Invesco Water Resources ETFPHOETF
13F holders, Q1 2024 (March 31)357holders
1famous investor
$66.53avg. 13F price*
At the end of Q1 2024, 357 institutions reported holding Invesco Water Resources ETF (PHO) in their 13F filings. The largest holders were Bank of America Corp. ($112.2M), Morgan Stanley ($80.7M) and UBS Group AG ($55.5M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco Water Resources ETF
- CUSIP
- 46137V142
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $12.3M |
| Exits | 22 | $7.3M |
Ownership 357 holders
| Bank of America Corp. | 0.01% | Add +0.5% | 1,685,903 | $112.2M |
| Morgan Stanley | 0.01% | Reduce -1.6% | 1,211,637 | $80.7M |
| UBS Group AG | 0.02% | Add +0.5% | 833,040 | $55.5M |
| LPL Financial LLC | 0.02% | Reduce -3.9% | 567,248 | $37.8M |
| 1832 Asset Management L.P. | 0.06% | Add +147.7% | 524,079 | $34.9M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -3.4% | 397,014 | $26.4M |
| HighTower Advisors, LLC | 0.04% | Reduce -10.2% | 393,445 | $26.2M |
| Royal Bank of Canada | 0.01% | Add +6.0% | 362,950 | $24.2M |
| PNC Financial Services Group, Inc. | 0.01% | Add +0.7% | 274,120 | $18.2M |
| Osaic Holdings, Inc. | 0.04% | Add +33.4% | 268,709 | $17.9M |
| Cetera Investment Advisers | 0.04% | Add +1167.6% | 232,199 | $15.5M |
| Wells Fargo & Company | 0.00% | Add +1.3% | 230,789 | $15.4M |
| Polianta Ltd | 7.19% | No change | 221,600 | $14.8M |
| First National Bank & Trust Co. of Newtown | 1.87% | Reduce -3.2% | 138,298 | $9.2M |
| Blair William & Co. | 0.03% | Add +0.8% | 137,455 | $9.2M |
| Hamilton Wealth, LLC | 2.81% | Add +1.6% | 135,038 | $9.0M |
| Money Design Co.,Ltd. | 0.44% | Reduce -22.5% | 121,226 | $8.1M |
| Cwm, LLC | 0.04% | Reduce -18.7% | 117,818 | $7.8M |
| Sage Capital Management, LLC | 4.25% | Add +0.9% | 117,715 | $7.8M |
| Stifel Financial Corp. | 0.01% | Add +13.3% | 101,132 | $6.7M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -29.1% | 97,726 | $6.5M |
| Raymond James & Associates | 0.00% | Reduce -2.3% | 89,396 | $6.0M |
| Commerce Bank | 0.04% | Reduce -0.4% | 87,768 | $5.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -60.8% | 86,011 | $5.8M |
| Kestra Advisory Services, LLC | 0.04% | Add +0.3% | 78,490 | $5.2M |
| Conservest Capital Advisors, Inc. | 0.50% | Reduce -0.6% | 73,219 | $4.9M |
| Bedell Frazier Investment Counselling, LLC | 1.12% | Reduce -1.8% | 67,071 | $4.5M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +4.0% | 63,062 | $4.2M |
| EWG Elevate Inc. | 1.60% | New | 62,986 | $4.2M |
| Linscomb Wealth, Inc. | 0.21% | Reduce -0.1% | 62,328 | $4.1M |
| Tocqueville Asset Management L.P. | 0.07% | Add +25.7% | 60,674 | $4.0M |
| Raab & Moskowitz Asset Management LLC | 1.12% | Reduce -0.9% | 60,017 | $4.0M |
| Avalon Capital Management | 1.61% | Reduce -0.4% | 59,162 | $3.9M |
| Creative Planning | 0.00% | Add +0.0% | 57,314 | $3.8M |
| Cerity Partners LLC | 0.01% | Reduce -1.1% | 56,487 | $3.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.8% | 55,699 | $3.7M |
| Truist Financial Corp. | 0.01% | Reduce -2.2% | 50,298 | $3.3M |
| Scotia Capital Inc. | 0.02% | Add +1.4% | 50,128 | $3.3M |
| Beacon Pointe Advisors, LLC | 0.04% | Reduce -4.7% | 49,220 | $3.3M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -0.1% | 48,169 | $3.2M |
| Rockingstone Advisors LLC | 1.55% | Reduce -2.4% | 45,095 | $3.0M |
| Mariner, LLC | 0.01% | Add +0.6% | 41,871 | $2.8M |
| Moneco Advisors, LLC | 0.44% | New | 41,860 | $2.8M |
| Atria Wealth Solutions, Inc. | 0.03% | Add +3.0% | 41,584 | $2.8M |
| JPMorgan Chase & Co. | 0.00% | Add +2.1% | 40,605 | $2.7M |
| Bogart Wealth, LLC | 0.13% | Add +5.0% | 38,746 | $2.6M |
| Parsons Capital Management Inc. | 0.15% | Reduce -0.6% | 33,059 | $2.2M |
| Private Advisor Group, LLC | 0.02% | Reduce -6.8% | 32,819 | $2.2M |
| Dudley & Shanley, Inc. | 0.37% | No change | 32,780 | $2.2M |
| Hoylecohen, LLC | 0.16% | Reduce -37.7% | 31,862 | $2.1M |
| Verity Asset Management, Inc. | 1.18% | Add +0.7% | 31,753 | $2.1M |
| Chicago Partners Investment Group LLC | 0.09% | Add +0.0% | 31,871 | $2.1M |
| Hilltop Holdings Inc. | 0.22% | No change | 30,000 | $2.0M |
| O'ROURKE & COMPANY, Inc | 1.10% | Add +5.8% | 28,423 | $1.9M |
| CIBC Private Wealth Group LLC | 0.00% | Add +22.2% | 27,250 | $1.8M |
| Curbstone Financial Management Corp | 0.39% | Reduce -0.4% | 26,800 | $1.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +5.7% | 26,586 | $1.8M |
| SeaCrest Wealth Management, LLC | 0.22% | Reduce -2.5% | 26,549 | $1.8M |
| D.A. Davidson & Co. | 0.02% | Reduce -4.2% | 25,634 | $1.7M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -39.9% | 24,416 | $1.6M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +10.1% | 23,976 | $1.6M |
| Nilsine Partners, LLC | 0.21% | Reduce -1.5% | 23,476 | $1.6M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -1.4% | 23,360 | $1.6M |
| Comerica Bank | 0.01% | Add +8.9% | 23,233 | $1.5M |
| Glen Eagle Advisors, LLC | 0.29% | Reduce -1.9% | 22,729 | $1.5M |
| Citadel Advisors | 0.00% | Reduce -35.7% | 22,501 | $1.5M |
| Captrust Financial Advisors | 0.01% | Add +0.3% | 22,468 | $1.5M |
| Corient Private Wealth LP | 0.00% | Reduce -4.0% | 21,281 | $1.4M |
| Private Wealth Advisors, LLC | 0.58% | Reduce -4.9% | 20,814 | $1.4M |
| Capital Analysts, LLC | 0.06% | Reduce -3.4% | 20,603 | $1.4M |
| Weatherly Asset Management L. P. | 0.13% | Reduce -0.4% | 20,172 | $1.3M |
| Tactive Advisors, LLC | 0.71% | Reduce -48.6% | 20,162 | $1.3M |
| Retirement Income Solutions, Inc. | 0.30% | No change | 20,104 | $1.3M |
| PFG Investments, LLC | 0.08% | Add +8.8% | 20,065 | $1.3M |
| B. Riley Wealth Advisors, Inc. | 0.04% | Add +93.2% | 24,850 | $1.3M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.04% | Reduce -11.0% | 19,816 | $1.3M |
| Glenmede Trust Co. NA | 0.01% | Reduce -15.8% | 19,815 | $1.3M |
| Westwind Capital | 0.33% | Reduce -1.5% | 19,568 | $1.3M |
| Roberts Glore & Co. Inc. | 0.35% | No change | 17,750 | $1.2M |
| Composition Wealth, LLC | 0.03% | Reduce -2.2% | 17,147 | $1.1M |
| Apollon Wealth Management, LLC | 0.04% | Reduce -48.3% | 17,105 | $1.1M |
| Jane Street Group, LLC | 0.00% | Add +227.4% | 17,099 | $1.1M |
| Ledyard National Bank | 0.11% | Reduce -0.8% | 17,008 | $1.1M |
| American Institute for Advanced Investment Management, LLP | 0.88% | Add +2.3% | 16,665 | $1.1M |
| NewEdge Advisors, LLC | 0.01% | Reduce -33.8% | 16,597 | $1.1M |
| Spire Wealth Management | 0.02% | Add +1.9% | 16,591 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -33.8% | 16,483 | $1.1M |
| Gouws Capital LLC | 0.81% | No change | 16,000 | $1.1M |
| NewEdge Wealth, LLC | 0.02% | Reduce -0.0% | 15,692 | $1.0M |
| Equitable Trust Co. | 0.07% | Add +6.0% | 15,060 | $1.0M |
| Qube Research & Technologies Ltd | 0.00% | No change | 14,883 | $991K |
| LexAurum Advisors, LLC | 0.25% | Reduce -1.6% | 14,834 | $987K |
| Baird Financial Group, Inc. | 0.00% | Reduce -37.5% | 14,805 | $986K |
| FMR LLC | 0.00% | Reduce -4.1% | 14,250 | $949K |
| MML Investors Services, LLC | 0.00% | Add +22.2% | 14,147 | $942K |
| Bond & Devick Financial Network, Inc. | 0.50% | Add +8.4% | 13,906 | $926K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -1.5% | 13,842 | $922K |
| OneDigital Investment Advisors LLC | 0.01% | Add +3.8% | 13,796 | $918K |
| Neuberger Berman Group LLC | 0.00% | Reduce -10.2% | 13,266 | $883K |
| Wealthcare Advisory Partners LLC | 0.03% | Reduce -18.3% | 13,213 | $880K |
"% of holder's portfolio" is PHO's weight in each manager's 13F, not the share of Invesco Water Resources ETF the manager owns.