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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 %
BIM
326
Breakwater Investment Management
Washington
$29.6K – – –
OSAM
327
O'Shaughnessy Asset Management
Connecticut
$29.4K +$70 +1 +0.2%
BTI
328
Blue Trust Inc
Georgia
$29.1K – – –
CAM
329
Costello Asset Management
Pennsylvania
$28.7K +$70 +1 +0.2%
GI
330
GAMMA Investing
California
$28.5K – – –
AssetMark Inc
331
AssetMark Inc
California
$28.3K +$1.47K +21 +5%
ETS
332
ESL Trust Services
New York
$28K – – –
RPA
333
Redwood Park Advisors
California
$27.1K – – –
GRP
334
Global Retirement Partners
California
$25.2K +$25.2K +360 New
HBW
335
Hazlett, Burt & Watson
West Virginia
$25K +$70 +1 +0.3%
GIA
336
GHP Investment Advisors
Colorado
$24.6K +$70 +1 +0.3%
PSB
337
Piscataqua Savings Bank
New Hampshire
$24.5K – – –
KGP
338
Keystone Global Partners
Colorado
$23.2K -$70 -1 -0.3%
IAS
339
IMA Advisory Services
Colorado
$22.7K – – –
GSWM
340
Golden State Wealth Management
California
$22.2K +$4.89K +70 +28%
CA
341
Crewe Advisors
Utah
$20.7K +$20.7K +296 New
DFA
342
DHJJ Financial Advisors
Illinois
$19.3K – – –
NECFA
343
New England Capital Financial Advisors
Connecticut
$19.1K +$70 +1 +0.4%
AWM
344
Abound Wealth Management
Tennessee
$18.4K – – –
CA
345
Clearstead Advisors
Ohio
$18K – – –
FWA
346
Flagship Wealth Advisors
Massachusetts
$17.8K – – –
HI
347
Horizon Investments
North Carolina
$17.7K – – –
BWL
348
Bogart Wealth LLC
Virginia
$15.5K – – –
CAL
349
Capital Advisors Ltd
Ohio
$15K +$15K +215 New
TIM
350
Tortoise Investment Management
New York
$14.7K – – –
12 13
14
15 16