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Invesco Water Resources ETF
PHO

Overview Fund Activity

317 hedge funds and large institutions have $610M invested in Invesco Water Resources ETF in 2023 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 89 increasing their positions, 84 reducing their positions, and 23 closing their positions.

Holders
317
Holders Change
+10
Holders Change %
+3.26%
% of All Funds
5.07%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
38
Increased
89
Reduced
84
Closed
23
Calls
$6.15M
Puts
$133K
Net Calls
+$6.01M
Net Calls Change
+$12M

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$23.9M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$20.7M
3
LPL Financial
3
LPL Financial
California
$31.3M
4
CAN
4
Cetera Advisor Networks
California
$10.7M
5
Bank of America
5
Bank of America
North Carolina
$93.9M

Top Sellers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$12.2M
2
TA
2
Tactive Advisors
Florida
$0
3
KAS
3
Kestra Advisory Services
Texas
$1.56M
4
Chevy Chase Trust
4
Chevy Chase Trust
Maryland
$0
5
CAL
5
Capital Analysts LLC
Pennsylvania
$1.3M
Name Market Value Shares Shares
Change 		Shares
Change %
NFG
201
Nations Financial Group
Iowa
$217K 4,075 +4,075 New
SPC
202
Sigma Planning Corp
Michigan
$217K 4,066 +4,066 New
RIG
203
Renaissance Investment Group
Massachusetts
$216K 4,045 – –
FWTB
204
First Western Trust Bank
Colorado
$213K 4,000 – –
TA
205
TruWealth Advisors
Louisiana
$211K 3,954 +1 +0%
USCWA
206
U.S. Capital Wealth Advisors
Texas
$210K 3,936 – –
TWC
207
TD Waterhouse Canada
Ontario, Canada
$208K 2,914 – –
AWM
208
AllSquare Wealth Management
New York
$208K 3,900 -1,000 -20%
WWM
209
Western Wealth Management
Colorado
$205K 3,834 +3,834 New
AA
210
Ancora Advisors
Ohio
$203K 3,812 +2 +0.1%
SCP
211
Stamos Capital Partners
California
$202K 3,790 +3,790 New
WP
212
WealthShield Partners
North Carolina
$201K 3,765 +3,765 New
JCM
213
Jacobi Capital Management
Pennsylvania
$201K 3,765 +3,765 New
BFEC
214
Benjamin F. Edwards & Company
Missouri
$188K 3,523 -489 -12%
HR
215
Howe & Rusling
New York
$188K 3,522 +2,295 +187%
Bessemer Group
216
Bessemer Group
New Jersey
$182K 3,410 – –
AAS
217
Ameritas Advisory Services
Nebraska
$177K 3,335 -1,076 -24%
JWA
218
JFS Wealth Advisors
Pennsylvania
$172K 3,233 – –
Citadel Advisors
219
Citadel Advisors
Florida
$165K 3,088 -15,797 -84%
MRC
220
Millburn Ridgefield Corp
New York
$153K 2,865 -168 -6%
CCA
221
Catalyst Capital Advisors
New York
$153K 2,865 -168 -6%
VCM
222
Vigilant Capital Management
Maine
$150K 2,820 – –
BCWM
223
Bartlett & Co Wealth Management
Ohio
$144K 2,700 – –
BC
224
Bartlett & Co
Ohio
$144K 2,700 – –
EDRH
225
Edmond de Rothschild Holding
Switzerland
$143K 2,675 – –
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9
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