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Invesco Water Resources ETF
PHO

Overview Fund Activity

315 hedge funds and large institutions have $665M invested in Invesco Water Resources ETF in 2023 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 85 increasing their positions, 92 reducing their positions, and 25 closing their positions.

Holders
315
Holders Change
-2
Holders Change %
-0.63%
% of All Funds
4.97%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
27
Increased
85
Reduced
92
Closed
25
Calls
$6.19M
Puts
$1.17M
Net Calls
+$5.02M
Net Calls Change
-$996K

Top Buyers

1
ACM
1
Avalon Capital Management
California
$4.9M
2
HW
2
Hamilton Wealth
California
$6.03M
3
LPL Financial
3
LPL Financial
California
$35.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$66.3M
5
Millennium Management
5
Millennium Management
New York
$2.17M

Top Sellers

1
SIM
1
Seaview Investment Managers
Florida
$0
2
MD
2
Money Design
Japan
$15.4M
3
Bank of America
3
Bank of America
North Carolina
$97.5M
4
BAM
4
Belpointe Asset Management
Nevada
$0
5
BPA
5
Beacon Pointe Advisors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AA
201
AlphaQ Advisors
Florida
$226K 4,000 +4,000 New
USCWA
202
U.S. Capital Wealth Advisors
Texas
$224K 3,966 +30 +0.8%
MCIA
203
Mountain Capital Investment Advisors
Colorado
$220K 3,772 +3,772 New
UFA
204
US Financial Advisors
Massachusetts
$218K 3,869 -439 -10%
AA
205
Ancora Advisors
Ohio
$215K 3,814 +2 +0.1%
IA
206
IFP Advisors
Florida
$214K 3,791 +1,800 +90%
WP
207
WealthShield Partners
North Carolina
$213K 3,775 +10 +0.3%
JCM
208
Jacobi Capital Management
Pennsylvania
$212K 3,768 +3 +0.1%
AG
209
Appleton Group
Wisconsin
$210K 3,719 +3,719 New
FUBT
210
First United Bank & Trust
Maryland
$209K 3,713 -840 -18%
KIA
211
KCM Investment Advisors
California
$209K 3,708 -1,935 -34%
HF
212
HRT Financial
New York
$208K 3,706 +3,706 New
3LCM
213
3D/L Capital Management
Connecticut
$208K 3,684 +3,684 New
AWM
214
AllSquare Wealth Management
New York
$204K 3,900 – –
BFEC
215
Benjamin F. Edwards & Company
Missouri
$199K 3,523 – –
Bessemer Group
216
Bessemer Group
New Jersey
$193K 3,410 – –
JWA
217
JFS Wealth Advisors
Pennsylvania
$182K 3,233 – –
VCM
218
Vigilant Capital Management
Maine
$159K 2,820 – –
BCWM
219
Bartlett & Co Wealth Management
Ohio
$152K 2,700 – –
BC
220
Bartlett & Co
Ohio
$152K 2,700 – –
EDRH
221
Edmond de Rothschild Holding
Switzerland
$151K 2,675 – –
Fifth Third Bancorp
222
Fifth Third Bancorp
Ohio
$141K 2,501 – –
CCA
223
Catalyst Capital Advisors
New York
$136K 2,409 -456 -16%
DJSG
224
D.J. St. Germain
Massachusetts
$123K 2,185 +2,185 New
BSB
225
Bangor Savings Bank
Maine
$120K 2,128 – –
7 8
9
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