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Invesco Water Resources ETF (PHO) Institutional Ownership

Invesco Water Resources ETF logo
$65.35 -1.05 (-1.58%)
As of 05/13/2026 04:00 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Invesco Water Resources ETF (NASDAQ:PHO)

Number of
Institutional Buyers
(last 12 months)
180
Total
Institutional Inflows
(last 12 months)
$136.51M
Number of
Institutional Sellers
(last 12 months)
147
Total
Institutional Outflows
(last 12 months)
$106.57M
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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
5/14/2026Lido Advisors LLC3,502$234K0.0%N/A0.012%
5/13/2026Cetera Investment Advisers221,756$14.83M0.0%-5.2%0.730%
5/8/2026 Pacific Sun Financial Corp7,973$533K0.3%+2.5%0.026%
5/8/2026 PNC Financial Services Group Inc.295,258$19.74M0.0%+1.6%0.973%
5/8/2026 Johnson Financial Group Inc.1,957$131K0.0%+10.0%0.006%
5/7/2026 Parallel Advisors LLC1,751$117K0.0%+20.1%0.006%
5/6/2026 Independent Financial Group LLC5,380$360K0.0%N/A0.018%
5/5/2026 Wealthfront Advisers LLC5,835$390K0.0%-7.8%0.019%
5/5/2026 D.A. Davidson & CO.70,106$4.69M0.0%+62.7%0.231%
5/5/2026 RFG Bristol Wealth Advisors LLC5,025$336K0.1%-10.5%0.017%
5/5/2026 Sanctuary Advisors LLC3,877$259K0.0%-15.4%0.013%
5/5/2026 Conservest Capital Advisors Inc.68,420$4.58M0.4%-1.2%0.225%
5/5/2026 Roberts Glore & Co. Inc. IL16,159$1.08M0.3%-2.0%0.053%
5/1/2026 Welch & Forbes LLC9,100$608K0.0%-12.5%0.031%
5/1/2026 Fifth Third Bancorp13,769$921K0.0%+376.4%0.046%
5/1/2026 Sovran Advisors LLC3,362$231K0.0%-87.5%0.011%
4/30/2026 First National Bank & Trust Co. of Newtown94,896$6.35M1.4%-15.4%0.320%
4/30/2026 First Horizon Corp820$55K0.0%-23.4%0.003%
4/30/2026 Kestra Advisory Services LLC84,836$5.67M0.0%+12.7%0.286%
4/28/2026 Whittier Trust Co. of Nevada Inc.13,250$898K0.0%+126.5%0.045%
4/28/2026 Ascentis Independent Advisors10,379$694K0.1%+19.9%0.035%
4/28/2026 Bravias Capital Group LLC25,242$1.69M1.1%+9.6%0.085%
4/28/2026 Walkner Condon Financial Advisors LLC4,645$311K0.0%+7.2%0.016%
4/28/2026 NBT Bank N A NY443$30K0.0%-53.0%0.001%
4/27/2026 Osborne Partners Capital Management LLC4,077$273K0.0%+14.0%0.014%
4/27/2026 PFG Investments LLC20,379$1.36M0.1%+1.9%0.069%
4/27/2026 Private Advisor Group LLC28,273$1.89M0.0%+1.0%0.095%
4/24/2026 EJMK Ventures LLC6,269$419K0.2%-19.6%0.021%
4/24/2026 American Institute for Advanced Investment Management LLP16,440$1.10M0.7%-2.7%0.055%
4/24/2026 Prism Advisors Inc.186,428$12.47M3.3%+12.0%0.629%
4/23/2026 Apollon Wealth Management LLC11,907$796K0.0%-15.4%0.040%
4/22/2026 Janney Montgomery Scott LLC24,751$1.66M0.0%-6.7%0.083%
4/21/2026 First United Bank & Trust2,260$151K0.0%-11.4%0.008%
4/17/2026 Kennebec Savings Bank720$48K0.0%-18.3%0.002%
3/17/2026Rockefeller Capital Management L.P.28,222$1.99M0.0%+10.1%0.095%
3/9/2026Corient Private Wealth LLC21,880$1.54M0.0%+17.1%0.074%
3/3/2026 EJMK Ventures LLC7,796$549K0.3%N/A0.026%
3/2/2026 Sankala Group LLC781$57K0.0%N/A0.003%
2/25/2026Thryve Wealth Management LLC96,754$6.81M3.4%N/A0.327%
2/19/2026Hamilton Wealth LLC117,631$8.28M1.6%+1.7%0.398%
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2/19/2026 Axxcess Wealth Management LLC25,621$1.80M0.0%N/A0.087%
2/19/2026Corient Private Wealth LLC248,991$17.53M0.0%+1,232.1%0.841%
2/18/2026Mercer Global Advisors Inc. ADV51,037$3.59M0.0%+1.6%0.172%
2/18/2026Beacon Pointe Advisors LLC39,096$2.75M0.0%-1.6%0.132%
2/18/2026NewEdge Advisors LLC20,833$1.47M0.0%+9.5%0.070%
2/18/2026KKM Financial LLC3,406$240K0.0%-18.6%0.012%
2/18/2026Guardian Capital LP22,900$1.61M0.0%+0.9%0.077%
2/18/2026Mustico Financial Group Inc.15,098$1.10M0.9%+16.5%0.051%
2/18/2026IHT Wealth Management LLC8,714$614K0.0%-2.0%0.029%
2/17/2026Cetera Investment Advisers234,026$16.48M0.0%+1.8%0.791%
2/17/2026Kovack Advisors Inc.3,456$243K0.0%+17.2%0.012%
2/17/2026Osaic Holdings Inc.186,968$13.17M0.0%-19.6%0.632%
2/17/2026Advisory Services Network LLC13,103$923K0.0%+15.3%0.044%
2/17/2026&PARTNERS7,834$552K0.0%+36.3%0.026%
2/17/2026 Blair William & Co. IL136,477$9.61M0.0%+0.3%0.461%
2/17/2026Royal Bank of Canada295,940$20.84M0.0%-25.8%1.000%
2/17/2026 Howe & Rusling Inc.6,497$457K0.0%+19.9%0.022%
2/16/2026 MML Investors Services LLC24,459$1.72M0.0%+6.2%0.083%
2/16/2026Mariner LLC15,317$1.08M0.0%-24.9%0.052%
2/16/2026Motiv8 Investments LLC775$55K0.0%N/A0.003%
2/16/2026Focus Partners Wealth49,232$3.47M0.0%+34.7%0.166%
2/16/2026Glen Eagle Advisors LLC16,108$1.13M0.2%-3.0%0.054%
2/16/2026KCM Investment Advisors LLC3,518$248K0.0%-5.1%0.012%
2/16/2026Arax Advisory Partners1,748$123K0.0%N/A0.006%
2/13/2026 Kestra Advisory Services LLC75,270$5.30M0.0%+2.3%0.254%
2/13/2026 Stifel Financial Corp85,166$6.00M0.0%-6.0%0.288%
2/13/2026 Commerce Bank60,007$4.23M0.0%-1.1%0.203%
2/13/2026Greenline Wealth Management LLC899$63K0.1%N/A0.003%
2/13/2026Morgan Stanley1,308,121$92.10M0.0%-9.5%4.421%
2/13/2026Arkadios Wealth Advisors13,482$949K0.0%+14.7%0.046%
2/13/2026Integrated Wealth Concepts LLC12,112$853K0.0%-15.7%0.041%
2/13/2026 Ausdal Financial Partners Inc.7,064$497K0.0%N/A0.024%
2/13/2026Van ECK Associates Corp13,482$949K0.0%-53.0%0.046%
2/13/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,542$109K0.0%N/A0.005%
2/13/2026 Wells Fargo & Company MN181,486$12.78M0.0%-5.0%0.613%
2/13/2026 Banco Santander S.A.3,940$277K0.0%-13.8%0.013%
2/13/2026Investment Counsel Co. of Nevada419$30K0.1%N/A0.001%
2/12/2026 Johnson Financial Group Inc.1,779$125K0.0%-18.7%0.006%
2/12/2026 Conservest Capital Advisors Inc.69,285$4.88M0.4%-1.8%0.234%
2/12/2026Federation des caisses Desjardins du Quebec14,210$1.00M0.0%+6.9%0.048%
2/12/2026 Commonwealth Equity Services LLC75,651$5.33M0.0%-62.7%0.256%
2/12/2026 Tocqueville Asset Management L.P.51,266$3.61M0.1%-0.4%0.173%
2/12/2026 First Western Trust Bank7,234$509K0.0%+80.9%0.024%
2/12/2026 Steward Partners Investment Advisory LLC24,888$1.75M0.0%-6.2%0.084%
2/12/2026CIBC Private Wealth Group LLC24,007$1.69M0.0%-3.8%0.081%
2/12/2026Bank of Montreal Can7,637$538K0.0%+2.7%0.026%
2/12/2026 HM Payson & Co.11,571$815K0.0%-5.4%0.039%
2/12/2026Stamos Capital Partners L.P.9,094$640K0.1%+168.1%0.031%
2/12/2026 WealthSpring Partners LLC95,736$6.74M6.9%N/A0.324%
2/12/2026Fox Hill Wealth Management16,360$1.15M0.5%-1.2%0.055%
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2/12/2026Kovack Advisors Inc.3,456$246K0.0%+17.2%0.012%
2/11/2026 Janney Montgomery Scott LLC26,517$1.87M0.0%-2.0%0.090%
2/11/2026Cerity Partners LLC59,236$4.17M0.0%-0.5%0.200%
2/11/2026 LPL Financial LLC896,572$63.13M0.0%-1.2%3.030%
2/11/2026O Shaughnessy Asset Management LLC1,871$132K0.0%+345.5%0.006%
2/11/2026 J.W. Cole Advisors Inc.26,392$1.83M0.0%-4.5%0.089%
2/11/2026 Vise Technologies Inc.3,977$280K0.0%+7.0%0.013%
2/11/2026Avalon Capital Management57,292$4.03M1.0%+0.9%0.194%
2/10/2026Cibc World Market Inc.34,400$2.42M0.0%-1.3%0.116%
2/10/2026Peapack Gladstone Financial Corp6,277$442K0.0%+9.0%0.021%


PHO Institutional Ownership - Frequently Asked Questions

During the previous two years, 376 institutional investors and hedge funds held shares of Invesco Water Resources ETF. The most heavily invested institutionals were Bank of America Corp DE ($118.14M), Morgan Stanley ($92.10M), LPL Financial LLC ($63.13M), 1832 Asset Management L.P. ($35.37M), Raymond James Financial Inc. ($32.26M), UBS Group AG ($27.68M), and Perigon Wealth Management LLC ($27.06M).Learn more on Invesco Water Resources ETF's institutional investors.

Of the 290 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), Perigon Wealth Management LLC ($384.28K), Gitterman Wealth Management LLC ($363.42K), 1832 Asset Management L.P. ($326.29K), LPL Financial LLC ($247.71K), Corient Private Wealth LLC ($235.11K), and Cetera Investment Advisers ($228.03K).

Institutional investors have bought a total of 1,950,029 shares in the last 24 months. This purchase volume represents approximately $136.51M in transactions.

Of the 143 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: HighTower Advisors LLC ($370.78K), Morgan Stanley ($136.56K), Royal Bank of Canada ($128.99K), Commonwealth Equity Services LLC ($128.30K), Polianta Ltd ($67.90K), SOA Wealth Advisors LLC. ($63.86K), and Bank of America Corp DE ($61.26K).

Institutional investors have sold a total of 1,519,054 shares in the last 24 months. This volume of shares sold represents approximately $106.57M in transactions.


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This page (NASDAQ:PHO) was last updated on 5/14/2026 by MarketBeat.com Staff.
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