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Invesco Water Resources ETF
PHO

Overview Fund Activity

375 hedge funds and large institutions have $801M invested in Invesco Water Resources ETF in 2024 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 93 increasing their positions, 97 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
375
Holders Change
-10
Holders Change %
-2.6%
% of All Funds
4.99%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
40
Increased
93
Reduced
97
Closed
39
Calls
$4.26M
Puts
$2.08M
Net Calls
+$2.18M
Net Calls Change
+$464K

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$6.55M
2
Morgan Stanley
Morgan Stanley
New York
+$4.95M
3
LPL Financial
LPL Financial
California
+$4.58M
4
Bank of America
Bank of America
North Carolina
+$3.84M
5
Osaic Holdings
Osaic Holdings
Arizona
+$2.71M

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$5.84M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$2.17M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.14M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.82M
5
CB
Commerce Bank
Missouri
-$1.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWP
201
RWA Wealth Partners
Massachusetts
$283K +$9.94K +151 +4%
MWM
202
Modera Wealth Management
New Jersey
$280K -$3.09K -47 -1%
TA
203
TruWealth Advisors
Louisiana
$279K +$9.47K +144 +4%
TIA
204
Traphagen Investment Advisors
New Jersey
$279K -$17.5K -266 -6%
CCA
205
Clearwater Capital Advisors
Illinois
$277K – – –
TPBG
206
Turning Point Benefit Group
Maryland
$275K +$275K +4,173 New
BFG
207
Bleakley Financial Group
New Jersey
$273K +$66 +1 +0%
UFA
208
US Financial Advisors
Massachusetts
$270K +$6.51K +99 +2%
DWP
209
Daymark Wealth Partners
Ohio
$270K – – –
JIC
210
Johnson Investment Counsel
Ohio
$266K -$9.93K -151 -4%
FWTB
211
First Western Trust Bank
Colorado
$263K – – –
JIR
212
James Investment Research
Ohio
$263K +$53.2K +808 +25%
D.E. Shaw & Co
213
D.E. Shaw & Co
New York
$260K -$72.4K -1,100 -22%
Millennium Management
214
Millennium Management
New York
$258K -$717K -10,893 -74%
AWM
215
AllSquare Wealth Management
New York
$257K – – –
TIAA Trust, National Association
216
TIAA Trust, National Association
North Carolina
$253K – – –
AAS
217
Ameritas Advisory Services
Nebraska
$253K -$9.87K -150 -4%
CCM
218
Canal Capital Management
Virginia
$253K +$253K +3,848 New
TNBTD
219
Trustmark National Bank Trust Department
Mississippi
$252K -$2.17K -33 -0.9%
DAS
220
Diversify Advisory Services
Utah
$250K +$56.1K +869 +29%
SCP
221
Stamos Capital Partners
California
$249K +$12.5K +190 +5%
KIA
222
KCM Investment Advisors
California
$244K – – –
BRWM
223
Blue Rock Wealth Management
North Carolina
$243K +$243K +3,700 New
EH
224
Equitable Holdings
New York
$240K +$29.5K +449 +14%
MF
225
Montis Financial
Massachusetts
$240K +$240K +3,641 New
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