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Invesco Water Resources ETF
PHO

Overview Fund Activity

385 hedge funds and large institutions have $860M invested in Invesco Water Resources ETF in 2024 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 104 increasing their positions, 93 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
385
Holders Change
+21
Holders Change %
+5.77%
% of All Funds
5.57%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
42
Increased
104
Reduced
93
Closed
16
Calls
$3.27M
Puts
$1.55M
Net Calls
+$1.71M
Net Calls Change
+$1.19M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$95.8M
2
RJA
Raymond James & Associates
Florida
$21.3M
3
PA
Prism Advisors
California
$13.3M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$2.77M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$27.9M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$46M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$23.3M
3
HW
Hamilton Wealth
California
$8.16M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$3.72M
5
MD
Money Design
Japan
$5.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
176
Advisory Services Network
Georgia
$383K – – –
WFC
177
Western Financial Corp
California
$379K -$11.5K -163 -3%
Wealthfront Advisers
178
Wealthfront Advisers
California
$378K +$30.3K +430 +9%
WB
179
Webster Bank
Connecticut
$368K – – –
MWM
180
MinichMacGregor Wealth Management
New York
$365K -$14.7K -208 -4%
MC
181
Moors & Cabot
Massachusetts
$362K +$30K +425 +9%
Lido Advisors
182
Lido Advisors
California
$360K -$8.4K -119 -2%
D.E. Shaw & Co
183
D.E. Shaw & Co
New York
$357K +$357K +5,054 New
SCM
184
SOL Capital Management
Maryland
$353K – – –
SAM
185
Secure Asset Management
Michigan
$351K -$917 -13 -0.3%
GIA
186
Gladstone Institutional Advisory
Florida
$347K +$82.5K +1,170 +31%
Two Sigma Investments
187
Two Sigma Investments
New York
$339K +$339K +4,800 New
MHIC
188
Marble Harbor Investment Counsel
Massachusetts
$337K – – –
KF
189
KKM Financial
Illinois
$337K +$17.3K +245 +5%
JWA
190
JFS Wealth Advisors
Pennsylvania
$337K +$67.1K +951 +25%
PFBT
191
Parkside Financial Bank & Trust
Missouri
$335K – – –
TW
192
TritonPoint Wealth
Maryland
$332K – – –
WSC
193
Wellington Shields & Co
New York
$325K – – –
RJT
194
Raymond James Trust
Florida
$321K – – –
AWM
195
Alterna Wealth Management
Texas
$319K – – –
MSAM
196
Moloney Securities Asset Management
Missouri
$319K -$10.7K -152 -3%
TIA
197
Traphagen Investment Advisors
New Jersey
$318K +$3.18K +45 +1%
OFG
198
Oxford Financial Group
Indiana
$313K – – –
PCMC
199
Paragon Capital Management (Colorado)
Colorado
$313K +$212 +3 +0.1%
LL
200
LPWM LLC
Minnesota
$312K – – –
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8
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