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Invesco Water Resources ETF (PHO) Institutional Ownership

Invesco Water Resources ETF logo
$71.08 -2.36 (-3.21%)
Closing price 03:59 PM Eastern
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$71.06 -0.02 (-0.02%)
As of 07:51 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)
194
Total
Institutional Inflows
(last 12 months)
$215.89M
Number of
Institutional Sellers
(last 12 months)
151
Total
Institutional Outflows
(last 12 months)
$59.76M
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Skip Chart & View Institutional Buying and Selling Data

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
9/4/2025Osaic Holdings Inc.219,053$15.32M0.0%-3.6%0.704%
8/25/2025Silverlake Wealth Management LLC29,093$2.03M0.6%-2.0%0.094%
8/19/2025Advisory Services Network LLC10,554$744K0.0%+28.2%0.034%
8/18/2025Geneos Wealth Management Inc.590$41K0.0%+156.5%0.002%
8/15/2025Tower Research Capital LLC TRC 5,984$418K0.0%-58.6%0.019%
8/15/2025Corient Private Wealth LLC21,150$1.48M0.0%+3.9%0.068%
8/15/2025Captrust Financial Advisors24,677$1.73M0.0%+0.8%0.079%
8/15/2025Snowden Capital Advisors LLC11,977$837K0.0%-4.5%0.038%
8/15/2025MML Investors Services LLC22,253$1.56M0.0%+8.0%0.072%
8/15/2025IHT Wealth Management LLC8,890$622K0.0%-2.9%0.029%
8/15/2025Bank of America Corp DE1,603,355$112.09M0.0%-3.7%5.154%
8/15/2025Ameriprise Financial Inc.80,158$5.60M0.0%+1.7%0.258%
8/14/2025Jane Street Group LLC8,516$595K0.0%N/A0.027%
8/14/2025Raymond James Financial Inc.460,590$32.20M0.0%-1.5%1.481%
8/14/2025NewEdge Advisors LLC18,515$1.29M0.0%+9.0%0.060%
8/14/2025Stamos Capital Partners L.P.5,706$399K0.1%+45.6%0.018%
8/14/2025Cerity Partners LLC59,490$4.16M0.0%+2.2%0.191%
8/13/2025Per Stirling Capital Management LLC.2,991$209K0.0%N/A0.010%
8/13/2025Brown Advisory Inc.10,776$753K0.0%+4.0%0.035%
8/13/2025Baird Financial Group Inc.13,692$957K0.0%+8.8%0.044%
8/13/2025Raab & Moskowitz Asset Management LLC60,297$4.22M1.0%-0.7%0.194%
8/13/20251832 Asset Management L.P.505,965$35.37M0.0%+1.0%1.626%
8/13/2025CW Advisors LLC15,069$1.05M0.0%-49.8%0.048%
8/13/2025Beacon Pointe Advisors LLC36,444$2.55M0.0%-6.9%0.117%
8/13/2025Trustmark Bank Trust Department2,898$203K0.0%N/A0.009%
8/13/2025Scotia Capital Inc.49,083$3.43M0.0%-1.2%0.158%
8/13/2025Northwestern Mutual Wealth Management Co.45,664$3.19M0.0%+15.3%0.147%
8/13/2025Johnson Financial Group Inc.3,185$223K0.0%+149.8%0.010%
8/12/2025J.W. Cole Advisors Inc.28,431$1.99M0.0%+28.9%0.091%
8/12/2025Steward Partners Investment Advisory LLC27,556$1.93M0.0%+4.1%0.089%
8/12/2025CreativeOne Wealth LLC2,897$203K0.0%N/A0.009%
8/12/2025AlphaCore Capital LLC2,593$181K0.0%-30.1%0.008%
8/12/2025Franklin Resources Inc.4,358$305K0.0%-27.8%0.014%
8/12/2025MAI Capital Management13,184$922K0.0%-4.4%0.042%
8/12/2025JPMorgan Chase & Co.33,261$2.33M0.0%-6.7%0.107%
8/12/2025Howe & Rusling Inc.5,347$374K0.0%-16.7%0.017%
8/11/2025TD Waterhouse Canada Inc.4,169$296K0.0%-4.6%0.013%
8/11/2025Bedell Frazier Investment Counselling LLC63,161$4.42M1.1%-1.0%0.203%
8/8/2025Rockefeller Capital Management L.P.20,762$1.45M0.0%-2.7%0.067%
8/8/2025Cetera Investment Advisers218,838$15.30M0.0%+3.7%0.703%
8/8/2025Creative Planning64,385$4.50M0.0%+5.3%0.207%
8/8/2025Marble Harbor Investment Counsel LLC4,033$282K0.0%-15.7%0.013%
8/8/2025PNC Financial Services Group Inc.287,504$20.10M0.0%-1.0%0.924%
8/7/2025Verus Capital Partners LLC2,923$204K0.0%-9.3%0.009%
8/7/2025Avalon Capital Management56,969$3.98M1.1%-6.1%0.183%
8/7/2025Aspen Wealth Strategies LLC6,646$465K0.3%+44.7%0.021%
8/7/2025Vise Technologies Inc.3,716$260K0.0%N/A0.012%
8/7/2025Midwest Trust Co2,959$207K0.0%N/A0.010%
8/6/2025Prospera Financial Services Inc6,402$448K0.0%-4.9%0.021%
8/6/2025AE Wealth Management LLC570$40K0.0%+5,081.8%0.002%
8/6/2025Wedbush Securities Inc.4,808$336K0.0%-6.5%0.015%
8/6/2025Aspect Partners LLC3,000$210K0.1%N/A0.010%
8/6/2025Atlantic Union Bankshares Corp6,323$442K0.0%N/A0.020%
8/6/2025Moors & Cabot Inc.5,310$371K0.0%-4.1%0.017%
8/6/2025RFG Bristol Wealth Advisors LLC6,829$477K0.1%-39.1%0.022%
8/5/2025McGinn Penninger Investment Management Inc.11,474$802K0.5%-27.0%0.037%
8/5/2025Verity Asset Management Inc.27,021$1.89M0.9%-2.2%0.087%
8/5/2025Bank of Montreal Can6,907$483K0.0%-2.6%0.022%
8/5/2025TIAA Trust National Association4,520$316K0.0%+13.9%0.015%
8/5/2025American Institute for Advanced Investment Management LLP17,495$1.22M0.8%-1.4%0.056%
8/4/2025Linscomb Wealth Inc.55,887$3.91M0.2%-9.7%0.180%
8/4/2025Kovack Advisors Inc.3,939$275K0.0%N/A0.013%
8/4/2025Ledyard National Bank13,481$942K0.1%-10.8%0.043%
8/4/2025Spire Wealth Management15,431$1.08M0.0%-4.2%0.050%
8/4/2025Hantz Financial Services Inc.779$54K0.0%N/A0.003%
8/4/2025Arkadios Wealth Advisors9,350$654K0.0%N/A0.030%
8/1/2025Brookwood Investment Group LLC3,059$214K0.0%N/A0.010%
8/1/2025OVERSEA CHINESE BANKING Corp Ltd13,040$912K0.0%-3.8%0.042%
8/1/2025Envestnet Asset Management Inc.49,651$3.47M0.0%+14.5%0.159%
7/31/2025Wealthfront Advisers LLC6,932$485K0.0%+10.4%0.022%
7/31/2025Conservest Capital Advisors Inc.70,476$4.93M0.5%-2.3%0.226%
7/31/2025Leavell Investment Management Inc.2,930$205K0.0%-6.4%0.009%
7/31/2025Money Design Co. Ltd.55,953$3.91M0.2%-9.9%0.180%
7/31/2025Briaud Financial Planning Inc1,744$121K0.0%N/A0.006%
7/31/2025FSM Wealth Advisors LLC10,377$736K0.1%N/A0.033%
7/30/2025Freedom Investment Management Inc.13,112$917K0.1%-1.9%0.042%
7/30/2025D.A. Davidson & CO.15,871$1.11M0.0%+5.3%0.051%
7/30/2025Pacific Sun Financial Corp7,238$506K0.3%-3.5%0.023%
7/29/2025Lyell Wealth Management LP4,318$302K0.0%N/A0.014%
7/29/2025Mountain Capital Investment Advisors Inc.6,465$460K0.1%-2.6%0.021%
7/29/2025International Assets Investment Management LLC7,995$559K0.0%-14.3%0.026%
7/29/2025Stratos Wealth Partners LTD.5,289$370K0.0%-22.6%0.017%
7/28/2025Wealthspan Partners LLC8,922$624K0.3%-5.2%0.029%
7/28/2025Equitable Trust Co.13,942$975K0.0%-5.7%0.045%
7/25/2025Atria Wealth Solutions Inc.30,127$2.11M0.0%-26.8%0.097%
7/25/2025Astoria Portfolio Advisors LLC.3,360$238K0.1%N/A0.011%
7/25/2025Sequoia Financial Advisors LLC5,272$369K0.0%+65.3%0.017%
7/25/2025CWM LLC132,754$9.28M0.0%-0.5%0.427%
7/25/2025Apollon Wealth Management LLC14,167$990K0.0%-5.4%0.046%
7/25/2025Keener Financial Planning LLC600$41K0.0%N/A0.002%
7/24/2025Financial Connections Group Inc.558$39K0.0%-20.6%0.002%
7/24/2025JFS Wealth Advisors LLC3,034$212K0.0%-32.0%0.010%
7/24/2025IFP Advisors Inc45,831$3.20M0.1%+3.5%0.147%
7/24/2025Blair William & Co. IL136,963$9.58M0.0%+14.9%0.440%
7/23/2025Traphagen Investment Advisors LLC3,504$245K0.0%-11.1%0.011%
7/23/2025Winthrop Advisory Group LLC2,966$207K0.0%N/A0.010%
7/23/2025Prime Capital Investment Advisors LLC28,314$1.98M0.0%-35.4%0.091%
7/22/2025Relyea Zuckerberg Hanson LLC4,680$327K0.0%-38.1%0.015%
7/22/2025Berkshire Money Management Inc.1,863$130K0.0%N/A0.006%
7/22/2025Autumn Glory Partners LLC3,047$213K0.1%N/A0.010%
(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, 362 institutional investors and hedge funds held shares of Invesco Water Resources ETF. The most heavily invested institutionals were Bank of America Corp DE ($112.09M), LPL Financial LLC ($53.36M), UBS Group AG ($50.47M), 1832 Asset Management L.P. ($35.37M), Raymond James Financial Inc. ($32.20M), HighTower Advisors LLC ($26.83M), and Commonwealth Equity Services LLC ($26.58M).Learn more on Invesco Water Resources ETF's institutional investors.

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

Of the 282 institutional investors that purchased Invesco Water Resources ETF's 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), Gitterman Wealth Management LLC ($363.42K), 1832 Asset Management L.P. ($326.29K), LPL Financial LLC ($252.21K), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($223.94K), and Cetera Investment Advisers ($223.84K).

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

Institutional investors have bought a total of 3,259,529 shares in the last 24 months. This purchase volume represents approximately $215.89M in transactions.

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

Of the 151 institutional investors that sold Invesco Water Resources ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Commonwealth Equity Services LLC ($88.82K), Raymond James Financial Inc. ($65.38K), SOA Wealth Advisors LLC. ($63.86K), Bank of America Corp DE ($61.26K), Prism Advisors Inc. ($43.33K), Money Design Co. Ltd. ($36.80K), and Bank of Montreal Can ($33.17K).

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

Institutional investors have sold a total of 890,583 shares in the last 24 months. This volume of shares sold represents approximately $59.76M in transactions.


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This page (NASDAQ:PHO) was last updated on 9/9/2025 by MarketBeat.com Staff
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