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Invesco Water Resources ETF
PHO

Overview Fund Activity

252 hedge funds and large institutions have $468M invested in Invesco Water Resources ETF in 2021 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 62 increasing their positions, 48 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
+18
Holders Change %
+7.69%
% of All Funds
4.44%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
41
Increased
62
Reduced
48
Closed
19
Calls
$732K
Puts
$321K
Net Calls
+$411K
Net Calls Change
-$300K

Top Buyers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$60.1M
2
Bank of America
Bank of America
North Carolina
$86.1M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$20.2M
4
Morgan Stanley
Morgan Stanley
New York
$43.2M
5
TC
TAP Consulting
Missouri
$3.44M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$1.27M
2
AWM
AE Wealth Management
Kansas
$208K
3
SS
Simplicity Solutions
Minnesota
$0
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
5
MFM
MD Financial Management
Ontario, Canada
$20.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
201
Optimum Investment Advisors
Illinois
$31K – – –
MCM
202
Manchester Capital Management
Vermont
$31K – – –
SIC
203
Salem Investment Counselors
North Carolina
$30K – – –
BFO
204
Biltmore Family Office
North Carolina
$27K +$7.36K +150 +38%
RFA
205
Reilly Financial Advisors
California
$26K – – –
MRCM
206
M&R Capital Management
New Jersey
$26K – – –
EI
207
Ellevest Inc
New York
$26K +$26K +530 New
OSAM
208
O'Shaughnessy Asset Management
Connecticut
$25K – – –
HI
209
Harbour Investments
Wisconsin
$25K +$25K +496 New
SAM
210
S.A. Mason
Michigan
$25K +$25K +500 New
JPLA
211
Joseph P. Lucia & Associates
New York
$23K -$19.3K -390 -46%
MPCG
212
Matrix Private Capital Group
New York
$21K – – –
JCM
213
Jacobi Capital Management
Pennsylvania
$21K – – –
CFGS
214
Concourse Financial Group Securities
Alabama
$20K – – –
EFSCE
215
Enterprise Financial Services Corp (EFSC)
Missouri
$20K – – –
HI
216
Hudock Inc
Pennsylvania
$20K – – –
CWA
217
Clearview Wealth Advisors
Oregon
$20K – – –
EP
218
Eudaimonia Partners
Tennessee
$20K +$20K +400 New
APA
219
American Portfolios Advisors
New York
$19.7K – – –
BAM
220
Bellevue Asset Management
Washington
$15K – – –
TSW
221
Thompson Siegel & Walmsley
Virginia
$13K – – –
BFC
222
Bedel Financial Consulting
Indiana
$13K – – –
AF
223
Allworth Financial
California
$12K – – –
SBL
224
Sargent Bickham Lagudis
Colorado
$12K – – –
First Manhattan
225
First Manhattan
New York
$11K – – –
7 8
9
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