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Invesco Water Resources ETF (PHO) Institutional Ownership

Invesco Water Resources ETF logo
$66.60 +0.59 (+0.89%)
(As of 12/20/2024 05:31 PM ET)
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Institutional Ownership Changes (13F Filings) for Invesco Water Resources ETF (NASDAQ:PHO)

Number of
Institutional Buyers
(last 12 months)
159
Total
Institutional Inflows
(last 12 months)
$158.58M
Number of
Institutional Sellers
(last 12 months)
103
Total
Institutional Outflows
(last 12 months)
$32.80M
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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
12/13/2024 B. Riley Wealth Advisors Inc.12,715$890K0.0%-4.4%0.039%
11/27/2024 Franklin Resources Inc.6,033$427K0.0%-22.7%0.019%
11/25/2024 Wilmington Savings Fund Society FSB3,500$247K0.0%N/A0.011%
11/18/2024 TD Private Client Wealth LLC1,198$85K0.0%+49.4%0.004%
11/18/2024 Sunbelt Securities Inc.507$36K0.0%N/A0.002%
11/15/2024 Raab & Moskowitz Asset Management LLC59,898$4.23M1.1%+0.3%0.184%
11/15/2024 MML Investors Services LLC14,625$1.03M0.0%+1.3%0.045%
11/15/2024 MCIA Inc6,100$432K0.1%+28.3%0.019%
11/15/2024 Glen Eagle Advisors LLC16,929$1.19M0.2%-22.4%0.052%
11/15/2024 Kovitz Investment Group Partners LLC11,820$789K0.0%+13.2%0.036%
11/15/2024 Stifel Financial Corp106,627$7.52M0.0%+5.5%0.327%
11/15/2024 IHT Wealth Management LLC8,251$582K0.0%+1.9%0.025%
11/15/2024 Integrated Wealth Concepts LLC11,474$809K0.0%-5.7%0.035%
11/15/2024 HighTower Advisors LLC405,394$28.59M0.0%+0.1%1.245%
11/15/2024 Benjamin Edwards Inc.3,537$250K0.0%N/A0.011%
11/15/2024 FSA Wealth Management LLC2,603$184K0.1%N/A0.008%
11/14/2024 Captrust Financial Advisors22,492$1.59M0.0%+0.8%0.069%
11/14/2024 Rockefeller Capital Management L.P.18,934$1.34M0.0%-2.4%0.058%
11/14/2024 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC761$54K0.0%N/A0.002%
11/14/2024 Financial Counselors Inc.2,898$204K0.0%N/A0.009%
11/13/2024 Glenmede Trust Co. NA21,400$1.51M0.0%+8.1%0.066%
11/13/2024 Freedom Investment Management Inc.13,604$960K0.1%-2.4%0.042%
11/13/2024 FMR LLC19,521$1.38M0.0%+24.0%0.060%
11/13/2024 D.A. Davidson & CO.15,599$1.10M0.0%-1.3%0.048%
11/13/2024 Bank of Montreal Can39,907$2.81M0.0%+9.0%0.123%
11/13/2024 Bedell Frazier Investment Counselling LLC66,021$4.66M1.1%+0.7%0.203%
11/12/2024Larson Financial Group LLC5,587$394K0.0%+964.2%0.017%
11/12/2024 KKM Financial LLC4,782$337K0.2%+5.4%0.015%
11/12/2024 Cerity Partners LLC56,842$4.01M0.0%+1.6%0.175%
11/12/2024 Nwam LLC6,381$450K0.0%N/A0.020%
11/12/2024 Icon Wealth Advisors LLC12,320$869K0.0%+623.4%0.038%
11/12/2024 Banco Santander S.A.7,170$506K0.0%+13.6%0.022%
11/9/2024 Trustmark National Bank Trust Department3,867$273K0.0%N/A0.012%
11/8/2024 Moors & Cabot Inc.5,135$362K0.0%+9.0%0.016%
11/8/2024 Kirtland Hills Capital Management LLC3,476$245K0.1%N/A0.011%
11/8/2024 Commerce Bank87,190$6.15M0.0%-0.4%0.268%
11/8/2024 PNC Financial Services Group Inc.292,816$20.66M0.0%-0.1%0.899%
11/8/2024 First City Capital Management Inc.11,335$800K0.4%-4.2%0.035%
11/8/2024 Legacy Bridge LLC1,210$81K0.0%+70.4%0.004%
11/6/2024 Linscomb Wealth Inc.61,884$4.37M0.2%-0.7%0.190%
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11/6/2024 Oppenheimer & Co. Inc.12,514$883K0.0%-2.9%0.038%
11/5/2024 Private Wealth Advisors LLC21,335$1.49M0.6%+1.4%0.066%
11/5/2024 Aptus Capital Advisors LLC1,920$135K0.0%-8.4%0.006%
11/5/2024 Prime Capital Investment Advisors LLC27,964$1.97M0.0%N/A0.086%
11/5/2024 Verus Capital Partners LLC3,319$234K0.0%-9.6%0.010%
11/5/2024 OVERSEA CHINESE BANKING Corp Ltd15,642$1.10M0.0%-10.0%0.048%
11/4/2024 Bond & Devick Financial Network Inc.18,527$1.31M0.6%+17.8%0.057%
11/4/2024 Kennebec Savings Bank845$60K0.1%N/A0.003%
11/2/2024 Mesirow Financial Investment Management Inc.7,805$551K0.0%+9.9%0.024%
11/1/2024 First National Bank & Trust Co. of Newtown133,539$9.42M1.8%-0.6%0.410%
11/1/2024 Winthrop Advisory Group LLC2,960$209K0.0%N/A0.009%
11/1/2024 Verity Asset Management Inc.31,937$2.25M0.8%-5.7%0.098%
10/31/2024 Financial Services Advisory Inc13,395$945K0.2%-1.4%0.041%
10/31/2024 US Financial Advisors LLC4,010$283K0.1%-15.6%0.012%
10/30/2024 MinichMacGregor Wealth Management LLC5,180$365K0.1%-3.9%0.016%
10/30/2024 Moloney Securities Asset Management LLC4,522$319K0.0%-3.3%0.014%
10/29/2024 Janney Montgomery Scott LLC27,954$1.97M0.0%-2.4%0.086%
10/29/2024 James Investment Research Inc.3,191$225K0.0%N/A0.010%
10/29/2024 Weatherly Asset Management L. P.19,072$1.35M0.1%-5.5%0.059%
10/28/2024 Gladstone Institutional Advisory LLC4,914$347K0.0%+31.3%0.015%
10/28/2024 O ROURKE & COMPANY Inc29,111$2.05M1.0%+0.8%0.089%
10/28/2024 HM Payson & Co.11,571$816K0.0%-2.8%0.036%
10/25/2024 JFS Wealth Advisors LLC4,771$337K0.0%+24.9%0.015%
10/25/2024 Diversify Advisory Services LLC3,008$209K0.0%N/A0.009%
10/24/2024 J.W. Cole Advisors Inc.11,543$814K0.0%-2.7%0.035%
10/24/2024 Bristlecone Advisors LLC1,034$73K0.0%N/A0.003%
10/24/2024 Modera Wealth Management LLC4,301$303K0.0%-4.9%0.013%
10/24/2024 Wealth Enhancement Advisory Services LLC24,886$1.76M0.0%+15.3%0.076%
10/24/2024 PFG Investments LLC18,319$1.29M0.1%-1.7%0.056%
10/23/2024 American Institute for Advanced Investment Management LLP17,425$1.23M0.9%+2.3%0.053%
10/23/2024 Beese Fulmer Investment Management Inc.3,033$214K0.0%N/A0.009%
10/22/2024 Private Advisor Group LLC32,103$2.27M0.0%-3.5%0.099%
10/21/2024 Foundations Investment Advisors LLC8,298$585K0.0%-28.6%0.025%
10/21/2024 Ledyard National Bank15,458$1.09M0.1%-2.4%0.047%
10/21/2024 Venture Visionary Partners LLC5,828$411K0.0%+9.4%0.018%
10/21/2024 Western Financial Corp CA5,374$379K0.2%-2.9%0.016%
10/21/2024 Castleview Partners LLC560$40K0.0%-47.0%0.002%
10/21/2024 McElhenny Sheffield Capital Management LLC4,390$310K0.1%-5.0%0.013%
10/19/2024McClarren Financial Advisors Inc.676$48K0.0%+424.0%0.002%
10/19/2024Columbus Macro LLC6,680$471K0.2%N/A0.020%
10/18/2024Key Client Fiduciary Advisors LLC3,080$217K0.1%N/A0.009%
10/18/2024Raymond James & Associates302,278$21.32M0.0%+159.4%0.928%
10/17/2024 Howard Capital Management Group LLC10,129$714K0.1%-6.3%0.031%
10/17/2024LexAurum Advisors LLC13,987$987K0.2%-4.2%0.043%
10/17/2024 TruWealth Advisors LLC4,103$289K0.0%-5.9%0.013%
10/16/2024 Bleakley Financial Group LLC4,144$292K0.0%N/A0.013%
10/16/2024 SeaCrest Wealth Management LLC25,122$1.77M0.2%-4.7%0.077%
10/16/2024 Prism Advisors Inc.188,298$13.28M3.8%+25.7%0.580%
10/15/2024 First United Bank & Trust2,920$206K0.1%-6.6%0.009%
10/11/2024 Creative Planning58,728$4.14M0.0%+0.5%0.181%
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10/10/2024 Silverlake Wealth Management LLC31,301$2.21M0.8%+18.0%0.096%
10/9/2024 Pacific Sun Financial Corp6,753$476K0.3%+5.7%0.021%
10/9/2024 Westwind Capital23,102$1.63M0.4%+1,307.8%0.071%
10/9/2024 Money Design Co. Ltd.79,690$5.62M0.3%-14.1%0.245%
10/8/2024 CWM LLC120,440$8.50M0.0%+4.6%0.371%
10/7/2024 Chemistry Wealth Management LLC2,844$201K0.0%N/A0.009%
10/7/2024 WealthBridge Capital Management LLC4,314$304K0.1%-3.4%0.013%
10/2/2024 Kades & Cheifetz LLC2,966$209K0.1%N/A0.009%
9/5/2024 Sanctuary Advisors LLC3,747$242K0.0%N/A0.012%
8/22/2024 Cetera Investment Advisers234,289$15.21M0.0%+0.9%0.724%
(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, 310 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), LPL Financial LLC ($43.40M), 1832 Asset Management L.P. ($32.75M), HighTower Advisors LLC ($28.59M), Commonwealth Equity Services LLC ($26.13M), and Raymond James & Associates ($21.32M).Learn more on PHO's institutional investors.

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

Of the 248 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 ($414.47K), 1832 Asset Management L.P. ($312.48K), Money Design Co. Ltd. ($310.95K), LPL Financial LLC ($265.30K), Raymond James & Associates ($263.33K), and Cetera Investment Advisers ($219.23K).

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

Institutional investors have bought a total of 4,505,341 shares in the last 24 months. This purchase volume represents approximately $350.43M 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: Money Design Co. Ltd. ($167.52K), Commonwealth Equity Services LLC ($156.20K), CWM LLC ($116.61K), Capital Analysts LLC ($80.30K), UBS Group AG ($77.45K), Commerce Bank ($59.66K), and Private Advisor Group LLC ($54.93K).

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

Institutional investors have sold a total of 1,371,873 shares in the last 24 months. This volume of shares sold represents approximately $103.91M in transactions.


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This page (NASDAQ:PHO) was last updated on 12/21/2024 by MarketBeat.com Staff
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