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Invesco Water Resources ETF (PHO) Institutional Ownership

Invesco Water Resources ETF logo
$71.19 +1.02 (+1.45%)
As of 04:00 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)
164
Total
Institutional Inflows
(last 12 months)
$134.40M
Number of
Institutional Sellers
(last 12 months)
127
Total
Institutional Outflows
(last 12 months)
$95.90M
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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
7/10/2026 Wealthcare Advisory Partners LLC12,894$891K0.0%-8.8%0.045%
7/7/2026 Mechanics Bank Trust Department5,525$382K0.0%-9.1%0.019%
7/7/2026 Dynamic Advisor Solutions LLC15,291$1.06M0.0%-5.0%0.053%
6/25/2026Hamilton Wealth LLC123,518$8.26M1.6%+5.0%0.407%
6/23/2026Ballast Advisors LLC1,592$106K0.0%N/A0.005%
6/18/2026Western Wealth Management LLC2,672$179K0.0%N/A0.009%
6/3/2026NewEdge Advisors LLC17,033$1.14M0.0%-18.2%0.056%
5/26/2026Glenmede Trust Co. NA16,255$1.09M0.0%-5.9%0.054%
5/26/2026 Axiom Investment Management LLC1,000$67K0.1%N/A0.003%
5/21/2026 Raab & Moskowitz Asset Management LLC57,755$3.86M0.9%-2.0%0.190%
5/19/2026Western Wealth Management LLC2,672$179K0.0%N/A0.009%
5/19/2026NewEdge Advisors LLC16,630$1.11M0.0%-20.2%0.055%
5/19/2026Bank of America Corp DE1,565,665$104.68M0.0%-0.9%5.157%
5/19/2026Hamilton Wealth LLC247,036$16.52M1.2%+110.0%0.814%
5/19/2026Arkadios Wealth Advisors13,899$929K0.0%+3.1%0.046%
5/18/2026Royal Bank of Canada335,431$22.43M0.0%+13.3%1.105%
5/16/2026Glen Eagle Advisors LLC15,297$1.02M0.1%-5.0%0.050%
5/15/2026Mustico Financial Group Inc.17,420$1.21M0.7%+15.4%0.057%
5/14/2026Lido Advisors LLC3,502$234K0.0%N/A0.012%
5/13/2026Cetera Investment Advisers221,756$14.83M0.0%-5.2%0.730%
5/8/2026Pacific Sun Financial Corp7,973$533K0.3%+2.5%0.026%
5/8/2026PNC Financial Services Group Inc.295,258$19.74M0.0%+1.6%0.973%
5/8/2026Johnson Financial Group Inc.1,957$131K0.0%+10.0%0.006%
5/7/2026Parallel Advisors LLC1,751$117K0.0%+20.1%0.006%
5/6/2026 Independent Financial Group LLC5,380$360K0.0%N/A0.018%
5/5/2026Wealthfront 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%
5/5/2026Sanctuary 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%
5/5/2026Roberts 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%
5/1/2026Fifth Third Bancorp13,769$921K0.0%+376.4%0.046%
5/1/2026 Sovran Advisors LLC3,362$231K0.0%-87.5%0.011%
4/30/2026First 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%
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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%
4/27/2026Osborne 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%
4/24/2026EJMK 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%
4/22/2026Janney 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%
3/3/2026EJMK Ventures LLC7,796$549K0.3%N/A0.026%
3/2/2026Sankala 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%
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%
2/17/2026 Kovack 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%
2/17/2026Blair 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%
2/17/2026Howe & Rusling Inc.6,497$457K0.0%+19.9%0.022%
2/16/2026MML 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%
2/13/2026Stifel Financial Corp85,166$6.00M0.0%-6.0%0.288%
2/13/2026Commerce Bank60,007$4.23M0.0%-1.1%0.203%
2/13/2026 Greenline 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%
2/13/2026Ausdal Financial Partners Inc.7,064$497K0.0%N/A0.024%
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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%
2/13/2026Wells 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%
2/12/2026Johnson 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%
2/12/2026Tocqueville Asset Management L.P.51,266$3.61M0.1%-0.4%0.173%


PHO Institutional Ownership - Frequently Asked Questions

During the previous two years, 365 institutional investors and hedge funds held shares of Invesco Water Resources ETF. The most heavily invested institutionals were Bank of America Corp DE ($104.68M), 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 279 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), LPL Financial LLC ($247.71K), Corient Private Wealth LLC ($235.11K), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($223.94K), and SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co ($198.31K).

Institutional investors have bought a total of 1,917,949 shares in the last 24 months. This purchase volume represents approximately $134.40M in transactions.

Of the 127 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), Commonwealth Equity Services LLC ($128.30K), Royal Bank of Canada ($103.16K), Bank of America Corp DE ($75.60K), Polianta Ltd ($67.90K), and Osaic Holdings Inc. ($53.66K).

Institutional investors have sold a total of 1,365,213 shares in the last 24 months. This volume of shares sold represents approximately $95.90M in transactions.


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This page (NASDAQ:PHO) was last updated on 8/3/2026 by MarketBeat.com Staff.
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