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Invesco Water Resources ETF
PHO

Overview Fund Activity

382 hedge funds and large institutions have $845M invested in Invesco Water Resources ETF in 2025 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 98 increasing their positions, 111 reducing their positions, and 21 closing their positions.

Holders
382
Holders Change
+14
Holders Change %
+3.8%
% of All Funds
5.13%
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
98
Reduced
111
Closed
21
Calls
$7K
Puts
$1.26M
Net Calls
-$1.25M
Net Calls Change
-$522K

Top Buyers

1
SAM
1
Strive Asset Management
Ohio
$5.18M
2
GIM
2
Glenmede Investment Management
Pennsylvania
$1.66M
3
William Blair & Company
3
William Blair & Company
Illinois
$9.58M
4
MFG
4
Mustico Financial Group
New York
$855K
5
FWA
5
FSM Wealth Advisors
Ohio
$736K

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$14.3M
2
UBS Group
2
UBS Group
Switzerland
$29.6M
3
SWA
3
SOA Wealth Advisors
New York
$57.1K
4
Bank of America
4
Bank of America
North Carolina
$112M
5
PA
5
Prism Advisors
California
$11.4M
Name Market Value Shares Shares
Change 		Shares
Change %
WT
276
Whittier Trust
California
$113K 1,616 – –
CWM
277
Centricity Wealth Management
Ohio
$112K 1,603 – –
WIM
278
Westside Investment Management
California
$106K 1,515 – –
FFA
279
Farther Finance Advisors
California
$106K 1,511 +691 +84%
MWM
280
MGB Wealth Management
Texas
$101K 1,450 – –
CWM
281
Crowley Wealth Management
Delaware
$101K 1,450 +150 +12%
BF
282
BOK Financial
Oklahoma
$98.6K 1,410 – –
RIL
283
Rothschild Investment LLC
Illinois
$94.4K 1,350 – –
PCFFS
284
Pacific Center for Financial Services
California
$94K 1,345 – –
CCM
285
Chilton Capital Management
Texas
$81.4K 1,165 – –
RF
286
Rossby Financial
Florida
$73.4K 1,050 – –
BA
287
Bristlecone Advisors
Washington
$72.3K 1,034 – –
TAM
288
Townsend Asset Management
North Carolina
$72K 1,031 +2 +0.2%
CTWM
289
Cherry Tree Wealth Management
Minnesota
$70.1K 1,002 – –
CI
290
CX Institutional
Indiana
$70K 1,000 – –
TCOV
291
Trust Company of Vermont
Vermont
$69.9K 1,000 – –
S
292
Sachetta
Massachusetts
$69.9K 1,000 – –
FFA
293
Frazier Financial Advisors
Ohio
$68.8K 984 +4 +0.4%
WTA
294
Washington Trust Advisors
Massachusetts
$68.5K 980 – –
AG
295
AmeriFlex Group
Nevada
$67.4K 966 – –
NB
296
NBT Bank
New York
$65.9K 943 – –
KSB
297
Kennebec Savings Bank
Maine
$63.3K 906 – –
BlackRock
298
BlackRock
New York
$63K 901 +651 +260%
CWM
299
Consultiva Wealth Management
Puerto Rico
$59.4K 850 – –
SWA
300
SOA Wealth Advisors
New York
$57.1K 817 -63,857 -99%
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12
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