Invesco Water Resources ETF
168 hedge funds and large institutions have $241M invested in Invesco Water Resources ETF in 2018 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 36 increasing their positions, 30 reducing their positions, and 15 closing their positions.
561% more capital inflows, than outflows
Capital inflows: $67.4M | Capital outflows: $10.2M
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
67% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 15
20% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 30
6.79% more ownership
Funds ownership: 20.96% → 27.74% (+6.8%)
6% more funds holding
Funds holding: 158 → 168 (+10)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$44.9M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$6.92M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$2.74M |
| 4 |
Goldman Sachs
New York
|
+$1.76M |
| 5 |
Tuttle Capital Management
Riverside,
Connecticut
|
+$1.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Q3 Asset Management
Birmingham,
Michigan
|
-$3.95M |
| 2 |
MD Financial Management
Ottawa,
Ontario, Canada
|
-$1.84M |
| 3 |
Freedom Investment Management
Hartford,
Connecticut
|
-$1.23M |
| 4 |
Verity Asset Management
Durham,
North Carolina
|
-$503K |
| 5 |
First City Capital Management
Savannah,
Georgia
|
-$485K |
PHO Hedge Fund Activity: Q3 2018 in Review
168 of the 4,392 institutional investors tracked by Wall St. Rank reported a position in Invesco Water Resources ETF (PHO) for Q3 2018, worth a combined $241M — up 38% from $174M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new PHO positions and 15 closed out — a net gain of 10 holders — while 36 added to existing stakes and 30 trimmed.
The largest buyer was Bank of America, adding an estimated $44.9M. The largest seller was Q3 Asset Management, exiting entirely with an estimated $3.95M sold.
- 168 institutional investors held Invesco Water Resources ETF (PHO) as of Q3 2018, up from 158 in Q2 2018.
- Funds reported $241M of Invesco Water Resources ETF stock for Q3 2018, up 38% quarter-over-quarter.
- 25 funds opened new Invesco Water Resources ETF positions in Q3 2018 and 15 closed out, a net change of +10 holders.
- The largest Invesco Water Resources ETF buyer in Q3 2018 was Bank of America, an estimated $44.9M added.
- The largest Invesco Water Resources ETF seller in Q3 2018 was Q3 Asset Management, an estimated $3.95M sold.
Based on aggregated 13F filings for Q3 2018.