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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 %
CWM
301
Consultiva Wealth Management
Puerto Rico
$59.4K – – –
SWA
302
SOA Wealth Advisors
New York
$57.1K -$4.47M -63,857 -99%
DF
303
DecisionPoint Financial
Arizona
$56.9K – – –
M
304
MOTCO
Texas
$56.4K – – –
BAM
305
Byrne Asset Management
New Jersey
$55.2K – – –
BIG
306
Brooklyn Investment Group
New York
$54.5K +$54.5K +779 New
HFS
307
Hantz Financial Services
Michigan
$54K +$54K +779 New
JFA
308
JNBA Financial Advisors
Minnesota
$53K +$70 +1 +0.1%
AF
309
Allworth Financial
California
$50.9K – – –
LB
310
Legacy Bridge
Iowa
$49.6K – – –
BOJHT
311
Bank of Jackson Hole Trust
Wyoming
$47.5K – – –
CFD
312
Creative Financial Designs
Indiana
$46.6K – – –
MCM
313
Manchester Capital Management
Vermont
$44.1K – – –
OP
314
ORG Partners
Indiana
$42.2K – – –
GWM
315
Geneos Wealth Management
Colorado
$41.2K -$16.1K -230 -28%
KFP
316
Keener Financial Planning
Texas
$41K +$41K +600 New
AWM
317
AE Wealth Management
Kansas
$39.8K +$39.1K +559 +5,082%
FCG
318
Financial Connections Group
California
$39K -$10.1K -145 -21%
SIC
319
Salem Investment Counselors
North Carolina
$38.5K – – –
BFO
320
Biltmore Family Office
North Carolina
$38.5K – – –
PA
321
Parallel Advisors
California
$37.2K +$7.55K +108 +25%
SS
322
Sunbelt Securities
Texas
$33.4K – – –
GC
323
Garde Capital
Washington
$31.8K +$31.8K +455 New
PS
324
Principal Securities
Iowa
$30.1K -$11.2K -160 -27%
IWP
325
IAG Wealth Partners
Wisconsin
$29.7K – – –
11 12
13
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