Invesco Water Resources ETFPHOETF
13F holders, Q2 2026 (June 30)380holders +15
40new positions
23sold out
2famous investors
$69.45avg. 13F price*
At the end of Q2 2026, 380 institutions reported holding Invesco Water Resources ETF (PHO) in their 13F filings, up 15 from Q1 2026. 40 opened new positions and 23 sold out. The largest holders were Bank of America Corp. ($110.5M), Morgan Stanley ($90.1M) and LPL Financial LLC ($55.6M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Invesco Water Resources ETF
- CUSIP
- 46137V142
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 40 | $23.4M |
| Exits | 23 | $23.7M |
All 13F filers, Q1 2026 → Q2 2026: 796,146 shares bought and 1,071,331 shares sold, net −275,185 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 380 holders
| Bank of America Corp. | 0.01% | Add +2.2% | 1,600,010 | $110.5M |
| Morgan Stanley | 0.00% | Reduce -1.4% | 1,304,435 | $90.1M |
| LPL Financial LLC | 0.01% | Reduce -3.8% | 804,161 | $55.6M |
| 1832 Asset Management L.P. | 0.05% | Add +7.7% | 606,065 | $41.9M |
| Perigon Wealth Management, LLC | 0.52% | Add +11.8% | 477,462 | $33.0M |
| Atria Investments, Inc | 0.32% | Add +29.6% | 458,767 | $31.7M |
| Raymond James Financial Inc. | 0.01% | Reduce -17.4% | 346,907 | $24.0M |
| Royal Bank of Canada | 0.00% | Reduce -3.6% | 323,310 | $22.3M |
| UBS Group AG | 0.00% | Reduce -54.6% | 302,906 | $20.9M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -2.6% | 287,435 | $19.9M |
| Cetera Investment Advisers | 0.01% | Reduce -9.9% | 199,876 | $13.8M |
| Wells Fargo & Company | 0.00% | Reduce -6.1% | 192,918 | $13.3M |
| Bluespring Wealth Management, LLC | 0.25% | New | 185,547 | $12.8M |
| Prism Advisors, Inc. | 3.01% | Reduce -3.9% | 179,122 | $12.4M |
| Osaic Holdings, Inc. | 0.01% | Add +3.2% | 166,194 | $11.5M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -4.9% | 156,103 | $10.8M |
| Blair William & Co. | 0.03% | Add +1.8% | 144,533 | $10.0M |
| Ameriprise Financial Inc. | 0.00% | Add +110.6% | 123,674 | $8.5M |
| Hamilton Wealth, LLC | 1.52% | Reduce -2.9% | 119,988 | $8.3M |
| D.A. Davidson & Co. | 0.04% | Add +42.5% | 99,888 | $6.9M |
| WealthSpring Partners, LLC | 5.90% | Add +2.8% | 99,343 | $6.9M |
| Sage Capital Management, LLC | 2.61% | Reduce -0.3% | 96,853 | $6.7M |
| First National Bank & Trust Co. of Newtown | 1.20% | Reduce -11.4% | 84,073 | $5.9M |
| Allstreet Capital Advisors LLC | 3.48% | Add +0.3% | 77,391 | $5.3M |
| Stifel Financial Corp. | 0.00% | Add +4.4% | 77,121 | $5.3M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -10.3% | 76,069 | $5.3M |
| Conservest Capital Advisors, Inc. | 0.39% | Add +2.4% | 70,056 | $4.8M |
| Creative Planning | 0.00% | Reduce -0.9% | 64,890 | $4.5M |
| Focus Partners Wealth | 0.00% | Add +32.0% | 64,178 | $4.4M |
| Coppell Advisory Solutions LLC | 0.36% | New | 104 | $4.4M |
| Jones Financial Companies LLLP | 0.00% | Add +7.2% | 60,160 | $4.2M |
| Raab & Moskowitz Asset Management LLC | 0.80% | Reduce -0.6% | 57,388 | $4.0M |
| IFP Advisors, Inc | 0.07% | Add +1.2% | 56,740 | $3.9M |
| Cerity Partners LLC | 0.00% | Reduce -4.3% | 55,621 | $3.8M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +3.6% | 53,879 | $3.7M |
| BNP Paribas Financial Markets | 0.00% | Add +27.7% | 52,081 | $3.6M |
| Linscomb Wealth, Inc. | 0.15% | Reduce -12.7% | 51,008 | $3.5M |
| Mercer Global Advisors Inc. | 0.00% | Add +2.0% | 50,505 | $3.5M |
| Tocqueville Asset Management L.P. | 0.05% | Reduce -0.3% | 50,405 | $3.5M |
| Scotia Capital Inc. | 0.01% | Reduce -1.2% | 48,790 | $3.4M |
| Commerce Bank | 0.01% | Reduce -14.4% | 47,762 | $3.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +15.2% | 41,846 | $2.9M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +5.1% | 41,731 | $2.9M |
| HighTower Advisors, LLC | 0.00% | Reduce -20.2% | 41,026 | $2.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.1% | 34,975 | $2.4M |
| FMR LLC | 0.00% | Add +4.5% | 34,127 | $2.4M |
| Verity Asset Management, Inc. | 0.87% | Add +1.2% | 33,126 | $2.3M |
| Chicago Partners Investment Group LLC | 0.04% | Add +0.0% | 31,985 | $2.2M |
| Rockingstone Advisors LLC | 0.87% | Add +0.4% | 31,209 | $2.2M |
| SeaCrest Wealth Management, LLC | 0.23% | Add +81.1% | 29,875 | $2.1M |
| O'ROURKE & COMPANY, Inc | 0.71% | Reduce -0.3% | 29,574 | $2.0M |
| Integrated Wealth Concepts LLC | 0.01% | Add +108.8% | 28,261 | $2.0M |
| Parsons Capital Management Inc. | 0.09% | Add +3.1% | 28,117 | $1.9M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -9.0% | 26,991 | $1.9M |
| Curbstone Financial Management Corp | 0.31% | Reduce -2.1% | 26,150 | $1.8M |
| Hilltop Holdings Inc. | 0.15% | No change | 26,150 | $1.8M |
| Bravias Capital Group, LLC | 1.07% | Add +3.1% | 26,018 | $1.8M |
| Captrust Financial Advisors | 0.00% | Add +8.2% | 25,617 | $1.8M |
| Trust Co | 0.16% | No change | 25,075 | $1.7M |
| MML Investors Services, LLC | 0.00% | Add +32.0% | 24,558 | $1.7M |
| Guardian Capital LP | 0.04% | Add +2.6% | 23,900 | $1.7M |
| IHT Wealth Management, LLC | 0.03% | Add +162.5% | 22,896 | $1.6M |
| Oppenheimer & Co. Inc. | 0.02% | Add +23.2% | 22,829 | $1.6M |
| Silverlake Wealth Management LLC | 0.30% | Reduce -10.4% | 22,823 | $1.6M |
| J.W. Cole Advisors, Inc. | 0.03% | Reduce -14.9% | 22,033 | $1.5M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -8.8% | 21,751 | $1.5M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -17.2% | 20,491 | $1.4M |
| Private Advisor Group, LLC | 0.01% | Reduce -27.8% | 20,407 | $1.4M |
| PFG Investments, LLC | 0.05% | Reduce -0.7% | 20,238 | $1.4M |
| Bond & Devick Financial Network, Inc. | 0.34% | Add +0.1% | 20,232 | $1.4M |
| Edmond DE Rothschild Holding S.A. | 0.02% | No change | 20,190 | $1.4M |
| Summit Financial, LLC | 0.01% | Add +4.8% | 19,234 | $1.3M |
| Weatherly Asset Management L. P. | 0.09% | No change | 18,972 | $1.3M |
| Corient Private Wealth LP | 0.00% | Reduce -3.2% | 18,635 | $1.3M |
| BlackRock, Inc. | 0.00% | Reduce -0.7% | 18,606 | $1.3M |
| CIBC Bancorp USA Inc. | 0.00% | Add +0.1% | 18,459 | $1.3M |
| Mustico Financial Group, Inc. | 0.83% | Add +6.7% | 18,583 | $1.3M |
| NewEdge Advisors, LLC | 0.00% | Add +7.3% | 18,276 | $1.3M |
| Composition Wealth, LLC | 0.01% | Add +0.8% | 18,148 | $1.3M |
| Secure Asset Management, LLC | 0.16% | Reduce -0.3% | 16,542 | $1.1M |
| Capital Analysts, LLC | 0.03% | Reduce -15.1% | 16,434 | $1.1M |
| American Institute for Advanced Investment Management, LLP | 0.65% | Reduce -0.7% | 16,330 | $1.1M |
| Glenmede Trust Co. NA | 0.01% | No change | 16,255 | $1.1M |
| Roberts Glore & Co. Inc. | 0.28% | No change | 16,159 | $1.1M |
| Fox Hill Wealth Management | 0.45% | Reduce -0.8% | 16,105 | $1.1M |
| Gouws Capital LLC | 0.51% | No change | 16,000 | $1.1M |
| Retirement Income Solutions, Inc. | 0.19% | No change | 16,193 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -8.8% | 15,480 | $1.1M |
| Spire Wealth Management | 0.03% | Reduce -0.3% | 15,385 | $1.1M |
| Dynamic Advisor Solutions LLC | 0.03% | Reduce -5.0% | 15,291 | $1.1M |
| Mariner, LLC | 0.00% | Add +3.3% | 15,063 | $1.0M |
| Glen Eagle Advisors, LLC | 0.13% | Reduce -3.3% | 14,800 | $1.0M |
| MAI Capital Management | 0.00% | Add +12.9% | 14,727 | $1.0M |
| AlphaCore Capital LLC | 0.02% | Add +831.7% | 14,143 | $977K |
| FSM Wealth Advisors, LLC | 0.10% | Reduce -0.2% | 14,007 | $968K |
| Equitable Trust Co. | 0.04% | No change | 13,942 | $963K |
| Arkadios Wealth Advisors | 0.01% | Reduce -0.1% | 13,892 | $960K |
| OneDigital Investment Advisors LLC | 0.01% | Add +1.7% | 13,799 | $953K |
| Whittier Trust Co. of Nevada Inc. | 0.02% | No change | 13,250 | $919K |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -8.8% | 12,894 | $891K |
"% of holder's portfolio" is PHO's weight in each manager's 13F, not the share of Invesco Water Resources ETF the manager owns.