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Invesco Water Resources ETF
PHO

Overview Fund Activity

306 hedge funds and large institutions have $604M invested in Invesco Water Resources ETF in 2021 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 104 increasing their positions, 43 reducing their positions, and 16 closing their positions.

Holders
306
Holders Change
+32
Holders Change %
+11.68%
% of All Funds
5.37%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
52
Increased
104
Reduced
43
Closed
16
Calls
$1.01M
Puts
$449K
Net Calls
+$563K
Net Calls Change
+$750K

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$53.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$59M
3
LPL Financial
3
LPL Financial
California
$28.1M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$11.1M
5
Bank of America
5
Bank of America
North Carolina
$101M

Top Sellers

1
PL
1
Polianta Ltd
Jersey
$12.1M
2
SCC
2
Spring Creek Capital
Kansas
$0
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$18.8M
4
MFM
4
MD Financial Management
Ontario, Canada
$35.3M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$911K
Name Market Value Shares Shares
Change 		Shares
Change %
BCWM
201
Bartlett & Co Wealth Management
Ohio
$148K 2,700 – –
Koshinski Asset Management
202
Koshinski Asset Management
Illinois
$141K 2,582 +2,582 New
Fifth Third Bancorp
203
Fifth Third Bancorp
Ohio
$137K 2,501 -48 -2%
GWM
204
Geneos Wealth Management
Colorado
$127K 2,320 +307 +15%
JCM
205
Jacobi Capital Management
Pennsylvania
$122K 2,234 +1,810 +427%
WT
206
Washington Trust
Rhode Island
$119K 2,180 -200 -8%
EVM
207
Eaton Vance Management
Massachusetts
$118K 2,371 – –
FHA
208
First Horizon Advisors
Tennessee
$116K 2,113 +2,000 +1,770%
WT
209
Whittier Trust
California
$115K 2,097 – –
Bank Julius Baer & Co
210
Bank Julius Baer & Co
Switzerland
$115K 2,100 +2,100 New
LWM
211
Liberty Wealth Management
California
$114K 2,084 +2,084 New
TPCW
212
TD Private Client Wealth
New York
$111K 2,031 -92 -4%
EI
213
Ellevest Inc
New York
$109K 2,000 -160 -7%
EWM
214
Edge Wealth Management
New York
$109K 2,000 – –
WBC
215
West Branch Capital
Massachusetts
$106K 1,938 – –
CF
216
Centaurus Financial
California
$102K 1,859 +1,859 New
FCM
217
Firestone Capital Management
Florida
$100K 1,870 – –
MRC
218
Millburn Ridgefield Corp
New York
$97K 1,776 -336 -16%
RDFA
219
Ritter Daniher Financial Advisory
Ohio
$96K 1,750 – –
CCA
220
Catalyst Capital Advisors
New York
$88K 1,615 -331 -17%
MA
221
MUFG Americas
New York
$88K 1,600 – –
GRP
222
Global Retirement Partners
California
$86K 1,570 +150 +11%
PCFFS
223
Pacific Center for Financial Services
California
$84K 1,535 – –
AAP
224
Arax Advisory Partners
Colorado
$84K 1,533 +25 +2%
JPMorgan Chase & Co
225
JPMorgan Chase & Co
New York
$82K 1,500 -50 -3%
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