PHO icon

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 %
DF
301
DecisionPoint Financial
Arizona
$56.9K 800 – –
M
302
MOTCO
Texas
$56.4K 800 – –
BAM
303
Byrne Asset Management
New Jersey
$55.2K 790 – –
BIG
304
Brooklyn Investment Group
New York
$54.5K 779 +779 New
HFS
305
Hantz Financial Services
Michigan
$54K 779 +779 New
JFA
306
JNBA Financial Advisors
Minnesota
$53K 759 +1 +0.1%
AF
307
Allworth Financial
California
$50.9K 728 – –
LB
308
Legacy Bridge
Iowa
$49.6K 710 – –
BOJHT
309
Bank of Jackson Hole Trust
Wyoming
$47.5K 680 – –
CFD
310
Creative Financial Designs
Indiana
$46.6K 666 – –
MCM
311
Manchester Capital Management
Vermont
$44.1K 631 – –
OP
312
ORG Partners
Indiana
$42.2K 593 – –
GWM
313
Geneos Wealth Management
Colorado
$41.2K 590 -230 -28%
KFP
314
Keener Financial Planning
Texas
$41K 600 +600 New
AWM
315
AE Wealth Management
Kansas
$39.8K 570 +559 +5,082%
FCG
316
Financial Connections Group
California
$39K 558 -145 -21%
SIC
317
Salem Investment Counselors
North Carolina
$38.5K 550 – –
BFO
318
Biltmore Family Office
North Carolina
$38.5K 550 – –
PA
319
Parallel Advisors
California
$37.2K 532 +108 +25%
SS
320
Sunbelt Securities
Texas
$33.4K 507 – –
GC
321
Garde Capital
Washington
$31.8K 455 +455 New
PS
322
Principal Securities
Iowa
$30.1K 430 -160 -27%
IWP
323
IAG Wealth Partners
Wisconsin
$29.7K 425 – –
BIM
324
Breakwater Investment Management
Washington
$29.6K 424 – –
OSAM
325
O'Shaughnessy Asset Management
Connecticut
$29.4K 420 +1 +0.2%
11 12
13
14 15