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Invesco Water Resources ETF (PHO) Institutional Ownership

Invesco Water Resources ETF logo
$70.03 -0.43 (-0.61%)
Closing price 08/1/2025 04:00 PM Eastern
Extended Trading
$69.92 -0.11 (-0.15%)
As of 08/1/2025 06:14 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)
186
Total
Institutional Inflows
(last 12 months)
$221.19M
Number of
Institutional Sellers
(last 12 months)
140
Total
Institutional Outflows
(last 12 months)
$53.02M
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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
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%
7/31/2025 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%
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%
7/21/2025 Curran Financial Partners LLC4,073$285K0.1%N/A0.013%
7/21/2025 First National Bank & Trust Co. of Newtown114,804$8.03M1.6%-1.0%0.369%
7/18/2025 Parsons Capital Management Inc. RI27,359$1.91M0.1%-0.7%0.088%
7/18/2025 SOA Wealth Advisors LLC.817$57K0.0%-98.7%0.003%
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7/18/2025 PFG Investments LLC19,929$1.39M0.1%+6.0%0.064%
7/18/2025 Truist Financial Corp56,223$3.93M0.0%+6.4%0.181%
7/17/2025 LexAurum Advisors LLC12,605$881K0.1%-5.8%0.041%
7/17/2025 Janney Montgomery Scott LLC27,405$1.92M0.0%-2.7%0.088%
7/17/2025 Montis Financial LLC3,084$216K0.1%-8.8%0.010%
7/17/2025 Western Financial Corp CA4,414$309K0.2%-19.3%0.014%
7/16/2025 Howard Capital Management Group LLC8,574$599K0.0%-3.9%0.028%
7/16/2025 Crowley Wealth Management Inc.1,450$101K0.1%+11.5%0.005%
7/15/2025 TD Private Client Wealth LLC8,424$589K0.0%+2.2%0.027%
7/14/2025 Mechanics Bank Trust Department7,280$509K0.1%-2.7%0.023%
7/11/2025 Bond & Devick Financial Network Inc.19,429$1.36M0.5%+5.1%0.062%
7/11/2025 Farther Finance Advisors LLC1,511$106K0.0%+84.3%0.005%
7/11/2025 SeaCrest Wealth Management LLC22,908$1.60M0.2%-3.4%0.074%
7/10/2025 Wealth Enhancement Advisory Services LLC28,579$2.04M0.0%+11.4%0.092%
7/10/2025 Secure Asset Management LLC13,103$916K0.2%+32.1%0.042%
7/10/2025 Sovran Advisors LLC23,520$1.67M0.2%+33.2%0.076%
7/9/2025 Graves Light Lenhart Wealth Inc.6,016$421K0.1%-2.9%0.019%
7/9/2025 Key Client Fiduciary Advisors LLC3,080$215K0.1%N/A0.010%
7/8/2025 Prism Advisors Inc.163,018$11.40M3.2%-17.5%0.524%
7/7/2025 Fox Hill Wealth Management17,197$1.20M0.6%-0.8%0.055%
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%
6/16/2025 Lynx 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%
5/16/2025 Signature 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%
5/14/2025 Freedom 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%
5/14/2025 Venture 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%
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5/13/2025 Fox 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%
5/9/2025 Chicago 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%
5/9/2025 Atria Wealth Solutions Inc.41,141$2.65M0.0%+9.1%0.131%
(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, 359 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 281 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 ($252.21K), 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 3,348,455 shares in the last 24 months. This purchase volume represents approximately $221.19M in transactions.

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

Of the 140 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), SOA Wealth Advisors LLC. ($63.86K), Raymond James Financial Inc. ($58.41K), Prism Advisors Inc. ($43.33K), Money Design Co. Ltd. ($36.80K), Bank of Montreal Can ($32.99K), and Focus Partners Wealth ($29.79K).

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

Institutional investors have sold a total of 797,436 shares in the last 24 months. This volume of shares sold represents approximately $53.02M in transactions.


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This page (NASDAQ:PHO) was last updated on 8/2/2025 by MarketBeat.com Staff
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