PHO icon

Invesco Water Resources ETF

370 hedge funds and large institutions have $887M invested in Invesco Water Resources ETF in 2025 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 117 increasing their positions, 90 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

less funds holding

Funds holding:

10% less call options, than puts

Call options by funds: $368K | Put options by funds: $411K

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

21% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 24

Holders
370
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$368K
Puts
$411K
Net Calls
Net Calls Change

Top Buyers

1 +$6.15M
2 +$2.52M
3 +$1.64M
4
UBS Group
UBS Group
Switzerland
+$1.46M
5
Morgan Stanley
Morgan Stanley
New York
+$1.39M

Top Sellers

1 -$2.09M
2 -$1.19M
3 -$957K
4
Ameriprise
Ameriprise
Minnesota
-$783K
5
Goldman Sachs
Goldman Sachs
New York
-$688K
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$5M
Creative Planning
27
Creative Planning
Kansas
$4.71M
BFIC
28
Bedell Frazier Investment Counselling
California
$4.55M
CB
29
Commerce Bank
Missouri
$4.37M
Cerity Partners
30
Cerity Partners
New York
$4.29M
RMAM
31
Raab & Moskowitz Asset Management
New Jersey
$4.25M
Truist Financial
32
Truist Financial
North Carolina
$4.11M
ACM
33
Avalon Capital Management
California
$4.1M
LW
34
Linscomb Wealth
Texas
$4.03M
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$3.81M
TAM
36
Tocqueville Asset Management
New York
$3.71M
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$3.63M
Mercer Global Advisors
38
Mercer Global Advisors
Colorado
$3.62M
SC
39
Scotia Capital
Ontario, Canada
$3.51M
BPA
40
Beacon Pointe Advisors
California
$2.86M
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$2.69M
Jones Financial Companies
42
Jones Financial Companies
Missouri
$2.68M
Focus Partners Wealth
43
Focus Partners Wealth
Massachusetts
$2.64M
CIBC World Market
44
CIBC World Market
Ontario, Canada
$2.51M
DS
45
Dudley & Shanley
Florida
$2.36M
PAG
46
Private Advisor Group
New Jersey
$2.34M
CPIG
47
Chicago Partners Investment Group
Illinois
$2.34M
JP Morgan Chase
48
JP Morgan Chase
New York
$2.33M
RA
49
Rockingstone Advisors
Massachusetts
$2.22M
VanEck Associates
50
VanEck Associates
New York
$2.07M