PHO icon

Invesco Water Resources ETF
PHO

Overview Fund Activity

357 hedge funds and large institutions have $798M invested in Invesco Water Resources ETF in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 91 increasing their positions, 104 reducing their positions, and 22 closing their positions.

Holders
357
Holders Change
+5
Holders Change %
+1.42%
% of All Funds
5.18%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
34
Increased
91
Reduced
104
Closed
22
Calls
$985K
Puts
$453K
Net Calls
+$532K
Net Calls Change
+$736K

Top Buyers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$34.9M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$15.5M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$17.9M
4
EE
4
EWG Elevate
California
$4.19M
5
MA
5
MONECO Advisors
Connecticut
$2.79M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$80.7M
2
Ameriprise
2
Ameriprise
Minnesota
$5.78M
3
EFH
3
Eaton Financial Holdings
Florida
$311K
4
TF
4
Theory Financial
Colorado
$0
5
GBWM
5
Granite Bay Wealth Management
New Hampshire
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$112M 1,685,903 +8,510 +0.5%
Morgan Stanley
2
Morgan Stanley
New York
$80.7M 1,211,637 -1,251,401 -51%
UBS Group
3
UBS Group
Switzerland
$55.5M 833,040 +3,834 +0.5%
LPL Financial
4
LPL Financial
California
$37.8M 567,248 -23,060 -4%
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$34.9M 524,079 +312,475 +148%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$26.4M 397,014 -13,979 -3%
HighTower Advisors
7
HighTower Advisors
Illinois
$26.2M 393,445 -44,618 -10%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$24.2M 362,950 +20,604 +6%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$18.2M 274,120 +1,852 +0.7%
Osaic Holdings
10
Osaic Holdings
Arizona
$17.9M 268,709 +67,228 +33%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$15.5M 232,199 +213,881 +1,168%
Wells Fargo
12
Wells Fargo
California
$15.4M 230,789 +2,840 +1%
PL
13
Polianta Ltd
Jersey
$14.8M 221,600 – –
CAN
14
Cetera Advisor Networks
California
$13.9M 209,432 +2,666 +1%
FNBTCON
15
First National Bank & Trust Co of Newtown
Pennsylvania
$9.21M 138,298 -4,525 -3%
William Blair & Company
16
William Blair & Company
Illinois
$9.15M 137,455 +1,099 +0.8%
HW
17
Hamilton Wealth
California
$8.99M 135,038 +2,084 +2%
MD
18
Money Design
Japan
$8.07M 121,226 -35,262 -23%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$7.84M 117,818 -27,168 -19%
SCM
20
Sage Capital Management
New Jersey
$7.84M 117,715 +1,004 +0.9%
Stifel Financial
21
Stifel Financial
Missouri
$6.73M 101,132 +11,871 +13%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$6.51M 97,726 -40,150 -29%
RJA
23
Raymond James & Associates
Florida
$5.95M 89,396 -2,121 -2%
CB
24
Commerce Bank
Missouri
$5.84M 87,768 -334 -0.4%
Ameriprise
25
Ameriprise
Minnesota
$5.78M 86,011 -133,314 -61%
1
2 3 4 5