Invesco Water Resources ETF
299 hedge funds and large institutions have $522M invested in Invesco Water Resources ETF in 2022 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 75 increasing their positions, 72 reducing their positions, and 33 closing their positions.
9% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 33
4% more repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 72
0.55% more ownership
Funds ownership: 33.15% → 33.7% (+0.55%)
0% more funds holding
Funds holding: 299 → 299 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
13% less capital invested
Capital invested by funds: $602M → $522M (-$80.5M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$7.67M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
+$3.15M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$2.39M |
| 4 |
Millennium Management
New York
|
+$2.29M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$1.38M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
TAP Consulting
Kirkwood,
Missouri
|
-$4.96M |
| 2 |
BCM
Beck Capital Management
Austin,
Texas
|
-$2.44M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$2.32M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$2.27M |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$2.24M |
PHO Hedge Fund Activity: Q2 2022 in Review
299 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in Invesco Water Resources ETF (PHO) for Q2 2022, worth a combined $522M — down 13% from $602M a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new PHO positions and 33 closed out — a net gain of 3 holders — while 75 added to existing stakes and 72 trimmed.
The largest buyer was Carson Wealth (CWM LLC), adding an estimated $7.67M. The largest seller was TAP Consulting, cutting an estimated $4.96M.
- 299 institutional investors held Invesco Water Resources ETF (PHO) as of Q2 2022, unchanged from Q1 2022.
- Funds reported $522M of Invesco Water Resources ETF stock for Q2 2022, down 13% quarter-over-quarter.
- 36 funds opened new Invesco Water Resources ETF positions in Q2 2022 and 33 closed out, a net change of +3 holders.
- The largest Invesco Water Resources ETF buyer in Q2 2022 was Carson Wealth (CWM LLC), an estimated $7.67M added.
- The largest Invesco Water Resources ETF seller in Q2 2022 was TAP Consulting, an estimated $4.96M sold.
Based on aggregated 13F filings for Q2 2022.