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Invesco Water Resources ETF
PHO

343 hedge funds and large institutions have $718M invested in Invesco Water Resources ETF in 2021 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 90 increasing their positions, 70 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 32

29% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 70

19% more capital invested

Capital invested by funds: $604M → $718M (+$113M)

12% more funds holding

Funds holding: 307 → 343 (+36)

2.23% more ownership

Funds ownership: 31.54% → 33.77% (+2.2%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
343
Holders Change
+36
Holders Change %
+11.73%
% of All Funds
5.28%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
72
Increased
90
Reduced
70
Closed
32
Calls
$759K
Puts
–
Net Calls
+$759K
Net Calls Change
+$196K

Top Buyers

1
CB
Commerce Bank
Missouri
+$8.44M
2
CAN
Cetera Advisor Networks
California
+$5.38M
3
MD
Money Design
Japan
+$5.22M
4
Morgan Stanley
Morgan Stanley
New York
+$4.2M
5
Millennium Management
Millennium Management
New York
+$2.08M

Top Sellers

1
FIG
FundX Investment Group
California
-$2.96M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$2.39M
3
APA
American Portfolios Advisors
New York
-$2.19M
4
LPL Financial
LPL Financial
California
-$1.68M
5
Barclays
Barclays
United Kingdom
-$1.49M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCA
201
Bay Colony Advisors
Massachusetts
$231K -$12.7K -218 -5%
ACM
202
Avalon Capital Management
California
$231K +$221K +3,800 New
ASN
203
Advisory Services Network
Georgia
$228K -$2.33K -40 -1%
CW
204
Cook Wealth
North Carolina
$227K +$252K +4,338 New
JCM
205
Jacobi Capital Management
Pennsylvania
$226K +$86K +1,479 +66%
SPC
206
Sigma Planning Corp
Michigan
$226K +$216K +3,711 New
BDFN
207
Bond & Devick Financial Network
Minnesota
$223K – – –
AWM
208
AllSquare Wealth Management
New York
$222K – – –
PHS
209
Pekin Hardy Strauss
Illinois
$218K +$209K +3,590 New
HPCM
210
Hunter Perkins Capital Management
Illinois
$216K +$206K +3,550 New
BMC
211
Beaton Management Company
Massachusetts
$215K +$205K +3,530 New
PWP
212
Principle Wealth Partners
Connecticut
$215K +$205K +3,532 New
Prudential Financial
213
Prudential Financial
New Jersey
$215K +$214K +3,676 New
SIC
214
Samalin Investment Counsel
New York
$214K -$166K -2,862 -45%
KFC
215
Klingenstein Fields & Co
New York
$213K +$203K +3,500 New
PWMG
216
Pinnacle Wealth Management Group
Michigan
$213K +$203K +3,500 New
GW
217
GW & Wade
Massachusetts
$208K +$199K +3,424 New
Northern Trust
218
Northern Trust
Illinois
$207K +$198K +3,398 New
SCA
219
Strategic Capital Advisers
Colorado
$207K +$198K +3,403 New
SIM
220
Sterling Investment Management
Arizona
$207K +$198K +3,406 New
TWC
221
TD Waterhouse Canada
Ontario, Canada
$206K +$158K +2,726 New
FWM
222
FSA Wealth Management
Massachusetts
$206K +$197K +3,382 New
PP
223
Patten & Patten
Tennessee
$206K +$197K +3,390 New
AWA
224
Acorn Wealth Advisors
Michigan
$205K +$196K +3,366 New
PCA
225
Pallas Capital Advisors
Massachusetts
$204K -$37.5K -645 -14%
7 8
9
10 11

PHO Hedge Fund Activity: Q4 2021 in Review

343 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco Water Resources ETF (PHO) for Q4 2021, worth a combined $718M — up 19% from $604M a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new PHO positions and 32 closed out — a net gain of 40 holders — while 90 added to existing stakes and 70 trimmed.

The largest buyer was Commerce Bank, adding an estimated $8.44M. The largest seller was FundX Investment Group, cutting an estimated $2.96M.

  • 343 institutional investors held Invesco Water Resources ETF (PHO) as of Q4 2021, up from 307 in Q3 2021.
  • Funds reported $718M of Invesco Water Resources ETF stock for Q4 2021, up 19% quarter-over-quarter.
  • 72 funds opened new Invesco Water Resources ETF positions in Q4 2021 and 32 closed out, a net change of +40 holders.
  • The largest Invesco Water Resources ETF buyer in Q4 2021 was Commerce Bank, an estimated $8.44M added.
  • The largest Invesco Water Resources ETF seller in Q4 2021 was FundX Investment Group, an estimated $2.96M sold.

Based on aggregated 13F filings for Q4 2021.