Invesco Water Resources ETF
167 hedge funds and large institutions have $222M invested in Invesco Water Resources ETF in 2017 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 34 increasing their positions, 37 reducing their positions, and 8 closing their positions.
313% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 8
17% more funds holding
Funds holding: 143 → 167 (+24)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
8% less repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 37
6.04% less ownership
Funds ownership: 30.72% → 24.68% (-6%)
14% less capital invested
Capital invested by funds: $259M → $222M (-$37.6M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$483K |
| 2 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
+$465K |
| 3 |
BCM
Beck Capital Management
Austin,
Texas
|
+$306K |
| 4 |
TF
TIAA FSB
Jacksonville,
Florida
|
+$300K |
| 5 |
GEA
Glen Eagle Advisors
Kingston,
New Jersey
|
+$235K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
QI
QS Investors
New York
|
-$82.9M |
| 2 |
CFMC
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
-$532K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$437K |
| 4 |
RMAM
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
-$308K |
| 5 |
Bank of New York Mellon
New York
|
-$278K |
PHO Hedge Fund Activity: Q4 2017 in Review
167 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in Invesco Water Resources ETF (PHO) for Q4 2017, worth a combined $222M — down 14% from $259M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new PHO positions and 8 closed out — a net gain of 25 holders — while 34 added to existing stakes and 37 trimmed.
The largest buyer was Jane Street, adding an estimated $483K. The largest seller was QS Investors, exiting entirely with an estimated $82.9M sold.
- 167 institutional investors held Invesco Water Resources ETF (PHO) as of Q4 2017, up from 143 in Q3 2017.
- Funds reported $222M of Invesco Water Resources ETF stock for Q4 2017, down 14% quarter-over-quarter.
- 33 funds opened new Invesco Water Resources ETF positions in Q4 2017 and 8 closed out, a net change of +25 holders.
- The largest Invesco Water Resources ETF buyer in Q4 2017 was Jane Street, an estimated $483K added.
- The largest Invesco Water Resources ETF seller in Q4 2017 was QS Investors, an estimated $82.9M sold.
Based on aggregated 13F filings for Q4 2017.