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Invesco Water Resources ETF
PHO

Overview Fund Activity

357 hedge funds and large institutions have $798M invested in Invesco Water Resources ETF in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 91 increasing their positions, 104 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
357
Holders Change
+5
Holders Change %
+1.42%
% of All Funds
5.18%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
34
Increased
91
Reduced
104
Closed
22
Calls
$985K
Puts
$453K
Net Calls
+$532K
Net Calls Change
+$736K

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
$34.9M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$15.5M
3
Osaic Holdings
Osaic Holdings
Arizona
$17.9M
4
EE
EWG Elevate
California
$4.19M
5
MA
MONECO Advisors
Connecticut
$2.79M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$80.7M
2
Ameriprise
Ameriprise
Minnesota
$5.78M
3
EFH
Eaton Financial Holdings
Florida
$311K
4
TF
Theory Financial
Colorado
$0
5
GBWM
Granite Bay Wealth Management
New Hampshire
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JIC
201
Johnson Investment Counsel
Ohio
$283K -$20.1K -302 -7%
Wealthfront Advisers
202
Wealthfront Advisers
California
$283K +$32.2K +484 +13%
JFGIW
203
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$283K +$198K +2,972 +233%
TA
204
TruWealth Advisors
Louisiana
$281K +$67 +1 +0%
RWP
205
RWA Wealth Partners
Massachusetts
$277K +$67 +1 +0%
DWP
206
Daymark Wealth Partners
Ohio
$273K – – –
RIG
207
Renaissance Investment Group
Massachusetts
$269K – – –
FWTB
208
First Western Trust Bank
Colorado
$266K – – –
NL
209
NWAM LLC
Washington
$264K +$134 +2 +0.1%
USCWA
210
U.S. Capital Wealth Advisors
Texas
$264K – – –
AWM
211
AllSquare Wealth Management
New York
$260K – – –
GIA
212
Gladstone Institutional Advisory
Florida
$256K +$67 +1 +0%
EC
213
EdgeRock Capital
Colorado
$253K -$7.06K -106 -3%
WWM
214
Western Wealth Management
Colorado
$248K -$66.4K -998 -21%
KIA
215
KCM Investment Advisors
California
$247K – – –
VCP
216
Verus Capital Partners
Arizona
$244K -$6.59K -99 -3%
AAS
217
Ameritas Advisory Services
Nebraska
$243K +$20K +302 +9%
SCTC
218
Sanibel Captiva Trust Company
Florida
$240K – – –
BFEC
219
Benjamin F. Edwards & Company
Missouri
$236K – – –
IA
220
IFP Advisors
Florida
$236K +$67 +1 +0%
BMC
221
Beaton Management Company
Massachusetts
$235K – – –
PWMG
222
Pinnacle Wealth Management Group
Michigan
$235K – – –
PWM
223
Perigon Wealth Management
California
$233K +$10.3K +155 +5%
KFC
224
Klingenstein Fields & Co
New York
$233K – – –
BAM
225
Belpointe Asset Management
Nevada
$233K +$1.93K +29 +0.8%
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