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Invesco Water Resources ETF (PHO) Institutional Ownership

Invesco Water Resources ETF logo
$67.67 -1.29 (-1.87%)
Closing price 04:00 PM Eastern
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$68.92 +1.26 (+1.85%)
As of 08:00 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)
185
Total
Institutional Inflows
(last 12 months)
$248.54M
Number of
Institutional Sellers
(last 12 months)
139
Total
Institutional Outflows
(last 12 months)
$46.79M
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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
5/20/2025 Blue Rock Wealth Management LLC4,700$303K0.3%+27.0%0.015%
5/20/2025 Focus Partners Wealth39,612$2.56M0.0%+315.6%0.126%
5/20/2025 Strive Asset Management LLC34,490$2.23M1.5%N/A0.110%
5/16/2025 Signature Estate & Investment Advisors LLC4,751$307K0.0%N/A0.015%
5/16/2025 Goldman Sachs Group Inc.28,953$1.87M0.0%-10.4%0.092%
5/16/2025 Jones Financial Companies Lllp63,813$4.12M0.0%+251.5%0.203%
5/16/2025 Raab & Moskowitz Asset Management LLC60,696$3.92M1.0%+0.7%0.193%
5/16/2025 NewEdge Advisors LLC16,980$1.10M0.0%+5.3%0.054%
5/16/2025 Integrated Wealth Concepts LLC11,473$740K0.0%-6.4%0.036%
5/16/2025 Edmond DE Rothschild Holding S.A.20,190$1.30M0.0%+55.9%0.064%
5/15/2025 Royal Bank of Canada379,490$24.49M0.0%-6.4%1.206%
5/15/2025 MAI Capital Management13,794$890K0.0%-1.9%0.044%
5/15/2025 Baird Financial Group Inc.12,582$812K0.0%+1.6%0.040%
5/14/2025 Comerica Bank19,366$1.25M0.0%-14.8%0.062%
5/14/2025 Freedom Investment Management Inc.13,361$862K0.1%-2.7%0.042%
5/14/2025 Northwestern Mutual Wealth Management Co.39,599$2.56M0.0%+32.3%0.126%
5/14/2025 Kestra Advisory Services LLC71,872$4.64M0.0%-4.6%0.228%
5/14/2025 Gitterman Wealth Management LLC363,423$23.45M6.2%N/A1.155%
5/14/2025 1832 Asset Management L.P.500,911$32.32M0.0%+1.8%1.592%
5/14/2025 Mosaic Financial Group LLC7,942$512K0.4%-33.5%0.025%
5/14/2025 Capital Analysts LLC21,427$1.38M0.1%-1.2%0.068%
5/14/2025 Venture Visionary Partners LLC5,828$376K0.0%-50.0%0.019%
5/13/2025 Raymond James Financial Inc.467,556$30.17M0.0%-11.1%1.486%
5/13/2025 Cresset Asset Management LLC14,832$957K0.0%-16.4%0.047%
5/13/2025 Tocqueville Asset Management L.P.52,711$3.40M0.1%-4.1%0.167%
5/13/2025 Nations Financial Group Inc. IA ADV7,740$499K0.0%+8.4%0.025%
5/13/2025 Kovitz Investment Group Partners LLC11,892$767K0.0%+150.9%0.038%
5/13/2025 Fox Hill Wealth Management17,344$1.12M0.7%-2.2%0.055%
5/13/2025 HighTower Advisors LLC415,878$26.83M0.0%+1.1%1.322%
5/12/2025 Simplex Trading LLC2,199$141K0.0%+93.9%0.007%
5/12/2025 Private Wealth Advisors LLC21,540$1.39M0.5%+0.9%0.068%
5/12/2025 National Bank of Canada FI12,788$825K0.0%+1.8%0.041%
5/12/2025 AlphaCore Capital LLC3,710$239K0.0%N/A0.012%
5/9/2025 Chicago Partners Investment Group LLC32,034$2.10M0.1%+0.5%0.102%
5/9/2025 Roberts Glore & Co. Inc. IL16,530$1.07M0.3%-6.9%0.053%
5/9/2025 McClarren 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%
5/9/2025 Costello Asset Management INC410$26K0.0%N/A0.001%
5/9/2025 Bravias Capital Group LLC11,543$745K0.6%+8.6%0.037%
5/9/2025 Commonwealth Equity Services LLC412,021$26.58M0.0%+71.1%1.309%
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5/9/2025 Blair William & Co. IL119,229$7.69M0.0%-0.3%0.379%
5/9/2025 Avalon Trust Co1,975$127K0.0%N/A0.006%
5/9/2025 Scotia Capital Inc.49,672$3.21M0.0%+1.4%0.158%
5/9/2025 Banco Santander S.A.6,650$429K0.0%+8.0%0.021%
5/9/2025 OVERSEA CHINESE BANKING Corp Ltd13,562$875K0.0%-12.9%0.043%
5/9/2025 PNC Financial Services Group Inc.290,265$18.73M0.0%+2.4%0.922%
5/8/2025 Commerce Bank61,115$3.94M0.0%-1.6%0.194%
5/8/2025 Moors & Cabot Inc.5,535$357K0.0%+7.8%0.018%
5/8/2025 US Bancorp DE11,002$710K0.0%+1.6%0.035%
5/8/2025 US Financial Advisors LLC4,474$289K0.1%+8.9%0.014%
5/8/2025 Harbour Investments Inc.2,708$175K0.0%-9.6%0.009%
5/8/2025 NorthRock Partners LLC5,346$345K0.0%+178.3%0.017%
5/8/2025 Modera Wealth Management LLC3,807$246K0.0%-10.5%0.012%
5/8/2025 Wellington Shields & Co. LLC4,772$308K0.1%+3.6%0.015%
5/7/2025 LPL Financial LLC826,990$53.36M0.0%+10.2%2.635%
5/7/2025 HB Wealth Management LLC4,644$300K0.0%N/A0.015%
5/6/2025 Assetmark Inc.384$25K0.0%N/A0.001%
5/6/2025 Cetera Investment Advisers210,967$13.61M0.0%-3.4%0.670%
5/6/2025 John G Ullman & Associates Inc.3,920$253K0.0%-11.3%0.012%
5/6/2025 Avantax Advisory Services Inc.4,374$282K0.0%-3.8%0.014%
5/6/2025 Wedbush Securities Inc.5,140$332K0.0%-3.3%0.016%
5/6/2025 Bank Julius Baer & Co. Ltd Zurich708$46K0.0%N/A0.002%
5/5/2025 Crestwood Advisors Group LLC9,181$592K0.0%+5.8%0.029%
5/5/2025 J.W. Cole Advisors Inc.22,054$1.42M0.0%+94.0%0.070%
5/5/2025 IFP Advisors Inc44,281$2.86M0.1%+24.9%0.141%
5/5/2025 Conservest Capital Advisors Inc.72,130$4.65M0.5%-0.7%0.229%
5/5/2025 Private Advisor Group LLC26,012$1.68M0.0%-12.7%0.083%
5/5/2025 Nwam LLC4,272$276K0.0%-8.4%0.014%
5/2/2025 Montis Financial LLC3,381$218K0.1%-7.1%0.011%
5/2/2025 Larson Financial Group LLC5,227$337K0.0%-5.9%0.016%
5/2/2025 Wealthfront Advisers LLC6,281$405K0.0%+5.7%0.020%
5/2/2025 OVERSEA CHINESE BANKING Corp Ltd13,562$875K0.0%-12.9%0.043%
5/2/2025 Apollon Wealth Management LLC14,971$966K0.0%+3.6%0.047%
5/1/2025 LRI Investments LLC5,276$340K0.0%+365.7%0.017%
5/1/2025 CWM LLC133,361$8.60M0.0%+6.4%0.421%
5/1/2025 Prism Advisors Inc.197,542$12.75M3.9%-4.3%0.623%
4/30/2025 First National Bank & Trust Co. of Newtown115,994$7.48M1.6%-2.2%0.366%
4/30/2025 Silverlake Wealth Management LLC29,684$1.92M0.7%-4.6%0.094%
4/30/2025 Stratos Wealth Partners LTD.6,832$441K0.0%-3.8%0.022%
4/29/2025 TD Private Client Wealth LLC8,239$532K0.0%+449.3%0.026%
4/29/2025 Envestnet Asset Management Inc.43,348$2.80M0.0%+33.3%0.137%
4/29/2025 Olde Wealth Management LLC800$51K0.0%N/A0.003%
4/28/2025 D.A. Davidson & CO.15,069$972K0.0%+1.7%0.048%
4/28/2025 McGinn Penninger Investment Management Inc.15,709$1.01M0.7%N/A0.050%
4/28/2025 Rossby Financial LCC1,050$67K0.0%N/A0.003%
4/28/2025 Money Design Co. Ltd.62,091$4.01M0.2%-9.0%0.196%
4/25/2025 Smallwood Wealth Investment Management LLC890$57K0.0%N/A0.003%
4/25/2025 Ameritas Advisory Services LLC4,768$310K0.0%+23.9%0.015%
4/25/2025 Verity Asset Management Inc.27,618$1.78M0.7%+0.6%0.087%
4/25/2025 Sovran Advisors LLC17,653$1.10M0.1%+23.2%0.056%
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4/24/2025 TFC Financial Management Inc.1,763$114K0.0%N/A0.006%
4/23/2025 Sequoia Financial Advisors LLC3,190$206K0.0%-9.6%0.010%
4/23/2025 Golden State Wealth Management LLC496$32K0.0%+100.0%0.002%
4/23/2025 International Assets Investment Management LLC9,330$602K0.0%-2.2%0.029%
4/23/2025 Oppenheimer & Co. Inc.13,114$846K0.0%-2.2%0.041%
4/22/2025 JFS Wealth Advisors LLC4,464$288K0.0%-4.3%0.014%
4/22/2025 Cambridge Investment Research Advisors Inc.31,176$2.01M0.0%-13.4%0.098%
4/22/2025 Nilsine Partners LLC21,157$1.37M0.1%-9.8%0.067%
4/21/2025 Osborne Partners Capital Management LLC3,627$234K0.0%-49.1%0.011%
4/21/2025 Wealthspan Partners LLC9,414$607K0.3%-3.1%0.030%
(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, 352 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 PHO's institutional investors.

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

Of the 276 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: 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 5,652,474 shares in the last 24 months. This purchase volume represents approximately $363.17M in transactions.

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

Of the 187 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. ($185.12K), Commonwealth Equity Services LLC ($102.80K), CWM LLC ($81.56K), Raymond James Financial Inc. ($58.41K), Private Advisor Group LLC ($55.84K), Raymond James Financial Services Advisors Inc. ($50.17K), and Commerce Bank ($47.82K).

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

Institutional investors have sold a total of 1,436,755 shares in the last 24 months. This volume of shares sold represents approximately $89.13M in transactions.



This page (NASDAQ:PHO) was last updated on 5/21/2025 by MarketBeat.com Staff
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