PHO icon

Invesco Water Resources ETF
PHO

Overview Fund Activity

147 hedge funds and large institutions have $311M invested in Invesco Water Resources ETF in 2013 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 36 increasing their positions, 43 reducing their positions, and 7 closing their positions.

Holders
147
Holders Change
+17
Holders Change %
+13.08%
% of All Funds
4.27%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
24
Increased
36
Reduced
43
Closed
7
Calls
$1.42M
Puts
$2.62M
Net Calls
-$1.2M
Net Calls Change
-$5.04M

Top Buyers

1
VAM
1
Verity Asset Management
North Carolina
$7.78M
2
AIP
2
Ameritas Investment Partners
Nebraska
$6.98M
3
SMM
3
Stadion Money Management
Georgia
$2.35M
4
RMAM
4
Raab & Moskowitz Asset Management
New Jersey
$2.19M
5
BCM
5
Beck Capital Management
Texas
$2.17M

Top Sellers

1
Comerica Bank
1
Comerica Bank
Texas
$36.8M
2
Goldman Sachs
2
Goldman Sachs
New York
$3.96M
3
SB
3
Suntrust Banks
Georgia
$207K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.55M
5
Invesco
5
Invesco
Georgia
$2.05M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$76M 2,899,737 +1,492 +0.1%
Comerica Bank
2
Comerica Bank
Texas
$36.8M 1,402,200 -79,880 -5%
Morgan Stanley
3
Morgan Stanley
New York
$30.2M 1,151,660 +23,677 +2%
HC
4
Highmount Capital
New York
$11.3M 432,178 -17,066 -4%
Wells Fargo
5
Wells Fargo
California
$11M 420,455 -16,745 -4%
JPMPWA
6
J.P. Morgan Private Wealth Advisors
California
$9.72M 370,752 +36,115 +11%
U
7
UBS
Switzerland
$9.19M 350,298 +22,211 +7%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$7.97M 304,067 +3,338 +1%
VAM
9
Verity Asset Management
North Carolina
$7.78M 296,512 +296,512 New
HighTower Advisors
10
HighTower Advisors
Illinois
$7.47M 284,909 -3,228 -1%
AIP
11
Ameritas Investment Partners
Nebraska
$6.98M 266,000 +151,000 +131%
SP
12
Sarasin & Partners
United Kingdom
$6.38M 243,480 -6,575 -3%
LPL Financial
13
LPL Financial
California
$5.26M 200,758 -9,049 -4%
FNBTCON
14
First National Bank & Trust Co of Newtown
Pennsylvania
$5.24M 200,094 -6,800 -3%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$4.58M 174,779 +20,251 +13%
CC
16
Columbia Capital
California
$4.26M 162,504 +300 +0.2%
Goldman Sachs
17
Goldman Sachs
New York
$3.96M 150,821 -44,733 -23%
AL
18
Agran Libbie
California
$3.54M 134,982 -3,950 -3%
Fiera Capital (Canada)
19
Fiera Capital (Canada)
Quebec, Canada
$3.07M 116,934 +26,242 +29%
LW
20
Linscomb Wealth
Texas
$2.71M 103,364 +800 +0.8%
SMM
21
Stadion Money Management
Georgia
$2.35M 89,780 +89,780 New
RJA
22
Raymond James & Associates
Florida
$2.26M 86,275 +1,068 +1%
CB
23
Commerce Bank
Missouri
$2.22M 84,630 -300 -0.4%
RMAM
24
Raab & Moskowitz Asset Management
New Jersey
$2.19M 83,510 +83,510 New
BCM
25
Beck Capital Management
Texas
$2.17M 86,090 +86,090 New
1
2 3 4 5