PHO icon

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
$5.18M
2
William Blair & Company
William Blair & Company
Illinois
$9.58M
3
FWA
FSM Wealth Advisors
Ohio
$736K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.19M
5
SF
Summit Financial
New Jersey
$1.29M

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$14.3M
2
UBS Group
UBS Group
Switzerland
$29.6M
3
SWA
SOA Wealth Advisors
New York
$57.1K
4
Bank of America
Bank of America
North Carolina
$112M
5
PA
Prism Advisors
California
$11.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
26
Creative Planning
Kansas
$4.5M +$228K +3,260 +5%
BFIC
27
Bedell Frazier Investment Counselling
California
$4.42M -$45.7K -653 -1%
CB
28
Commerce Bank
Missouri
$4.27M -$3.5K -50 -0.1%
RMAM
29
Raab & Moskowitz Asset Management
New Jersey
$4.22M -$27.9K -399 -0.7%
Cerity Partners
30
Cerity Partners
New York
$4.16M +$89.1K +1,274 +2%
ACM
31
Avalon Capital Management
California
$3.98M -$261K -3,733 -6%
Truist Financial
32
Truist Financial
North Carolina
$3.93M +$237K +3,385 +6%
MD
33
Money Design
Japan
$3.91M -$429K -6,138 -10%
LW
34
Linscomb Wealth
Texas
$3.91M -$419K -6,000 -10%
TAM
35
Tocqueville Asset Management
New York
$3.59M -$98.1K -1,403 -3%
Mercer Global Advisors
36
Mercer Global Advisors
Colorado
$3.56M -$97.7K -1,398 -3%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$3.47M +$441K +6,303 +15%
SC
38
Scotia Capital
Ontario, Canada
$3.43M -$41.2K -589 -1%
IA
39
IFP Advisors
Florida
$3.2M +$108K +1,550 +4%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$3.19M +$424K +6,065 +15%
Focus Partners Wealth
41
Focus Partners Wealth
Massachusetts
$2.68M -$90.2K -1,290 -3%
BPA
42
Beacon Pointe Advisors
California
$2.55M -$189K -2,699 -7%
CIBC World Market
43
CIBC World Market
Ontario, Canada
$2.42M +$38.9K +556 +2%
Jones Financial Companies
44
Jones Financial Companies
Missouri
$2.34M +$565K +8,093 +32%
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
$2.33M -$167K -2,395 -7%
DS
46
Dudley & Shanley
Florida
$2.29M – – –
CPIG
47
Chicago Partners Investment Group
Illinois
$2.27M +$284 +4 +0%
RA
48
Rockingstone Advisors
Massachusetts
$2.17M -$39.2K -561 -2%
AWS
49
Atria Wealth Solutions
New York
$2.11M -$770K -11,014 -27%
Citadel Advisors
50
Citadel Advisors
Florida
$2.09M -$199K -2,843 -9%
1
2
3 4 5