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Invesco Water Resources ETF (PHO) Institutional Ownership

Invesco Water Resources ETF logo
$73.99 +1.65 (+2.28%)
Closing price 03:59 PM Eastern
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$74.01 +0.02 (+0.03%)
As of 04:12 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)
$216.13M
Number of
Institutional Sellers
(last 12 months)
150
Total
Institutional Outflows
(last 12 months)
$59.15M
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PHO Institutional Buying and Selling by Quarter

Invesco Water Resources ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/19/2025 Advisory Services Network LLC10,554$744K0.0%+28.2%0.034%
8/18/2025 Geneos Wealth Management Inc.590$41K0.0%+156.5%0.002%
8/15/2025 Tower Research Capital LLC TRC 5,984$418K0.0%-58.6%0.019%
8/15/2025 Corient Private Wealth LLC21,150$1.48M0.0%+3.9%0.068%
8/15/2025 Captrust Financial Advisors24,677$1.73M0.0%+0.8%0.079%
8/15/2025 Snowden Capital Advisors LLC11,977$837K0.0%-4.5%0.038%
8/15/2025 MML Investors Services LLC22,253$1.56M0.0%+8.0%0.072%
8/15/2025 IHT Wealth Management LLC8,890$622K0.0%-2.9%0.029%
8/15/2025 Bank of America Corp DE1,603,355$112.09M0.0%-3.7%5.154%
8/15/2025 Ameriprise Financial Inc.80,158$5.60M0.0%+1.7%0.258%
8/14/2025 Jane Street Group LLC8,516$595K0.0%N/A0.027%
8/14/2025 Raymond James Financial Inc.460,590$32.20M0.0%-1.5%1.481%
8/14/2025 NewEdge Advisors LLC18,515$1.29M0.0%+9.0%0.060%
8/14/2025 Stamos Capital Partners L.P.5,706$399K0.1%+45.6%0.018%
8/14/2025 Cerity Partners LLC59,490$4.16M0.0%+2.2%0.191%
8/13/2025 Per Stirling Capital Management LLC.2,991$209K0.0%N/A0.010%
8/13/2025 Brown Advisory Inc.10,776$753K0.0%+4.0%0.035%
8/13/2025 Baird Financial Group Inc.13,692$957K0.0%+8.8%0.044%
8/13/2025 Raab & Moskowitz Asset Management LLC60,297$4.22M1.0%-0.7%0.194%
8/13/2025 1832 Asset Management L.P.505,965$35.37M0.0%+1.0%1.626%
8/13/2025 CW Advisors LLC15,069$1.05M0.0%-49.8%0.048%
8/13/2025 Beacon Pointe Advisors LLC36,444$2.55M0.0%-6.9%0.117%
8/13/2025 Trustmark Bank Trust Department2,898$203K0.0%N/A0.009%
8/13/2025 Scotia Capital Inc.49,083$3.43M0.0%-1.2%0.158%
8/13/2025 Northwestern Mutual Wealth Management Co.45,664$3.19M0.0%+15.3%0.147%
8/13/2025 Johnson Financial Group Inc.3,185$223K0.0%+149.8%0.010%
8/12/2025 J.W. Cole Advisors Inc.28,431$1.99M0.0%+28.9%0.091%
8/12/2025 Steward Partners Investment Advisory LLC27,556$1.93M0.0%+4.1%0.089%
8/12/2025 CreativeOne Wealth LLC2,897$203K0.0%N/A0.009%
8/12/2025 AlphaCore Capital LLC2,593$181K0.0%-30.1%0.008%
8/12/2025 Franklin Resources Inc.4,358$305K0.0%-27.8%0.014%
8/12/2025 MAI Capital Management13,184$922K0.0%-4.4%0.042%
8/12/2025 JPMorgan Chase & Co.33,261$2.33M0.0%-6.7%0.107%
8/12/2025 Howe & Rusling Inc.5,347$374K0.0%-16.7%0.017%
8/11/2025 TD Waterhouse Canada Inc.4,169$296K0.0%-4.6%0.013%
8/11/2025 Bedell Frazier Investment Counselling LLC63,161$4.42M1.1%-1.0%0.203%
8/8/2025 Rockefeller Capital Management L.P.20,762$1.45M0.0%-2.7%0.067%
8/8/2025 Cetera Investment Advisers218,838$15.30M0.0%+3.7%0.703%
8/8/2025 Creative Planning64,385$4.50M0.0%+5.3%0.207%
8/8/2025 Marble Harbor Investment Counsel LLC4,033$282K0.0%-15.7%0.013%
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8/8/2025 PNC Financial Services Group Inc.287,504$20.10M0.0%-1.0%0.924%
8/7/2025 Verus Capital Partners LLC2,923$204K0.0%-9.3%0.009%
8/7/2025 Avalon Capital Management56,969$3.98M1.1%-6.1%0.183%
8/7/2025 Aspen Wealth Strategies LLC6,646$465K0.3%+44.7%0.021%
8/7/2025 Vise Technologies Inc.3,716$260K0.0%N/A0.012%
8/7/2025 Midwest Trust Co2,959$207K0.0%N/A0.010%
8/6/2025 Prospera Financial Services Inc6,402$448K0.0%-4.9%0.021%
8/6/2025 AE Wealth Management LLC570$40K0.0%+5,081.8%0.002%
8/6/2025 Wedbush Securities Inc.4,808$336K0.0%-6.5%0.015%
8/6/2025 Aspect Partners LLC3,000$210K0.1%N/A0.010%
8/6/2025 Atlantic Union Bankshares Corp6,323$442K0.0%N/A0.020%
8/6/2025 Moors & Cabot Inc.5,310$371K0.0%-4.1%0.017%
8/6/2025 RFG Bristol Wealth Advisors LLC6,829$477K0.1%-39.1%0.022%
8/5/2025 McGinn Penninger Investment Management Inc.11,474$802K0.5%-27.0%0.037%
8/5/2025 Verity Asset Management Inc.27,021$1.89M0.9%-2.2%0.087%
8/5/2025 Bank of Montreal Can6,907$483K0.0%-2.6%0.022%
8/5/2025 TIAA Trust National Association4,520$316K0.0%+13.9%0.015%
8/5/2025 American Institute for Advanced Investment Management LLP17,495$1.22M0.8%-1.4%0.056%
8/4/2025 Linscomb Wealth Inc.55,887$3.91M0.2%-9.7%0.180%
8/4/2025 Kovack Advisors Inc.3,939$275K0.0%N/A0.013%
8/4/2025 Ledyard National Bank13,481$942K0.1%-10.8%0.043%
8/4/2025 Spire Wealth Management15,431$1.08M0.0%-4.2%0.050%
8/4/2025 Hantz Financial Services Inc.779$54K0.0%N/A0.003%
8/4/2025 Arkadios Wealth Advisors9,350$654K0.0%N/A0.030%
8/1/2025 Brookwood Investment Group LLC3,059$214K0.0%N/A0.010%
8/1/2025 OVERSEA CHINESE BANKING Corp Ltd13,040$912K0.0%-3.8%0.042%
8/1/2025 Envestnet Asset Management Inc.49,651$3.47M0.0%+14.5%0.159%
7/31/2025 Wealthfront Advisers LLC6,932$485K0.0%+10.4%0.022%
7/31/2025 Conservest Capital Advisors Inc.70,476$4.93M0.5%-2.3%0.226%
7/31/2025 Leavell Investment Management Inc.2,930$205K0.0%-6.4%0.009%
7/31/2025 Money Design Co. Ltd.55,953$3.91M0.2%-9.9%0.180%
7/31/2025 Briaud Financial Planning Inc1,744$121K0.0%N/A0.006%
7/31/2025 FSM Wealth Advisors LLC10,377$736K0.1%N/A0.033%
7/30/2025 Freedom Investment Management Inc.13,112$917K0.1%-1.9%0.042%
7/30/2025 D.A. Davidson & CO.15,871$1.11M0.0%+5.3%0.051%
7/30/2025 Pacific Sun Financial Corp7,238$506K0.3%-3.5%0.023%
7/29/2025 Lyell Wealth Management LP4,318$302K0.0%N/A0.014%
7/29/2025 Mountain Capital Investment Advisors Inc.6,465$460K0.1%-2.6%0.021%
7/29/2025 International Assets Investment Management LLC7,995$559K0.0%-14.3%0.026%
7/29/2025 Stratos Wealth Partners LTD.5,289$370K0.0%-22.6%0.017%
7/28/2025 Wealthspan Partners LLC8,922$624K0.3%-5.2%0.029%
7/28/2025Equitable Trust Co.13,942$975K0.0%-5.7%0.045%
7/25/2025 Atria Wealth Solutions Inc.30,127$2.11M0.0%-26.8%0.097%
7/25/2025 Astoria Portfolio Advisors LLC.3,360$238K0.1%N/A0.011%
7/25/2025 Sequoia Financial Advisors LLC5,272$369K0.0%+65.3%0.017%
7/25/2025 CWM LLC132,754$9.28M0.0%-0.5%0.427%
7/25/2025 Apollon Wealth Management LLC14,167$990K0.0%-5.4%0.046%
7/25/2025 Keener Financial Planning LLC600$41K0.0%N/A0.002%
7/24/2025 Financial Connections Group Inc.558$39K0.0%-20.6%0.002%
7/24/2025 JFS Wealth Advisors LLC3,034$212K0.0%-32.0%0.010%
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7/24/2025 IFP Advisors Inc45,831$3.20M0.1%+3.5%0.147%
7/24/2025 Blair William & Co. IL136,963$9.58M0.0%+14.9%0.440%
7/23/2025 Traphagen Investment Advisors LLC3,504$245K0.0%-11.1%0.011%
7/23/2025 Winthrop Advisory Group LLC2,966$207K0.0%N/A0.010%
7/23/2025 Prime Capital Investment Advisors LLC28,314$1.98M0.0%-35.4%0.091%
7/22/2025 Relyea Zuckerberg Hanson LLC4,680$327K0.0%-38.1%0.015%
7/22/2025 Berkshire Money Management Inc.1,863$130K0.0%N/A0.006%
7/22/2025 Autumn Glory Partners LLC3,047$213K0.1%N/A0.010%
7/22/2025 Wealthcare Advisory Partners LLC9,477$663K0.0%+12.8%0.030%
7/21/2025 NTV Asset Management LLC12,115$847K0.1%-1.2%0.039%
(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, 364 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 284 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 3,263,276 shares in the last 24 months. This purchase volume represents approximately $216.13M in transactions.

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

Of the 150 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 881,870 shares in the last 24 months. This volume of shares sold represents approximately $59.15M in transactions.



This page (NASDAQ:PHO) was last updated on 8/22/2025 by MarketBeat.com Staff
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