Invesco Water Resources ETF
373 hedge funds and large institutions have $822M invested in Invesco Water Resources ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 104 increasing their positions, 105 reducing their positions, and 34 closing their positions.
2.09% more ownership
Funds ownership: 37.97% → 40.06% (+2.1%)
1% more capital invested
Capital invested by funds: $810M → $822M (+$12M)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
1% less repeat investments, than reductions
Existing positions increased: 104 | Existing positions reduced: 105
2% less funds holding
Funds holding: 379 → 373 (-6)
12% less first-time investments, than exits
New positions opened: 30 | Existing positions closed: 34
26% less call options, than puts
Call options by funds: $2.11M | Put options by funds: $2.84M
Top Buyers
| 1 |
GWM
Gitterman Wealth Management
Edison,
New Jersey
|
+$24.2M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$11.4M |
| 3 |
LPL Financial
San Diego,
California
|
+$5.11M |
| 4 |
SWA
SOA Wealth Advisors
New York
|
+$4.24M |
| 5 |
SAM
Strive Asset Management
Dublin,
Ohio
|
+$2.29M |
Top Sellers
| 1 |
UBS Group
Zurich,
Switzerland
|
-$9.5M |
| 2 |
Raymond James Financial
St Petersburg,
Florida
|
-$3.89M |
| 3 |
MA
MONECO Advisors
Fairfield,
Connecticut
|
-$2.68M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.72M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$1.6M |
PHO Hedge Fund Activity: Q1 2025 in Review
373 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Invesco Water Resources ETF (PHO) for Q1 2025, worth a combined $822M — up 1.5% from $810M a quarter earlier.
Sellers outnumbered buyers: 34 funds closed out of PHO and 30 opened new positions — a net loss of 4 holders — while 105 trimmed existing stakes and 104 added.
The largest buyer was Gitterman Wealth Management, opening a new position worth an estimated $24.2M. The largest seller was UBS Group, cutting an estimated $9.5M.
- 373 institutional investors held Invesco Water Resources ETF (PHO) as of Q1 2025, down from 379 in Q4 2024.
- Funds reported $822M of Invesco Water Resources ETF stock for Q1 2025, up 1.5% quarter-over-quarter.
- 30 funds opened new Invesco Water Resources ETF positions in Q1 2025 and 34 closed out, a net change of -4 holders.
- The largest Invesco Water Resources ETF buyer in Q1 2025 was Gitterman Wealth Management, an estimated $24.2M added.
- The largest Invesco Water Resources ETF seller in Q1 2025 was UBS Group, an estimated $9.5M sold.
Based on aggregated 13F filings for Q1 2025.