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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 %
CIAS
276
Capital Investment Advisory Services
North Carolina
$122K +$70 +1 +0.1%
BFP
277
Briaud Financial Planning
Texas
$121K +$121K +1,744 New
WT
278
Whittier Trust
California
$113K – – –
CWM
279
Centricity Wealth Management
Ohio
$112K – – –
WIM
280
Westside Investment Management
California
$106K – – –
FFA
281
Farther Finance Advisors
California
$106K +$48.3K +691 +84%
MWM
282
MGB Wealth Management
Texas
$101K – – –
CWM
283
Crowley Wealth Management
Delaware
$101K +$10.5K +150 +12%
BF
284
BOK Financial
Oklahoma
$98.6K – – –
RIL
285
Rothschild Investment LLC
Illinois
$94.4K – – –
PCFFS
286
Pacific Center for Financial Services
California
$94K – – –
CCM
287
Chilton Capital Management
Texas
$81.4K – – –
RF
288
Rossby Financial
Florida
$73.4K – – –
BA
289
Bristlecone Advisors
Washington
$72.3K – – –
TAM
290
Townsend Asset Management
North Carolina
$72K +$140 +2 +0.2%
CTWM
291
Cherry Tree Wealth Management
Minnesota
$70.1K – – –
CI
292
CX Institutional
Indiana
$70K – – –
S
293
Sachetta
Massachusetts
$69.9K – – –
TCOV
294
Trust Company of Vermont
Vermont
$69.9K – – –
FFA
295
Frazier Financial Advisors
Ohio
$68.8K +$280 +4 +0.4%
WTA
296
Washington Trust Advisors
Massachusetts
$68.5K – – –
AG
297
AmeriFlex Group
Nevada
$67.4K – – –
NB
298
NBT Bank
New York
$65.9K – – –
KSB
299
Kennebec Savings Bank
Maine
$63.3K – – –
BlackRock
300
BlackRock
New York
$63K +$45.5K +651 +260%
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12
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