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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 %
KG
376
Kilter Group
New York
$3.64K +$3.64K +52 New
AFG
377
Albion Financial Group
Utah
$2.87K – – –
SC
378
SouthState Corp
Florida
$2.45K – – –
VNA
379
Valley National Advisers
Pennsylvania
$2K -$3.9K -78 -66%
POIA
380
Pin Oak Investment Advisors
Texas
$2K – – –
FG
381
Fairman Group
Pennsylvania
$1.27K – – –
PCA
382
Providence Capital Advisors
North Carolina
$839 +$839 +12 New
LWA
383
Lowe Wealth Advisors
Maryland
$489 – – –
Citigroup
384
Citigroup
New York
$489 +$489 +7 New
HNB
385
Huntington National Bank
Ohio
$70 -$65 – –
PWAC
386
Private Wealth Advisors (California)
California
– -$1.39M -21,540 Closed
Two Sigma Investments
387
Two Sigma Investments
New York
– -$503K -7,800 Closed
WB
388
Webster Bank
Connecticut
– -$337K -5,220 Closed
TSS
389
Two Sigma Securities
New York
– -$273K -4,238 Closed
FTUS
390
Flow Traders U.S.
New York
– -$256K -3,967 Closed
D.E. Shaw & Co
391
D.E. Shaw & Co
New York
– -$229K -3,554 Closed
WWM
392
Western Wealth Management
Colorado
– -$227K -3,520 Closed
Simplex Trading
393
Simplex Trading
Illinois
– -$141K -2,199 Closed
WT
394
Washington Trust
Rhode Island
– -$71K -1,100 Closed
MIM
395
Marshall Investment Management
Colorado
– -$48.8K -756 Closed
Bank Julius Baer & Co
396
Bank Julius Baer & Co
Switzerland
– -$51.6K -708 Closed
MFA
397
McClarren Financial Advisors
Pennsylvania
– -$48K -604 Closed
VWM
398
Valley Wealth Managers
New Jersey
– -$16.7K -259 Closed
CCM
399
Coldstream Capital Management
Washington
– -$16.6K -258 Closed
CA
400
Continuum Advisory
Idaho
– -$12.3K -191 Closed
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