Invesco Water Resources ETF
206 hedge funds and large institutions have $353M invested in Invesco Water Resources ETF in 2020 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 39 increasing their positions, 51 reducing their positions, and 15 closing their positions.
53% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 15
11% more capital invested
Capital invested by funds: $318M → $353M (+$35.7M)
3% more funds holding
Funds holding: 200 → 206 (+6)
1.06% more ownership
Funds ownership: 31.08% → 32.14% (+1.1%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
24% less repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 51
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$4.73M |
| 2 |
TAM
Tocqueville Asset Management
New York
|
+$1.88M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.36M |
| 4 |
Goldman Sachs
New York
|
+$901K |
| 5 |
RGC
Roberts, Glore & Co
Deerfield,
Illinois
|
+$794K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MML Investors Services
Springfield,
Massachusetts
|
-$1.7M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$886K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$835K |
| 4 |
Morgan Stanley
New York
|
-$746K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$527K |
PHO Hedge Fund Activity: Q3 2020 in Review
206 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in Invesco Water Resources ETF (PHO) for Q3 2020, worth a combined $353M — up 11% from $318M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new PHO positions and 15 closed out — a net gain of 8 holders — while 39 added to existing stakes and 51 trimmed.
The largest buyer was PNC Financial Services Group, adding an estimated $4.73M. The largest seller was MML Investors Services, exiting entirely with an estimated $1.7M sold.
- 206 institutional investors held Invesco Water Resources ETF (PHO) as of Q3 2020, up from 200 in Q2 2020.
- Funds reported $353M of Invesco Water Resources ETF stock for Q3 2020, up 11% quarter-over-quarter.
- 23 funds opened new Invesco Water Resources ETF positions in Q3 2020 and 15 closed out, a net change of +8 holders.
- The largest Invesco Water Resources ETF buyer in Q3 2020 was PNC Financial Services Group, an estimated $4.73M added.
- The largest Invesco Water Resources ETF seller in Q3 2020 was MML Investors Services, an estimated $1.7M sold.
Based on aggregated 13F filings for Q3 2020.