Invesco Water Resources ETFPHOETF
13F holders, Q2 2024 (June 30)367holders +10
31new positions
22sold out
2famous investors
$64.90avg. 13F price*
At the end of Q2 2024, 367 institutions reported holding Invesco Water Resources ETF (PHO) in their 13F filings, up 10 from Q1 2024. 31 opened new positions and 22 sold out. The largest holders were Bank of America Corp. ($105.7M), Morgan Stanley ($75.9M) and UBS Group AG ($54.7M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $9.7M |
| Exits | 22 | $10.3M |
All 13F filers, Q1 2024 → Q2 2024: 680,253 shares bought and 583,336 shares sold, net +96,917 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 367 holders
| Bank of America Corp. | 0.01% | Reduce -3.5% | 1,627,765 | $105.7M |
| Morgan Stanley | 0.01% | Reduce -3.5% | 1,168,841 | $75.9M |
| UBS Group AG | 0.02% | Add +1.1% | 842,489 | $54.7M |
| LPL Financial LLC | 0.02% | Add +17.9% | 668,590 | $43.4M |
| 1832 Asset Management L.P. | 0.06% | Reduce -3.7% | 504,572 | $32.8M |
| HighTower Advisors, LLC | 0.04% | Add +3.0% | 405,107 | $26.3M |
| Commonwealth Equity Services, LLC | 0.04% | Add +1.4% | 402,507 | $26.1M |
| Royal Bank of Canada | 0.01% | Add +0.1% | 363,336 | $23.6M |
| PNC Financial Services Group, Inc. | 0.01% | Add +7.0% | 293,232 | $19.0M |
| Cetera Investment Advisers | 0.04% | Add +0.9% | 234,289 | $15.2M |
| Polianta Ltd | 7.28% | No change | 221,600 | $14.4M |
| Wells Fargo & Company | 0.00% | Reduce -4.1% | 221,380 | $14.4M |
| Osaic Holdings, Inc. | 0.03% | Reduce -34.9% | 174,886 | $11.4M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +64.6% | 160,830 | $10.4M |
| Prism Advisors, Inc. | 2.95% | Add +1504.8% | 149,822 | $9.7M |
| Hamilton Wealth, LLC | 2.43% | Add +3.1% | 139,230 | $9.0M |
| First National Bank & Trust Co. of Newtown | 1.77% | Reduce -2.8% | 134,379 | $8.7M |
| Blair William & Co. | 0.02% | Reduce -9.6% | 124,262 | $8.1M |
| Sage Capital Management, LLC | 4.02% | Add +0.1% | 117,844 | $7.6M |
| Raymond James & Associates | 0.01% | Add +30.3% | 116,508 | $7.6M |
| Cwm, LLC | 0.04% | Reduce -2.3% | 115,121 | $7.5M |
| Stifel Financial Corp. | 0.01% | Reduce -0.1% | 101,057 | $6.6M |
| Money Design Co.,Ltd. | 0.32% | Reduce -23.5% | 92,751 | $6.0M |
| Ameriprise Financial Inc. | 0.00% | Add +4.7% | 90,084 | $5.8M |
| Commerce Bank | 0.04% | Reduce -0.2% | 87,575 | $5.7M |
| Kestra Advisory Services, LLC | 0.03% | Add +0.6% | 78,930 | $5.1M |
| Conservest Capital Advisors, Inc. | 0.52% | Reduce -0.3% | 72,982 | $4.9M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +17.4% | 74,041 | $4.8M |
| Bedell Frazier Investment Counselling, LLC | 1.03% | Reduce -2.3% | 65,551 | $4.3M |
| Linscomb Wealth, Inc. | 0.21% | Add +0.0% | 62,332 | $4.0M |
| Raab & Moskowitz Asset Management LLC | 1.05% | Reduce -0.5% | 59,718 | $3.9M |
| Tocqueville Asset Management L.P. | 0.06% | Reduce -2.4% | 59,241 | $3.8M |
| Avalon Capital Management | 1.22% | Add +0.0% | 59,182 | $3.8M |
| Creative Planning | 0.00% | Add +1.9% | 58,434 | $3.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +1.5% | 56,521 | $3.7M |
| Cerity Partners LLC | 0.01% | Reduce -1.0% | 55,938 | $3.6M |
| Truist Financial Corp. | 0.01% | Reduce -0.4% | 50,085 | $3.3M |
| Scotia Capital Inc. | 0.02% | Reduce -1.7% | 49,276 | $3.2M |
| Mercer Global Advisors Inc. | 0.01% | Add +0.6% | 48,470 | $3.1M |
| Beacon Pointe Advisors, LLC | 0.04% | Reduce -2.5% | 47,965 | $3.1M |
| Rockingstone Advisors LLC | 1.50% | Reduce -0.3% | 44,940 | $2.9M |
| Moneco Advisors, LLC | 0.39% | Reduce -2.7% | 40,718 | $2.6M |
| Bank of Montreal | 0.00% | Add +438.0% | 36,624 | $2.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -14.1% | 34,895 | $2.3M |
| Atria Wealth Solutions, Inc. | 0.03% | Reduce -16.3% | 34,822 | $2.3M |
| Chicago Partners Investment Group LLC | 0.09% | Add +0.0% | 31,875 | $2.2M |
| Verity Asset Management, Inc. | 0.86% | Add +6.6% | 33,851 | $2.2M |
| Private Advisor Group, LLC | 0.01% | Add +1.4% | 33,283 | $2.2M |
| Parsons Capital Management Inc. | 0.15% | No change | 33,059 | $2.1M |
| Dudley & Shanley, Inc. | 0.37% | No change | 32,780 | $2.1M |
| Hoylecohen, LLC | 0.16% | No change | 31,862 | $2.1M |
| Mariner, LLC | 0.00% | Reduce -26.4% | 30,824 | $2.0M |
| Hilltop Holdings Inc. | 0.23% | No change | 30,000 | $1.9M |
| O'ROURKE & COMPANY, Inc | 1.06% | Add +1.6% | 28,884 | $1.9M |
| Janney Montgomery Scott LLC | 0.01% | Add +17.3% | 28,628 | $1.9M |
| CIBC Private Wealth Group LLC | 0.00% | Add +4.2% | 28,399 | $1.8M |
| Citadel Advisors | 0.00% | Add +22.2% | 27,498 | $1.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.9% | 27,082 | $1.8M |
| Curbstone Financial Management Corp | 0.38% | Reduce -0.4% | 26,700 | $1.7M |
| Silverlake Wealth Management LLC | 0.71% | New | 26,526 | $1.7M |
| SeaCrest Wealth Management, LLC | 0.19% | Reduce -0.7% | 26,365 | $1.7M |
| Cresset Asset Management, LLC | 0.01% | Add +129.7% | 25,426 | $1.7M |
| Comerica Bank | 0.01% | Add +5.0% | 24,382 | $1.6M |
| Nilsine Partners, LLC | 0.21% | Add +1.8% | 23,896 | $1.6M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -3.5% | 23,150 | $1.5M |
| Captrust Financial Advisors | 0.00% | Reduce -0.7% | 22,303 | $1.4M |
| Westwind Capital | 0.36% | Reduce -91.6% | 1,641 | $1.4M |
| Capital Analysts, LLC | 0.06% | Add +8.1% | 22,274 | $1.4M |
| Glen Eagle Advisors, LLC | 0.26% | Reduce -4.1% | 21,804 | $1.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -7.6% | 21,584 | $1.4M |
| Corient Private Wealth LP | 0.00% | Reduce -0.4% | 21,204 | $1.4M |
| Private Wealth Advisors, LLC | 0.59% | Add +1.1% | 21,044 | $1.3M |
| Weatherly Asset Management L. P. | 0.12% | No change | 20,172 | $1.3M |
| Glenmede Trust Co. NA | 0.01% | Reduce -0.1% | 19,800 | $1.3M |
| Rockefeller Capital Management L.P. | 0.00% | Add +40.2% | 19,407 | $1.3M |
| PFG Investments, LLC | 0.09% | Reduce -7.1% | 18,632 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Add +9.3% | 18,010 | $1.2M |
| Roberts Glore & Co. Inc. | 0.35% | No change | 17,750 | $1.2M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.03% | Reduce -12.3% | 17,381 | $1.1M |
| American Institute for Advanced Investment Management, LLP | 0.85% | Add +2.3% | 17,040 | $1.1M |
| Retirement Income Solutions, Inc. | 0.27% | Reduce -15.3% | 17,034 | $1.1M |
| NewEdge Advisors, LLC | 0.01% | Add +2.5% | 17,021 | $1.1M |
| Composition Wealth, LLC | 0.03% | Reduce -2.5% | 16,725 | $1.1M |
| Spire Wealth Management | 0.04% | Reduce -2.9% | 16,118 | $1.0M |
| Gouws Capital LLC | 0.74% | No change | 16,000 | $1.0M |
| Ledyard National Bank | 0.10% | Reduce -6.9% | 15,837 | $1.0M |
| D.A. Davidson & Co. | 0.01% | Reduce -38.4% | 15,800 | $1.0M |
| OneDigital Investment Advisors LLC | 0.01% | Add +14.1% | 15,746 | $1.0M |
| FMR LLC | 0.00% | Add +10.4% | 15,738 | $1.0M |
| Bond & Devick Financial Network, Inc. | 0.55% | Add +13.1% | 15,724 | $1.0M |
| NewEdge Wealth, LLC | 0.02% | No change | 15,692 | $1.0M |
| Equitable Trust Co. | 0.07% | No change | 15,060 | $978K |
| Apollon Wealth Management, LLC | 0.03% | Reduce -13.3% | 14,838 | $963K |
| LexAurum Advisors, LLC | 0.23% | Reduce -1.5% | 14,605 | $948K |
| MML Investors Services, LLC | 0.00% | Add +2.1% | 14,444 | $938K |
| Merit Financial Group, LLC | 0.02% | Add +18.7% | 14,016 | $910K |
| Freedom Investment Management, Inc. | 0.07% | Add +6.1% | 13,933 | $904K |
| Baird Financial Group, Inc. | 0.00% | Reduce -6.0% | 13,924 | $904K |
| Fsa Wealth Partners, Inc. | 0.24% | New | 13,590 | $882K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -46.5% | 13,299 | $863K |
"% of holder's portfolio" is PHO's weight in each manager's 13F, not the share of Invesco Water Resources ETF the manager owns.