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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 %
UFA
201
US Financial Advisors
Massachusetts
$289K +$23.6K +365 +9%
JWA
202
JFS Wealth Advisors
Pennsylvania
$288K -$13K -201 -4%
PCMC
203
Paragon Capital Management (Colorado)
Colorado
$287K +$452 +7 +0.2%
OFG
204
Oxford Financial Group
Indiana
$286K – – –
RDFA
205
Ritter Daniher Financial Advisory
Ohio
$285K – – –
WCM
206
WealthBridge Capital Management
Ohio
$283K +$4.84K +75 +2%
AAS
207
Avantax Advisory Services
Texas
$282K -$11.3K -175 -4%
TWC
208
TD Waterhouse Canada
Ontario, Canada
$282K – – –
NL
209
NWAM LLC
Washington
$276K -$25.2K -390 -8%
RWP
210
RWA Wealth Partners
Massachusetts
$275K -$3.1K -48 -1%
TA
211
TruWealth Advisors
Louisiana
$274K +$65 +1 +0%
TSS
212
Two Sigma Securities
New York
$273K +$273K +4,238 New
CCA
213
Clearwater Capital Advisors
Illinois
$271K – – –
MSCM
214
McElhenny Sheffield Capital Management
Texas
$259K -$24.2K -375 -9%
JIC
215
Johnson Investment Counsel
Ohio
$258K -$3.16K -49 -1%
FWTB
216
First Western Trust Bank
Colorado
$258K – – –
FTUS
217
Flow Traders U.S.
New York
$256K +$256K +3,967 New
TIAA Trust, National Association
218
TIAA Trust, National Association
North Carolina
$256K +$7.36K +114 +3%
TIA
219
Traphagen Investment Advisors
New Jersey
$254K -$19K -295 -7%
JGUA
220
John G. Ullman & Associates
New York
$253K -$32.3K -500 -11%
SCP
221
Stamos Capital Partners
California
$253K +$9.03K +140 +4%
AWM
222
AllSquare Wealth Management
New York
$252K – – –
MWM
223
Modera Wealth Management
New Jersey
$246K -$28.8K -447 -11%
AC
224
AlphaCore Capital
California
$239K +$239K +3,710 New
KIA
225
KCM Investment Advisors
California
$239K – – –
7 8
9
10 11