Invesco Water Resources ETF
342 hedge funds and large institutions have $718M invested in Invesco Water Resources ETF in 2021 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 89 increasing their positions, 70 reducing their positions, and 32 closing their positions.
125% more first-time investments, than exits
New positions opened: 72 | Existing positions closed: 32
27% more repeat investments, than reductions
Existing positions increased: 89 | Existing positions reduced: 70
19% more capital invested
Capital invested by funds: $604M → $718M (+$113M)
11% more funds holding
Funds holding: 307 → 342 (+35)
2.23% more ownership
Funds ownership: 31.54% → 33.77% (+2.2%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CB
Commerce Bank
Kansas City,
Missouri
|
+$8.44M |
| 2 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$5.38M |
| 3 |
MD
Money Design
Tokyo,
Japan
|
+$5.22M |
| 4 |
Morgan Stanley
New York
|
+$4.2M |
| 5 |
Millennium Management
New York
|
+$2.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIG
FundX Investment Group
San Francisco,
California
|
-$2.96M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$2.39M |
| 3 |
APA
American Portfolios Advisors
Holbrook,
New York
|
-$2.19M |
| 4 |
LPL Financial
San Diego,
California
|
-$1.68M |
| 5 |
Barclays
London,
United Kingdom
|
-$1.49M |
PHO Hedge Fund Activity: Q4 2021 in Review
342 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Invesco Water Resources ETF (PHO) for Q4 2021, worth a combined $718M — up 19% from $604M a quarter earlier.
Buyers outnumbered sellers: 72 funds opened new PHO positions and 32 closed out — a net gain of 40 holders — while 89 added to existing stakes and 70 trimmed.
The largest buyer was Commerce Bank, adding an estimated $8.44M. The largest seller was FundX Investment Group, cutting an estimated $2.96M.
- 342 institutional investors held Invesco Water Resources ETF (PHO) as of Q4 2021, up from 307 in Q3 2021.
- Funds reported $718M of Invesco Water Resources ETF stock for Q4 2021, up 19% quarter-over-quarter.
- 72 funds opened new Invesco Water Resources ETF positions in Q4 2021 and 32 closed out, a net change of +40 holders.
- The largest Invesco Water Resources ETF buyer in Q4 2021 was Commerce Bank, an estimated $8.44M added.
- The largest Invesco Water Resources ETF seller in Q4 2021 was FundX Investment Group, an estimated $2.96M sold.
Based on aggregated 13F filings for Q4 2021.