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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 %
WAG
251
Winthrop Advisory Group
Massachusetts
$207K +$207K +2,966 New
MT
252
Midwest Trust
Kansas
$207K +$207K +2,959 New
BCM
253
Beck Capital Management
Texas
$205K +$205K +2,937 New
LIM
254
Leavell Investment Management
Alabama
$205K -$14.1K -201 -6%
VCP
255
Verus Capital Partners
Arizona
$204K -$20.9K -299 -9%
JCM
256
Jacobi Capital Management
Pennsylvania
$203K +$203K +2,906 New
TNBTD
257
Trustmark National Bank Trust Department
Mississippi
$203K +$203K +2,898 New
CW
258
CreativeOne Wealth
Kansas
$203K +$203K +2,897 New
Fifth Third Bancorp
259
Fifth Third Bancorp
Ohio
$202K – – –
HI
260
Harbour Investments
Wisconsin
$192K +$2.31K +33 +1%
FUBT
261
First United Bank & Trust
Maryland
$190K -$6.64K -95 -3%
BCWM
262
Bartlett & Co Wealth Management
Ohio
$189K – – –
AC
263
AlphaCore Capital
California
$181K -$78.1K -1,117 -30%
NS
264
NBC Securities
Alabama
$165K -$12.3K -176 -7%
DJSG
265
D.J. St. Germain
Massachusetts
$153K – – –
BSB
266
Bangor Savings Bank
Maine
$149K – – –
ACA
267
Aptus Capital Advisors
Alabama
$146K – – –
FHA
268
First Horizon Advisors
Tennessee
$145K – – –
AAP
269
Arax Advisory Partners
Colorado
$141K +$1.4K +20 +1%
AT
270
Avalon Trust
New Mexico
$138K – – –
CIA
271
Choate Investment Advisors
Massachusetts
$134K +$134K +1,921 New
BMM
272
Berkshire Money Management
Massachusetts
$130K +$130K +1,863 New
AF
273
Advisornet Financial
Minnesota
$126K – – –
FWM
274
FSA Wealth Management
Massachusetts
$124K – – –
TFM
275
TFC Financial Management
Massachusetts
$123K +$210 +3 +0.2%
9 10
11
12 13