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Invesco Water Resources ETF (PHO) Institutional Ownership

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$63.13
+0.09 (+0.14%)
(As of 04/18/2024 ET)
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Institutional Ownership Changes (13F Filings) for Invesco Water Resources ETF (NASDAQ:PHO)

Number of
Institutional Buyers
(last 12 months)
182
Total
Institutional Inflows
(last 12 months)
$226.63M
Number of
Institutional Sellers
(last 12 months)
134
Total
Institutional Outflows
(last 12 months)
$94.89M
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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
4/18/2024SeaCrest Wealth Management LLC26,549$1.77M0.2%-2.5%0.083%
4/18/2024Woodmont Investment Counsel LLC400$27K0.0%N/A0.001%
4/18/2024O ROURKE & COMPANY Inc28,423$1.89M1.1%+5.8%0.089%
4/18/2024Miracle Mile Advisors LLC17,147$1.14M0.0%-2.2%0.054%
4/17/2024Avalon Capital Management59,162$3.94M1.6%-0.4%0.185%
4/17/2024Hennion & Walsh Asset Management Inc.7,100$473K0.0%-3.3%0.022%
4/16/2024Wealth Enhancement Advisory Services LLC23,360$1.56M0.0%-1.4%0.073%
4/15/2024Wealthcare Advisory Partners LLC13,213$880K0.0%-18.3%0.041%
4/15/2024Key Client Fiduciary Advisors LLC3,005$200K0.1%N/A0.009%
4/11/2024 Clarus Wealth Advisors9,037$585K0.3%-3.3%0.028%
4/10/2024 LexAurum Advisors LLC14,834$987K0.2%-1.6%0.046%
4/10/2024 EWG Elevate Inc.62,986$4.19M1.6%N/A0.197%
4/8/2024 Westwind Capital19,568$1.30M0.3%-1.5%0.061%
4/8/2024 Beese Fulmer Investment Management Inc.3,033$202K0.0%N/A0.010%
4/5/2024 Prism Advisors Inc.9,336$621K0.2%+4.8%0.029%
4/5/2024 NBC Securities Inc.3,041$212K0.0%-7.5%0.009%
3/22/2024PNC Financial Services Group Inc.272,268$16.57M0.0%-0.3%0.849%
3/15/2024B. Riley Wealth Advisors Inc.12,862$783K0.0%-48.2%0.040%
3/6/2024SageView Advisory Group LLC12,788$773K0.0%+32.5%0.040%
3/5/2024Gerber LLC12,568$765K0.7%N/A0.039%
3/1/2024Creekmur Asset Management LLC1,286$78K0.0%N/A0.004%
2/22/2024Scarborough Advisors LLC862$52K0.0%N/A0.003%
2/16/2024SageView Advisory Group LLC12,788$773K0.0%+32.5%0.040%
2/16/2024Sanibel Captiva Trust Company Inc.3,600$219K0.0%N/A0.011%
2/16/2024Harbour Investments Inc.3,645$222K0.0%+62.6%0.011%
2/15/2024GTS Securities LLC6,107$372K0.0%N/A0.019%
2/15/2024Mercer Global Advisors Inc. ADV48,193$2.93M0.0%-3.0%0.150%
2/15/2024Nwam LLC3,935$239K0.0%N/A0.012%
2/15/2024Freedom Investment Management Inc.10,070$613K0.0%+26.9%0.031%
2/15/2024Baird Financial Group Inc.23,701$1.44M0.0%-1.7%0.074%
2/15/2024Comerica Bank21,329$1.30M0.0%+0.8%0.067%
2/15/2024Concentric Wealth Management LLC11,575$704K0.2%-8.2%0.036%
2/14/2024Royal Bank of Canada342,346$20.84M0.0%-5.2%1.068%
2/14/2024Pathstone Holdings LLC3,641$222K0.0%N/A0.011%
2/14/2024Kestra Advisory Services LLC78,292$4.77M0.0%+144.5%0.244%
2/14/2024Creative Planning57,294$3.49M0.0%+1.3%0.179%
2/14/2024Jacobi Capital Management LLC3,399$207K0.0%-9.8%0.011%
2/14/2024Icon Wealth Advisors LLC1,703$104K0.0%N/A0.005%
2/14/2024Stamos Capital Partners L.P.5,750$350K0.1%-20.4%0.018%
2/13/2024Envestnet Asset Management Inc.57,272$3.49M0.0%-0.8%0.179%
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2/13/2024Northern Trust Corp5,289$322K0.0%-15.9%0.016%
2/13/20241832 Asset Management L.P.211,604$12.88M0.0%-2.3%0.660%
2/13/2024Cetera Advisor Networks LLC206,766$12.58M0.1%+0.1%0.645%
2/13/2024Oppenheimer & Co. Inc.12,681$772K0.0%-6.2%0.040%
2/13/2024Bedell Frazier Investment Counselling LLC68,309$4.16M1.1%+0.5%0.213%
2/13/2024Tower Research Capital LLC TRC 11,355$691K0.0%-42.6%0.035%
2/13/2024Belpointe Asset Management LLC3,464$211K0.0%N/A0.011%
2/13/2024Jones Financial Companies Lllp2,294$140K0.0%+53.5%0.007%
2/12/2024Scotia Capital Inc.49,417$3.01M0.0%-0.9%0.154%
2/12/2024Stifel Financial Corp89,261$5.43M0.0%+3.3%0.278%
2/12/2024Steward Partners Investment Advisory LLC21,787$1.33M0.0%-9.0%0.068%
2/12/2024Eaton Financial Holdings Company LLC67,156$4.09M1.0%+2.2%0.209%
2/10/2024Linscomb & Williams Inc.62,376$3.80M0.2%-3.1%0.195%
2/9/2024Johnson Financial Group Inc.1,275$78K0.0%-45.2%0.004%
2/9/2024SageView Advisory Group LLC12,788$773K0.0%+32.5%0.040%
2/9/2024Commerce Bank88,102$5.36M0.0%-0.5%0.275%
2/9/2024US Bancorp DE9,411$573K0.0%-30.1%0.029%
2/9/2024Cambridge Investment Research Advisors Inc.60,651$3.69M0.0%+1.7%0.189%
2/9/2024Beaton Management Co. Inc.3,530$215K0.1%N/A0.011%
2/9/2024Corient Private Wealth LLC22,161$1.35M0.0%+32.5%0.069%
2/9/2024D.A. Davidson & CO.26,749$1.63M0.0%+0.6%0.083%
2/9/2024Sachetta LLC1,000$61K0.0%N/A0.003%
2/9/2024Wells Fargo & Company MN227,949$13.87M0.0%+6.6%0.711%
2/9/2024Gladstone Institutional Advisory LLC3,838$234K0.0%-4.8%0.012%
2/9/2024UBS Group AG829,206$50.47M0.0%-2.1%2.586%
2/9/2024PNC Financial Services Group Inc.272,268$16.57M0.0%-0.3%0.849%
2/8/2024Brown Advisory Inc.10,884$662K0.0%+1.8%0.034%
2/8/2024Verity Asset Management Inc.31,529$1.92M1.2%-1.1%0.098%
2/8/2024Beacon Pointe Advisors LLC51,639$3.14M0.0%+37.4%0.161%
2/8/2024Wade G W & Inc.3,428$209K0.0%N/A0.011%
2/8/2024Janney Montgomery Scott LLC40,629$2.47M0.0%-0.5%0.127%
2/8/2024US Financial Advisors LLC4,587$279K0.1%+8.2%0.014%
2/8/2024Pacific Sun Financial Corp6,688$407K0.3%-8.1%0.021%
2/8/2024First United Bank & Trust3,338$203K0.1%N/A0.010%
2/7/2024Theory Financial LLC67,418$4.10M2.2%+2.1%0.210%
2/7/2024Johnson Investment Counsel Inc.4,552$277K0.0%-7.3%0.014%
2/7/2024 NBC Securities Inc.3,286$199K0.0%-6.2%0.010%
2/7/2024Northwest Financial Advisors1,436$87K0.1%N/A0.004%
2/7/2024Principal Securities Inc.414$25K0.0%N/A0.001%
2/7/2024Clearwater Capital Advisors LLC5,427$330K0.0%-4.1%0.017%
2/7/2024Bogart Wealth LLC36,908$2.25M0.1%+9.4%0.115%
2/6/2024EdgeRock Capital LLC3,904$235K0.2%N/A0.012%
2/6/2024Welch & Forbes LLC12,200$742K0.0%-6.2%0.038%
2/6/2024Apollon Wealth Management LLC33,056$2.01M0.1%+8.1%0.103%
2/6/2024Private Advisor Group LLC35,217$2.14M0.0%-46.4%0.110%
2/6/2024Wealthcare Advisory Partners LLC16,165$984K0.0%-37.4%0.050%
2/6/2024Spire Wealth Management16,290$970K0.0%-1.8%0.051%
2/6/2024National Bank of Canada FI9,456$570K0.0%-7.1%0.029%
2/6/2024Avalon Trust Co910$55K0.0%N/A0.003%
2/6/2024Axxcess Wealth Management LLC11,384$693K0.0%N/A0.036%
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2/6/2024Millburn Ridgefield Corp3,128$190K0.0%N/A0.010%
2/6/2024Commonwealth Equity Services LLC410,993$25.01M0.0%+4.7%1.282%
2/5/2024Ledyard National Bank17,146$1.04M0.1%-1.5%0.053%
2/5/2024Conservest Capital Advisors Inc.73,658$4.48M0.5%-2.4%0.230%
2/2/2024Raab & Moskowitz Asset Management LLC60,585$3.69M1.2%-0.6%0.189%
2/2/2024Truist Financial Corp51,422$3.13M0.0%+4.8%0.160%
2/2/2024Atria Wealth Solutions Inc.40,377$2.46M0.0%+3.9%0.126%
2/1/2024Weatherly Asset Management L. P.20,247$1.23M0.1%-1.6%0.063%
2/1/2024Parkside Financial Bank & Trust4,750$289K0.1%N/A0.015%
2/1/2024RWA Wealth Partners LLC4,162$253K0.0%N/A0.013%
(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, 318 institutional investors and hedge funds held shares of Invesco Water Resources ETF. The most heavily invested institutionals were Bank of America Corp DE ($93.92M), Morgan Stanley ($64.74M), UBS Group AG ($50.47M), LPL Financial LLC ($33.66M), Commonwealth Equity Services LLC ($25.01M), HighTower Advisors LLC ($24.12M), and Royal Bank of Canada ($20.84M).Learn more on PHO's institutional investors.

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

Of the 260 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: 1832 Asset Management L.P. ($702.94K), International Assets Investment Management LLC ($584.83K), HighTower Advisors LLC ($414.87K), Money Design Co. Ltd. ($329.08K), Commonwealth Equity Services LLC ($193.92K), LPL Financial LLC ($163.96K), and CWM LLC ($157.31K).

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

Institutional investors have bought a total of 5,311,656 shares in the last 24 months. This purchase volume represents approximately $469.45M in transactions.

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

Of the 185 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: 1832 Asset Management L.P. ($409.55K), Money Design Co. Ltd. ($154.46K), CWM LLC ($148.35K), UBS Group AG ($147.19K), Commonwealth Equity Services LLC ($142.22K), Commerce Bank ($139.27K), and PNC Financial Services Group Inc. ($134.01K).

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

Institutional investors have sold a total of 2,747,453 shares in the last 24 months. This volume of shares sold represents approximately $248.58M in transactions.


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This page (NASDAQ:PHO) was last updated on 4/18/2024 by MarketBeat.com Staff

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