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Invesco Water Resources ETF
PHO

Overview Fund Activity

384 hedge funds and large institutions have $848M invested in Invesco Water Resources ETF in 2025 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 99 increasing their positions, 112 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
384
Holders Change
+16
Holders Change %
+4.35%
% of All Funds
5.15%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
45
Increased
99
Reduced
112
Closed
21
Calls
$531K
Puts
$1.54M
Net Calls
-$1.01M
Net Calls Change
-$278K

Top Buyers

1
SAM
Strive Asset Management
Ohio
+$2.77M
2
William Blair & Company
William Blair & Company
Illinois
+$1.24M
3
FWA
FSM Wealth Advisors
Ohio
+$736K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$682K
5
SF
Summit Financial
New Jersey
+$671K

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$14.5M
2
UBS Group
UBS Group
Switzerland
-$12.9M
3
SWA
SOA Wealth Advisors
New York
-$4.47M
4
Bank of America
Bank of America
North Carolina
-$4.28M
5
PA
Prism Advisors
California
-$2.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
EH
226
Equitable Holdings
New York
$248K +$248K +3,554 New
BMC
227
Beaton Management Company
Massachusetts
$247K – – –
PWMG
228
Pinnacle Wealth Management Group
Michigan
$246K – – –
TIA
229
Traphagen Investment Advisors
New Jersey
$245K -$30.5K -436 -11%
KFC
230
Klingenstein Fields & Co
New York
$245K – – –
WSFS
231
Wilmington Savings Fund Society
Delaware
$245K – – –
DWP
232
Daymark Wealth Partners
Ohio
$245K – – –
KHCM
233
Kirtland Hills Capital Management
Ohio
$243K – – –
BEI
234
Benjamin Edwards Inc
Missouri
$243K -$4.48K -64 -2%
P
235
&Partners
Tennessee
$240K +$240K +3,456 New
APA
236
Astoria Portfolio Advisors
New York
$238K +$238K +3,360 New
KeyBank National Association
237
KeyBank National Association
Ohio
$237K – – –
MEG
238
Millstone Evans Group
Colorado
$231K – – –
RWP
239
RWA Wealth Partners
Massachusetts
$227K -$70.5K -1,008 -24%
OBGC
240
O'Brien Greene & Co
Pennsylvania
$224K – – –
JFGIW
241
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$223K +$134K +1,910 +150%
MF
242
Montis Financial
Massachusetts
$216K -$20.8K -297 -9%
KCFA
243
Key Client Fiduciary Advisors
New Jersey
$215K +$215K +3,080 New
BIG
244
Brookwood Investment Group
Arizona
$214K +$214K +3,059 New
AGP
245
Autumn Glory Partners
Texas
$213K +$213K +3,047 New
JWA
246
JFS Wealth Advisors
Pennsylvania
$212K -$100K -1,430 -32%
WP
247
WealthShield Partners
North Carolina
$211K -$350 -5 -0.2%
EFS
248
Essex Financial Services
Connecticut
$210K +$210K +3,003 New
AP
249
Aspect Partners
Virginia
$210K +$210K +3,000 New
PSCM
250
Per Stirling Capital Management
Texas
$209K +$209K +2,991 New
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