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Invesco Water Resources ETF
PHO

Overview Fund Activity

368 hedge funds and large institutions have $813M invested in Invesco Water Resources ETF in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 101 increasing their positions, 105 reducing their positions, and 32 closing their positions.

Holders
368
Holders Change
-7
Holders Change %
-1.87%
% of All Funds
5%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
29
Increased
101
Reduced
105
Closed
32
Calls
$2.11M
Puts
$2.84M
Net Calls
-$729K
Net Calls Change
-$2.91M

Top Buyers

1
GWM
1
Gitterman Wealth Management
New Jersey
$23.4M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$26.6M
3
LPL Financial
3
LPL Financial
California
$53.4M
4
SAM
4
Strive Asset Management
Ohio
$2.23M
5
CIBC World Market
5
CIBC World Market
Ontario, Canada
$2.2M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$39.3M
2
Raymond James Financial
2
Raymond James Financial
Florida
$30.2M
3
MA
3
MONECO Advisors
Connecticut
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$24.5M
5
Stifel Financial
5
Stifel Financial
Missouri
$5.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$2.01M -$311K -4,820 -13%
CWM
52
Congress Wealth Management
Massachusetts
$1.94M +$903 +14 +0%
SWM
53
Silverlake Wealth Management
Vermont
$1.92M -$92.5K -1,433 -5%
Goldman Sachs
54
Goldman Sachs
New York
$1.87M -$218K -3,378 -10%
ORC
55
O'Rourke & Company
Massachusetts
$1.82M +$2.26K +35 +0.1%
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$1.82M -$33.1K -513 -2%
VAM
57
Verity Asset Management
North Carolina
$1.78M +$11.5K +178 +0.6%
PCM
58
Parsons Capital Management
Rhode Island
$1.78M -$355K -5,500 -17%
CFMC
59
Curbstone Financial Management Corp
New Hampshire
$1.72M – – –
SPIA
60
Steward Partners Investment Advisory
New York
$1.71M -$15.1K -234 -0.9%
HH
61
Hilltop Holdings
Texas
$1.69M -$248K -3,850 -13%
PAG
62
Private Advisor Group
New Jersey
$1.68M -$243K -3,774 -13%
Wealth Enhancement Advisory Services
63
Wealth Enhancement Advisory Services
Minnesota
$1.65M -$26.4K -409 -2%
Jones Financial Companies
64
Jones Financial Companies
Missouri
$1.64M +$468K +7,280 +40%
TC
65
Trust Company
Kansas
$1.62M – – –
CAPTRUST Financial Advisors
66
CAPTRUST Financial Advisors
North Carolina
$1.58M +$77.9K +1,208 +5%
CIBC Private Wealth Group
67
CIBC Private Wealth Group
Georgia
$1.56M -$104K -1,793 -6%
SWM
68
SeaCrest Wealth Management
New York
$1.53M -$7.16K -111 -0.5%
Fidelity Investments
69
Fidelity Investments
Massachusetts
$1.53M +$87.5K +1,356 +6%
JWCA
70
J.W. Cole Advisors
Florida
$1.42M +$690K +10,688 +94%
PWAC
71
Private Wealth Advisors (California)
California
$1.39M +$12.7K +197 +0.9%
CAL
72
Capital Analysts LLC
Pennsylvania
$1.38M -$16.2K -251 -1%
Rockefeller Capital Management
73
Rockefeller Capital Management
New York
$1.38M +$92.1K +1,427 +7%
NP
74
Nilsine Partners
Colorado
$1.37M -$147K -2,286 -10%
Mariner
75
Mariner
Kansas
$1.33M -$552K -8,555 -29%
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