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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.

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

Top Sellers

1
UBS Group
UBS Group
Switzerland
$39.3M
2
Raymond James Financial
Raymond James Financial
Florida
$30.2M
3
MA
MONECO Advisors
Connecticut
$0
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$24.5M
5
Stifel Financial
Stifel Financial
Missouri
$5.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
126
Ancora Advisors
Ohio
$650K +$129 +2 +0%
SAM
127
Secure Asset Management
Michigan
$640K +$289K +4,477 +82%
CL
128
Choreo LLC
Illinois
$622K – – –
RPCONE
129
Retirement Planning Company of New England
Rhode Island
$620K -$8.78K -136 -1%
WP
130
Wealthspan Partners
Iowa
$607K -$19.5K -303 -3%
IAIM
131
International Assets Investment Management
Florida
$602K -$13.5K -209 -2%
CAG
132
Crestwood Advisors Group
Massachusetts
$592K +$32.6K +505 +6%
IWM
133
IHT Wealth Management
Illinois
$591K -$32.4K -502 -5%
NSAM
134
North Star Asset Management
Wisconsin
$581K – – –
DAS
135
Dynamic Advisor Solutions
Arizona
$580K +$32.1K +497 +6%
HCMG
136
Howard Capital Management Group
California
$576K +$7.1K +110 +1%
SF
137
Summit Financial
New Jersey
$575K +$194 +3 +0%
WAP
138
Wealthcare Advisory Partners
Pennsylvania
$542K -$170K -2,633 -24%
FHA
139
Flagship Harbor Advisors
Massachusetts
$533K +$65 +1 +0%
TPCW
140
TD Private Client Wealth
New York
$532K +$435K +6,739 +449%
ASN
141
Advisory Services Network
Georgia
$531K +$68.5K +1,061 +15%
MFG
142
Mosaic Financial Group
Illinois
$512K -$258K -4,001 -34%
GL
143
Gerber LLC
Ohio
$506K – – –
Two Sigma Investments
144
Two Sigma Investments
New York
$503K +$503K +7,800 New
NFG
145
Nations Financial Group
Iowa
$499K +$38.8K +602 +8%
WA
146
Waverly Advisors
Alabama
$488K -$9.61K -149 -2%
RZH
147
Relyea Zuckerberg Hanson
Connecticut
$488K -$96.5K -1,495 -17%
PSF
148
Pacific Sun Financial
California
$484K +$31.3K +485 +7%
MFIM
149
Mesirow Financial Investment Management
Illinois
$483K +$323 +5 +0.1%
MBTD
150
Mechanics Bank - Trust Department
California
$483K -$38.7K -600 -7%
4 5
6
7 8