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
$26.6M
3
LPL Financial
LPL Financial
California
$53.4M
4
SAM
Strive Asset Management
Ohio
$2.23M
5
CIBC World Market
CIBC World Market
Ontario, Canada
$2.2M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$39.3M
2
Raymond James Financial
Raymond James Financial
Florida
$30.2M
3
MA
MONECO Advisors
Connecticut
$0
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$24.5M
5
Stifel Financial
Stifel Financial
Missouri
$5.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
NECFA
326
New England Capital Financial Advisors
Connecticut
$17.6K – – –
AWM
327
Abound Wealth Management
Tennessee
$17K – – –
VWM
328
Valley Wealth Managers
New Jersey
$16.7K – – –
CCM
329
Coldstream Capital Management
Washington
$16.6K +$16.6K +258 New
CA
330
Clearstead Advisors
Ohio
$16.6K – – –
FWA
331
Flagship Wealth Advisors
Massachusetts
$16.4K +$64 +1 +0.4%
HI
332
Horizon Investments
North Carolina
$16.3K – – –
BlackRock
333
BlackRock
New York
$16.1K – – –
GSWM
334
Golden State Wealth Management
California
$16K – – –
BWL
335
Bogart Wealth LLC
Virginia
$14.3K -$7.42K -115 -34%
TIM
336
Tortoise Investment Management
New York
$13.5K – – –
LWCFA
337
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$13K – – –
PP
338
Pacifica Partners
Canada
$12.9K – – –
CFFP
339
Center for Financial Planning
Michigan
$12.9K – – –
CPA
340
Cardiff Park Advisors
California
$12.9K – – –
CA
341
Continuum Advisory
Idaho
$12.3K – – –
PTC
342
Private Trust Company
Ohio
$9.36K – – –
GWSA
343
Global Wealth Strategies & Associates
Colorado
$9.23K – – –
AAG
344
Armstrong Advisory Group
Massachusetts
$9.01K – – –
HFS
345
Hughes Financial Services
Virginia
$7.58K +$7.58K +117 New
CTA
346
Colonial Trust Advisors
South Carolina
$7.42K – – –
BAM
347
Bellevue Asset Management
Washington
$7.17K – – –
VNA
348
Valley National Advisers
Pennsylvania
$7K – – –
EWM
349
Evermay Wealth Management
Virginia
$6.9K – – –
SMA
350
Sage Mountain Advisors
Georgia
$6.71K – – –
12 13
14
15 16