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Invesco Water Resources ETF
PHO

Overview Fund Activity

299 hedge funds and large institutions have $602M invested in Invesco Water Resources ETF in 2022 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 85 increasing their positions, 72 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
299
Holders Change
-43
Holders Change %
-12.57%
% of All Funds
4.73%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
21
Increased
85
Reduced
72
Closed
57
Calls
$530K
Puts
–
Net Calls
+$530K
Net Calls Change
-$229K

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
$36.8M
2
OMC
Old Mission Capital
Illinois
$4.35M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$2.58M
4
Citadel Advisors
Citadel Advisors
Florida
$2.28M
5
LPL Financial
LPL Financial
California
$27.7M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$43M
2
Morgan Stanley
Morgan Stanley
New York
$56.6M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$6.34M
4
SI
Stephens Inc
Arkansas
$0
5
UBS Group
UBS Group
Switzerland
$43.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Simplex Trading
201
Simplex Trading
Illinois
$185K -$402K -7,610 -68%
IA
202
IFP Advisors
Florida
$168K -$139K -4,399 -45%
JWA
203
JFS Wealth Advisors
Pennsylvania
$163K – – –
VCM
204
Vigilant Capital Management
Maine
$150K – – –
BCWM
205
Bartlett & Co Wealth Management
Ohio
$143K +$143K +2,700 New
BC
206
Bartlett & Co
Ohio
$143K +$143K +2,700 New
Fifth Third Bancorp
207
Fifth Third Bancorp
Ohio
$133K – – –
FCMA
208
Foresight Capital Management Advisors
Michigan
$120K -$9.24K -174 -7%
FHA
209
First Horizon Advisors
Tennessee
$112K – – –
WT
210
Whittier Trust
California
$111K – – –
HPC
211
HM Payson & Co
Maine
$109K – – –
EI
212
Ellevest Inc
New York
$106K – – –
SCA
213
Sandy Cove Advisors
Massachusetts
$106K – – –
EDRH
214
Edmond de Rothschild Holding
Switzerland
$106K +$26.5K +500 +33%
WBC
215
West Branch Capital
Massachusetts
$103K – – –
CIA
216
Choate Investment Advisors
Massachusetts
$102K – – –
GWM
217
Geneos Wealth Management
Colorado
$99K – – –
RDFA
218
Ritter Daniher Financial Advisory
Ohio
$93K – – –
KPCM
219
Kings Point Capital Management
New York
$87K +$16.1K +302 +23%
JPMorgan Chase & Co
220
JPMorgan Chase & Co
New York
$85K – – –
AAP
221
Arax Advisory Partners
Colorado
$81K – – –
PCFFS
222
Pacific Center for Financial Services
California
$81K – – –
GRP
223
Global Retirement Partners
California
$75K +$75K +1,570 New
HNWAG
224
High Net Worth Advisory Group
Florida
$69K – – –
APC
225
Aspire Private Capital
North Carolina
$69K – – –
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9
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