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Invesco Water Resources ETF
PHO

Overview Fund Activity

375 hedge funds and large institutions have $801M invested in Invesco Water Resources ETF in 2024 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 93 increasing their positions, 97 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
375
Holders Change
-10
Holders Change %
-2.6%
% of All Funds
4.99%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
40
Increased
93
Reduced
97
Closed
39
Calls
$4.26M
Puts
$2.08M
Net Calls
+$2.18M
Net Calls Change
+$464K

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$6.55M
2
Morgan Stanley
Morgan Stanley
New York
+$4.95M
3
LPL Financial
LPL Financial
California
+$4.58M
4
Bank of America
Bank of America
North Carolina
+$3.84M
5
Osaic Holdings
Osaic Holdings
Arizona
+$2.71M

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$5.84M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$2.17M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.14M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.82M
5
CB
Commerce Bank
Missouri
-$1.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
WB
176
Webster Bank
Connecticut
$343K – – –
MC
177
Moors & Cabot
Massachusetts
$338K – – –
SA
178
SFI Advisors
New Jersey
$325K +$325K +4,935 New
TW
179
Transform Wealth
Colorado
$323K +$97.6K +1,484 +43%
MHIC
180
Marble Harbor Investment Counsel
Massachusetts
$315K – – –
KF
181
KKM Financial
Illinois
$315K – – –
SA
182
Sanctuary Advisors
Indiana
$314K +$57K +832 +22%
PFBT
183
Parkside Financial Bank & Trust
Missouri
$313K – – –
TW
184
TritonPoint Wealth
Maryland
$310K – – –
JWA
185
JFS Wealth Advisors
Pennsylvania
$307K -$6.97K -106 -2%
NL
186
NWAM LLC
Washington
$307K -$113K -1,719 -27%
CIBC World Market
187
CIBC World Market
Ontario, Canada
$304K +$81.9K +1,244 +37%
Lido Advisors
188
Lido Advisors
California
$304K -$32K -486 -10%
WSC
189
Wellington Shields & Co
New York
$303K – – –
AAS
190
Avantax Advisory Services
Texas
$299K +$109K +1,662 +58%
AWM
191
Alterna Wealth Management
Texas
$298K – – –
AWS
192
Aspen Wealth Strategies
Colorado
$296K +$296K +4,496 New
LL
193
LPWM LLC
Minnesota
$295K – – –
PCMC
194
Paragon Capital Management (Colorado)
Colorado
$292K +$395 +6 +0.1%
OFG
195
Oxford Financial Group
Indiana
$292K – – –
JGUA
196
John G. Ullman & Associates
New York
$291K – – –
RDFA
197
Ritter Daniher Financial Advisory
Ohio
$290K – – –
MSCM
198
McElhenny Sheffield Capital Management
Texas
$289K – – –
TWC
199
TD Waterhouse Canada
Ontario, Canada
$287K – – –
WCM
200
WealthBridge Capital Management
Ohio
$284K – – –
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