703 +19%
WCM
197
WealthBridge Capital Management
Ohio
$290K – – –
TIA
198
Traphagen Investment Advisors
New Jersey
$289K -$65 -1 -0%
LL
199
LPWM LLC
Minnesota
$288K +$2.57K +40 +0.9%
OFG
200
Oxford Financial Group
Indiana
$288K – – –
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8
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