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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
$5.18M
2
William Blair & Company
William Blair & Company
Illinois
$9.58M
3
FWA
FSM Wealth Advisors
Ohio
$736K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.19M
5
SF
Summit Financial
New Jersey
$1.29M

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$14.3M
2
UBS Group
UBS Group
Switzerland
$29.6M
3
SWA
SOA Wealth Advisors
New York
$57.1K
4
Bank of America
Bank of America
North Carolina
$112M
5
PA
Prism Advisors
California
$11.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$112M -$4.28M -61,259 -4%
Morgan Stanley
2
Morgan Stanley
New York
$99.6M -$741K -10,604 -0.7%
LPL Financial
3
LPL Financial
California
$57.5M -$325K -4,647 -0.6%
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$35.4M +$353K +5,054 +1%
Raymond James Financial
5
Raymond James Financial
Florida
$32.2M -$487K -6,966 -1%
UBS Group
6
UBS Group
Switzerland
$29.6M -$12.9M -185,187 -30%
HighTower Advisors
7
HighTower Advisors
Illinois
$29.1M +$54.4K +778 +0.2%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$27.1M +$619K +8,853 +2%
GWM
9
Gitterman Wealth Management
New Jersey
$25.9M +$458K +6,546 +2%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$20.1M -$193K -2,761 -1%
PL
11
Polianta Ltd
Jersey
$15.5M – – –
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$15.3M +$550K +7,871 +4%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$14.3M -$14.5M -208,072 -51%
Osaic Holdings
14
Osaic Holdings
Arizona
$13.8M -$1.2M -18,108 -8%
Wells Fargo
15
Wells Fargo
California
$13.2M -$2.11M -30,213 -14%
PA
16
Prism Advisors
California
$11.4M -$2.41M -34,524 -17%
William Blair & Company
17
William Blair & Company
Illinois
$9.58M +$1.24M +17,734 +15%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$9.28M -$42.4K -607 -0.5%
FNBTCON
19
First National Bank & Trust Co of Newtown
Pennsylvania
$8.02M -$83.2K -1,190 -1%
SCM
20
Sage Capital Management
New Jersey
$7.91M -$55.8K -798 -0.7%
Stifel Financial
21
Stifel Financial
Missouri
$6.21M +$134K +1,918 +2%
Ameriprise
22
Ameriprise
Minnesota
$5.6M +$95.1K +1,361 +2%
KAS
23
Kestra Advisory Services
Texas
$5.22M +$198K +2,832 +4%
SAM
24
Strive Asset Management
Ohio
$5.18M +$2.77M +39,584 +115%
CCA
25
Conservest Capital Advisors
Pennsylvania
$4.93M -$116K -1,654 -2%
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