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Invesco Water Resources ETF
PHO

Overview Fund Activity

317 hedge funds and large institutions have $610M invested in Invesco Water Resources ETF in 2023 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 89 increasing their positions, 84 reducing their positions, and 23 closing their positions.

Holders
317
Holders Change
+10
Holders Change %
+3.26%
% of All Funds
5.08%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
38
Increased
89
Reduced
84
Closed
23
Calls
$6.15M
Puts
$133K
Net Calls
+$6.01M
Net Calls Change
+$12M

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$23.9M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$20.7M
3
LPL Financial
3
LPL Financial
California
$31.3M
4
CAN
4
Cetera Advisor Networks
California
$10.7M
5
Bank of America
5
Bank of America
North Carolina
$93.9M

Top Sellers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$12.2M
2
TA
2
Tactive Advisors
Florida
$0
3
KAS
3
Kestra Advisory Services
Texas
$1.56M
4
Chevy Chase Trust
4
Chevy Chase Trust
Maryland
$0
5
CAL
5
Capital Analysts LLC
Pennsylvania
$1.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$93.9M 1,760,507 +53,323 +3%
Morgan Stanley
2
Morgan Stanley
New York
$61.6M 1,154,177 +20,508 +2%
UBS Group
3
UBS Group
Switzerland
$44M 824,679 +32,679 +4%
LPL Financial
4
LPL Financial
California
$31.3M 586,421 +99,605 +20%
HighTower Advisors
5
HighTower Advisors
Illinois
$23.9M 448,630 +405,033 +929%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$20.7M 388,011 +137,273 +55%
MD
7
Money Design
Japan
$16.6M 310,951 -6,844 -2%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$14.7M 275,862 -127 -0%
1832 Asset Management
9
1832 Asset Management
Ontario, Canada
$12.2M 227,890 -359,231 -61%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$11.9M 223,847 -18,515 -8%
PL
11
Polianta Ltd
Jersey
$11.8M 221,600 – –
Osaic Holdings
12
Osaic Holdings
Arizona
$11.5M 215,740 +6,478 +3%
CAN
13
Cetera Advisor Networks
California
$10.7M 200,692 +60,596 +43%
Wells Fargo
14
Wells Fargo
California
$10.1M 189,484 +42,799 +29%
WP
15
WealthSpring Partners
California
$9.67M 181,197 +44 +0%
FNBTCON
16
First National Bank & Trust Co of Newtown
Pennsylvania
$8.07M 151,368 -3,170 -2%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$7.68M 143,922 +13,865 +11%
William Blair & Company
18
William Blair & Company
Illinois
$7.03M 131,712 +281 +0.2%
CB
19
Commerce Bank
Missouri
$6.29M 117,882 -9,920 -8%
Stifel Financial
20
Stifel Financial
Missouri
$5.19M 97,297 +2,298 +2%
RJA
21
Raymond James & Associates
Florida
$5.18M 97,160 +48,211 +98%
Ameriprise
22
Ameriprise
Minnesota
$4.49M 84,214 -12,433 -13%
PAG
23
Private Advisor Group
New Jersey
$4.34M 81,389 +12,395 +18%
CCA
24
Conservest Capital Advisors
Pennsylvania
$4.03M 75,552 +54 +0.1%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$4.02M 75,374 +3,620 +5%
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