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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
$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 %
PAG
51
Private Advisor Group
New Jersey
$2.06M +$239K +3,415 +13%
Wealth Enhancement Advisory Services
52
Wealth Enhancement Advisory Services
Minnesota
$2.04M +$210K +2,932 +11%
SWM
53
Silverlake Wealth Management
Vermont
$2.03M -$41.3K -591 -2%
JWCA
54
J.W. Cole Advisors
Florida
$1.99M +$446K +6,377 +29%
PCIA
55
Prime Capital Investment Advisors
Kansas
$1.98M -$1.08M -15,495 -35%
ORC
56
O'Rourke & Company
Massachusetts
$1.98M +$1.47K +21 +0.1%
SPIA
57
Steward Partners Investment Advisory
New York
$1.93M +$75.2K +1,075 +4%
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$1.92M -$53.1K -760 -3%
PCM
59
Parsons Capital Management
Rhode Island
$1.91M -$14K -200 -0.7%
VAM
60
Verity Asset Management
North Carolina
$1.89M -$41.7K -597 -2%
CFMC
61
Curbstone Financial Management Corp
New Hampshire
$1.87M – – –
HH
62
Hilltop Holdings
Texas
$1.83M – – –
Fidelity Investments
63
Fidelity Investments
Massachusetts
$1.83M +$172K +2,454 +10%
TC
64
Trust Company
Kansas
$1.75M – – –
CIBC Private Wealth Group
65
CIBC Private Wealth Group
Georgia
$1.75M -$132K -1,894 -7%
CAPTRUST Financial Advisors
66
CAPTRUST Financial Advisors
North Carolina
$1.73M +$13.6K +195 +0.8%
SA
67
Sovran Advisors
California
$1.67M +$417K +5,867 +33%
GIM
68
Glenmede Investment Management
Pennsylvania
$1.66M +$1.66M +23,715 New
VanEck Associates
69
VanEck Associates
New York
$1.65M +$315K +4,502 +24%
SWM
70
SeaCrest Wealth Management
New York
$1.6M -$56.8K -813 -3%
MML Investors Services
71
MML Investors Services
Massachusetts
$1.56M +$116K +1,652 +8%
CAL
72
Capital Analysts LLC
Pennsylvania
$1.5M +$4.68K +67 +0.3%
NP
73
Nilsine Partners
Colorado
$1.49M +$7.55K +108 +0.5%
Corient Private Wealth
74
Corient Private Wealth
Florida
$1.48M +$55.4K +792 +4%
Cambridge Investment Research Advisors
75
Cambridge Investment Research Advisors
Iowa
$1.47M -$709K -10,147 -33%
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