Free Trial
→ Collect $7k per month from Tesla’s SECRET dividend (From Investors Alley) (Ad) Free PHO Stock Alerts

Invesco Water Resources ETF (PHO) Institutional Ownership

Invesco Water Resources ETF logo
$66.55 -0.68 (-1.01%)
Closing price 04:00 PM Eastern
Extended Trading
$66.55 0.00 (0.00%)
As of 06:32 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Invesco Water Resources ETF (NASDAQ:PHO)

Number of
Institutional Buyers
(last 12 months)
170
Total
Institutional Inflows
(last 12 months)
$223.52M
Number of
Institutional Sellers
(last 12 months)
129
Total
Institutional Outflows
(last 12 months)
$42.81M
Get PHO Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invesco Water Resources ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

PHO Institutional Buying and Selling by Quarter

Invesco Water Resources ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/24/2025 Ameriflex Group Inc.966$66K0.0%N/A0.003%
2/17/2025 Waverly Advisors LLC7,714$508K0.0%-3.4%0.024%
2/17/2025 Snowden Capital Advisors LLC12,585$828K0.0%+1.3%0.039%
2/17/2025 Royal Bank of Canada405,324$26.67M0.0%+2.6%1.256%
2/17/2025 Millennium Management LLC3,915$258K0.0%-73.6%0.012%
2/17/2025 Focus Partners Wealth9,532$627K0.0%-75.8%0.030%
2/17/2025 D. E. Shaw & Co. Inc.3,954$260K0.0%-21.8%0.012%
2/17/2025 EP Wealth Advisors LLC1,909$126K0.0%N/A0.006%
2/17/2025 Cresset Asset Management LLC17,752$1.17M0.0%-17.3%0.055%
2/17/2025 Cetera Investment Advisers218,498$14.38M0.0%-5.6%0.677%
2/17/2025 BOKF NA1,810$117K0.0%-13.2%0.006%
2/17/2025 Captrust Financial Advisors23,274$1.53M0.0%+3.5%0.072%
2/17/2025 Baird Financial Group Inc.12,385$815K0.0%-1.6%0.038%
2/17/2025 Bank of America Corp DE1,686,274$110.94M0.0%+3.6%5.227%
2/17/2025 Ameriprise Financial Inc.75,146$4.94M0.0%-12.3%0.233%
2/14/2025 Blue Rock Wealth Management LLC3,700$243K0.3%N/A0.011%
2/14/2025 Mercer Global Advisors Inc. ADV51,449$3.39M0.0%+5.8%0.159%
2/14/2025 Comerica Bank22,723$1.50M0.0%-6.8%0.070%
2/14/2025 Lido Advisors LLC4,616$304K0.0%-9.5%0.014%
2/14/2025 Northern Trust Corp5,626$370K0.0%-14.9%0.017%
2/14/2025 Beacon Pointe Advisors LLC44,365$2.92M0.0%-11.5%0.138%
2/14/2025 Johnson Financial Group Inc.1,275$87K0.0%-63.7%0.004%
2/14/2025 Capital Analysts LLC21,678$1.43M0.1%-1.2%0.067%
2/14/2025 Kovitz Investment Group Partners LLC4,740$312K0.0%-59.9%0.015%
2/14/2025 Integrated Wealth Concepts LLC12,252$806K0.0%+6.8%0.038%
2/14/2025 FSA Wealth Management LLC2,189$144K0.1%-15.9%0.007%
2/14/2025 IHT Wealth Management LLC9,657$635K0.0%+17.0%0.030%
2/14/2025 Canal Capital Management LLC3,848$253K0.0%N/A0.012%
2/14/2025 Stifel Financial Corp110,989$7.30M0.0%+4.1%0.344%
2/14/2025 Tower Research Capital LLC TRC 3,069$202K0.0%-83.7%0.010%
2/14/2025 Commerce Bank62,115$4.09M0.0%-28.8%0.193%
2/13/2025 NewEdge Advisors LLC16,127$1.06M0.0%-2.0%0.050%
2/13/2025 Mariner LLC29,213$1.92M0.0%+2.6%0.091%
2/13/2025 O ROURKE & COMPANY Inc28,218$1.86M0.9%-3.1%0.087%
2/13/2025 Stamos Capital Partners L.P.3,780$249K0.1%+5.3%0.012%
2/13/2025 Rockefeller Capital Management L.P.19,907$1.31M0.0%+5.1%0.062%
2/13/2025 Redwood Park Advisors LLC387$25K0.0%N/A0.001%
2/13/2025 Scotia Capital Inc.48,977$3.22M0.0%-2.0%0.152%
2/13/2025 Mountain Capital Investment Advisors Inc.6,580$446K0.1%+7.9%0.020%
2/13/2025 Raymond James Financial Inc.525,970$34.60M0.0%N/A1.630%
DOGE Social Security bombshell? (Ad)

Elon Musk just dropped another bombshell... He revealed his DOGE organization has been taking aim at Social Security, finding what he says is widespread fraud across the agency.

>>Here are the NINE stocks everyone will wish they own once Elon moves.<<
2/13/2025 Advisory Services Network LLC7,171$472K0.0%+21.7%0.022%
2/13/2025 Renaissance Technologies LLC3,300$217K0.0%-19.5%0.010%
2/13/2025 Bank of Montreal Can6,916$455K0.0%-82.7%0.021%
2/13/2025 Cerity Partners LLC58,216$3.83M0.0%+2.4%0.180%
2/13/2025 Envestnet Asset Management Inc.32,509$2.14M0.0%-46.0%0.101%
2/13/2025 Wedbush Securities Inc.5,313$350K0.0%-8.4%0.016%
2/13/2025 Wells Fargo & Company MN221,354$14.56M0.0%-0.4%0.686%
2/12/2025 National Bank of Canada FI12,559$826K0.0%+3.6%0.039%
2/12/2025 Summit Financial LLC8,911$586K0.0%+4.5%0.028%
2/12/2025 Bedell Frazier Investment Counselling LLC64,675$4.26M1.1%-2.0%0.200%
2/12/2025 Edmond DE Rothschild Holding S.A.12,950$852K0.0%N/A0.040%
2/12/2025 RWA Wealth Partners LLC4,306$283K0.0%+3.6%0.013%
2/12/2025 Blair William & Co. IL119,562$7.87M0.0%-1.5%0.371%
2/12/2025 JPMorgan Chase & Co.37,583$2.47M0.0%-25.2%0.117%
2/11/2025 Crowley Wealth Management Inc.400$26K0.0%N/A0.001%
2/11/2025 LPL Financial LLC750,169$49.35M0.0%+10.2%2.325%
2/11/2025 Millstone Evans Group LLC3,302$217K0.1%N/A0.010%
2/11/2025 TD Private Client Wealth LLC1,500$99K0.0%+25.2%0.005%
2/11/2025 Fox Hill Wealth Management17,734$1.17M0.7%-3.2%0.055%
2/10/2025 Aspen Wealth Strategies LLC4,496$296K0.2%N/A0.014%
2/10/2025 Tocqueville Asset Management L.P.54,971$3.62M0.1%-1.6%0.170%
2/10/2025 Corient Private Wealth LLC20,855$1.37M0.0%+4.2%0.065%
2/10/2025 Montis Financial LLC3,641$240K0.1%N/A0.011%
2/10/2025 Gerber LLC7,835$515K0.4%-2.4%0.024%
2/10/2025 Commonwealth Equity Services LLC240,781$15.84M0.0%-26.9%0.746%
2/10/2025 Avantax Advisory Services Inc.4,549$299K0.0%+57.6%0.014%
2/7/2025 Sequoia Financial Advisors LLC3,528$232K0.0%N/A0.011%
2/7/2025 HighTower Advisors LLC411,275$27.06M0.0%+1.5%1.275%
2/7/2025 Wealthfront Advisers LLC5,912$389K0.0%+10.2%0.018%
2/7/2025 Independent Advisor Alliance9,708$639K0.0%N/A0.030%
2/7/2025 Johnson Investment Counsel Inc.4,049$266K0.0%-3.6%0.013%
2/7/2025 PNC Financial Services Group Inc.283,581$18.66M0.0%-3.2%0.879%
2/7/2025 Banco Santander S.A.6,160$405K0.0%-14.1%0.019%
2/7/2025 Mesirow Financial Investment Management Inc.7,476$492K0.0%-4.2%0.023%
2/6/2025 Raymond James Financial Inc.525,970$34.60M0.0%N/A1.630%
2/6/2025 Steward Partners Investment Advisory LLC26,715$1.76M0.0%+17.4%0.083%
2/6/2025 Bravias Capital Group LLC10,630$727K0.6%N/A0.033%
2/6/2025 Jones Financial Companies Lllp18,156$1.19M0.0%+107.1%0.056%
2/5/2025 US Bancorp DE10,834$713K0.0%+14.4%0.034%
2/5/2025 Conservest Capital Advisors Inc.72,648$4.78M0.5%-0.5%0.225%
2/5/2025 Oppenheimer & Co. Inc.13,414$883K0.0%+7.2%0.042%
2/5/2025 Nwam LLC4,662$307K0.0%-26.9%0.014%
2/4/2025 Avalon Capital Management60,771$4.00M1.3%-0.7%0.188%
2/4/2025 IFP Advisors Inc35,447$2.33M0.1%+945.0%0.110%
2/4/2025 MONECO Advisors LLC40,584$2.67M0.3%-0.5%0.126%
2/4/2025 Marshall Investment Management LLC756$53K0.0%N/A0.002%
2/3/2025 Turning Point Benefit Group Inc.4,173$275K0.3%N/A0.013%
2/3/2025 Centricity Wealth Management LLC1,603$105K0.1%N/A0.005%
2/3/2025 Pacific Sun Financial Corp7,013$461K0.3%+3.9%0.022%
2/3/2025 First National Bank & Trust Co. of Newtown118,658$7.81M1.6%-11.1%0.368%
Trump’s Victory Could Spark Major Gains for Gold – Don’t Miss Out (Ad)

This "Patriot's Tax Shield" lets you defend your wealth with real, solid gold. Our exclusive, free wealth protection guide shows you how to use Trump's vision to lock down your savings—your freedom, your future. Plus, for a few lucky individuals, we're honoring Trump's historic return with an exclusive free gift.

Grab your FREE GUIDE NOW
2/3/2025 Private Advisor Group LLC29,786$1.96M0.0%-7.2%0.092%
1/31/2025 Bank of Jackson Hole Trust680$45K0.0%N/A0.002%
1/31/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors111,969$7.37M0.3%N/A0.347%
1/31/2025 Kestra Investment Management LLC565$37K0.0%N/A0.002%
1/31/2025 Atria Wealth Solutions Inc.37,722$2.48M0.0%+6.9%0.117%
1/31/2025 D.A. Davidson & CO.14,820$975K0.0%-5.0%0.046%
1/31/2025 NTV Asset Management LLC12,265$807K0.1%-5.9%0.038%
1/31/2025 Sanctuary Advisors LLC4,580$314K0.0%+22.2%0.014%
1/31/2025 J.W. Cole Advisors Inc.11,366$748K0.0%-1.5%0.035%
1/30/2025 James Investment Research Inc.3,999$263K0.0%+25.3%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, 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 5,909,548 shares in the last 24 months. This purchase volume represents approximately $432.02M 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.


Related Companies

This page (NASDAQ:PHO) was last updated on 3/3/2025 by MarketBeat.com Staff
From Our Partners
DOGE Social Security bombshell?
Elon Musk just dropped another bombshell... He revealed his DOGE organization has been taking aim at Social...
Altimetry | Sponsored
Elon Musk Wants to Audit Fort Knox—What It Means for Your Retirement
You can take advantage of the coming tariff-fueled gold melt-up right inside your IRA or 401(k) – 100% TAX-FRE...
Colonial Metals | Sponsored
URGENT: This Altcoin Opportunity Won’t Wait – Act Now
Crypto has officially entered the "banana zone" – that wild phase where prices can 1000x in days. It happen...
Crypto Swap Profits | Sponsored
This Crypto Is Set to Explode in February
It's a groundbreaking opportunity that could be poised for extraordinary gains. The catalyst behind this su...
Crypto 101 Media | Sponsored
The Deep State Surveillance Plot To Sabotage President Trump
There's a Trump approved IRS-loophole which allows you to steer clear of government overreach and move your re...
American Hartford Gold | Sponsored
Trump’s Victory Could Spark Major Gains for Gold – Don’t Miss Out
This "Patriot's Tax Shield" lets you defend your wealth with real, solid gold. Our exclusive, free wealth pr...
American Alternative | Sponsored
Collect $7k per month from Tesla’s SECRET dividend
Tesla doesn't pay a traditional dividend.... But I just discovered a secret backdoor to collect a secret 69...
Investors Alley | Sponsored
$2 Trillion Disappears Because of Fed's Secretive New Move
$2 trillion has disappeared from the US government's books. The reason why is a new, secretive move being c...
Stansberry Research | Sponsored