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Invesco Water Resources ETF (PHO) Institutional Ownership

Invesco Water Resources ETF logo
$68.07 +0.30 (+0.44%)
Closing price 10/2/2026 03:59 PM Eastern
Extended Trading
$68.04 -0.03 (-0.05%)
As of 10/2/2026 07:30 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 Massive. 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)
151
Total
Institutional Inflows
(last 12 months)
$132.04M
Number of
Institutional Sellers
(last 12 months)
116
Total
Institutional Outflows
(last 12 months)
$86.43M
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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
9/23/2026Envestnet Asset Management Inc.41,846$2.89M0.0%+15.2%0.149%
9/9/2026Capital Analysts LLC16,434$1.14M0.0%-15.1%0.058%
9/9/2026Integrated Wealth Concepts LLC28,261$1.95M0.0%+108.8%0.099%
9/9/2026NewEdge Advisors LLC18,276$1.26M0.0%+7.3%0.064%
9/9/2026IFP Advisors Inc56,740$3.92M0.1%+1.2%0.199%
9/8/2026Allworth Financial LP1,992$138K0.0%-34.1%0.007%
9/8/2026Waverly Advisors LLC10,394$718K0.0%+76.2%0.036%
8/27/2026Corient Private Wealth LP18,635$1.29M0.0%-3.2%0.065%
8/23/2026Ameritas Advisory Services LLC5,146$356K0.0%N/A0.018%
8/22/2026NBH Bank680$47K0.0%N/A0.002%
8/22/2026TD Waterhouse Canada Inc.4,978$343K0.0%+12.4%0.017%
8/20/2026Nwam LLC33,636$2.32M0.1%+756.7%0.118%
8/20/2026JNBA Financial Advisors1,660$115K0.0%+111.2%0.006%
8/7/2026Trust Co. of Vermont1,200$83K0.0%N/A0.004%
7/10/2026Wealthcare Advisory Partners LLC12,894$891K0.0%-8.8%0.045%
7/7/2026Mechanics Bank Trust Department5,525$382K0.0%-9.1%0.019%
7/7/2026Dynamic 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%
5/26/2026Axiom Investment Management LLC1,000$67K0.1%N/A0.003%
5/21/2026Raab & 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%
5/6/2026Independent Financial Group LLC5,380$360K0.0%N/A0.018%
5/5/2026Wealthfront Advisers LLC5,835$390K0.0%-7.8%0.019%
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5/5/2026D.A. Davidson & CO.70,106$4.69M0.0%+62.7%0.231%
5/5/2026RFG Bristol Wealth Advisors LLC5,025$336K0.1%-10.5%0.017%
5/5/2026Sanctuary Advisors LLC3,877$259K0.0%-15.4%0.013%
5/5/2026Conservest 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%
5/1/2026Welch & Forbes LLC9,100$608K0.0%-12.5%0.031%
5/1/2026Fifth Third Bancorp13,769$921K0.0%+376.4%0.046%
5/1/2026Sovran 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%
4/30/2026First Horizon Corp820$55K0.0%-23.4%0.003%
4/30/2026Kestra Advisory Services LLC84,836$5.67M0.0%+12.7%0.286%
4/28/2026Whittier Trust Co. of Nevada Inc.13,250$898K0.0%+126.5%0.045%
4/28/2026Ascentis Independent Advisors10,379$694K0.1%+19.9%0.035%
4/28/2026Bravias Capital Group LLC25,242$1.69M1.1%+9.6%0.085%
4/28/2026Walkner Condon Financial Advisors LLC4,645$311K0.0%+7.2%0.016%
4/28/2026NBT Bank N A NY443$30K0.0%-53.0%0.001%
4/27/2026Osborne Partners Capital Management LLC4,077$273K0.0%+14.0%0.014%
4/27/2026PFG Investments LLC20,379$1.36M0.1%+1.9%0.069%
4/27/2026Private Advisor Group LLC28,273$1.89M0.0%+1.0%0.095%
4/24/2026EJMK Ventures LLC6,269$419K0.2%-19.6%0.021%
4/24/2026American Institute for Advanced Investment Management LLP16,440$1.10M0.7%-2.7%0.055%
4/24/2026Prism Advisors Inc.186,428$12.47M3.3%+12.0%0.629%
4/23/2026Apollon Wealth Management LLC11,907$796K0.0%-15.4%0.040%
4/22/2026Janney Montgomery Scott LLC24,751$1.66M0.0%-6.7%0.083%
4/21/2026First United Bank & Trust2,260$151K0.0%-11.4%0.008%
4/17/2026Kennebec 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%
2/19/2026Axxcess 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%
2/17/2026Blair 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%
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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%
2/13/2026Kestra 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%
2/13/2026Greenline Wealth Management LLC899$63K0.1%N/A0.003%


PHO Institutional Ownership - Frequently Asked Questions

During the previous two years, 362 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 276 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), Corient Private Wealth LLC ($235.11K), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($223.94K), SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co ($198.31K), and Raymond James & Associates ($185.77K).

Institutional investors have bought a total of 1,884,899 shares in the last 24 months. This purchase volume represents approximately $132.04M in transactions.

Of the 116 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), Polianta Ltd ($67.90K), UBS Group AG ($50.40K), and Osaic Holdings Inc. ($45.53K).

Institutional investors have sold a total of 1,229,802 shares in the last 24 months. This volume of shares sold represents approximately $86.43M in transactions.


Related Companies

Institutional ownership data for NASDAQ:PHO is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
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