Invesco Water Resources ETF
366 hedge funds and large institutions have $816M invested in Invesco Water Resources ETF in 2026 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 111 increasing their positions, 98 reducing their positions, and 31 closing their positions.
390% more call options, than puts
Call options by funds: $1.93M | Put options by funds: $394K
13% more repeat investments, than reductions
Existing positions increased: 111 | Existing positions reduced: 98
1.32% more ownership
Funds ownership: 39.6% → 40.92% (+1.3%)
4% less funds holding
Funds holding: 380 → 366 (-14)
5% less capital invested
Capital invested by funds: $859M → $816M (-$43.1M)
16% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 31
29% less funds holding in top 10
Funds holding in top 10: 7 → 5 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$22M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$19.5M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$6.3M |
| 4 |
PWM
Perigon Wealth Management
San Francisco,
California
|
+$3.06M |
| 5 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$3.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWM
Shepherd Wealth Management
Cincinnati,
Ohio
|
-$39.5M |
| 2 |
MMHP
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
|
-$6.47M |
| 3 |
LPL Financial
San Diego,
California
|
-$4.31M |
| 4 |
ACM
Avalon Capital Management
Port Of Redwood City,
California
|
-$4.03M |
| 5 |
CIBC World Market
Toronto,
Ontario, Canada
|
-$2.19M |
PHO Hedge Fund Activity: Q1 2026 in Review
366 of the 8,186 institutional investors tracked by Wall St. Rank reported a position in Invesco Water Resources ETF (PHO) for Q1 2026, worth a combined $816M — down 5% from $859M a quarter earlier.
Sellers outnumbered buyers: 31 funds closed out of PHO and 26 opened new positions — a net loss of 5 holders — while 98 trimmed existing stakes and 111 added.
The largest buyer was Atria Investments, adding an estimated $22M. The largest seller was Shepherd Wealth Management, exiting entirely with an estimated $39.5M sold.
- 366 institutional investors held Invesco Water Resources ETF (PHO) as of Q1 2026, down from 380 in Q4 2025.
- Funds reported $816M of Invesco Water Resources ETF stock for Q1 2026, down 5% quarter-over-quarter.
- 26 funds opened new Invesco Water Resources ETF positions in Q1 2026 and 31 closed out, a net change of -5 holders.
- The largest Invesco Water Resources ETF buyer in Q1 2026 was Atria Investments, an estimated $22M added.
- The largest Invesco Water Resources ETF seller in Q1 2026 was Shepherd Wealth Management, an estimated $39.5M sold.
Based on aggregated 13F filings for Q1 2026.