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
Doug Baxley@Merit Financial Group, Llc
Recent Activity
Decreased -49.39%
0.01%
$373,908
5,683 shares@ 65.8 avg price
Randall Eli Joseph@Secure Asset Management, Llc
Recent Activity
Increased 9.48%
0.06%
$357,956
5,441 shares@ 65.79 avg price
Jason MacGregor@Minichmacgregor Wealth Management, Llc
Recent Activity
Increased 1.11%
0.08%
$344,542
5,237 shares@ 65.79 avg price
Mark J. Riley@Transform Wealth, Llc
Recent Activity
Increased 43.36%
0.02%
$322,831
4,907 shares@ 65.79 avg price
David Benning@Lpwm Llc
Recent Activity
0.1%
$295,200
4,487 shares@ 65.8 avg price
Brian Goodstadt@Paragon Capital Management Ltd
Recent Activity
Increased 0.14%
0.06%
$292,144
4,440 shares@ 65.8 avg price
Aryn Sands@Mcelhenny Sheffield Capital Management, Llc
Recent Activity
0.1%
$288,821
4,390 shares@ 65.8 avg price
Jennifer Valteau@Truwealth Advisors, Llc
Recent Activity
Increased 3.51%
0.02%
$279,427
4,247 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
Loni Adams@Daymark Wealth Partners, Llc
Recent Activity
0.02%
$269,739
4,100 shares@ 65.79 avg price