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Invesco Water Resources ETF (PHO) Institutional Ownership

Invesco Water Resources ETF logo
$71.46 +0.30 (+0.41%)
Closing price 07/3/2025 02:50 PM Eastern
Extended Trading
$71.46 0.00 (0.00%)
As of 07/3/2025 04:13 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.
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Institutional Ownership Changes (13F Filings) for Invesco Water Resources ETF (NASDAQ:PHO)

Number of
Institutional Buyers
(last 12 months)
184
Total
Institutional Inflows
(last 12 months)
$233.39M
Number of
Institutional Sellers
(last 12 months)
139
Total
Institutional Outflows
(last 12 months)
$45.54M
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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
7/3/2025 Garde Capital Inc.455$32K0.0%N/A0.001%
6/17/2025Howe & Rusling Inc.6,420$414K0.0%-11.7%0.020%
6/16/2025Lynx Investment Advisory5,211$336K0.2%N/A0.017%
5/20/2025Blue Rock Wealth Management LLC4,700$303K0.3%+27.0%0.015%
5/20/2025Focus Partners Wealth39,612$2.56M0.0%+315.6%0.126%
5/20/2025Strive Asset Management LLC34,490$2.23M1.5%N/A0.110%
5/16/2025Signature Estate & Investment Advisors LLC4,751$307K0.0%N/A0.015%
5/16/2025Goldman Sachs Group Inc.28,953$1.87M0.0%-10.4%0.092%
5/16/2025Jones Financial Companies Lllp63,813$4.12M0.0%+251.5%0.203%
5/16/2025Raab & Moskowitz Asset Management LLC60,696$3.92M1.0%+0.7%0.193%
5/16/2025NewEdge Advisors LLC16,980$1.10M0.0%+5.3%0.054%
5/16/2025Integrated Wealth Concepts LLC11,473$740K0.0%-6.4%0.036%
5/16/2025Edmond DE Rothschild Holding S.A.20,190$1.30M0.0%+55.9%0.064%
5/15/2025Royal Bank of Canada379,490$24.49M0.0%-6.4%1.206%
5/15/2025MAI Capital Management13,794$890K0.0%-1.9%0.044%
5/15/2025Baird Financial Group Inc.12,582$812K0.0%+1.6%0.040%
5/14/2025Comerica Bank19,366$1.25M0.0%-14.8%0.062%
5/14/2025Freedom Investment Management Inc.13,361$862K0.1%-2.7%0.042%
5/14/2025Northwestern Mutual Wealth Management Co.39,599$2.56M0.0%+32.3%0.126%
5/14/2025Kestra Advisory Services LLC71,872$4.64M0.0%-4.6%0.228%
5/14/2025Gitterman Wealth Management LLC363,423$23.45M6.2%N/A1.155%
5/14/20251832 Asset Management L.P.500,911$32.32M0.0%+1.8%1.592%
5/14/2025Mosaic Financial Group LLC7,942$512K0.4%-33.5%0.025%
5/14/2025Capital Analysts LLC21,427$1.38M0.1%-1.2%0.068%
5/14/2025Venture Visionary Partners LLC5,828$376K0.0%-50.0%0.019%
5/13/2025Raymond James Financial Inc.467,556$30.17M0.0%-11.1%1.486%
5/13/2025Cresset Asset Management LLC14,832$957K0.0%-16.4%0.047%
5/13/2025Tocqueville Asset Management L.P.52,711$3.40M0.1%-4.1%0.167%
5/13/2025Nations Financial Group Inc. IA ADV7,740$499K0.0%+8.4%0.025%
5/13/2025Kovitz Investment Group Partners LLC11,892$767K0.0%+150.9%0.038%
5/13/2025Fox Hill Wealth Management17,344$1.12M0.7%-2.2%0.055%
5/13/2025HighTower Advisors LLC415,878$26.83M0.0%+1.1%1.322%
5/12/2025Simplex Trading LLC2,199$141K0.0%+93.9%0.007%
5/12/2025Private Wealth Advisors LLC21,540$1.39M0.5%+0.9%0.068%
5/12/2025National Bank of Canada FI12,788$825K0.0%+1.8%0.041%
5/12/2025AlphaCore Capital LLC3,710$239K0.0%N/A0.012%
5/9/2025Chicago Partners Investment Group LLC32,034$2.10M0.1%+0.5%0.102%
5/9/2025Roberts Glore & Co. Inc. IL16,530$1.07M0.3%-6.9%0.053%
5/9/2025McClarren Financial Advisors Inc.604$39K0.0%-20.0%0.002%
5/9/2025Atria Wealth Solutions Inc.41,141$2.65M0.0%+9.1%0.131%
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5/9/2025Costello Asset Management INC410$26K0.0%N/A0.001%
5/9/2025Bravias Capital Group LLC11,543$745K0.6%+8.6%0.037%
5/9/2025Commonwealth Equity Services LLC412,021$26.58M0.0%+71.1%1.309%
5/9/2025Blair William & Co. IL119,229$7.69M0.0%-0.3%0.379%
5/9/2025Avalon Trust Co1,975$127K0.0%N/A0.006%
5/9/2025Scotia Capital Inc.49,672$3.21M0.0%+1.4%0.158%
5/9/2025Banco Santander S.A.6,650$429K0.0%+8.0%0.021%
5/9/2025OVERSEA CHINESE BANKING Corp Ltd13,562$875K0.0%-12.9%0.043%
5/9/2025PNC Financial Services Group Inc.290,265$18.73M0.0%+2.4%0.922%
5/8/2025Commerce Bank61,115$3.94M0.0%-1.6%0.194%
5/8/2025Moors & Cabot Inc.5,535$357K0.0%+7.8%0.018%
5/8/2025US Bancorp DE11,002$710K0.0%+1.6%0.035%
5/8/2025US Financial Advisors LLC4,474$289K0.1%+8.9%0.014%
5/8/2025Harbour Investments Inc.2,708$175K0.0%-9.6%0.009%
5/8/2025NorthRock Partners LLC5,346$345K0.0%+178.3%0.017%
5/8/2025Modera Wealth Management LLC3,807$246K0.0%-10.5%0.012%
5/8/2025Wellington Shields & Co. LLC4,772$308K0.1%+3.6%0.015%
5/7/2025LPL Financial LLC826,990$53.36M0.0%+10.2%2.635%
5/7/2025HB Wealth Management LLC4,644$300K0.0%N/A0.015%
5/6/2025Assetmark Inc.384$25K0.0%N/A0.001%
5/6/2025Cetera Investment Advisers210,967$13.61M0.0%-3.4%0.670%
5/6/2025John G Ullman & Associates Inc.3,920$253K0.0%-11.3%0.012%
5/6/2025Avantax Advisory Services Inc.4,374$282K0.0%-3.8%0.014%
5/6/2025Wedbush Securities Inc.5,140$332K0.0%-3.3%0.016%
5/6/2025Bank Julius Baer & Co. Ltd Zurich708$46K0.0%N/A0.002%
5/5/2025Crestwood Advisors Group LLC9,181$592K0.0%+5.8%0.029%
5/5/2025J.W. Cole Advisors Inc.22,054$1.42M0.0%+94.0%0.070%
5/5/2025IFP Advisors Inc44,281$2.86M0.1%+24.9%0.141%
5/5/2025Conservest Capital Advisors Inc.72,130$4.65M0.5%-0.7%0.229%
5/5/2025Private Advisor Group LLC26,012$1.68M0.0%-12.7%0.083%
5/5/2025Nwam LLC4,272$276K0.0%-8.4%0.014%
5/2/2025Montis Financial LLC3,381$218K0.1%-7.1%0.011%
5/2/2025Larson Financial Group LLC5,227$337K0.0%-5.9%0.016%
5/2/2025Wealthfront Advisers LLC6,281$405K0.0%+5.7%0.020%
5/2/2025OVERSEA CHINESE BANKING Corp Ltd13,562$875K0.0%-12.9%0.043%
5/2/2025Apollon Wealth Management LLC14,971$966K0.0%+3.6%0.047%
5/1/2025LRI Investments LLC5,276$340K0.0%+365.7%0.017%
5/1/2025CWM LLC133,361$8.60M0.0%+6.4%0.421%
5/1/2025Prism Advisors Inc.197,542$12.75M3.9%-4.3%0.623%
4/30/2025First National Bank & Trust Co. of Newtown115,994$7.48M1.6%-2.2%0.366%
4/30/2025Silverlake Wealth Management LLC29,684$1.92M0.7%-4.6%0.094%
4/30/2025Stratos Wealth Partners LTD.6,832$441K0.0%-3.8%0.022%
4/29/2025TD Private Client Wealth LLC8,239$532K0.0%+449.3%0.026%
4/29/2025Envestnet Asset Management Inc.43,348$2.80M0.0%+33.3%0.137%
4/29/2025Olde Wealth Management LLC800$51K0.0%N/A0.003%
4/28/2025D.A. Davidson & CO.15,069$972K0.0%+1.7%0.048%
4/28/2025McGinn Penninger Investment Management Inc.15,709$1.01M0.7%N/A0.050%
4/28/2025Rossby Financial LCC1,050$67K0.0%N/A0.003%
4/28/2025Money Design Co. Ltd.62,091$4.01M0.2%-9.0%0.196%
4/25/2025Smallwood Wealth Investment Management LLC890$57K0.0%N/A0.003%
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4/25/2025Ameritas Advisory Services LLC4,768$310K0.0%+23.9%0.015%
4/25/2025Verity Asset Management Inc.27,618$1.78M0.7%+0.6%0.087%
4/25/2025Sovran Advisors LLC17,653$1.10M0.1%+23.2%0.056%
4/24/2025TFC Financial Management Inc.1,763$114K0.0%N/A0.006%
4/23/2025Sequoia Financial Advisors LLC3,190$206K0.0%-9.6%0.010%
4/23/2025Golden State Wealth Management LLC496$32K0.0%+100.0%0.002%
4/23/2025International Assets Investment Management LLC9,330$602K0.0%-2.2%0.029%
4/23/2025Oppenheimer & Co. Inc.13,114$846K0.0%-2.2%0.041%
4/22/2025JFS Wealth Advisors LLC4,464$288K0.0%-4.3%0.014%
4/22/2025Cambridge Investment Research Advisors Inc.31,176$2.01M0.0%-13.4%0.098%
(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, 354 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), LPL Financial LLC ($53.36M), UBS Group AG ($50.47M), 1832 Asset Management L.P. ($32.32M), Raymond James Financial Inc. ($30.17M), 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 278 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. ($321.23K), LPL Financial LLC ($294.18K), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($223.94K), and Cetera Investment Advisers ($219.23K).

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

Institutional investors have bought a total of 3,543,127 shares in the last 24 months. This purchase volume represents approximately $233.39M in transactions.

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

Of the 139 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. ($58.41K), Bank of Montreal Can ($32.99K), Money Design Co. Ltd. ($30.66K), Focus Partners Wealth ($29.79K), Envestnet Asset Management Inc. ($27.72K), and Commerce Bank ($26.46K).

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

Institutional investors have sold a total of 693,866 shares in the last 24 months. This volume of shares sold represents approximately $45.54M in transactions.


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This page (NASDAQ:PHO) was last updated on 7/6/2025 by MarketBeat.com Staff
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