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Invesco Water Resources ETF
PHO

Overview Fund Activity

385 hedge funds and large institutions have $860M invested in Invesco Water Resources ETF in 2024 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 104 increasing their positions, 93 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
385
Holders Change
+21
Holders Change %
+5.77%
% of All Funds
5.57%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
42
Increased
104
Reduced
93
Closed
16
Calls
$3.27M
Puts
$1.55M
Net Calls
+$1.71M
Net Calls Change
+$1.19M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$95.8M
2
RJA
Raymond James & Associates
Florida
$21.3M
3
PA
Prism Advisors
California
$13.3M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$2.77M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$27.9M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$46M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$23.3M
3
HW
Hamilton Wealth
California
$8.16M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$3.72M
5
MD
Money Design
Japan
$5.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
JGUA
201
John G. Ullman & Associates
New York
$312K – – –
RDFA
202
Ritter Daniher Financial Advisory
Ohio
$311K – – –
MSCM
203
McElhenny Sheffield Capital Management
Texas
$310K -$16.2K -230 -5%
TWC
204
TD Waterhouse Canada
Ontario, Canada
$305K -$21K -300 -6%
WCM
205
WealthBridge Capital Management
Ohio
$304K -$10.6K -150 -3%
MWM
206
Modera Wealth Management
New Jersey
$303K -$15.5K -220 -5%
CCA
207
Clearwater Capital Advisors
Illinois
$297K -$86.1K -1,220 -22%
JIC
208
Johnson Investment Counsel
Ohio
$296K -$3.53K -50 -1%
RWP
209
RWA Wealth Partners
Massachusetts
$293K +$71 +1 +0%
BFG
210
Bleakley Financial Group
New Jersey
$292K +$292K +4,144 New
TA
211
TruWealth Advisors
Louisiana
$289K -$18.3K -259 -6%
Renaissance Technologies
212
Renaissance Technologies
New York
$289K -$169K -2,400 -37%
DWP
213
Daymark Wealth Partners
Ohio
$289K – – –
UFA
214
US Financial Advisors
Massachusetts
$283K -$52.1K -739 -16%
FWTB
215
First Western Trust Bank
Colorado
$282K – – –
AAS
216
Ameritas Advisory Services
Nebraska
$282K +$31K +440 +12%
AWM
217
AllSquare Wealth Management
New York
$275K – – –
TNBTD
218
Trustmark National Bank Trust Department
Mississippi
$273K +$273K +3,867 New
TIAA Trust, National Association
219
TIAA Trust, National Association
North Carolina
$272K – – –
SA
220
Sanctuary Advisors
Indiana
$267K +$71 +1 +0%
WWM
221
Western Wealth Management
Colorado
$263K +$71 +1 +0%
KIA
222
KCM Investment Advisors
California
$262K – – –
RIG
223
Renaissance Investment Group
Massachusetts
$255K – – –
SCTC
224
Sanibel Captiva Trust Company
Florida
$254K – – –
SCP
225
Stamos Capital Partners
California
$253K -$121K -1,710 -32%
7 8
9
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