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Invesco Water Resources ETF (PHO) Institutional Ownership

Invesco Water Resources ETF logo
$68.42 -0.06 (-0.09%)
Closing price 01/31/2025 04:00 PM Eastern
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$68.42 0.00 (0.00%)
As of 01/31/2025 07:58 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)
159
Total
Institutional Inflows
(last 12 months)
$143.88M
Number of
Institutional Sellers
(last 12 months)
108
Total
Institutional Outflows
(last 12 months)
$28.03M
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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
1/31/2025Bank 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%
1/31/2025Kestra 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%
1/30/2025 James Investment Research Inc.3,999$263K0.0%+25.3%0.012%
1/30/2025 Allworth Financial LP728$50K0.0%+181.1%0.002%
1/30/2025 Strategic Financial Concepts LLC26,316$1.73M0.1%N/A0.082%
1/30/2025 Principal Securities Inc.590$39K0.0%+37.2%0.002%
1/30/2025 Nations Financial Group Inc. IA ADV7,138$470K0.0%+4.8%0.022%
1/30/2025 Autumn Glory Partners LLC3,047$200K0.1%-6.3%0.009%
1/29/2025 MGB Wealth Management LLC1,450$95K0.0%+93.3%0.004%
1/29/2025 Raab & Moskowitz Asset Management LLC60,246$3.96M1.0%+0.6%0.187%
1/29/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors111,969$7.37M0.3%N/A0.347%
1/29/2025 Van ECK Associates Corp18,680$1.23M0.0%+49.6%0.058%
1/29/2025 Sovran Advisors LLC14,324$953K0.1%N/A0.044%
1/29/2025 Equitable Trust Co.14,789$973K0.1%-1.8%0.046%
1/29/2025 Wingate Wealth Advisors Inc.500$33K0.0%N/A0.002%
1/28/2025 Apollon Wealth Management LLC14,448$951K0.0%-2.4%0.045%
1/28/2025 Strategic Financial Concepts LLC26,316$1.73M0.0%N/A0.081%
1/28/2025 Ledyard National Bank15,063$991K0.1%-2.6%0.047%
1/27/2025 Stratos Wealth Partners LTD.7,100$467K0.0%-7.4%0.022%
1/27/2025 Silverlake Wealth Management LLC31,117$2.05M0.8%-0.6%0.096%
1/27/2025 Verity Asset Management Inc.27,440$1.81M1.0%-14.1%0.085%
1/24/2025 Wealthspan Partners LLC9,717$639K0.3%-2.6%0.030%
1/24/2025 CENTRAL TRUST Co5,955$392K0.0%-4.4%0.018%
1/24/2025 Osborne Partners Capital Management LLC7,122$469K0.0%-12.1%0.022%
1/23/2025 Money Design Co. Ltd.68,219$4.49M0.2%-14.4%0.211%
1/22/2025 Legacy Bridge LLC710$47K0.0%-41.3%0.002%
1/22/2025 Nilsine Partners LLC23,443$1.54M0.2%-3.9%0.072%
1/22/2025 Prism Advisors Inc.206,352$13.58M4.1%+9.6%0.638%
1/22/2025 PFG Investments LLC18,824$1.24M0.1%+2.8%0.058%
1/21/2025 Dynamic Advisor Solutions LLC8,495$559K0.0%+11.1%0.026%
1/21/2025 LexAurum Advisors LLC13,377$880K0.2%-4.4%0.041%
1/17/2025 Secure Asset Management LLC5,441$358K0.1%+9.5%0.017%
1/17/2025 Janney Montgomery Scott LLC28,678$1.89M0.0%+2.6%0.089%
1/17/2025 Westside Investment Management Inc.1,514$100K0.0%-28.7%0.005%
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1/17/2025 Traphagen Investment Advisors LLC4,235$279K0.0%-5.9%0.013%
1/17/2025 Howard Capital Management Group LLC8,814$580K0.0%-13.0%0.027%
1/17/2025 Transform Wealth LLC4,907$323K0.0%+43.4%0.015%
1/16/2025 Diversify Advisory Services LLC3,877$250K0.0%+28.9%0.012%
1/15/2025 Ameritas Advisory Services LLC3,849$253K0.0%-3.8%0.012%
1/15/2025 Trust Co. of Vermont1,000$66K0.0%-50.0%0.003%
1/15/2025 Merit Financial Group LLC5,683$374K0.0%-49.4%0.018%
1/15/2025 First Pacific Financial2,525$166K0.0%N/A0.008%
1/14/2025 Rockingstone Advisors LLC32,800$2.16M1.0%-26.9%0.101%
1/14/2025 Clarus Wealth Advisors8,097$529K0.3%-2.3%0.025%
1/14/2025 SeaCrest Wealth Management LLC23,832$1.57M0.2%-5.1%0.074%
1/13/2025 Miracle Mile Advisors LLC16,386$1.08M0.0%-2.0%0.051%
1/13/2025 EWG Elevate Inc.10,715$705K0.2%N/A0.033%
1/8/2025 International Assets Investment Management LLC9,539$623K0.0%N/A0.029%
12/26/2024JPMorgan Chase & Co.50,234$3.54M0.0%+44.0%0.154%
12/13/2024B. Riley Wealth Advisors Inc.12,715$890K0.0%-4.4%0.039%
11/27/2024Franklin Resources Inc.6,033$427K0.0%-22.7%0.019%
11/25/2024 Wilmington Savings Fund Society FSB3,500$247K0.0%N/A0.011%
11/18/2024TD Private Client Wealth LLC1,198$85K0.0%+49.4%0.004%
11/18/2024Sunbelt Securities Inc.507$36K0.0%N/A0.002%
11/15/2024 Raab & Moskowitz Asset Management LLC59,898$4.23M1.1%+0.3%0.184%
11/15/2024MML Investors Services LLC14,625$1.03M0.0%+1.3%0.045%
11/15/2024MCIA Inc6,100$432K0.1%+28.3%0.019%
11/15/2024Glen Eagle Advisors LLC16,929$1.19M0.2%-22.4%0.052%
11/15/2024Kovitz Investment Group Partners LLC11,820$789K0.0%+13.2%0.036%
11/15/2024Stifel Financial Corp106,627$7.52M0.0%+5.5%0.327%
11/15/2024IHT Wealth Management LLC8,251$582K0.0%+1.9%0.025%
11/15/2024Integrated Wealth Concepts LLC11,474$809K0.0%-5.7%0.035%
11/15/2024HighTower Advisors LLC405,394$28.59M0.0%+0.1%1.245%
11/15/2024Benjamin Edwards Inc.3,537$250K0.0%N/A0.011%
11/15/2024FSA Wealth Management LLC2,603$184K0.1%N/A0.008%
11/14/2024Captrust Financial Advisors22,492$1.59M0.0%+0.8%0.069%
11/14/2024Rockefeller Capital Management L.P.18,934$1.34M0.0%-2.4%0.058%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC761$54K0.0%N/A0.002%
11/14/2024Financial Counselors Inc.2,898$204K0.0%N/A0.009%
11/13/2024Glenmede Trust Co. NA21,400$1.51M0.0%+8.1%0.066%
11/13/2024Freedom Investment Management Inc.13,604$960K0.1%-2.4%0.042%
11/13/2024FMR LLC19,521$1.38M0.0%+24.0%0.060%
11/13/2024D.A. Davidson & CO.15,599$1.10M0.0%-1.3%0.048%
11/13/2024Bank of Montreal Can39,907$2.81M0.0%+9.0%0.123%
11/13/2024Bedell 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%
11/12/2024KKM Financial LLC4,782$337K0.2%+5.4%0.015%
11/12/2024Cerity Partners LLC56,842$4.01M0.0%+1.6%0.175%
11/12/2024Nwam LLC6,381$450K0.0%N/A0.020%
11/12/2024Icon Wealth Advisors LLC12,320$869K0.0%+623.4%0.038%
11/12/2024Banco Santander S.A.7,170$506K0.0%+13.6%0.022%
11/9/2024Trustmark National Bank Trust Department3,867$273K0.0%N/A0.012%
11/8/2024Moors & Cabot Inc.5,135$362K0.0%+9.0%0.016%
11/8/2024Kirtland Hills Capital Management LLC3,476$245K0.1%N/A0.011%
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11/8/2024Commerce Bank87,190$6.15M0.0%-0.4%0.268%
11/8/2024PNC 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%
11/6/2024Linscomb Wealth Inc.61,884$4.37M0.2%-0.7%0.190%
11/6/2024Oppenheimer & Co. Inc.12,514$883K0.0%-2.9%0.038%
11/5/2024Private Wealth Advisors LLC21,335$1.49M0.6%+1.4%0.066%
11/5/2024Aptus Capital Advisors LLC1,920$135K0.0%-8.4%0.006%
11/5/2024Prime Capital Investment Advisors LLC27,964$1.97M0.0%N/A0.086%
11/5/2024Verus Capital Partners LLC3,319$234K0.0%-9.6%0.010%
(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, 320 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 252 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 ($594.37K), 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 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($223.94K).

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

Institutional investors have bought a total of 4,782,198 shares in the last 24 months. This purchase volume represents approximately $365.39M in transactions.

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

Of the 167 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 ($156.20K), CWM LLC ($116.61K), Capital Analysts LLC ($80.30K), UBS Group AG ($77.45K), Commerce Bank ($59.66K), and Raymond James Financial Services Advisors Inc. ($52.42K).

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

Institutional investors have sold a total of 1,388,205 shares in the last 24 months. This volume of shares sold represents approximately $103.88M in transactions.


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This page (NASDAQ:PHO) was last updated on 2/1/2025 by MarketBeat.com Staff
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