Invesco Water Resources ETF
235 hedge funds and large institutions have $425M invested in Invesco Water Resources ETF in 2020 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 61 increasing their positions, 41 reducing their positions, and 13 closing their positions.
223% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 13
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
49% more repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 41
20% more capital invested
Capital invested by funds: $353M → $425M (+$71.5M)
14% more funds holding
Funds holding: 206 → 235 (+29)
0.17% more ownership
Funds ownership: 32.14% → 32.31% (+0.17%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$4.23M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$1.07M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$780K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$761K |
| 5 |
Morgan Stanley
New York
|
+$570K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.52M |
| 2 |
MFM
MD Financial Management
Ottawa,
Ontario, Canada
|
-$1.46M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
-$981K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$685K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$654K |
PHO Hedge Fund Activity: Q4 2020 in Review
235 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in Invesco Water Resources ETF (PHO) for Q4 2020, worth a combined $425M — up 20% from $353M a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new PHO positions and 13 closed out — a net gain of 29 holders — while 61 added to existing stakes and 41 trimmed.
The largest buyer was PNC Financial Services Group, adding an estimated $4.23M. The largest seller was Citadel Advisors, cutting an estimated $1.52M.
- 235 institutional investors held Invesco Water Resources ETF (PHO) as of Q4 2020, up from 206 in Q3 2020.
- Funds reported $425M of Invesco Water Resources ETF stock for Q4 2020, up 20% quarter-over-quarter.
- 42 funds opened new Invesco Water Resources ETF positions in Q4 2020 and 13 closed out, a net change of +29 holders.
- The largest Invesco Water Resources ETF buyer in Q4 2020 was PNC Financial Services Group, an estimated $4.23M added.
- The largest Invesco Water Resources ETF seller in Q4 2020 was Citadel Advisors, an estimated $1.52M sold.
Based on aggregated 13F filings for Q4 2020.