PHO icon

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 %
HR
176
Howe & Rusling
New York
$374K -$75K -1,073 -17%
NP
177
NorthRock Partners
Minnesota
$374K +$70 +1 +0%
MWM
178
MinichMacGregor Wealth Management
New York
$373K +$8.32K +119 +2%
MC
179
Moors & Cabot
Massachusetts
$371K -$15.7K -225 -4%
SWP
180
Stratos Wealth Partners
Ohio
$370K -$108K -1,543 -23%
LI
181
LRI Investments
Florida
$369K – – –
SFA
182
Sequoia Financial Advisors
Ohio
$369K +$146K +2,082 +65%
CCA
183
Clearwater Capital Advisors
Illinois
$364K +$70.3K +1,005 +24%
LIA
184
Lynx Investment Advisory
District of Columbia
$360K -$3.85K -55 -1%
LL
185
LPWM LLC
Minnesota
$341K – – –
MFG
186
Merit Financial Group
Georgia
$341K +$27.3K +390 +9%
WS
187
Wedbush Securities
California
$336K -$23.2K -332 -6%
SEIA
188
Signature Estate & Investment Advisors
California
$334K +$2.24K +32 +0.7%
PFBT
189
Parkside Financial Bank & Trust
Missouri
$332K – – –
TW
190
TritonPoint Wealth
Maryland
$329K – – –
AAS
191
Ameritas Advisory Services
Nebraska
$329K -$4.34K -62 -1%
LFG
192
Larson Financial Group
Missouri
$328K -$37K -529 -10%
Lido Advisors
193
Lido Advisors
California
$327K +$6.43K +92 +2%
RZH
194
Relyea Zuckerberg Hanson
Connecticut
$327K -$201K -2,880 -38%
Northern Trust
195
Northern Trust
Illinois
$318K -$125K -1,781 -28%
AWM
196
Alterna Wealth Management
Texas
$317K – – –
TIAA Trust, National Association
197
TIAA Trust, National Association
North Carolina
$316K +$38.7K +553 +14%
HWM
198
HB Wealth Management
Georgia
$315K -$9.79K -140 -3%
AAS
199
Avantax Advisory Services
Texas
$313K +$6.99K +100 +2%
PCMC
200
Paragon Capital Management (Colorado)
Colorado
$311K +$489 +7 +0.2%
6 7
8
9 10