PHO icon

Invesco Water Resources ETF
PHO

Overview Fund Activity

161 hedge funds and large institutions have $310M invested in Invesco Water Resources ETF in 2014 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 44 increasing their positions, 44 reducing their positions, and 18 closing their positions.

Holders
161
Holders Change
+3
Holders Change %
+1.9%
% of All Funds
4.3%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
26
Increased
44
Reduced
44
Closed
18
Calls
$330K
Puts
$597K
Net Calls
-$267K
Net Calls Change
-$73K

Top Buyers

1
Comerica Bank
1
Comerica Bank
Texas
$52.8M
2
UBS Group
2
UBS Group
Switzerland
$9.2M
3
QI
3
QS Investors
New York
$13.7M
4
LWA
4
Lowe Wealth Advisors
Maryland
$2.43M
5
CPIG
5
Chicago Partners Investment Group
Illinois
$790K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$27M
2
SG Americas Securities
2
SG Americas Securities
New York
$0
3
MP
3
Manifold Partners
California
$0
4
BGA
4
Belmont Global Advisors
Texas
$0
5
MPWT
5
MassMutual Private Wealth & Trust
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$74.4M 2,888,059 +27,896 +1%
Comerica Bank
2
Comerica Bank
Texas
$52.8M 2,048,572 +905,215 +79%
Morgan Stanley
3
Morgan Stanley
New York
$27M 1,049,412 -219,990 -17%
QI
4
QS Investors
New York
$13.7M 532,490 +217,258 +69%
Wells Fargo
5
Wells Fargo
California
$10.8M 419,051 +5,541 +1%
UBS Group
6
UBS Group
Switzerland
$9.2M 357,087 +357,087 New
Bank of New York Mellon
7
Bank of New York Mellon
New York
$7.8M 302,871 +41 +0%
JPMPWA
8
J.P. Morgan Private Wealth Advisors
California
$6.88M 267,092 -14,394 -5%
HighTower Advisors
9
HighTower Advisors
Illinois
$6.46M 251,018 -6,257 -2%
SP
10
Sarasin & Partners
United Kingdom
$5.29M 205,531 -7,086 -3%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$5.19M 201,395 -13,960 -6%
LPL Financial
12
LPL Financial
California
$5.17M 200,778 +21,957 +12%
FNBTCON
13
First National Bank & Trust Co of Newtown
Pennsylvania
$5.01M 194,559 +205 +0.1%
Fiera Capital (Canada)
14
Fiera Capital (Canada)
Quebec, Canada
$4.57M 177,634 +13,800 +8%
VAM
15
Verity Asset Management
North Carolina
$3.37M 130,908 -9,574 -7%
RMAM
16
Raab & Moskowitz Asset Management
New Jersey
$3.3M 128,082 -989 -0.8%
AL
17
Agran Libbie
California
$3.12M 121,207 -1,200 -1%
CB
18
Commerce Bank
Missouri
$3.02M 117,435 -9,860 -8%
CS
19
Comerica Securities
Michigan
$2.73M 106,078 +9,483 +10%
LW
20
Linscomb Wealth
Texas
$2.52M 97,673 -5,459 -5%
LWA
21
Lowe Wealth Advisors
Maryland
$2.43M 94,380 +94,380 New
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$2.32M 90,192 +6,959 +8%
RJA
23
Raymond James & Associates
Florida
$2.15M 83,669 +598 +0.7%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$2.13M 82,668 +4,351 +6%
BCM
25
Beck Capital Management
Texas
$1.99M 77,426 -10,143 -12%
1
2 3 4 5