PHO icon

Invesco Water Resources ETF
PHO

Overview Fund Activity

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, 35 increasing their positions, 37 reducing their positions, and 8 closing their positions.

Holders
167
Holders Change
+24
Holders Change %
+16.78%
% of All Funds
3.79%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
33
Increased
35
Reduced
37
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MFM
1
MD Financial Management
Ontario, Canada
$26.2M
2
QAM
2
Q3 Asset Management
Michigan
$3.55M
3
H
3
HoyleCohen
California
$2M
4
WIA
4
Wealthstreet Investment Advisors
Texas
$896K
5
Jane Street
5
Jane Street
New York
$929K

Top Sellers

1
QI
1
QS Investors
New York
$0
2
CFMC
2
Curbstone Financial Management Corp
New Hampshire
$525K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
RMAM
4
Raab & Moskowitz Asset Management
New Jersey
$4.33M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$1.69M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$58.2M 1,922,502 -6,733 -0.3%
MFM
2
MD Financial Management
Ontario, Canada
$26.2M 866,691 +866,691 New
Morgan Stanley
3
Morgan Stanley
New York
$18.8M 620,266 -1,898 -0.3%
UBS Group
4
UBS Group
Switzerland
$12.5M 411,521 +6,429 +2%
PL
5
Polianta Ltd
Jersey
$9.35M 309,000 – –
FNBTCON
6
First National Bank & Trust Co of Newtown
Pennsylvania
$5.8M 191,594 -995 -0.5%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$5M 165,158 -385 -0.2%
BCM
8
Beck Capital Management
Texas
$4.73M 156,236 +10,335 +7%
RMAM
9
Raab & Moskowitz Asset Management
New Jersey
$4.33M 143,086 -10,420 -7%
William Blair & Company
10
William Blair & Company
Illinois
$3.83M 126,470 +1,025 +0.8%
LPL Financial
11
LPL Financial
California
$3.56M 117,715 +7,789 +7%
QAM
12
Q3 Asset Management
Michigan
$3.55M 117,169 +117,169 New
Wells Fargo
13
Wells Fargo
California
$3.1M 102,484 +7,304 +8%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$2.79M 92,199 +2,800 +3%
VAM
15
Verity Asset Management
North Carolina
$2.54M 81,570 -3,032 -4%
Citadel Advisors
16
Citadel Advisors
Florida
$2.41M 79,537 -8,924 -10%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$2.34M 77,249 -1,286 -2%
HCMNY
18
Howard Capital Management (New York)
New York
$2.22M 73,323 +435 +0.6%
LW
19
Linscomb Wealth
Texas
$2.14M 70,792 +3 +0%
CB
20
Commerce Bank
Missouri
$2.09M 69,100 – –
H
21
HoyleCohen
California
$2M 65,892 +65,892 New
Bank of New York Mellon
22
Bank of New York Mellon
New York
$1.69M 55,710 -9,404 -14%
CS
23
Credit Suisse
Switzerland
$1.61M 53,082 +2,055 +4%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$1.49M 49,053 -2,392 -5%
BCM
25
BTR Capital Management
California
$1.32M 43,550 -5,000 -10%
1
2 3 4 5