PHO icon

Invesco Water Resources ETF
PHO

Overview Fund Activity

306 hedge funds and large institutions have $604M invested in Invesco Water Resources ETF in 2021 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 104 increasing their positions, 43 reducing their positions, and 16 closing their positions.

Holders
306
Holders Change
+32
Holders Change %
+11.68%
% of All Funds
5.38%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
52
Increased
104
Reduced
43
Closed
16
Calls
$1.01M
Puts
$449K
Net Calls
+$563K
Net Calls Change
+$750K

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$53.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$59M
3
LPL Financial
3
LPL Financial
California
$28.1M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$11.1M
5
Bank of America
5
Bank of America
North Carolina
$101M

Top Sellers

1
PL
1
Polianta Ltd
Jersey
$12.1M
2
SCC
2
Spring Creek Capital
Kansas
$0
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$18.8M
4
MFM
4
MD Financial Management
Ontario, Canada
$35.3M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$911K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$101M 1,837,205 +78,008 +4%
Morgan Stanley
2
Morgan Stanley
New York
$59M 1,077,324 +153,254 +17%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$53.7M 980,937 +181,425 +23%
UBS Group
4
UBS Group
Switzerland
$47.2M 862,695 +29,059 +3%
MFM
5
MD Financial Management
Ontario, Canada
$35.3M 645,556 -35,111 -5%
LPL Financial
6
LPL Financial
California
$28.1M 514,341 +118,182 +30%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$18.8M 343,532 -80,408 -19%
Osaic Holdings
8
Osaic Holdings
Arizona
$13.4M 244,753 +65,916 +37%
PL
9
Polianta Ltd
Jersey
$12.1M 221,600 -206,000 -48%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$11.1M 203,128 +107,741 +113%
Wells Fargo
11
Wells Fargo
California
$9.29M 169,720 +29,071 +21%
FNBTCON
12
First National Bank & Trust Co of Newtown
Pennsylvania
$8.72M 159,418 -696 -0.4%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$8.45M 154,309 +3,930 +3%
William Blair & Company
14
William Blair & Company
Illinois
$7.01M 128,160 +850 +0.7%
RJA
15
Raymond James & Associates
Florida
$6.39M 116,808 +32,776 +39%
TC
16
TAP Consulting
Missouri
$5.99M 109,440 +13,380 +14%
CB
17
Commerce Bank
Missouri
$4.98M 90,989 +1,752 +2%
BCM
18
Beck Capital Management
Texas
$4.76M 86,994 +7,984 +10%
LW
19
Linscomb Wealth
Texas
$3.82M 69,794 +3 +0%
JPMPWA
20
J.P. Morgan Private Wealth Advisors
California
$3.76M 68,743 +9,314 +16%
Creative Planning
21
Creative Planning
Kansas
$3.46M 63,167 +3,220 +5%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$3.37M 61,560 +9,188 +18%
RMAM
23
Raab & Moskowitz Asset Management
New Jersey
$3.3M 60,293 -2,499 -4%
TAM
24
Tocqueville Asset Management
New York
$3.28M 59,981 +540 +0.9%
CAL
25
Capital Analysts LLC
Pennsylvania
$3.2M 58,537 +51,826 +772%
1
2 3 4 5