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Invesco Water Resources ETF
PHO

Overview Fund Activity

368 hedge funds and large institutions have $813M invested in Invesco Water Resources ETF in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 101 increasing their positions, 105 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
368
Holders Change
-7
Holders Change %
-1.87%
% of All Funds
5%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
29
Increased
101
Reduced
105
Closed
32
Calls
$2.11M
Puts
$2.84M
Net Calls
-$729K
Net Calls Change
-$2.91M

Top Buyers

1
GWM
Gitterman Wealth Management
New Jersey
+$23.4M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$11M
3
LPL Financial
LPL Financial
California
+$4.96M
4
SAM
Strive Asset Management
Ohio
+$2.23M
5
CIBC World Market
CIBC World Market
Ontario, Canada
+$1.9M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$9.21M
2
Raymond James Financial
Raymond James Financial
Florida
-$3.77M
3
MA
MONECO Advisors
Connecticut
-$2.68M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.67M
5
Stifel Financial
Stifel Financial
Missouri
-$1.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
OPCM
226
Osborne Partners Capital Management
California
$234K -$225K -3,495 -49%
KF
227
KKM Financial
Illinois
$232K -$76.1K -1,179 -25%
SCTC
228
Sanibel Captiva Trust Company
Florida
$232K – – –
D.E. Shaw & Co
229
D.E. Shaw & Co
New York
$229K -$25.8K -400 -10%
BEI
230
Benjamin Edwards Inc
Missouri
$228K – – –
BMC
231
Beaton Management Company
Massachusetts
$228K – – –
PWMG
232
Pinnacle Wealth Management Group
Michigan
$227K – – –
WWM
233
Western Wealth Management
Colorado
$227K -$516 -8 -0.2%
DWP
234
Daymark Wealth Partners
Ohio
$226K -$38.7K -600 -15%
KFC
235
Klingenstein Fields & Co
New York
$226K – – –
WSFS
236
Wilmington Savings Fund Society
Delaware
$226K – – –
KeyBank National Association
237
KeyBank National Association
Ohio
$219K – – –
MF
238
Montis Financial
Massachusetts
$218K -$16.8K -260 -7%
KHCM
239
Kirtland Hills Capital Management
Ohio
$216K – – –
MEG
240
Millstone Evans Group
Colorado
$213K – – –
VCP
241
Verus Capital Partners
Arizona
$208K -$6.32K -98 -3%
OBGC
242
O'Brien Greene & Co
Pennsylvania
$206K – – –
SFA
243
Sequoia Financial Advisors
Ohio
$206K -$21.8K -338 -10%
LIM
244
Leavell Investment Management
Alabama
$202K +$65 +1 +0%
WP
245
WealthShield Partners
North Carolina
$195K – – –
Fifth Third Bancorp
246
Fifth Third Bancorp
Ohio
$186K +$18.7K +290 +11%
FUBT
247
First United Bank & Trust
Maryland
$181K -$2.26K -35 -1%
HI
248
Harbour Investments
Wisconsin
$175K -$18.6K -288 -10%
BCWM
249
Bartlett & Co Wealth Management
Ohio
$174K – – –
NS
250
NBC Securities
Alabama
$164K +$164K +2,544 +127,200%
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