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Invesco Water Resources ETF
PHO

Overview Fund Activity

364 hedge funds and large institutions have $768M invested in Invesco Water Resources ETF in 2024 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 96 increasing their positions, 94 reducing their positions, and 22 closing their positions.

Holders
364
Holders Change
+7
Holders Change %
+1.96%
% of All Funds
5.3%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
35
Increased
96
Reduced
94
Closed
22
Calls
$1.29M
Puts
$759K
Net Calls
+$526K
Net Calls Change
-$6K

Top Buyers

1
PA
1
Prism Advisors
California
$9.72M
2
LPL Financial
2
LPL Financial
California
$43.4M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$10.4M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$2.5M
5
RJA
5
Raymond James & Associates
Florida
$7.56M

Top Sellers

1
WC
1
Westwind Capital
New Mexico
$1.45M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$11.4M
3
EE
3
EWG Elevate
California
$0
4
Bank of America
4
Bank of America
North Carolina
$106M
5
Morgan Stanley
5
Morgan Stanley
New York
$75.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$106M 1,627,765 -58,138 -3%
Morgan Stanley
2
Morgan Stanley
New York
$75.9M 1,168,841 -42,796 -4%
UBS Group
3
UBS Group
Switzerland
$54.7M 842,489 +9,449 +1%
LPL Financial
4
LPL Financial
California
$43.4M 668,590 +101,342 +18%
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$32.8M 504,572 -19,507 -4%
HighTower Advisors
6
HighTower Advisors
Illinois
$26.3M 405,107 +11,662 +3%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$26.1M 402,507 +5,493 +1%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$23.6M 363,336 +386 +0.1%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$19M 293,232 +19,112 +7%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$15.2M 234,289 +2,090 +0.9%
PL
11
Polianta Ltd
Jersey
$14.4M 221,600 – –
Wells Fargo
12
Wells Fargo
California
$14.4M 221,380 -9,409 -4%
Osaic Holdings
13
Osaic Holdings
Arizona
$11.4M 174,886 -93,823 -35%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$10.4M 160,830 +63,104 +65%
PA
15
Prism Advisors
California
$9.72M 149,822 +140,486 +1,505%
HW
16
Hamilton Wealth
California
$9.04M 139,230 +4,192 +3%
FNBTCON
17
First National Bank & Trust Co of Newtown
Pennsylvania
$8.72M 134,379 -3,919 -3%
William Blair & Company
18
William Blair & Company
Illinois
$8.07M 124,262 -13,193 -10%
SCM
19
Sage Capital Management
New Jersey
$7.65M 117,844 +129 +0.1%
RJA
20
Raymond James & Associates
Florida
$7.56M 116,508 +27,112 +30%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$7.47M 115,121 -2,697 -2%
Stifel Financial
22
Stifel Financial
Missouri
$6.56M 101,057 -75 -0.1%
MD
23
Money Design
Japan
$6.02M 92,751 -28,475 -23%
Ameriprise
24
Ameriprise
Minnesota
$5.85M 90,084 +4,073 +5%
CB
25
Commerce Bank
Missouri
$5.68M 87,575 -193 -0.2%
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