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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 %
FPF
251
First Pacific Financial
Washington
$163K – – –
Simplex Trading
252
Simplex Trading
Illinois
$141K +$68.3K +1,065 +94%
DJSG
253
D.J. St. Germain
Massachusetts
$141K – – –
BSB
254
Bangor Savings Bank
Maine
$137K – – –
ACA
255
Aptus Capital Advisors
Alabama
$135K +$11.3K +175 +9%
FHA
256
First Horizon Advisors
Tennessee
$134K – – –
SWA
257
SOA Wealth Advisors
New York
$130K +$127K +63,655 +6,247%
AAP
258
Arax Advisory Partners
Colorado
$128K – – –
AT
259
Avalon Trust
New Mexico
$127K +$127K +1,975 New
AF
260
Advisornet Financial
Minnesota
$116K – – –
FWM
261
FSA Wealth Management
Massachusetts
$114K -$26.8K -415 -19%
TFM
262
TFC Financial Management
Massachusetts
$114K +$114K +1,763 New
CIAS
263
Capital Investment Advisory Services
North Carolina
$113K +$65 +1 +0.1%
WT
264
Whittier Trust
California
$104K – – –
CWM
265
Centricity Wealth Management
Ohio
$103K – – –
WIM
266
Westside Investment Management
California
$97.8K +$65 +1 +0.1%
MWM
267
MGB Wealth Management
Texas
$93.6K – – –
BF
268
BOK Financial
Oklahoma
$91K -$25.8K -400 -22%
RIL
269
Rothschild Investment LLC
Illinois
$87.1K – – –
PCFFS
270
Pacific Center for Financial Services
California
$86.8K – – –
CWM
271
Crowley Wealth Management
Delaware
$83.9K +$58.1K +900 +225%
JFGIW
272
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$82.3K – – –
CCM
273
Chilton Capital Management
Texas
$75.2K – – –
WT
274
Washington Trust
Rhode Island
$71K – – –
RF
275
Rossby Financial
Florida
$67.5K +$67.5K +1,050 New
9 10
11
12 13