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Invesco Water Resources ETF

382 hedge funds and large institutions have $892M invested in Invesco Water Resources ETF in 2025 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 120 increasing their positions, 92 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 92

4% more capital invested

Capital invested by funds: $860M → $892M (+$32.1M)

0.32% more ownership

Funds ownership: 39.47%39.79% (+0.32%)

3% less funds holding

Funds holding: 393382 (-11)

10% less call options, than puts

Call options by funds: $368K | Put options by funds: $411K

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

20% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 25

Holders
382
Holders Change
-11
Holders Change %
-2.8%
% of All Funds
5.01%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
20
Increased
120
Reduced
92
Closed
25
Calls
$368K
Puts
$411K
Net Calls
-$43K
Net Calls Change
+$964K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$118M +$2.51M +34,972 +2%
Morgan Stanley
2
Morgan Stanley
New York
$104M +$1.38M +19,318 +1%
LPL Financial
3
LPL Financial
California
$65.4M +$6.11M +85,246 +10%
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$37.2M +$739K +10,318 +2%
Raymond James Financial
5
Raymond James Financial
Florida
$32.3M -$950K -13,265 -3%
UBS Group
6
UBS Group
Switzerland
$32M +$1.45M +20,261 +5%
HighTower Advisors
7
HighTower Advisors
Illinois
$30.3M +$237K +3,308 +0.8%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$28.8M +$771K +10,756 +3%
GWM
9
Gitterman Wealth Management
New Jersey
$26.6M -$75K -1,047 -0.3%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$20.7M -$35.6K -497 -0.2%
Osaic Holdings
11
Osaic Holdings
Arizona
$16.9M +$963K +13,449 +6%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$16.6M +$788K +11,005 +5%
PL
13
Polianta Ltd
Jersey
$16M
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$14.6M -$64.5K -901 -0.4%
Wells Fargo
15
Wells Fargo
California
$13.8M +$157K +2,196 +1%
PA
16
Prism Advisors
California
$12M +$281K +3,923 +2%
William Blair & Company
17
William Blair & Company
Illinois
$9.81M -$65.6K -916 -0.7%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$9.63M +$54.9K +766 +0.6%
HW
19
Hamilton Wealth
California
$8.34M +$116K +1,620 +1%
FNBTCON
20
First National Bank & Trust Co of Newtown
Pennsylvania
$8.13M -$147K -2,055 -2%
SCM
21
Sage Capital Management
New Jersey
$7.85M -$314K -4,388 -4%
SAM
22
Strive Asset Management
Ohio
$6.62M +$1.27M +17,782 +24%
Stifel Financial
23
Stifel Financial
Missouri
$6.53M +$125K +1,740 +2%
KAS
24
Kestra Advisory Services
Texas
$5.31M -$78.9K -1,102 -1%
CCA
25
Conservest Capital Advisors
Pennsylvania
$5.09M +$4.3K +60 +0.1%

PHO Hedge Fund Activity: Q3 2025 in Review

382 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Invesco Water Resources ETF (PHO) for Q3 2025, worth a combined $892M — up 3.7% from $860M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of PHO and 20 opened new positions — a net loss of 5 holders — while 92 trimmed existing stakes and 120 added.

The largest buyer was LPL Financial, adding an estimated $6.11M. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.14M sold.

  • 382 institutional investors held Invesco Water Resources ETF (PHO) as of Q3 2025, down from 393 in Q2 2025.
  • Funds reported $892M of Invesco Water Resources ETF stock for Q3 2025, up 3.7% quarter-over-quarter.
  • 20 funds opened new Invesco Water Resources ETF positions in Q3 2025 and 25 closed out, a net change of -5 holders.
  • The largest Invesco Water Resources ETF buyer in Q3 2025 was LPL Financial, an estimated $6.11M added.
  • The largest Invesco Water Resources ETF seller in Q3 2025 was Citadel Advisors, an estimated $2.14M sold.

Based on aggregated 13F filings for Q3 2025.