PHO icon

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 %
BA
276
Bristlecone Advisors
Washington
$66.7K – – –
TAM
277
Townsend Asset Management
North Carolina
$66.4K +$129 +2 +0.2%
CI
278
CX Institutional
Indiana
$65K +$65K +1,000 New
CTWM
279
Cherry Tree Wealth Management
Minnesota
$64.7K – – –
S
280
Sachetta
Massachusetts
$64.5K – – –
TCOV
281
Trust Company of Vermont
Vermont
$64.5K – – –
FFA
282
Frazier Financial Advisors
Ohio
$63.2K – – –
WTA
283
Washington Trust Advisors
Massachusetts
$63.2K – – –
AG
284
AmeriFlex Group
Nevada
$62.3K – – –
NB
285
NBT Bank
New York
$60.8K – – –
KSB
286
Kennebec Savings Bank
Maine
$58.5K +$839 +13 +1%
SWIM
287
Smallwood Wealth Investment Management
New Jersey
$57.4K +$57.4K +890 New
CWM
288
Consultiva Wealth Management
Puerto Rico
$54.8K +$54.8K +850 New
FFA
289
Farther Finance Advisors
California
$53.1K +$36.5K +563 +219%
GWM
290
Geneos Wealth Management
Colorado
$52.9K +$38.1K +590 +257%
M
291
MOTCO
Texas
$51.6K – – –
DF
292
DecisionPoint Financial
Arizona
$51.6K – – –
Bank Julius Baer & Co
293
Bank Julius Baer & Co
Switzerland
$51.6K +$51.6K +708 New
FNWM
294
Financial Network Wealth Management
Utah
$51K +$51K +800 New
BAM
295
Byrne Asset Management
New Jersey
$51K – – –
JFA
296
JNBA Financial Advisors
Minnesota
$48.9K +$2.13K +33 +5%
MIM
297
Marshall Investment Management
Colorado
$48.8K – – –
MFA
298
McClarren Financial Advisors
Pennsylvania
$48K -$12K -151 -20%
AF
299
Allworth Financial
California
$47K – – –
LB
300
Legacy Bridge
Iowa
$45.8K – – –
10 11
12
13 14