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Invesco Water Resources ETF
PHO

Overview Fund Activity

352 hedge funds and large institutions have $794M invested in Invesco Water Resources ETF in 2023 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 79 increasing their positions, 107 reducing their positions, and 22 closing their positions.

Holders
352
Holders Change
+37
Holders Change %
+11.75%
% of All Funds
5.16%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
62
Increased
79
Reduced
107
Closed
22
Calls
$1.07M
Puts
$1.27M
Net Calls
-$204K
Net Calls Change
-$3.78M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$150M
2
SCM
2
Sage Capital Management
New Jersey
$7.1M
3
KAS
3
Kestra Advisory Services
Texas
$4.76M
4
TA
4
Tactive Advisors
Florida
$2.39M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$2.42M

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$0
2
MD
2
Money Design
Japan
$9.52M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$12.3M
4
LPL Financial
4
LPL Financial
California
$35.9M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$8.82M
Name Market Value Shares Shares
Change 		Shares
Change %
WCM
201
WealthBridge Capital Management
Ohio
$263K 4,314 – –
LL
202
LPWM LLC
Minnesota
$261K 4,447 – –
TA
203
TruWealth Advisors
Louisiana
$256K 4,213 -470 -10%
WP
204
WealthSource Partners
California
$253K 4,162 -228 -5%
RWP
205
RWA Wealth Partners
Massachusetts
$253K 4,162 +4,162 New
DWP
206
Daymark Wealth Partners
Ohio
$250K 4,100 – –
SFA
207
Sequoia Financial Advisors
Ohio
$249K 4,093 +61 +2%
RIG
208
Renaissance Investment Group
Massachusetts
$246K 4,045 – –
FWTB
209
First Western Trust Bank
Colorado
$243K 4,000 – –
USCWA
210
U.S. Capital Wealth Advisors
Texas
$241K 3,966 – –
NL
211
NWAM LLC
Washington
$239K 3,935 +3,935 New
SFC
212
Swisher Financial Concepts
Ohio
$238K 4,059 +4,059 New
AWM
213
AllSquare Wealth Management
New York
$237K 3,900 – –
EC
214
EdgeRock Capital
Colorado
$235K 3,904 +3,904 New
PFS
215
Prospera Financial Services
Texas
$234K 3,853 -857 -18%
GIA
216
Gladstone Institutional Advisory
Florida
$234K 3,838 -195 -5%
VCP
217
Verus Capital Partners
Arizona
$229K 3,768 -1,649 -30%
Wealthfront Advisers
218
Wealthfront Advisers
California
$229K 3,764 +3,764 New
KIA
219
KCM Investment Advisors
California
$226K 3,708 +3,708 New
HI
220
Harbour Investments
Wisconsin
$222K 3,645 +1,403 +63%
Pathstone Holdings
221
Pathstone Holdings
New Jersey
$222K 3,641 +3,641 New
SCTC
222
Sanibel Captiva Trust Company
Florida
$219K 3,600 +3,600 New
IA
223
IFP Advisors
Florida
$216K 3,541 – –
BFEC
224
Benjamin F. Edwards & Company
Missouri
$215K 3,538 – –
BMC
225
Beaton Management Company
Massachusetts
$215K 3,530 +3,530 New
7 8
9
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