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Invesco Water Resources ETF
PHO

Overview Fund Activity

157 hedge funds and large institutions have $293M invested in Invesco Water Resources ETF in 2014 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 39 increasing their positions, 44 reducing their positions, and 13 closing their positions.

Holders
157
Holders Change
+4
Holders Change %
+2.61%
% of All Funds
4.52%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
18
Increased
39
Reduced
44
Closed
13
Calls
$3.19M
Puts
$1.32M
Net Calls
+$1.87M
Net Calls Change
-$537K

Top Buyers

1
SG Americas Securities
1
SG Americas Securities
New York
$1.36M
2
MP
2
Manifold Partners
California
$860K
3
TRCT
3
Tower Research Capital (TRC)
New York
$1.33M
4
Morgan Stanley
4
Morgan Stanley
New York
$34M
5
RMAM
5
Raab & Moskowitz Asset Management
New Jersey
$3.37M

Top Sellers

1
CC
1
Columbia Capital
California
$0
2
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$7.46M
3
ACM
3
Aviance Capital Management
Florida
$0
4
Comerica Bank
4
Comerica Bank
Texas
$32.3M
5
AIP
5
Ameritas Investment Partners
Nebraska
$5.01M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$76.5M 2,877,947 +18,671 +0.7%
Morgan Stanley
2
Morgan Stanley
New York
$34M 1,278,426 +26,458 +2%
Comerica Bank
3
Comerica Bank
Texas
$32.3M 1,213,724 -135,185 -10%
U
4
UBS
Switzerland
$10.4M 390,389 +656 +0.2%
Wells Fargo
5
Wells Fargo
California
$9.72M 365,514 -57,944 -14%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$8M 300,754 -4,276 -1%
JPMPWA
7
J.P. Morgan Private Wealth Advisors
California
$7.46M 280,436 -152,066 -35%
VAM
8
Verity Asset Management
North Carolina
$6.76M 254,271 -21,824 -8%
HighTower Advisors
9
HighTower Advisors
Illinois
$6.69M 251,481 -22,726 -8%
SP
10
Sarasin & Partners
United Kingdom
$5.88M 221,212 -18,538 -8%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$5.38M 202,376 +12,092 +6%
LPL Financial
12
LPL Financial
California
$5.07M 190,620 -1,249 -0.7%
AIP
13
Ameritas Investment Partners
Nebraska
$5.01M 188,500 -77,500 -29%
FNBTCON
14
First National Bank & Trust Co of Newtown
Pennsylvania
$4.86M 196,284 -1,955 -1%
Fiera Capital (Canada)
15
Fiera Capital (Canada)
Quebec, Canada
$4.06M 152,734 +17,800 +13%
CB
16
Commerce Bank
Missouri
$3.44M 129,195 +7,215 +6%
RMAM
17
Raab & Moskowitz Asset Management
New Jersey
$3.37M 126,801 +22,997 +22%
AL
18
Agran Libbie
California
$3.36M 126,232 -400 -0.3%
LW
19
Linscomb Wealth
Texas
$2.84M 106,650 +250 +0.2%
BCM
20
Beck Capital Management
Texas
$2.39M 89,983 +1,123 +1%
RJA
21
Raymond James & Associates
Florida
$2.34M 87,954 +1,444 +2%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$2.13M 80,159 +5,646 +8%
WAM
23
Weatherly Asset Management
California
$2.01M 75,608 -1,800 -2%
BCM
24
BTR Capital Management
California
$1.95M 73,466 – –
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$1.88M 70,694 +4,739 +7%
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