Stock TransactionsH2O AMERICA

Total Bought
5,157,349
157 transactions
Total Sold
5,376,210
130 transactions
Net
-218,861
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
BlackRock, Inc.6,417,7337,106,413+688,6800.010.01-0.00buy
TWO SIGMA INVESTMENTS, LP250,332806,493+556,1610.010.04+0.02buy
Sixth Street Partners Management Company, L.P.0503,037+503,0370.000.00+0.00buy
WELLINGTON MANAGEMENT GROUP LLP1,613,5711,995,839+382,2680.020.02+0.00buy
RAYMOND JAMES FINANCIAL INC27,625315,073+287,4480.000.01+0.00buy
VICTORY CAPITAL MANAGEMENT INC911,8951,168,734+256,8390.030.04+0.01buy
Assenagon Asset Management S.A.0179,910+179,9100.000.01+0.01buy
River Road Asset Management, LLC0126,659+126,6590.000.09+0.09buy
STATE STREET CORP1,431,1511,554,683+123,5320.000.00-0.00buy
Nuveen, LLC232,092337,662+105,5700.000.00+0.00buy
D. E. Shaw & Co., Inc.39,175135,525+96,3500.000.01+0.00buy
GEODE CAPITAL MANAGEMENT, LLC897,076992,465+95,3890.000.00-0.00buy
BARROW HANLEY MEWHINNEY & STRAUSS LLC409,650504,368+94,7180.080.09+0.01buy
GOLDMAN SACHS GROUP INC342,043436,328+94,2850.000.00+0.00buy
Jump Financial, LLC6,80098,963+92,1630.010.05+0.05buy
ATLAS Infrastructure Partners (UK) Ltd.4,532,0844,612,035+79,9519.368.50-0.87buy
Invesco Ltd.700,595776,317+75,7220.010.00-0.00buy
ExodusPoint Capital Management, LP6,05471,917+65,8630.000.04+0.04buy
Squarepoint Ops LLC105,642170,129+64,4870.010.02+0.01buy
DUFF & PHELPS INVESTMENT MANAGEMENT CO111,795175,972+64,1770.070.10+0.03buy
MIROVA195,246244,550+49,3040.470.55+0.08buy
AQR CAPITAL MANAGEMENT LLC171,652215,916+44,2640.000.00-0.00buy
NORTHERN TRUST CORP373,310415,397+42,0870.000.00+0.00buy
BNP PARIBAS FINANCIAL MARKETS49,86690,724+40,8580.000.00+0.00buy
Headlands Technologies LLC036,827+36,8270.000.24+0.24buy
Schonfeld Strategic Advisors LLC76,114111,566+35,4520.040.04-0.00buy
OCCUDO QUANTITATIVE STRATEGIES LP61,36196,174+34,8130.190.31+0.12buy
Resolution Capital Ltd482,460515,795+33,3350.600.58-0.02buy
Quantinno Capital Management LP41,96074,057+32,0970.000.01+0.00buy
FRANKLIN RESOURCES INC118,879149,693+30,8140.000.00+0.00buy
Aquatic Capital Management LLC030,387+30,3870.000.06+0.06buy
Atom Investors LP030,036+30,0360.000.16+0.16buy
Legal & General Group Plc543,482571,546+28,0640.010.01-0.00buy
Man Group plc026,236+26,2360.000.00+0.00buy
SOROS FUND MANAGEMENT LLC1,228,7471,254,368+25,6210.991.00+0.01buy
Bridgefront Capital, LLC4,98130,464+25,4830.070.49+0.42buy
Jain Global LLC025,175+25,1750.000.02+0.02buy
Cetera Investment Advisers12,19937,152+24,9530.000.00+0.00buy
STATE OF WISCONSIN INVESTMENT BOARD112,568135,656+23,0880.020.02+0.00buy
WESBANCO BANK INC022,400+22,4000.000.03+0.03buy
CHARLES SCHWAB INVESTMENT MANAGEMENT INC482,170503,037+20,8670.000.00-0.00buy
UBS Group AG149,943168,194+18,2510.000.00+0.00buy
Corient Private Wealth LLC15,46033,311+17,8510.000.00+0.00buy
MIRABELLA FINANCIAL SERVICES LLP4,64522,494+17,8490.030.13+0.11buy
KBC Group NV593,161610,164+17,0030.090.08-0.01buy
CAPITAL FUND MANAGEMENT S.A.016,671+16,6710.000.01+0.01buy
ENVESTNET ASSET MANAGEMENT INC016,646+16,6460.000.00+0.00buy
WELLS FARGO & COMPANY/MN32,54049,041+16,5010.000.00+0.00buy
Bank of New York Mellon Corp190,189206,376+16,1870.000.00+0.00buy
Brevan Howard Capital Management LP36,91551,863+14,9480.020.04+0.02buy
FOX RUN MANAGEMENT, L.L.C.014,715+14,7150.000.15+0.15buy
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM30,78744,868+14,0810.000.00+0.00buy
GABELLI FUNDS LLC149,647162,779+13,1320.060.06+0.00buy
Tidal Investments LLC012,006+12,0060.000.00+0.00buy
ProShare Advisors LLC115,855127,660+11,8050.010.01+0.00buy
CITIGROUP INC9,23220,784+11,5520.000.00+0.00buy
Zurcher Kantonalbank (Zurich Cantonalbank)7,75519,181+11,4260.000.00+0.00buy
Entropy Technologies, LP010,930+10,9300.000.03+0.03buy
CANADA LIFE ASSURANCE Co58,61368,605+9,9920.010.01+0.00buy
DIMENSIONAL FUND ADVISORS LP705,345714,601+9,2560.010.01-0.00buy
PRICE T ROWE ASSOCIATES INC /MD/40,18949,413+9,2240.000.00+0.00buy
MACQUARIE GROUP LTD12,13821,145+9,0070.000.01+0.00buy
MARSHALL WACE, LLP08,791+8,7910.000.00+0.00buy
PRINCIPAL FINANCIAL GROUP INC181,412189,995+8,5830.010.01-0.00buy
Jackson Creek Investment Advisors LLC08,531+8,5310.000.17+0.17buy
MARTINGALE ASSET MANAGEMENT L P14,31822,318+8,0000.020.03+0.01buy
Dynamic Technology Lab Private Ltd06,801+6,8010.000.09+0.09buy
BANK OF MONTREAL /CAN/13,22919,663+6,4340.000.00+0.00buy
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP06,337+6,3370.000.00+0.00buy
LPL Financial LLC10,28116,370+6,0890.000.00+0.00buy
Arax Advisory Partners2225,609+5,3870.000.00+0.00buy
Swiss National Bank72,80077,600+4,8000.000.00+0.00buy
MERCER GLOBAL ADVISORS INC /ADV7,68312,106+4,4230.000.00+0.00buy
XTX Topco Ltd04,401+4,4010.000.00+0.00buy
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC131,696136,071+4,3750.000.00-0.00buy
Creative Planning10,39714,420+4,0230.000.00+0.00buy
E. Ohman J:or Asset Management AB51,18755,208+4,0210.080.08-0.00buy
Maryland State Retirement & Pension System38,60042,450+3,8500.050.04-0.00buy
CAPTRUST FINANCIAL ADVISORS03,806+3,8060.000.00+0.00buy
GSA CAPITAL PARTNERS LLP03,795+3,7950.000.01+0.01buy
Phillips Wealth Planners LLC03,679+3,6790.000.17+0.17buy
Vanguard Personalized Indexing Management, LLC03,621+3,6210.000.00+0.00buy
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC10,19913,813+3,6140.000.00+0.00buy
GREENLEAF TRUST03,400+3,4000.000.00+0.00buy
CERTIOR FINANCIAL GROUP, LLC03,343+3,3430.000.11+0.11buy
Illinois Municipal Retirement Fund16,00919,163+3,1540.010.01+0.00buy
Loudon Investment Management, LLC6,2309,230+3,0000.200.28+0.08buy
Handelsbanken Fonder AB9,96512,765+2,8000.000.00+0.00buy
Focus Partners Wealth4,1196,902+2,7830.000.00+0.00buy
VEGA INVESTMENT SOLUTIONS2362,700+2,4640.000.02+0.02buy
PRUDENTIAL FINANCIAL INC37,73340,083+2,3500.000.00-0.00buy
ALLIANCEBERNSTEIN L.P.39,70141,801+2,1000.000.00+0.00buy
MetLife Investment Management, LLC18,51520,610+2,0950.010.01+0.00buy
Ballentine Partners, LLC3,8825,725+1,8430.000.00+0.00buy
KEYBANK NATIONAL ASSOCIATION/OH3,9995,808+1,8090.000.00+0.00buy
Integrated Wealth Concepts LLC01,703+1,7030.000.00+0.00buy
NEW YORK STATE COMMON RETIREMENT FUND11,36913,069+1,7000.000.00+0.00buy
Police & Firemen's Retirement System of New Jersey8,86310,450+1,5870.000.00+0.00buy
FMR LLC8,66710,231+1,5640.000.00+0.00buy
CoreCommodity Management, LLC22,75124,261+1,5100.250.29+0.05buy
Page 1 of 4