Invesco Water Resources ETF
253 hedge funds and large institutions have $468M invested in Invesco Water Resources ETF in 2021 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 62 increasing their positions, 48 reducing their positions, and 19 closing their positions.
128% more call options, than puts
Call options by funds: $732K | Put options by funds: $321K
116% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 19
29% more repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 48
10% more capital invested
Capital invested by funds: $425M → $468M (+$42.9M)
8% more funds holding
Funds holding: 235 → 253 (+18)
0.48% more ownership
Funds ownership: 32.31% → 32.79% (+0.48%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$5.79M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$5.34M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$4.33M |
| 4 |
Morgan Stanley
New York
|
+$3.65M |
| 5 |
TC
TAP Consulting
Kirkwood,
Missouri
|
+$3.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$3.32M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$2.1M |
| 3 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$1.97M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.21M |
| 5 |
MFM
MD Financial Management
Ottawa,
Ontario, Canada
|
-$1.07M |
PHO Hedge Fund Activity: Q1 2021 in Review
253 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Invesco Water Resources ETF (PHO) for Q1 2021, worth a combined $468M — up 10% from $425M a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new PHO positions and 19 closed out — a net gain of 22 holders — while 62 added to existing stakes and 48 trimmed.
The largest buyer was PNC Financial Services Group, adding an estimated $5.79M. The largest seller was Citadel Advisors, cutting an estimated $3.32M.
- 253 institutional investors held Invesco Water Resources ETF (PHO) as of Q1 2021, up from 235 in Q4 2020.
- Funds reported $468M of Invesco Water Resources ETF stock for Q1 2021, up 10% quarter-over-quarter.
- 41 funds opened new Invesco Water Resources ETF positions in Q1 2021 and 19 closed out, a net change of +22 holders.
- The largest Invesco Water Resources ETF buyer in Q1 2021 was PNC Financial Services Group, an estimated $5.79M added.
- The largest Invesco Water Resources ETF seller in Q1 2021 was Citadel Advisors, an estimated $3.32M sold.
Based on aggregated 13F filings for Q1 2021.