Invesco Water Resources ETF
200 hedge funds and large institutions have $318M invested in Invesco Water Resources ETF in 2020 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 43 increasing their positions, 51 reducing their positions, and 19 closing their positions.
13% more capital invested
Capital invested by funds: $281M → $318M (+$36.4M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.02% less ownership
Funds ownership: 31.1% → 31.08% (-0.02%)
2% less funds holding
Funds holding: 205 → 200 (-5)
16% less repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 51
16% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$10.1M |
| 2 |
MFM
MD Financial Management
Ottawa,
Ontario, Canada
|
+$1.33M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.16M |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
+$885K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$706K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$8.25M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$7.85M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$1.33M |
| 4 |
Morgan Stanley
New York
|
-$1.21M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.19M |
PHO Hedge Fund Activity: Q2 2020 in Review
200 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in Invesco Water Resources ETF (PHO) for Q2 2020, worth a combined $318M — up 13% from $281M a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of PHO and 16 opened new positions — a net loss of 3 holders — while 51 trimmed existing stakes and 43 added.
The largest buyer was PNC Financial Services Group, adding an estimated $10.1M. The largest seller was Bank of America, cutting an estimated $8.25M.
- 200 institutional investors held Invesco Water Resources ETF (PHO) as of Q2 2020, down from 205 in Q1 2020.
- Funds reported $318M of Invesco Water Resources ETF stock for Q2 2020, up 13% quarter-over-quarter.
- 16 funds opened new Invesco Water Resources ETF positions in Q2 2020 and 19 closed out, a net change of -3 holders.
- The largest Invesco Water Resources ETF buyer in Q2 2020 was PNC Financial Services Group, an estimated $10.1M added.
- The largest Invesco Water Resources ETF seller in Q2 2020 was Bank of America, an estimated $8.25M sold.
Based on aggregated 13F filings for Q2 2020.