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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 %
OFG
201
Oxford Financial Group
Indiana
$310K – – –
WFC
202
Western Financial Corp
California
$309K -$73.8K -1,055 -19%
RDFA
203
Ritter Daniher Financial Advisory
Ohio
$308K – – –
WCM
204
WealthBridge Capital Management
Ohio
$307K – – –
Franklin Resources
205
Franklin Resources
California
$305K -$117K -1,675 -28%
LWM
206
Lyell Wealth Management
California
$302K +$302K +4,318 New
NL
207
NWAM LLC
Washington
$301K +$141 +2 +0%
TA
208
TruWealth Advisors
Louisiana
$297K +$70 +1 +0%
TWC
209
TD Waterhouse Canada
Ontario, Canada
$296K -$14.2K -200 -5%
CFP
210
Curran Financial Partners
South Carolina
$285K +$285K +4,073 New
MHIC
211
Marble Harbor Investment Counsel
Massachusetts
$282K -$52.4K -750 -16%
MSCM
212
McElhenny Sheffield Capital Management
Texas
$281K – – –
FWTB
213
First Western Trust Bank
Colorado
$280K – – –
JIC
214
Johnson Investment Counsel
Ohio
$279K -$699 -10 -0.3%
KA
215
Kovack Advisors
Florida
$275K +$275K +3,939 New
JGUA
216
John G. Ullman & Associates
New York
$274K – – –
AWM
217
AllSquare Wealth Management
New York
$273K – – –
AA
218
Ancora Advisors
Ohio
$267K -$437K -6,251 -62%
MWM
219
Modera Wealth Management
New Jersey
$266K – – –
Bank of New York Mellon
220
Bank of New York Mellon
New York
$263K +$263K +3,763 New
VT
221
Vise Technologies
New York
$260K +$260K +3,716 New
KIA
222
KCM Investment Advisors
California
$259K – – –
OPCM
223
Osborne Partners Capital Management
California
$254K – – –
KF
224
KKM Financial
Illinois
$252K – – –
SCTC
225
Sanibel Captiva Trust Company
Florida
$252K – – –
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9
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