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Invesco Water Resources ETF (PHO) Institutional Ownership

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(As of 05/30/2024 ET)
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Institutional Ownership Changes (13F Filings) for Invesco Water Resources ETF (NASDAQ:PHO)

Number of
Institutional Buyers
(last 12 months)
147
Total
Institutional Inflows
(last 12 months)
$129.85M
Number of
Institutional Sellers
(last 12 months)
106
Total
Institutional Outflows
(last 12 months)
$42.38M
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PHO Institutional Buying and Selling by Quarter

Invesco Water Resources ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/28/2024 Verity Asset Management Inc.31,753$2.11M1.2%+0.7%0.099%
5/24/2024 Cetera Advisor Networks LLC209,432$13.94M0.1%+1.3%0.653%
5/24/2024 Cetera Advisors LLC17,971$1.20M0.0%+274.6%0.056%
5/24/2024 Cetera Investment Advisers232,199$15.46M0.0%+1,167.6%0.724%
5/22/2024 First City Capital Management Inc.11,960$796K0.4%-4.0%0.037%
5/21/2024 LRI Investments LLC1,133$75K0.0%N/A0.004%
5/20/2024 Pacific Center for Financial Services1,345$90K0.0%-12.5%0.004%
5/17/2024 Comerica Bank23,233$1.55M0.0%+8.9%0.072%
5/16/2024 B. Riley Wealth Advisors Inc.24,850$1.65M0.0%+93.2%0.077%
5/15/2024 LRI Investments LLC1,133$77K0.0%N/A0.004%
5/15/2024 1832 Asset Management L.P.524,079$34.89M0.0%+147.7%1.634%
5/14/2024 Stamos Capital Partners L.P.5,300$353K0.1%-7.8%0.017%
5/14/2024 Axxcess Wealth Management LLC12,779$851K0.0%+12.3%0.040%
5/11/2024 ESL Trust Services LLC400$27K0.0%N/A0.001%
5/10/2024 Osaic Holdings Inc.268,709$17.89M0.0%+33.4%0.838%
5/10/2024 TIAA Trust National Association6,156$410K0.0%+14.9%0.019%
5/10/2024 Banco Santander S.A.4,620$308K0.0%-29.3%0.014%
5/10/2024 Tocqueville Asset Management L.P.60,674$4.04M0.1%+25.7%0.189%
5/9/2024 Blair William & Co. IL137,455$9.15M0.0%+0.8%0.428%
5/9/2024 SageView Advisory Group LLC8,892$592K0.0%-30.5%0.028%
5/8/2024 Private Wealth Advisors LLC20,814$1.39M0.6%-4.9%0.065%
5/7/2024 Avalon Trust Co750$50K0.0%-17.6%0.002%
5/6/2024 Kades & Cheifetz LLC3,160$210K0.1%N/A0.010%
5/3/2024 Commerce Bank87,768$5.84M0.0%-0.4%0.274%
5/2/2024 Conservest Capital Advisors Inc.73,219$4.87M0.5%-0.6%0.228%
5/2/2024 Moloney Securities Asset Management LLC5,406$360K0.1%-10.0%0.017%
5/1/2024 Janney Montgomery Scott LLC24,416$1.63M0.0%-39.9%0.076%
5/1/2024 Sequoia Financial Advisors LLC3,042$203K0.0%-25.7%0.009%
4/30/2024 Private Advisor Group LLC32,819$2.19M0.0%-6.8%0.102%
4/30/2024 Perigon Wealth Management LLC3,504$233K0.0%+4.6%0.011%
4/29/2024Commonwealth Equity Services LLC397,014$26.43M0.0%-3.4%1.239%
4/29/2024 ETF Store Inc.3,288$219K0.1%N/A0.010%
4/29/2024 Wealthspan Partners LLC9,545$635K0.4%+62.7%0.030%
4/29/2024 First National Bank & Trust Co. of Newtown138,298$9.21M1.9%-3.2%0.432%
4/27/2024 Millburn Ridgefield Corp777$52K0.0%-75.2%0.002%
4/26/2024 YHB Investment Advisors Inc.902$60K0.0%N/A0.003%
4/26/2024 Bond & Devick Financial Network Inc.13,906$926K0.5%+8.4%0.043%
4/26/2024 Mesirow Financial Investment Management Inc.7,096$472K0.0%N/A0.022%
4/26/2024 MONECO Advisors LLC41,860$2.79M0.5%N/A0.131%
4/26/2024 Bogart Wealth LLC38,746$2.58M0.1%+5.0%0.121%
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4/25/2024 Equitable Trust Co.15,060$1.00M0.1%+6.0%0.047%
4/25/2024 Cambridge Investment Research Advisors Inc.63,062$4.20M0.0%+4.0%0.197%
4/24/2024 Leavell Investment Management Inc.3,130$208K0.0%N/A0.010%
4/24/2024 Spire Wealth Management16,591$1.10M0.0%+1.8%0.052%
4/24/2024 Essex Financial Services Inc.3,055$203K0.0%N/A0.010%
4/23/2024 Nations Financial Group Inc. IA ADV6,660$443K0.0%+14.8%0.021%
4/23/2024 Fifth Third Bancorp2,600$173K0.0%+22.4%0.008%
4/23/2024 Gerber LLC8,413$560K0.5%-33.1%0.026%
4/23/2024 Raymond James Financial Services Advisors Inc.97,726$6.51M0.0%-29.1%0.306%
4/22/2024 Nilsine Partners LLC23,476$1.56M0.2%-1.5%0.074%
4/22/2024 PFG Investments LLC20,065$1.34M0.1%+8.8%0.063%
4/22/2024 Parsons Capital Management Inc. RI33,059$2.20M0.2%-0.6%0.104%
4/22/2024 Raymond James & Associates89,396$5.95M0.0%-2.3%0.280%
4/22/2024 American Institute for Advanced Investment Management LLP16,665$1.11M0.9%+2.3%0.052%
4/19/2024 Kovack Advisors Inc.3,271$218K0.0%N/A0.010%
4/18/2024 SeaCrest Wealth Management LLC26,549$1.77M0.2%-2.5%0.083%
4/18/2024 Woodmont Investment Counsel LLC400$27K0.0%N/A0.001%
4/18/2024 O ROURKE & COMPANY Inc28,423$1.89M1.1%+5.8%0.089%
4/18/2024 Miracle Mile Advisors LLC17,147$1.14M0.0%-2.2%0.054%
4/17/2024 Avalon Capital Management59,162$3.94M1.6%-0.4%0.185%
4/17/2024 Hennion & Walsh Asset Management Inc.7,100$473K0.0%-3.3%0.022%
4/16/2024 Wealth Enhancement Advisory Services LLC23,360$1.56M0.0%-1.4%0.073%
4/15/2024 Wealthcare Advisory Partners LLC13,213$880K0.0%-18.3%0.041%
4/15/2024 Key Client Fiduciary Advisors LLC3,005$200K0.1%N/A0.009%
4/11/2024 Clarus Wealth Advisors9,037$585K0.3%-3.3%0.028%
4/10/2024 LexAurum Advisors LLC14,834$987K0.2%-1.6%0.046%
4/10/2024 EWG Elevate Inc.62,986$4.19M1.6%N/A0.197%
4/8/2024 Westwind Capital19,568$1.30M0.3%-1.5%0.061%
4/8/2024 Beese Fulmer Investment Management Inc.3,033$202K0.0%N/A0.010%
4/5/2024 Prism Advisors Inc.9,336$621K0.2%+4.8%0.029%
4/5/2024 NBC Securities Inc.3,041$212K0.0%-7.5%0.009%
3/22/2024 PNC Financial Services Group Inc.272,268$16.57M0.0%-0.3%0.849%
3/15/2024 B. Riley Wealth Advisors Inc.12,862$783K0.0%-48.2%0.040%
3/6/2024 SageView Advisory Group LLC12,788$773K0.0%+32.5%0.040%
3/5/2024 Gerber LLC12,568$765K0.7%N/A0.039%
3/1/2024 Creekmur Asset Management LLC1,286$78K0.0%N/A0.004%
2/22/2024 Scarborough Advisors LLC862$52K0.0%N/A0.003%
2/15/2024 Comerica Bank21,329$1.30M0.0%+0.8%0.067%
2/15/2024 Concentric Wealth Management LLC11,575$704K0.2%-8.2%0.036%
2/14/2024 Stamos Capital Partners L.P.5,750$350K0.1%-20.4%0.018%
2/13/2024 1832 Asset Management L.P.211,604$12.88M0.0%-2.3%0.660%
2/13/2024 Cetera Advisor Networks LLC206,766$12.58M0.1%+0.1%0.645%
2/13/2024 Bedell Frazier Investment Counselling LLC68,309$4.16M1.1%+0.5%0.213%
2/13/2024 Belpointe Asset Management LLC3,464$211K0.0%N/A0.011%
2/13/2024 Jones Financial Companies Lllp2,294$140K0.0%+53.5%0.007%
2/12/2024 Scotia Capital Inc.49,417$3.01M0.0%-0.9%0.154%
2/12/2024 Stifel Financial Corp89,261$5.43M0.0%+3.3%0.278%
2/12/2024 Steward Partners Investment Advisory LLC21,787$1.33M0.0%-9.0%0.068%
2/12/2024 Eaton Financial Holdings Company LLC67,156$4.09M1.0%+2.2%0.209%
2/10/2024 Linscomb & Williams Inc.62,376$3.80M0.2%-3.1%0.195%
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2/9/2024 Johnson Financial Group Inc.1,275$78K0.0%-45.2%0.004%
2/9/2024 SageView Advisory Group LLC12,788$773K0.0%+32.5%0.040%
2/9/2024 Commerce Bank88,102$5.36M0.0%-0.5%0.275%
2/9/2024 Cambridge Investment Research Advisors Inc.60,651$3.69M0.0%+1.7%0.189%
2/9/2024 Beaton Management Co. Inc.3,530$215K0.1%N/A0.011%
2/9/2024 Corient Private Wealth LLC22,161$1.35M0.0%+32.5%0.069%
2/9/2024 D.A. Davidson & CO.26,749$1.63M0.0%+0.6%0.083%
2/9/2024 Sachetta LLC1,000$61K0.0%N/A0.003%
2/9/2024 Wells Fargo & Company MN227,949$13.87M0.0%+6.6%0.711%
2/9/2024 Gladstone Institutional Advisory LLC3,838$234K0.0%-4.8%0.012%
(Data available from 1/1/2016 forward)

PHO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PHO shares?

During the previous two years, 285 institutional investors and hedge funds held shares of Invesco Water Resources ETF. The most heavily invested institutionals were Bank of America Corp DE ($87.99M), UBS Group AG ($50.47M), 1832 Asset Management L.P. ($34.89M), LPL Financial LLC ($33.66M), Commonwealth Equity Services LLC ($26.43M), HighTower Advisors LLC ($24.12M), and Osaic Holdings Inc. ($17.89M).Learn more on PHO's institutional investors.

Which institutional investors have been buying Invesco Water Resources ETF stock?

Of the 230 institutional investors that purchased Invesco Water Resources ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($584.83K), HighTower Advisors LLC ($414.19K), Money Design Co. Ltd. ($329.08K), 1832 Asset Management L.P. ($312.48K), Cetera Investment Advisers ($220.12K), Commonwealth Equity Services LLC ($183.10K), and LPL Financial LLC ($163.96K).

How much institutional buying is happening at Invesco Water Resources ETF?

Institutional investors have bought a total of 4,428,306 shares in the last 24 months. This purchase volume represents approximately $364.45M in transactions.

Which Invesco Water Resources ETF major shareholders have been selling company stock?

Of the 159 institutional investors that sold Invesco Water Resources ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Commonwealth Equity Services LLC ($156.20K), Money Design Co. Ltd. ($154.46K), Commerce Bank ($135.32K), CWM LLC ($121.54K), TAP Consulting LLC ($115.16K), Capital Analysts LLC ($80.30K), and UBS Group AG ($77.45K).

How much institutional selling is happening at Invesco Water Resources ETF?

Institutional investors have sold a total of 1,761,675 shares in the last 24 months. This volume of shares sold represents approximately $144.27M in transactions.


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This page (NASDAQ:PHO) was last updated on 5/31/2024 by MarketBeat.com Staff

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