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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 %
SHFA
151
SS&H Financial Advisors
Michigan
$503K – – –
BFIM
152
Beese Fulmer Investment Management
Ohio
$497K +$12.5K +179 +3%
Wealthfront Advisers
153
Wealthfront Advisers
California
$485K +$45.5K +651 +10%
Bank of Montreal
154
Bank of Montreal
Ontario, Canada
$483K -$12.8K -183 -3%
Bessemer Group
155
Bessemer Group
New Jersey
$481K -$7.06K -101 -1%
RBWA
156
RFG - Bristol Wealth Advisors
Massachusetts
$477K -$306K -4,379 -39%
WA
157
Waverly Advisors
Alabama
$468K -$60.5K -866 -11%
CM
158
Columbus Macro
Pennsylvania
$467K – – –
AWS
159
Aspen Wealth Strategies
Colorado
$465K +$144K +2,053 +45%
HWAM
160
Hennion & Walsh Asset Management
New Jersey
$463K -$2.1K -30 -0.5%
FWCM
161
Ferguson Wellman Capital Management
Oregon
$460K – – –
MCIA
162
Mountain Capital Investment Advisors
Colorado
$460K -$12.1K -170 -3%
PFS
163
Prospera Financial Services
Texas
$448K -$23.3K -333 -5%
AUB
164
Atlantic Union Bankshares
Virginia
$442K +$442K +6,323 New
BS
165
Banco Santander
Spain
$440K -$24.5K -350 -5%
CTC
166
Central Trust Company
Missouri
$425K +$8.39K +120 +2%
GLLW
167
Graves Light Lenhart Wealth
Virginia
$421K -$12.6K -180 -3%
TRCT
168
Tower Research Capital (TRC)
New York
$418K -$593K -8,483 -59%
NSIM
169
North Star Investment Management
Illinois
$414K – – –
WTC
170
WhitTier Trust Company
Nevada
$409K – – –
VVP
171
Venture Visionary Partners
Ohio
$407K – – –
PGFC
172
Peapack-Gladstone Financial Corp
New Jersey
$403K – – –
SCP
173
Stamos Capital Partners
California
$399K +$125K +1,786 +46%
FLPIM
174
F.L. Putnam Investment Management
Massachusetts
$390K – – –
QCM
175
Quantinno Capital Management
New York
$382K -$2.24K -32 -0.6%
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