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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 %
Creative Planning
26
Creative Planning
Kansas
$4.5M 64,385 +3,260 +5%
BFIC
27
Bedell Frazier Investment Counselling
California
$4.42M 63,161 -653 -1%
CB
28
Commerce Bank
Missouri
$4.27M 61,065 -50 -0.1%
RMAM
29
Raab & Moskowitz Asset Management
New Jersey
$4.22M 60,297 -399 -0.7%
Cerity Partners
30
Cerity Partners
New York
$4.16M 59,490 +1,274 +2%
ACM
31
Avalon Capital Management
California
$3.98M 56,969 -3,733 -6%
Truist Financial
32
Truist Financial
North Carolina
$3.93M 56,223 +3,385 +6%
MD
33
Money Design
Japan
$3.91M 55,953 -6,138 -10%
LW
34
Linscomb Wealth
Texas
$3.91M 55,887 -6,000 -10%
TAM
35
Tocqueville Asset Management
New York
$3.59M 51,308 -1,403 -3%
Mercer Global Advisors
36
Mercer Global Advisors
Colorado
$3.56M 50,932 -1,398 -3%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$3.47M 49,651 +6,303 +15%
SC
38
Scotia Capital
Ontario, Canada
$3.43M 49,083 -589 -1%
IA
39
IFP Advisors
Florida
$3.2M 45,831 +1,550 +4%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$3.19M 45,664 +6,065 +15%
Focus Partners Wealth
41
Focus Partners Wealth
Massachusetts
$2.68M 38,322 -1,290 -3%
BPA
42
Beacon Pointe Advisors
California
$2.55M 36,444 -2,699 -7%
CIBC World Market
43
CIBC World Market
Ontario, Canada
$2.42M 34,633 +556 +2%
Jones Financial Companies
44
Jones Financial Companies
Missouri
$2.34M 33,529 +8,093 +32%
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
$2.33M 33,261 -2,395 -7%
DS
46
Dudley & Shanley
Florida
$2.29M 32,780 – –
CPIG
47
Chicago Partners Investment Group
Illinois
$2.27M 32,038 +4 +0%
RA
48
Rockingstone Advisors
Massachusetts
$2.17M 31,074 -561 -2%
AWS
49
Atria Wealth Solutions
New York
$2.11M 30,127 -11,014 -27%
Citadel Advisors
50
Citadel Advisors
Florida
$2.09M 29,860 -2,843 -9%
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