Invesco Water Resources ETF
398 hedge funds and large institutions have $863M invested in Invesco Water Resources ETF in 2025 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 102 increasing their positions, 117 reducing their positions, and 21 closing their positions.
119% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 21
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
5% more funds holding
Funds holding: 378 → 398 (+20)
0.61% less ownership
Funds ownership: 40.22% → 39.61% (-0.61%)
13% less repeat investments, than reductions
Existing positions increased: 102 | Existing positions reduced: 117
56% less capital inflows, than outflows
Capital inflows: $24.7M | Capital outflows: $56M
65% less call options, than puts
Call options by funds: $531K | Put options by funds: $1.54M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Strive Asset Management
Dublin,
Ohio
|
+$2.63M |
| 2 |
William Blair & Company
Chicago,
Illinois
|
+$1.18M |
| 3 |
FSM Wealth Advisors
Cleveland,
Ohio
|
+$689K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$647K |
| 5 |
Summit Financial
Parsippany,
New Jersey
|
+$637K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$13.8M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$12.3M |
| 3 |
SOA Wealth Advisors
New York
|
-$4.24M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$4.07M |
| 5 |
Prism Advisors
Studio City,
California
|
-$2.29M |
PHO Hedge Fund Activity: Q2 2025 in Review
398 of the 7,630 institutional investors tracked by Wall St. Rank reported a position in Invesco Water Resources ETF (PHO) for Q2 2025, worth a combined $863M — up 4.6% from $825M a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new PHO positions and 21 closed out — a net gain of 25 holders — while 102 added to existing stakes and 117 trimmed.
The largest buyer was Strive Asset Management, adding an estimated $2.63M. The largest seller was Commonwealth Equity Services, cutting an estimated $13.8M.
- 398 institutional investors held Invesco Water Resources ETF (PHO) as of Q2 2025, up from 378 in Q1 2025.
- Funds reported $863M of Invesco Water Resources ETF stock for Q2 2025, up 4.6% quarter-over-quarter.
- 46 funds opened new Invesco Water Resources ETF positions in Q2 2025 and 21 closed out, a net change of +25 holders.
- The largest Invesco Water Resources ETF buyer in Q2 2025 was Strive Asset Management, an estimated $2.63M added.
- The largest Invesco Water Resources ETF seller in Q2 2025 was Commonwealth Equity Services, an estimated $13.8M sold.
Based on aggregated 13F filings for Q2 2025.