PHO icon

Invesco Water Resources ETF
PHO

Overview Fund Activity

352 hedge funds and large institutions have $794M invested in Invesco Water Resources ETF in 2023 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 79 increasing their positions, 107 reducing their positions, and 22 closing their positions.

Holders
352
Holders Change
+37
Holders Change %
+11.75%
% of All Funds
5.16%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
62
Increased
79
Reduced
107
Closed
22
Calls
$1.07M
Puts
$1.27M
Net Calls
-$204K
Net Calls Change
-$3.78M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$150M
2
SCM
2
Sage Capital Management
New Jersey
$7.1M
3
KAS
3
Kestra Advisory Services
Texas
$4.76M
4
TA
4
Tactive Advisors
Florida
$2.39M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$2.42M

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$0
2
MD
2
Money Design
Japan
$9.52M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$12.3M
4
LPL Financial
4
LPL Financial
California
$35.9M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$8.82M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$150M 2,463,038 +1,245,621 +102%
Bank of America
2
Bank of America
North Carolina
$102M 1,677,393 -30,398 -2%
UBS Group
3
UBS Group
Switzerland
$50.5M 829,206 -17,765 -2%
LPL Financial
4
LPL Financial
California
$35.9M 590,308 -42,583 -7%
HighTower Advisors
5
HighTower Advisors
Illinois
$26.7M 438,063 -15,662 -3%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$25M 410,993 +18,491 +5%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$20.8M 342,346 -18,916 -5%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$16.6M 272,268 -893 -0.3%
Wells Fargo
9
Wells Fargo
California
$13.9M 227,949 +14,138 +7%
PL
10
Polianta Ltd
Jersey
$13.5M 221,600 – –
Ameriprise
11
Ameriprise
Minnesota
$13.3M 219,325 +13,390 +7%
1832 Asset Management
12
1832 Asset Management
Ontario, Canada
$12.9M 211,604 -5,024 -2%
CAN
13
Cetera Advisor Networks
California
$12.6M 206,766 +170 +0.1%
Osaic Holdings
14
Osaic Holdings
Arizona
$12.3M 201,481 -43,600 -18%
MD
15
Money Design
Japan
$9.52M 156,488 -63,706 -29%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$8.82M 144,986 -33,946 -19%
FNBTCON
17
First National Bank & Trust Co of Newtown
Pennsylvania
$8.69M 142,823 -1,090 -0.8%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$8.39M 137,876 -4,178 -3%
William Blair & Company
19
William Blair & Company
Illinois
$8.3M 136,356 -143 -0.1%
HW
20
Hamilton Wealth
California
$8.09M 132,954 -886 -0.7%
SCM
21
Sage Capital Management
New Jersey
$7.1M 116,711 +116,711 New
RJA
22
Raymond James & Associates
Florida
$5.57M 91,517 -414 -0.5%
Stifel Financial
23
Stifel Financial
Missouri
$5.43M 89,261 +2,881 +3%
CB
24
Commerce Bank
Missouri
$5.36M 88,102 -415 -0.5%
KAS
25
Kestra Advisory Services
Texas
$4.76M 78,292 +46,271 +145%
1
2 3 4 5