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Invesco Water Resources ETF (PHO) Institutional Ownership

Invesco Water Resources ETF logo
$62.89 -2.53 (-3.87%)
Closing price 04:00 PM Eastern
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$63.09 +0.20 (+0.31%)
As of 05:57 PM Eastern
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Institutional Ownership Changes (13F Filings) for Invesco Water Resources ETF (NASDAQ:PHO)

Number of
Institutional Buyers
(last 12 months)
168
Total
Institutional Inflows
(last 12 months)
$222.64M
Number of
Institutional Sellers
(last 12 months)
129
Total
Institutional Outflows
(last 12 months)
$42.02M
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PHO Institutional Buying and Selling by Quarter

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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
3/17/2025Wealth Enhancement Advisory Services LLC26,056$1.71M0.0%+4.7%0.081%
2/24/2025Ameriflex Group Inc.966$66K0.0%N/A0.003%
2/17/2025Waverly Advisors LLC7,714$508K0.0%-3.4%0.024%
2/17/2025Snowden Capital Advisors LLC12,585$828K0.0%+1.3%0.039%
2/17/2025Royal Bank of Canada405,324$26.67M0.0%+2.6%1.256%
2/17/2025Millennium Management LLC3,915$258K0.0%-73.6%0.012%
2/17/2025Focus Partners Wealth9,532$627K0.0%-75.8%0.030%
2/17/2025D. E. Shaw & Co. Inc.3,954$260K0.0%-21.8%0.012%
2/17/2025EP Wealth Advisors LLC1,909$126K0.0%N/A0.006%
2/17/2025Cresset Asset Management LLC17,752$1.17M0.0%-17.3%0.055%
2/17/2025Cetera Investment Advisers218,498$14.38M0.0%-5.6%0.677%
2/17/2025BOKF NA1,810$117K0.0%-13.2%0.006%
2/17/2025Captrust Financial Advisors23,274$1.53M0.0%+3.5%0.072%
2/17/2025Baird Financial Group Inc.12,385$815K0.0%-1.6%0.038%
2/17/2025Bank of America Corp DE1,686,274$110.94M0.0%+3.6%5.227%
2/17/2025Ameriprise Financial Inc.75,146$4.94M0.0%-12.3%0.233%
2/14/2025Blue Rock Wealth Management LLC3,700$243K0.3%N/A0.011%
2/14/2025Mercer Global Advisors Inc. ADV51,449$3.39M0.0%+5.8%0.159%
2/14/2025Comerica Bank22,723$1.50M0.0%-6.8%0.070%
2/14/2025Lido Advisors LLC4,616$304K0.0%-9.5%0.014%
2/14/2025Northern Trust Corp5,626$370K0.0%-14.9%0.017%
2/14/2025Beacon Pointe Advisors LLC44,365$2.92M0.0%-11.5%0.138%
2/14/2025Johnson Financial Group Inc.1,275$87K0.0%-63.7%0.004%
2/14/2025Capital Analysts LLC21,678$1.43M0.1%-1.2%0.067%
2/14/2025Kovitz Investment Group Partners LLC4,740$312K0.0%-59.9%0.015%
2/14/2025Integrated Wealth Concepts LLC12,252$806K0.0%+6.8%0.038%
2/14/2025FSA Wealth Management LLC2,189$144K0.1%-15.9%0.007%
2/14/2025IHT Wealth Management LLC9,657$635K0.0%+17.0%0.030%
2/14/2025Canal Capital Management LLC3,848$253K0.0%N/A0.012%
2/14/2025Stifel Financial Corp110,989$7.30M0.0%+4.1%0.344%
2/14/2025Tower Research Capital LLC TRC 3,069$202K0.0%-83.7%0.010%
2/14/2025Commerce Bank62,115$4.09M0.0%-28.8%0.193%
2/13/2025NewEdge Advisors LLC16,127$1.06M0.0%-2.0%0.050%
2/13/2025Mariner LLC29,213$1.92M0.0%+2.6%0.091%
2/13/2025O ROURKE & COMPANY Inc28,218$1.86M0.9%-3.1%0.087%
2/13/2025Stamos Capital Partners L.P.3,780$249K0.1%+5.3%0.012%
2/13/2025Rockefeller Capital Management L.P.19,907$1.31M0.0%+5.1%0.062%
2/13/2025Redwood Park Advisors LLC387$25K0.0%N/A0.001%
2/13/2025Scotia Capital Inc.48,977$3.22M0.0%-2.0%0.152%
2/13/2025Mountain Capital Investment Advisors Inc.6,580$446K0.1%+7.9%0.020%
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2/13/2025Raymond James Financial Inc.525,970$34.60M0.0%N/A1.630%
2/13/2025Advisory Services Network LLC7,171$472K0.0%+21.7%0.022%
2/13/2025Renaissance Technologies LLC3,300$217K0.0%-19.5%0.010%
2/13/2025Bank of Montreal Can6,916$455K0.0%-82.7%0.021%
2/13/2025Cerity Partners LLC58,216$3.83M0.0%+2.4%0.180%
2/13/2025Envestnet Asset Management Inc.32,509$2.14M0.0%-46.0%0.101%
2/13/2025Wedbush Securities Inc.5,313$350K0.0%-8.4%0.016%
2/13/2025Wells Fargo & Company MN221,354$14.56M0.0%-0.4%0.686%
2/12/2025National Bank of Canada FI12,559$826K0.0%+3.6%0.039%
2/12/2025Summit Financial LLC8,911$586K0.0%+4.5%0.028%
2/12/2025Bedell Frazier Investment Counselling LLC64,675$4.26M1.1%-2.0%0.200%
2/12/2025Edmond DE Rothschild Holding S.A.12,950$852K0.0%N/A0.040%
2/12/2025RWA Wealth Partners LLC4,306$283K0.0%+3.6%0.013%
2/12/2025Blair William & Co. IL119,562$7.87M0.0%-1.5%0.371%
2/12/2025JPMorgan Chase & Co.37,583$2.47M0.0%-25.2%0.117%
2/11/2025Crowley Wealth Management Inc.400$26K0.0%N/A0.001%
2/11/2025LPL Financial LLC750,169$49.35M0.0%+10.2%2.325%
2/11/2025Millstone Evans Group LLC3,302$217K0.1%N/A0.010%
2/11/2025TD Private Client Wealth LLC1,500$99K0.0%+25.2%0.005%
2/11/2025Fox Hill Wealth Management17,734$1.17M0.7%-3.2%0.055%
2/10/2025Aspen Wealth Strategies LLC4,496$296K0.2%N/A0.014%
2/10/2025Tocqueville Asset Management L.P.54,971$3.62M0.1%-1.6%0.170%
2/10/2025Corient Private Wealth LLC20,855$1.37M0.0%+4.2%0.065%
2/10/2025Montis Financial LLC3,641$240K0.1%N/A0.011%
2/10/2025Gerber LLC7,835$515K0.4%-2.4%0.024%
2/10/2025Commonwealth Equity Services LLC240,781$15.84M0.0%-26.9%0.746%
2/10/2025Avantax Advisory Services Inc.4,549$299K0.0%+57.6%0.014%
2/7/2025Sequoia Financial Advisors LLC3,528$232K0.0%N/A0.011%
2/7/2025HighTower Advisors LLC411,275$27.06M0.0%+1.5%1.275%
2/7/2025Wealthfront Advisers LLC5,912$389K0.0%+10.2%0.018%
2/7/2025Independent Advisor Alliance9,708$639K0.0%N/A0.030%
2/7/2025Johnson Investment Counsel Inc.4,049$266K0.0%-3.6%0.013%
2/7/2025PNC Financial Services Group Inc.283,581$18.66M0.0%-3.2%0.879%
2/7/2025Banco Santander S.A.6,160$405K0.0%-14.1%0.019%
2/7/2025Mesirow Financial Investment Management Inc.7,476$492K0.0%-4.2%0.023%
2/6/2025Raymond James Financial Inc.525,970$34.60M0.0%N/A1.630%
2/6/2025Steward Partners Investment Advisory LLC26,715$1.76M0.0%+17.4%0.083%
2/6/2025Bravias Capital Group LLC10,630$727K0.6%N/A0.033%
2/6/2025Jones Financial Companies Lllp18,156$1.19M0.0%+107.1%0.056%
2/5/2025US Bancorp DE10,834$713K0.0%+14.4%0.034%
2/5/2025Conservest Capital Advisors Inc.72,648$4.78M0.5%-0.5%0.225%
2/5/2025Oppenheimer & Co. Inc.13,414$883K0.0%+7.2%0.042%
2/5/2025Nwam LLC4,662$307K0.0%-26.9%0.014%
2/4/2025Avalon Capital Management60,771$4.00M1.3%-0.7%0.188%
2/4/2025IFP Advisors Inc35,447$2.33M0.1%+945.0%0.110%
2/4/2025MONECO Advisors LLC40,584$2.67M0.3%-0.5%0.126%
2/4/2025Marshall Investment Management LLC756$53K0.0%N/A0.002%
2/3/2025Turning Point Benefit Group Inc.4,173$275K0.3%N/A0.013%
2/3/2025Centricity Wealth Management LLC1,603$105K0.1%N/A0.005%
2/3/2025Pacific Sun Financial Corp7,013$461K0.3%+3.9%0.022%
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2/3/2025First National Bank & Trust Co. of Newtown118,658$7.81M1.6%-11.1%0.368%
2/3/2025Private Advisor Group LLC29,786$1.96M0.0%-7.2%0.092%
1/31/2025Bank of Jackson Hole Trust680$45K0.0%N/A0.002%
1/31/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors111,969$7.37M0.3%N/A0.347%
1/31/2025Kestra Investment Management LLC565$37K0.0%N/A0.002%
1/31/2025Atria Wealth Solutions Inc.37,722$2.48M0.0%+6.9%0.117%
1/31/2025D.A. Davidson & CO.14,820$975K0.0%-5.0%0.046%
1/31/2025NTV Asset Management LLC12,265$807K0.1%-5.9%0.038%
1/31/2025Sanctuary Advisors LLC4,580$314K0.0%+22.2%0.014%
1/31/2025J.W. Cole Advisors Inc.11,366$748K0.0%-1.5%0.035%
(Data available from 1/1/2016 forward)

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PHO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PHO shares?

During the previous two years, 344 institutional investors and hedge funds held shares of Invesco Water Resources ETF. The most heavily invested institutionals were Bank of America Corp DE ($110.94M), UBS Group AG ($50.47M), LPL Financial LLC ($49.35M), Raymond James Financial Inc. ($34.60M), 1832 Asset Management L.P. ($32.75M), HighTower Advisors LLC ($27.06M), and Royal Bank of Canada ($26.67M).Learn more on PHO's institutional investors.

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

Of the 269 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: Raymond James Financial Inc. ($1.05M), International Assets Investment Management LLC ($594.37K), HighTower Advisors LLC ($411.20K), LPL Financial LLC ($316.96K), 1832 Asset Management L.P. ($312.48K), Money Design Co. Ltd. ($310.95K), and Raymond James & Associates ($261.09K).

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

Institutional investors have bought a total of 5,910,275 shares in the last 24 months. This purchase volume represents approximately $432.05M in transactions.

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

Of the 185 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: Money Design Co. Ltd. ($179.00K), Commonwealth Equity Services LLC ($104.83K), CWM LLC ($100.07K), Commerce Bank ($56.74K), Private Advisor Group LLC ($52.07K), Raymond James Financial Services Advisors Inc. ($50.17K), and Envestnet Asset Management Inc. ($45.37K).

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

Institutional investors have sold a total of 1,384,791 shares in the last 24 months. This volume of shares sold represents approximately $91.16M in transactions.


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This page (NASDAQ:PHO) was last updated on 4/3/2025 by MarketBeat.com Staff
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