Invesco Water Resources ETF
368 hedge funds and large institutions have $769M invested in Invesco Water Resources ETF in 2024 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 98 increasing their positions, 95 reducing their positions, and 22 closing their positions.
69% more call options, than puts
Call options by funds: $1.28M | Put options by funds: $759K
59% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 22
2% more funds holding
Funds holding: 360 → 368 (+8)
3% more repeat investments, than reductions
Existing positions increased: 98 | Existing positions reduced: 95
1% less ownership
Funds ownership: 37.61% → 36.61% (-1%)
4% less capital invested
Capital invested by funds: $798M → $769M (-$29.4M)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PA
Prism Advisors
Studio City,
California
|
+$9.24M |
| 2 |
LPL Financial
San Diego,
California
|
+$6.67M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$4.15M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$1.96M |
| 5 |
SFC
Strategic Financial Concepts
San Antonio,
Texas
|
+$1.82M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$6.17M |
| 2 |
EE
EWG Elevate
Roseville,
California
|
-$4.19M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$3.83M |
| 4 |
Morgan Stanley
New York
|
-$2.82M |
| 5 |
BWL
Bogart Wealth LLC
Mclean,
Virginia
|
-$2.52M |
PHO Hedge Fund Activity: Q2 2024 in Review
368 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Invesco Water Resources ETF (PHO) for Q2 2024, worth a combined $769M — down 3.7% from $798M a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new PHO positions and 22 closed out — a net gain of 13 holders — while 98 added to existing stakes and 95 trimmed.
The largest buyer was Prism Advisors, adding an estimated $9.24M. The largest seller was Osaic Holdings, cutting an estimated $6.17M.
- 368 institutional investors held Invesco Water Resources ETF (PHO) as of Q2 2024, up from 360 in Q1 2024.
- Funds reported $769M of Invesco Water Resources ETF stock for Q2 2024, down 3.7% quarter-over-quarter.
- 35 funds opened new Invesco Water Resources ETF positions in Q2 2024 and 22 closed out, a net change of +13 holders.
- The largest Invesco Water Resources ETF buyer in Q2 2024 was Prism Advisors, an estimated $9.24M added.
- The largest Invesco Water Resources ETF seller in Q2 2024 was Osaic Holdings, an estimated $6.17M sold.
Based on aggregated 13F filings for Q2 2024.