Invesco Water Resources ETF
316 hedge funds and large institutions have $665M invested in Invesco Water Resources ETF in 2023 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 86 increasing their positions, 92 reducing their positions, and 25 closing their positions.
428% more call options, than puts
Call options by funds: $6.19M | Put options by funds: $1.17M
9% more capital invested
Capital invested by funds: $610M → $665M (+$54.6M)
8% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 25
0.22% more ownership
Funds ownership: 35.48% → 35.71% (+0.22%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
1% less funds holding
Funds holding: 318 → 316 (-2)
7% less repeat investments, than reductions
Existing positions increased: 86 | Existing positions reduced: 92
Top Buyers
| 1 |
ACM
Avalon Capital Management
Port Of Redwood City,
California
|
+$4.65M |
| 2 |
HW
Hamilton Wealth
Encino,
California
|
+$2.33M |
| 3 |
LPL Financial
San Diego,
California
|
+$2.24M |
| 4 |
Morgan Stanley
New York
|
+$1.15M |
| 5 |
Millennium Management
New York
|
+$1.14M |
Top Sellers
PHO Hedge Fund Activity: Q2 2023 in Review
316 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco Water Resources ETF (PHO) for Q2 2023, worth a combined $665M — up 8.9% from $610M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new PHO positions and 25 closed out — a net gain of 2 holders — while 86 added to existing stakes and 92 trimmed.
The largest buyer was Avalon Capital Management, opening a new position worth an estimated $4.65M. The largest seller was Seaview Investment Managers, exiting entirely with an estimated $2.11M sold.
- 316 institutional investors held Invesco Water Resources ETF (PHO) as of Q2 2023, down from 318 in Q1 2023.
- Funds reported $665M of Invesco Water Resources ETF stock for Q2 2023, up 8.9% quarter-over-quarter.
- 27 funds opened new Invesco Water Resources ETF positions in Q2 2023 and 25 closed out, a net change of +2 holders.
- The largest Invesco Water Resources ETF buyer in Q2 2023 was Avalon Capital Management, an estimated $4.65M added.
- The largest Invesco Water Resources ETF seller in Q2 2023 was Seaview Investment Managers, an estimated $2.11M sold.
Based on aggregated 13F filings for Q2 2023.