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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
+$2.77M
2
William Blair & Company
William Blair & Company
Illinois
+$1.24M
3
FWA
FSM Wealth Advisors
Ohio
+$736K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$682K
5
SF
Summit Financial
New Jersey
+$671K

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$14.5M
2
UBS Group
UBS Group
Switzerland
-$12.9M
3
SWA
SOA Wealth Advisors
New York
-$4.47M
4
Bank of America
Bank of America
North Carolina
-$4.28M
5
PA
Prism Advisors
California
-$2.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
Neuberger Berman Group
126
Neuberger Berman Group
New York
$742K -$6.99K -100 -0.9%
FWA
127
FSM Wealth Advisors
Ohio
$736K +$736K +10,377 New
Goldman Sachs
128
Goldman Sachs
New York
$688K -$1.34M -19,109 -66%
CL
129
Choreo LLC
Illinois
$679K +$4.68K +67 +0.7%
WAP
130
Wealthcare Advisory Partners
Pennsylvania
$663K +$75.3K +1,077 +13%
RPCONE
131
Retirement Planning Company of New England
Rhode Island
$661K -$10.7K -153 -2%
AWA
132
Arkadios Wealth Advisors
Georgia
$654K +$654K +9,350 New
CAG
133
Crestwood Advisors Group
Massachusetts
$647K +$5.03K +72 +0.8%
NSAM
134
North Star Asset Management
Wisconsin
$629K – – –
WP
135
Wealthspan Partners
Iowa
$624K -$34.4K -492 -5%
IWM
136
IHT Wealth Management
Illinois
$622K -$18.5K -265 -3%
Pathstone Holdings
137
Pathstone Holdings
New Jersey
$604K +$175K +2,500 +41%
HCMG
138
Howard Capital Management Group
California
$599K -$24.5K -350 -4%
Jane Street
139
Jane Street
New York
$595K +$595K +8,516 New
TPCW
140
TD Private Client Wealth
New York
$589K +$12.9K +185 +2%
FHA
141
Flagship Harbor Advisors
Massachusetts
$572K -$6.22K -89 -1%
IAIM
142
International Assets Investment Management
Florida
$559K -$93.3K -1,335 -14%
NFG
143
Nations Financial Group
Iowa
$557K +$16K +229 +3%
MFG
144
Mosaic Financial Group
Illinois
$556K +$420 +6 +0.1%
GL
145
Gerber LLC
Ohio
$548K – – –
WSC
146
Wellington Shields & Co
New York
$543K +$209K +2,993 +63%
MFIM
147
Mesirow Financial Investment Management
Illinois
$523K +$280 +4 +0.1%
SAM
148
Stenahm Asset Management
Guernsey
$517K – – –
MBTD
149
Mechanics Bank - Trust Department
California
$509K -$14K -200 -3%
PSF
150
Pacific Sun Financial
California
$506K -$18.2K -260 -3%
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6
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