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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 %
RDFA
201
Ritter Daniher Financial Advisory
Ohio
$308K 4,411 – –
WCM
202
WealthBridge Capital Management
Ohio
$307K 4,389 – –
Franklin Resources
203
Franklin Resources
California
$305K 4,358 -1,675 -28%
LWM
204
Lyell Wealth Management
California
$302K 4,318 +4,318 New
NL
205
NWAM LLC
Washington
$301K 4,274 +2 +0%
TA
206
TruWealth Advisors
Louisiana
$297K 4,249 +1 +0%
TWC
207
TD Waterhouse Canada
Ontario, Canada
$296K 4,169 -200 -5%
CFP
208
Curran Financial Partners
South Carolina
$285K 4,073 +4,073 New
MHIC
209
Marble Harbor Investment Counsel
Massachusetts
$282K 4,033 -750 -16%
MSCM
210
McElhenny Sheffield Capital Management
Texas
$281K 4,015 – –
FWTB
211
First Western Trust Bank
Colorado
$280K 4,000 – –
JIC
212
Johnson Investment Counsel
Ohio
$279K 3,990 -10 -0.3%
KA
213
Kovack Advisors
Florida
$275K 3,939 +3,939 New
JGUA
214
John G. Ullman & Associates
New York
$274K 3,920 – –
AWM
215
AllSquare Wealth Management
New York
$273K 3,900 – –
AA
216
Ancora Advisors
Ohio
$267K 3,825 -6,251 -62%
MWM
217
Modera Wealth Management
New Jersey
$266K 3,807 – –
Bank of New York Mellon
218
Bank of New York Mellon
New York
$263K 3,763 +3,763 New
VT
219
Vise Technologies
New York
$260K 3,716 +3,716 New
KIA
220
KCM Investment Advisors
California
$259K 3,708 – –
OPCM
221
Osborne Partners Capital Management
California
$254K 3,627 – –
KF
222
KKM Financial
Illinois
$252K 3,603 – –
SCTC
223
Sanibel Captiva Trust Company
Florida
$252K 3,600 – –
EH
224
Equitable Holdings
New York
$248K 3,554 +3,554 New
BMC
225
Beaton Management Company
Massachusetts
$247K 3,530 – –
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