Invesco Water Resources ETF
205 hedge funds and large institutions have $281M invested in Invesco Water Resources ETF in 2020 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 48 increasing their positions, 53 reducing their positions, and 31 closing their positions.
0.62% more ownership
Funds ownership: 30.48% → 31.1% (+0.62%)
9% less repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 53
4% less funds holding
Funds holding: 213 → 205 (-8)
13% less first-time investments, than exits
New positions opened: 27 | Existing positions closed: 31
18% less capital invested
Capital invested by funds: $341M → $281M (-$59.7M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFM
MD Financial Management
Ottawa,
Ontario, Canada
|
+$10.4M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$2.9M |
| 3 |
Morgan Stanley
New York
|
+$2.24M |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$2.05M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Arlington Capital Management
Arlington Heights,
Illinois
|
-$12.3M |
| 2 |
Lazard Asset Management
New York
|
-$1.62M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$1.25M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$1.19M |
| 5 |
Goldman Sachs
New York
|
-$994K |
PHO Hedge Fund Activity: Q1 2020 in Review
205 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in Invesco Water Resources ETF (PHO) for Q1 2020, worth a combined $281M — down 18% from $341M a quarter earlier.
Sellers outnumbered buyers: 31 funds closed out of PHO and 27 opened new positions — a net loss of 4 holders — while 53 trimmed existing stakes and 48 added.
The largest buyer was MD Financial Management, adding an estimated $10.4M. The largest seller was Arlington Capital Management, exiting entirely with an estimated $12.3M sold.
- 205 institutional investors held Invesco Water Resources ETF (PHO) as of Q1 2020, down from 213 in Q4 2019.
- Funds reported $281M of Invesco Water Resources ETF stock for Q1 2020, down 18% quarter-over-quarter.
- 27 funds opened new Invesco Water Resources ETF positions in Q1 2020 and 31 closed out, a net change of -4 holders.
- The largest Invesco Water Resources ETF buyer in Q1 2020 was MD Financial Management, an estimated $10.4M added.
- The largest Invesco Water Resources ETF seller in Q1 2020 was Arlington Capital Management, an estimated $12.3M sold.
Based on aggregated 13F filings for Q1 2020.