Invesco Water Resources ETF
213 hedge funds and large institutions have $341M invested in Invesco Water Resources ETF in 2019 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 56 increasing their positions, 40 reducing their positions, and 14 closing their positions.
179% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 14
40% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 40
13% more capital invested
Capital invested by funds: $301M → $341M (+$40M)
12% more funds holding
Funds holding: 190 → 213 (+23)
0.92% more ownership
Funds ownership: 29.56% → 30.48% (+0.92%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
10% less call options, than puts
Call options by funds: $243K | Put options by funds: $270K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PL
Polianta Ltd
St Helier,
Jersey
|
+$17.9M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$8.3M |
| 3 |
LPL Financial
San Diego,
California
|
+$2.56M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$2.49M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$2.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFM
MD Financial Management
Ottawa,
Ontario, Canada
|
-$12.9M |
| 2 |
BCM
Barometer Capital Management
Toronto,
Ontario, Canada
|
-$3.27M |
| 3 |
ACM
Arlington Capital Management
Arlington Heights,
Illinois
|
-$2.56M |
| 4 |
BCM
Beck Capital Management
Austin,
Texas
|
-$1.92M |
| 5 |
VC
Vicus Capital
State College,
Pennsylvania
|
-$1.26M |
PHO Hedge Fund Activity: Q4 2019 in Review
213 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in Invesco Water Resources ETF (PHO) for Q4 2019, worth a combined $341M — up 13% from $301M a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new PHO positions and 14 closed out — a net gain of 25 holders — while 56 added to existing stakes and 40 trimmed.
The largest buyer was Polianta Ltd, opening a new position worth an estimated $17.9M. The largest seller was MD Financial Management, cutting an estimated $12.9M.
- 213 institutional investors held Invesco Water Resources ETF (PHO) as of Q4 2019, up from 190 in Q3 2019.
- Funds reported $341M of Invesco Water Resources ETF stock for Q4 2019, up 13% quarter-over-quarter.
- 39 funds opened new Invesco Water Resources ETF positions in Q4 2019 and 14 closed out, a net change of +25 holders.
- The largest Invesco Water Resources ETF buyer in Q4 2019 was Polianta Ltd, an estimated $17.9M added.
- The largest Invesco Water Resources ETF seller in Q4 2019 was MD Financial Management, an estimated $12.9M sold.
Based on aggregated 13F filings for Q4 2019.