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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 %
FLPIM
176
F.L. Putnam Investment Management
Massachusetts
$360K – – –
MC
177
Moors & Cabot
Massachusetts
$357K +$25.8K +400 +8%
QCM
178
Quantinno Capital Management
New York
$355K +$355K +5,495 New
WFC
179
Western Financial Corp
California
$353K +$65 +1 +0%
NP
180
NorthRock Partners
Minnesota
$345K +$221K +3,425 +178%
LI
181
LRI Investments
Florida
$340K +$267K +4,143 +366%
LFG
182
Larson Financial Group
Missouri
$337K -$21.1K -327 -6%
WB
183
Webster Bank
Connecticut
$337K – – –
MWM
184
MinichMacGregor Wealth Management
New York
$337K -$1.23K -19 -0.4%
LIA
185
Lynx Investment Advisory
District of Columbia
$336K +$336K +5,211 New
WS
186
Wedbush Securities
California
$332K -$11.2K -173 -3%
TW
187
Transform Wealth
Colorado
$317K +$129 +2 +0%
LL
188
LPWM LLC
Minnesota
$315K +$25K +388 +9%
AAS
189
Ameritas Advisory Services
Nebraska
$310K +$59.7K +919 +24%
MHIC
190
Marble Harbor Investment Counsel
Massachusetts
$309K – – –
WSC
191
Wellington Shields & Co
New York
$308K +$10.8K +167 +4%
SEIA
192
Signature Estate & Investment Advisors
California
$307K +$307K +4,751 New
PFBT
193
Parkside Financial Bank & Trust
Missouri
$306K – – –
TW
194
TritonPoint Wealth
Maryland
$304K – – –
BRWM
195
Blue Rock Wealth Management
North Carolina
$303K +$64.5K +1,000 +27%
HWM
196
HB Wealth Management
Georgia
$300K +$300K +4,644 New
AWS
197
Aspen Wealth Strategies
Colorado
$296K +$6.26K +97 +2%
Lido Advisors
198
Lido Advisors
California
$296K -$1.68K -26 -0.6%
AWM
199
Alterna Wealth Management
Texas
$292K – – –
MFG
200
Merit Financial Group
Georgia
$289K -$77.6K -1,202 -21%
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