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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 %
AWM
101
Apollon Wealth Management
South Carolina
$990K -$56.2K -804 -5%
ET
102
Equitable Trust
Tennessee
$975K -$59.2K -847 -6%
Baird Financial Group
103
Baird Financial Group
Wisconsin
$957K +$77.6K +1,110 +9%
IWC
104
Integrated Wealth Concepts
Massachusetts
$957K +$155K +2,213 +19%
NW
105
NewEdge Wealth
Pennsylvania
$957K – – –
LNB
106
Ledyard National Bank
$942K -$114K -1,625 -11%
MCM
107
MAI Capital Management
Ohio
$922K -$42.6K -610 -4%
FIM
108
Freedom Investment Management
Connecticut
$917K -$17.4K -249 -2%
SAM
109
Secure Asset Management
Michigan
$916K +$223K +3,185 +32%
OCBCO
110
Oversea-Chinese Banking Corp (OCBC)
Singapore
$912K -$36.5K -522 -4%
BCG
111
Bravias Capital Group
New Jersey
$890K +$82.6K +1,181 +10%
ERWM
112
Elk River Wealth Management
Colorado
$883K – – –
LA
113
LexAurum Advisors
Kansas
$881K -$54K -773 -6%
National Bank of Canada
114
National Bank of Canada
Quebec, Canada
$877K -$16.4K -235 -2%
MFG
115
Mustico Financial Group
New York
$855K +$855K +12,039 New
WF
116
Welch & Forbes
Massachusetts
$853K – – –
NAM
117
NTV Asset Management
West Virginia
$847K -$10.5K -150 -1%
FDCDDQ
118
Federation des caisses Desjardins du Quebec
Quebec, Canada
$843K +$70.4K +1,007 +9%
LJAC
119
L.J. Altfest & Co
New York
$838K – – –
SCA
120
Snowden Capital Advisors
New York
$837K -$39.7K -568 -5%
MPIM
121
McGinn Penninger Investment Management
Virginia
$802K -$296K -4,235 -27%
FCCM
122
First City Capital Management
Georgia
$792K – – –
US Bancorp
123
US Bancorp
Minnesota
$769K – – –
Brown Advisory
124
Brown Advisory
Maryland
$753K +$28.9K +413 +4%
ASN
125
Advisory Services Network
Georgia
$744K +$164K +2,322 +28%
3 4
5
6 7