PHO icon

Invesco Water Resources ETF
PHO

Overview Fund Activity

342 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.

Holders
342
Holders Change
+36
Holders Change %
+11.76%
% 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
1
Commerce Bank
Missouri
$14.4M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$8.28M
3
CAN
3
Cetera Advisor Networks
California
$6.31M
4
MD
4
Money Design
Japan
$5.44M
5
Morgan Stanley
5
Morgan Stanley
New York
$69.9M

Top Sellers

1
FIG
1
FundX Investment Group
California
$400K
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$57.2M
3
APA
3
American Portfolios Advisors
New York
$192K
4
LPL Financial
4
LPL Financial
California
$29.5M
5
Barclays
5
Barclays
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BCA
201
Bay Colony Advisors
Massachusetts
$231K 3,789 -218 -5%
ACM
202
Avalon Capital Management
California
$231K 3,800 +3,800 New
ASN
203
Advisory Services Network
Georgia
$228K 3,752 -40 -1%
CW
204
Cook Wealth
North Carolina
$227K 4,338 +4,338 New
JCM
205
Jacobi Capital Management
Pennsylvania
$226K 3,713 +1,479 +66%
SPC
206
Sigma Planning Corp
Michigan
$226K 3,711 +3,711 New
BDFN
207
Bond & Devick Financial Network
Minnesota
$223K 3,663 – –
AWM
208
AllSquare Wealth Management
New York
$222K 3,644 – –
PHS
209
Pekin Hardy Strauss
Illinois
$218K 3,590 +3,590 New
HPCM
210
Hunter Perkins Capital Management
Illinois
$216K 3,550 +3,550 New
BMC
211
Beaton Management Company
Massachusetts
$215K 3,530 +3,530 New
PWP
212
Principle Wealth Partners
Connecticut
$215K 3,532 +3,532 New
Prudential Financial
213
Prudential Financial
New Jersey
$215K 3,676 +3,676 New
SIC
214
Samalin Investment Counsel
New York
$214K 3,512 -2,862 -45%
PWMG
215
Pinnacle Wealth Management Group
Michigan
$213K 3,500 +3,500 New
KFC
216
Klingenstein Fields & Co
New York
$213K 3,500 +3,500 New
GW
217
GW & Wade
Massachusetts
$208K 3,424 +3,424 New
Northern Trust
218
Northern Trust
Illinois
$207K 3,398 +3,398 New
SCA
219
Strategic Capital Advisers
Colorado
$207K 3,403 +3,403 New
SIM
220
Sterling Investment Management
Arizona
$207K 3,406 +3,406 New
TWC
221
TD Waterhouse Canada
Ontario, Canada
$206K 2,726 +2,726 New
FWM
222
FSA Wealth Management
Massachusetts
$206K 3,382 +3,382 New
PP
223
Patten & Patten
Tennessee
$206K 3,390 +3,390 New
AWA
224
Acorn Wealth Advisors
Michigan
$205K 3,366 +3,366 New
PCA
225
Pallas Capital Advisors
Massachusetts
$204K 3,849 -645 -14%
7 8
9
10 11