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Invesco Water Resources ETF
PHO

Overview Fund Activity

382 hedge funds and large institutions have $845M invested in Invesco Water Resources ETF in 2025 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 98 increasing their positions, 111 reducing their positions, and 21 closing their positions.

Holders
382
Holders Change
+14
Holders Change %
+3.8%
% of All Funds
5.13%
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
98
Reduced
111
Closed
21
Calls
$7K
Puts
$1.26M
Net Calls
-$1.25M
Net Calls Change
-$522K

Top Buyers

1
SAM
1
Strive Asset Management
Ohio
$5.18M
2
GIM
2
Glenmede Investment Management
Pennsylvania
$1.66M
3
William Blair & Company
3
William Blair & Company
Illinois
$9.58M
4
MFG
4
Mustico Financial Group
New York
$855K
5
FWA
5
FSM Wealth Advisors
Ohio
$736K

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$14.3M
2
UBS Group
2
UBS Group
Switzerland
$29.6M
3
SWA
3
SOA Wealth Advisors
New York
$57.1K
4
Bank of America
4
Bank of America
North Carolina
$112M
5
PA
5
Prism Advisors
California
$11.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
126
Goldman Sachs
New York
$688K 9,844 -19,109 -66%
CL
127
Choreo LLC
Illinois
$679K 9,708 +67 +0.7%
WAP
128
Wealthcare Advisory Partners
Pennsylvania
$663K 9,477 +1,077 +13%
RPCONE
129
Retirement Planning Company of New England
Rhode Island
$661K 9,449 -153 -2%
AWA
130
Arkadios Wealth Advisors
Georgia
$654K 9,350 +9,350 New
CAG
131
Crestwood Advisors Group
Massachusetts
$647K 9,253 +72 +0.8%
NSAM
132
North Star Asset Management
Wisconsin
$629K 9,000 – –
WP
133
Wealthspan Partners
Iowa
$624K 8,922 -492 -5%
IWM
134
IHT Wealth Management
Illinois
$622K 8,890 -265 -3%
Pathstone Holdings
135
Pathstone Holdings
New Jersey
$604K 8,641 +2,500 +41%
HCMG
136
Howard Capital Management Group
California
$599K 8,574 -350 -4%
Jane Street
137
Jane Street
New York
$595K 8,516 +8,516 New
TPCW
138
TD Private Client Wealth
New York
$589K 8,424 +185 +2%
FHA
139
Flagship Harbor Advisors
Massachusetts
$572K 8,177 -89 -1%
IAIM
140
International Assets Investment Management
Florida
$559K 7,995 -1,335 -14%
NFG
141
Nations Financial Group
Iowa
$557K 7,969 +229 +3%
MFG
142
Mosaic Financial Group
Illinois
$556K 7,948 +6 +0.1%
GL
143
Gerber LLC
Ohio
$548K 7,835 – –
WSC
144
Wellington Shields & Co
New York
$543K 7,765 +2,993 +63%
MFIM
145
Mesirow Financial Investment Management
Illinois
$523K 7,485 +4 +0.1%
SAM
146
Stenahm Asset Management
Guernsey
$517K 7,400 – –
MBTD
147
Mechanics Bank - Trust Department
California
$509K 7,280 -200 -3%
PSF
148
Pacific Sun Financial
California
$506K 7,238 -260 -3%
SHFA
149
SS&H Financial Advisors
Michigan
$503K 7,200 – –
BFIM
150
Beese Fulmer Investment Management
Ohio
$497K 7,112 +179 +3%
4 5
6
7 8