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Invesco Water Resources ETF
PHO

Overview Fund Activity

364 hedge funds and large institutions have $768M invested in Invesco Water Resources ETF in 2024 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 96 increasing their positions, 94 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
364
Holders Change
+7
Holders Change %
+1.96%
% of All Funds
5.29%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
35
Increased
96
Reduced
94
Closed
22
Calls
$1.29M
Puts
$759K
Net Calls
+$526K
Net Calls Change
-$6K

Top Buyers

1
PA
Prism Advisors
California
$9.72M
2
LPL Financial
LPL Financial
California
$43.4M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$10.4M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$2.5M
5
RJA
Raymond James & Associates
Florida
$7.56M

Top Sellers

1
WC
Westwind Capital
New Mexico
$1.45M
2
Osaic Holdings
Osaic Holdings
Arizona
$11.4M
3
EE
EWG Elevate
California
$0
4
Bank of America
Bank of America
North Carolina
$106M
5
Morgan Stanley
Morgan Stanley
New York
$75.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCMC
201
Paragon Capital Management (Colorado)
Colorado
$288K +$288K +4,431 New
FHWM
202
Fox Hill Wealth Management
Massachusetts
$287K -$3.51K -54 -1%
JGUA
203
John G. Ullman & Associates
New York
$287K – – –
RDFA
204
Ritter Daniher Financial Advisory
Ohio
$286K – – –
TA
205
TruWealth Advisors
Louisiana
$283K +$9.61K +148 +4%
JIC
206
Johnson Investment Counsel
Ohio
$276K – – –
RWP
207
RWA Wealth Partners
Massachusetts
$270K -$584 -9 -0.2%
DWP
208
Daymark Wealth Partners
Ohio
$266K – – –
FWTB
209
First Western Trust Bank
Colorado
$260K – – –
EFS
210
Essex Financial Services
Connecticut
$259K +$53.9K +802 +26%
AWM
211
AllSquare Wealth Management
New York
$253K – – –
TIAA Trust, National Association
212
TIAA Trust, National Association
North Carolina
$250K -$149K -2,303 -37%
JWA
213
JFS Wealth Advisors
Pennsylvania
$248K +$38K +586 +18%
GIA
214
Gladstone Institutional Advisory
Florida
$243K -$6.17K -95 -2%
SA
215
Sanctuary Advisors
Indiana
$242K +$242K +3,747 New
WWM
216
Western Wealth Management
Colorado
$242K +$195 +3 +0.1%
KIA
217
KCM Investment Advisors
California
$241K – – –
VCP
218
Verus Capital Partners
Arizona
$238K +$65 +1 +0%
SCTC
219
Sanibel Captiva Trust Company
Florida
$234K – – –
AAS
220
Ameritas Advisory Services
Nebraska
$231K -$7.59K -117 -3%
RIG
221
Renaissance Investment Group
Massachusetts
$231K -$27.4K -430 -11%
BFEC
222
Benjamin F. Edwards & Company
Missouri
$230K – – –
BMC
223
Beaton Management Company
Massachusetts
$229K – – –
PWMG
224
Pinnacle Wealth Management Group
Michigan
$229K – – –
KFC
225
Klingenstein Fields & Co
New York
$227K – – –
7 8
9
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