Invesco Water Resources ETF
143 hedge funds and large institutions have $259M invested in Invesco Water Resources ETF in 2017 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 38 reducing their positions, and 7 closing their positions.
71% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 7
7% more capital invested
Capital invested by funds: $243M → $259M (+$16.5M)
2% more funds holding
Funds holding: 140 → 143 (+3)
0.5% more ownership
Funds ownership: 30.22% → 30.72% (+0.5%)
24% less repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 38
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Beck Capital Management
Austin,
Texas
|
+$3.05M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$1.39M |
| 3 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
+$866K |
| 4 |
CPIG
Chicago Partners Investment Group
Chicago,
Illinois
|
+$797K |
| 5 |
Creative Planning
Overland Park,
Kansas
|
+$625K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
QI
QS Investors
New York
|
-$1.95M |
| 2 |
Morgan Stanley
New York
|
-$1.82M |
| 3 |
Bank of New York Mellon
New York
|
-$716K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$627K |
| 5 |
US Bancorp
Minneapolis,
Minnesota
|
-$448K |
PHO Hedge Fund Activity: Q3 2017 in Review
143 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Invesco Water Resources ETF (PHO) for Q3 2017, worth a combined $259M — up 6.8% from $243M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new PHO positions and 7 closed out — a net gain of 5 holders — while 29 added to existing stakes and 38 trimmed.
The largest buyer was Beck Capital Management, adding an estimated $3.05M. The largest seller was QS Investors, cutting an estimated $1.95M.
- 143 institutional investors held Invesco Water Resources ETF (PHO) as of Q3 2017, up from 140 in Q2 2017.
- Funds reported $259M of Invesco Water Resources ETF stock for Q3 2017, up 6.8% quarter-over-quarter.
- 12 funds opened new Invesco Water Resources ETF positions in Q3 2017 and 7 closed out, a net change of +5 holders.
- The largest Invesco Water Resources ETF buyer in Q3 2017 was Beck Capital Management, an estimated $3.05M added.
- The largest Invesco Water Resources ETF seller in Q3 2017 was QS Investors, an estimated $1.95M sold.
Based on aggregated 13F filings for Q3 2017.