Invesco Water Resources ETF
299 hedge funds and large institutions have $602M invested in Invesco Water Resources ETF in 2022 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 85 increasing their positions, 71 reducing their positions, and 57 closing their positions.
20% more repeat investments, than reductions
Existing positions increased: 85 | Existing positions reduced: 71
0.62% less ownership
Funds ownership: 33.77% → 33.15% (-0.62%)
13% less funds holding
Funds holding: 342 → 299 (-43)
16% less capital invested
Capital invested by funds: $718M → $602M (-$116M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
63% less first-time investments, than exits
New positions opened: 21 | Existing positions closed: 57
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$37.3M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$4.35M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
+$2.41M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$2.28M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.97M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$6.78M |
| 2 |
Morgan Stanley
New York
|
-$4.3M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$4.15M |
| 4 |
SI
Stephens Inc
Little Rock,
Arkansas
|
-$4.15M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$3.7M |
PHO Hedge Fund Activity: Q1 2022 in Review
299 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in Invesco Water Resources ETF (PHO) for Q1 2022, worth a combined $602M — down 16% from $718M a quarter earlier.
Sellers outnumbered buyers: 57 funds closed out of PHO and 21 opened new positions — a net loss of 36 holders — while 71 trimmed existing stakes and 85 added.
The largest buyer was 1832 Asset Management, adding an estimated $37.3M. The largest seller was PNC Financial Services Group, cutting an estimated $6.78M.
- 299 institutional investors held Invesco Water Resources ETF (PHO) as of Q1 2022, down from 342 in Q4 2021.
- Funds reported $602M of Invesco Water Resources ETF stock for Q1 2022, down 16% quarter-over-quarter.
- 21 funds opened new Invesco Water Resources ETF positions in Q1 2022 and 57 closed out, a net change of -36 holders.
- The largest Invesco Water Resources ETF buyer in Q1 2022 was 1832 Asset Management, an estimated $37.3M added.
- The largest Invesco Water Resources ETF seller in Q1 2022 was PNC Financial Services Group, an estimated $6.78M sold.
Based on aggregated 13F filings for Q1 2022.