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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 %
MWM
176
MinichMacGregor Wealth Management
New York
$373K 5,337 +119 +2%
MC
177
Moors & Cabot
Massachusetts
$371K 5,310 -225 -4%
SWP
178
Stratos Wealth Partners
Ohio
$370K 5,289 -1,543 -23%
LI
179
LRI Investments
Florida
$369K 5,276 – –
SFA
180
Sequoia Financial Advisors
Ohio
$369K 5,272 +2,082 +65%
CCA
181
Clearwater Capital Advisors
Illinois
$364K 5,212 +1,005 +24%
LIA
182
Lynx Investment Advisory
District of Columbia
$360K 5,156 -55 -1%
LL
183
LPWM LLC
Minnesota
$341K 4,875 – –
MFG
184
Merit Financial Group
Georgia
$341K 4,871 +390 +9%
WS
185
Wedbush Securities
California
$336K 4,808 -332 -6%
SEIA
186
Signature Estate & Investment Advisors
California
$334K 4,783 +32 +0.7%
PFBT
187
Parkside Financial Bank & Trust
Missouri
$332K 4,750 – –
TW
188
TritonPoint Wealth
Maryland
$329K 4,708 – –
AAS
189
Ameritas Advisory Services
Nebraska
$329K 4,706 -62 -1%
LFG
190
Larson Financial Group
Missouri
$328K 4,698 -529 -10%
Lido Advisors
191
Lido Advisors
California
$327K 4,682 +92 +2%
RZH
192
Relyea Zuckerberg Hanson
Connecticut
$327K 4,680 -2,880 -38%
Northern Trust
193
Northern Trust
Illinois
$318K 4,550 -1,781 -28%
AWM
194
Alterna Wealth Management
Texas
$317K 4,529 – –
TIAA Trust, National Association
195
TIAA Trust, National Association
North Carolina
$316K 4,520 +553 +14%
HWM
196
HB Wealth Management
Georgia
$315K 4,504 -140 -3%
AAS
197
Avantax Advisory Services
Texas
$313K 4,474 +100 +2%
PCMC
198
Paragon Capital Management (Colorado)
Colorado
$311K 4,454 +7 +0.2%
OFG
199
Oxford Financial Group
Indiana
$310K 4,440 – –
WFC
200
Western Financial Corp
California
$309K 4,414 -1,055 -19%
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