PHO

Invesco Water Resources Etf

Latest period2024 - Q4Total superinvestors58

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 58 superinvestors own shares of Invesco Water Resources Etf (PHO), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Invesco Water Resources Etf (PHO), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Invesco Water Resources Etf (PHO) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Invesco Water Resources Etf (PHO) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Brandt Sakakeeny@Rockingstone Advisors Llc
Recent Activity
Decreased -26.94%
0.96%
$2.158M
32,800 shares@ 65.79 avg price
Ronald Lenihan@Seacrest Wealth Management, Llc
Recent Activity
Decreased -5.13%
0.17%
$1.568M
23,832 shares@ 65.79 avg price
Marla Wooton@Miracle Mile Advisors, Llc
Recent Activity
Decreased -2.02%
0.03%
$1.078M
16,386 shares@ 65.79 avg price
Jason Kaplan@Howard Capital Management Group, Llc
Recent Activity
Decreased -12.98%
0.04%
$579,872
8,814 shares@ 65.79 avg price
Theresa Fanning@Clarus Wealth Advisors
Recent Activity
Decreased -2.3%
0.27%
$529,301
8,097 shares@ 65.38 avg price
Doug Baxley@Merit Financial Group, Llc
Recent Activity
Decreased -49.39%
0.01%
$373,908
5,683 shares@ 65.8 avg price
KATHRYN MARSICO@Traphagen Investment Advisors Llc
Recent Activity
Decreased -5.9%
0.03%
$278,642
4,235 shares@ 65.8 avg price
Amanda Ross@Ameritas Advisory Services, Llc
Recent Activity
Decreased -3.75%
0.01%
$253,244
3,849 shares@ 65.8 avg price
Keith Sanders@First United Bank & Trust
Recent Activity
Decreased -2.56%
0.07%
$187,173
2,845 shares@ 65.8 avg price
DAVID TODD CLARK@Westside Investment Management, Inc.
Recent Activity
Decreased -28.65%
0.03%
$99,638
1,514 shares@ 65.82 avg price