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 |
| Snowden Capital Advisors LLC | 0.03% | Add +0.9% | 13,286 | $862K |
| NTV Asset Management LLC | 0.12% | Add +16.0% | 13,041 | $846K |
| Neuberger Berman Group LLC | 0.00% | Reduce -2.2% | 12,976 | $842K |
| Oppenheimer & Co. Inc. | 0.01% | Add +1.7% | 12,892 | $837K |
| Elk River Wealth Management LLC | 0.16% | No change | 12,625 | $819K |
| Van Eck Associates Corp. | 0.00% | New | 12,458 | $809K |
| Integrated Wealth Concepts LLC | 0.01% | Add +18.8% | 12,172 | $790K |
| Welch & Forbes LLC | 0.01% | No change | 12,200 | $780K |
| Altfest L J & Co. Inc. | 0.11% | No change | 11,981 | $778K |
| Mosaic Financial Group, LLC | 0.56% | Add +50.6% | 11,935 | $775K |
| HM Payson & Co. | 0.01% | No change | 11,905 | $773K |
| J.W. Cole Advisors, Inc. | 0.04% | Reduce -1.1% | 11,860 | $770K |
| National Bank of Canada | 0.00% | Reduce -0.3% | 12,083 | $769K |
| First City Capital Management, Inc. | 0.43% | Reduce -1.1% | 11,835 | $768K |
| Foundations Investment Advisors, LLC | 0.02% | Reduce -6.3% | 11,622 | $754K |
| Point72 Europe (London) LLP | 0.06% | New | 11,300 | $733K |
| Concentric Wealth Management, LLC | 0.19% | Add +0.0% | 11,275 | $732K |
| Weil Company, Inc. | 0.26% | New | 11,127 | $722K |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -16.1% | 11,090 | $720K |
| Howard Capital Management Group, LLC | 0.05% | Reduce -5.3% | 10,814 | $702K |
| Brown Advisory Inc. | 0.00% | Reduce -1.9% | 10,491 | $681K |
| NorthCoast Asset Management LLC | 0.01% | Reduce -7.7% | 10,445 | $678K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 10,203 | $662K |
| Ancora Advisors LLC | 0.02% | Add +0.0% | 10,072 | $654K |
| Retirement Planning Co of New England, Inc. | 0.35% | Reduce -0.4% | 10,013 | $650K |
| Wealthspan Partners, LLC | 0.36% | Add +4.5% | 9,974 | $647K |
| GTS Securities LLC | 0.01% | New | 9,965 | $647K |
| Choreo, LLC | 0.01% | New | 9,641 | $615K |
| US Bancorp \de | 0.00% | No change | 9,411 | $611K |
| International Assets Investment Management, LLC | 0.06% | Reduce -3.6% | 9,177 | $596K |
| Relyea Zuckerberg Hanson LLC | 0.10% | No change | 9,055 | $588K |
| Pathstone Holdings, LLC | 0.00% | No change | 8,641 | $561K |
| Prudential Financial Inc. | 0.00% | Add +14.2% | 8,604 | $558K |
| Crestwood Advisors Group, LLC | 0.01% | Add +0.7% | 8,599 | $558K |
| Clarus Wealth Advisors | 0.29% | Reduce -7.1% | 8,393 | $543K |
| Flagship Harbor Advisors, LLC | 0.03% | Add +0.1% | 8,224 | $534K |
| Osborne Partners Capital Management, LLC | 0.03% | Reduce -19.8% | 8,104 | $526K |
| IHT Wealth Management, LLC | 0.02% | Add +4.5% | 8,100 | $526K |
| Mechanics Bank Trust Department | 0.07% | Reduce -8.0% | 8,080 | $524K |
| Gerber, LLC | 0.41% | Reduce -4.6% | 8,027 | $521K |
| Waverly Advisors, LLC | 0.01% | Add +6.9% | 7,988 | $519K |
| Franklin Resources Inc. | 0.00% | Add +0.8% | 7,803 | $506K |
| Independent Financial Group, LLC | 0.02% | Add +0.6% | 7,537 | $489K |
| Goldman Sachs Group Inc. | 0.00% | New | 7,536 | $489K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +2.6% | 7,514 | $488K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | No change | 7,278 | $472K |
| Howe & Rusling Inc. | 0.04% | No change | 7,270 | $472K |
| SS&H Financial Advisors, Inc. | 0.18% | No change | 7,200 | $467K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +0.0% | 7,099 | $461K |
| Hennion & Walsh Asset Management, Inc. | 0.02% | Reduce -0.6% | 7,055 | $458K |
| North Star Asset Management Inc. | 0.02% | No change | 7,000 | $454K |
| Bessemer Group Inc. | 0.00% | No change | 6,880 | $447K |
| Nations Financial Group Inc, /Ia/ | 0.04% | Add +1.9% | 6,788 | $441K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -24.7% | 6,618 | $430K |
| Renaissance Technologies | 0.00% | New | 6,500 | $422K |
| Sandy Spring Bank | 0.02% | No change | 6,473 | $420K |
| Pacific Sun Financial Corp | 0.25% | Add +0.8% | 6,388 | $415K |
| CENTRAL TRUST Co | 0.01% | No change | 6,330 | $411K |
| Banco Santander, S.A. | 0.01% | Add +36.6% | 6,310 | $410K |
| Kepos Capital LP | 0.16% | New | 6,279 | $408K |
| Graves Light Lenhart Wealth, Inc. | 0.05% | No change | 6,196 | $395K |
| Focus Partners Wealth | 0.00% | Add +21.7% | 5,948 | $386K |
| North Star Investment Management Corp. | 0.03% | No change | 5,917 | $384K |
| Advisory Services Network, LLC | 0.01% | Reduce -0.4% | 5,893 | $383K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 5,850 | $380K |
| Wedbush Securities Inc. | 0.01% | Add +0.1% | 5,800 | $376K |
| Peapack Gladstone Financial Corp. | 0.01% | No change | 5,760 | $374K |
| Flputnam Investment Management Co. | 0.01% | No change | 5,575 | $362K |
| Western Financial Corp | 0.22% | Add +2.6% | 5,537 | $359K |
| Clearwater Capital Advisors, LLC | 0.04% | No change | 5,427 | $352K |
| MinichMacGregor Wealth Management, LLC | 0.09% | Reduce -0.3% | 5,388 | $350K |
| Venture Visionary Partners LLC | 0.02% | No change | 5,328 | $346K |
| Stamos Capital Partners, L.P. | 0.07% | No change | 5,300 | $344K |
| Lido Advisors, LLC | 0.00% | Add +8.5% | 5,221 | $339K |
| Webster Bank, N. A. | 0.04% | No change | 5,220 | $339K |
| Northern Trust Corp. | 0.00% | Reduce -22.6% | 5,131 | $333K |
| SOL Capital Management CO | 0.04% | No change | 5,000 | $325K |
| Ballentine Partners, LLC | 0.01% | No change | 5,000 | $325K |
| Secure Asset Management, LLC | 0.06% | New | 4,983 | $323K |
| Wealthfront Advisers LLC | 0.00% | Add +16.1% | 4,933 | $320K |
| Mountain Capital Investment Advisors Inc. | 0.08% | Add +5.8% | 4,755 | $319K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -13.2% | 4,878 | $317K |
| Marble Harbor Investment Counsel, LLC | 0.04% | No change | 4,783 | $310K |
| Parkside Financial Bank & Trust | 0.05% | No change | 4,750 | $308K |
| US Financial Advisors, LLC | 0.10% | Reduce -1.4% | 4,749 | $308K |
| Moors & Cabot, Inc. | 0.02% | Reduce -4.1% | 4,710 | $306K |
| Tritonpoint Wealth, LLC | 0.03% | No change | 4,708 | $306K |
| Moloney Securities Asset Management, LLC | 0.04% | Reduce -13.5% | 4,674 | $303K |
| M Holdings Securities, Inc. | 0.04% | New | 4,674 | $303K |
| McElhenny Sheffield Capital Management, LLC | 0.10% | No change | 4,620 | $300K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 4,669 | $299K |
| Wellington Shields & Co., LLC | 0.10% | No change | 4,605 | $299K |
| Summit Financial, LLC | 0.01% | New | 4,604 | $299K |
| KKM Financial LLC | 0.14% | Add +1.1% | 4,537 | $296K |
| Legacy Edge Advisors, LLC | 0.05% | Reduce -10.4% | 4,558 | $296K |
| Raymond James Trust N.A. | 0.01% | Reduce -19.7% | 4,556 | $296K |
| Alterna Wealth Management, Inc. | 0.26% | No change | 4,529 | $294K |
| Modera Wealth Management, LLC | 0.00% | Reduce -20.3% | 4,521 | $293K |
| EdgeRock Capital LLC | 0.23% | Add +18.5% | 4,501 | $292K |
| WealthBridge Capital Management, LLC | 0.10% | No change | 4,464 | $290K |
| Traphagen Investment Advisors LLC | 0.03% | Reduce -0.0% | 4,456 | $289K |
| LPWM LLC | 0.10% | Add +0.9% | 4,487 | $288K |
| Oxford Financial Group, LTD. LLC | 0.02% | No change | 4,440 | $288K |
| Paragon Capital Management Ltd | 0.05% | New | 4,431 | $288K |
| Fox Hill Wealth Management | 0.18% | Reduce -1.2% | 4,429 | $287K |
| John G Ullman & Associates Inc. | 0.04% | No change | 4,420 | $287K |
| Ritter Daniher Financial Advisory LLC / DE | 0.09% | No change | 4,411 | $286K |
| TruWealth Advisors, LLC | 0.02% | Add +3.5% | 4,362 | $283K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 4,250 | $276K |
| Rwa Wealth Partners, LLC | 0.00% | Reduce -0.2% | 4,154 | $270K |
| Daymark Wealth Partners, LLC | 0.01% | No change | 4,100 | $266K |
| First Western Trust Bank | 0.01% | No change | 4,000 | $260K |
| Essex Financial Services, Inc. | 0.02% | Add +26.3% | 3,857 | $259K |
| AllSquare Wealth Management LLC | 0.15% | No change | 3,900 | $253K |
| Tiaa Trust, National Association | 0.00% | Reduce -37.4% | 3,853 | $250K |
| JFS Wealth Advisors, LLC | 0.02% | Add +18.1% | 3,820 | $248K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -2.5% | 3,744 | $243K |
| Sanctuary Advisors, LLC | 0.00% | — | 3,747 | $242K |
| Western Wealth Management, LLC | 0.02% | Add +0.1% | 3,729 | $242K |
| KCM Investment Advisors LLC | 0.01% | No change | 3,708 | $241K |
| Verus Capital Partners, LLC | 0.02% | Add +0.0% | 3,670 | $238K |
| Florida Trust Wealth Management Co | 0.01% | No change | 3,600 | $234K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -3.2% | 3,559 | $231K |
| Renaissance Investment Group LLC | 0.05% | Reduce -10.6% | 3,615 | $231K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 3,538 | $230K |
| Beaton Management Co. Inc. | 0.12% | No change | 3,530 | $229K |
| Pinnacle Wealth Management Group, Inc. | 0.15% | No change | 3,525 | $229K |
| Klingenstein Fields & Co. LP | 0.01% | No change | 3,500 | $227K |
| Transform Wealth, LLC | 0.02% | Add +0.1% | 3,422 | $222K |
| Sterling Investment Management, LLC | 0.17% | No change | 3,406 | $221K |
| Jacobi Capital Management LLC | 0.02% | Add +0.1% | 3,402 | $221K |
| Keybank National Association | 0.00% | No change | 3,393 | $220K |
| IFP Advisors, Inc | 0.01% | Reduce -4.2% | 3,392 | $220K |
| Prospera Financial Services Inc | 0.01% | Add +3.4% | 3,385 | $220K |
| Cibc World Market Inc. | 0.00% | New | 3,388 | $220K |
| Etfidea, LLC | 0.07% | New | 3,294 | $214K |
| Kovack Advisors, Inc. | 0.02% | No change | 3,271 | $212K |
| Autumn Glory Partners, LLC | 0.11% | No change | 3,253 | $211K |
| O'Brien Greene & Co. Inc | 0.07% | No change | 3,200 | $208K |
| Aries Wealth Management | 0.07% | No change | 3,200 | $208K |
| Paragon Financial Partners, Inc. | 0.16% | New | 3,170 | $206K |
| Leavell Investment Management, Inc. | 0.01% | No change | 3,130 | $203K |
| First United Bank & Trust | 0.08% | Reduce -0.4% | 3,125 | $203K |
| WealthShield Partners, LLC | 0.03% | No change | 3,044 | $198K |
| Millburn Ridgefield LLC | 0.00% | Add +265.9% | 2,843 | $185K |
| Harbour Investments, Inc. | 0.01% | Reduce -17.3% | 2,828 | $184K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 2,700 | $175K |
| Lanark Financial, Inc. | 0.02% | Reduce -13.2% | 2,641 | $171K |
| Fifth Third Bancorp | 0.00% | No change | 2,600 | $169K |
| St Germain D J Co. Inc. | 0.01% | No change | 2,185 | $142K |
| Bangor Savings Bank | 0.01% | No change | 2,128 | $138K |
| Westside Investment Management, Inc. | 0.03% | Add +0.1% | 2,121 | $138K |
| First Horizon Advisors, Inc. | 0.00% | No change | 2,113 | $137K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -3.5% | 2,095 | $136K |
| Trust Co. of Vermont | 0.01% | No change | 2,000 | $130K |
| Arax Advisory Partners | 0.01% | Add +38.2% | 1,991 | $129K |
| NorthRock Partners, LLC | 0.00% | No change | 1,921 | $125K |
| Icon Wealth Advisors, LLC | 0.01% | No change | 1,703 | $119K |
| AdvisorNet Financial, Inc | 0.01% | No change | 1,800 | $117K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -10.8% | 1,743 | $113K |
| Whittier Trust Co. | 0.00% | Add +47.3% | 1,616 | $105K |
| Jones Financial Companies LLLP | 0.00% | Add +95.7% | 1,401 | $91K |
| Pacific Center for Financial Services | 0.02% | No change | 1,345 | $87K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -70.0% | 1,275 | $83K |
| Parallel Advisors, LLC | 0.00% | Add +22.5% | 1,254 | $81K |
| Chilton Capital Management LLC | 0.00% | No change | 1,165 | $76K |
| LRI Investments, LLC | 0.01% | No change | 1,133 | $74K |
| Townsend Asset Management Corp. /NC/ | 0.03% | Add +0.2% | 1,111 | $72K |
| WASHINGTON TRUST Co | 0.00% | No change | 1,100 | $71K |
| Sachetta, LLC | 0.03% | No change | 1,000 | $69K |
| Castleview Partners, LLC | 0.04% | New | 1,057 | $69K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +0.1% | 1,017 | $66K |
| Denver PWM, LLC | 0.03% | New | 1,002 | $65K |
| Cherry Tree Wealth Management, LLC | 0.02% | No change | 1,002 | $65K |
| Frazier Financial Advisors, LLC | 0.05% | Add +250.0% | 980 | $64K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 980 | $64K |
| Ransom Advisory, Ltd | 0.03% | No change | 908 | $59K |
| DecisionPoint Financial, LLC | 0.02% | No change | 800 | $56K |
| TD Private Client Wealth LLC | 0.00% | Reduce -2.2% | 802 | $52K |
| Motco | 0.00% | No change | 800 | $52K |
| MGB Wealth Management, LLC | 0.02% | New | 750 | $50K |
| Private Ocean, LLC | 0.00% | No change | 765 | $50K |
| Legacy Bridge, LLC | 0.03% | No change | 710 | $46K |
| Financial Connections Group, Inc. | 0.02% | Reduce -0.1% | 703 | $45K |
| Creative Financial Designs Inc. | 0.00% | No change | 668 | $43K |
| Rothschild Investment LLC | 0.00% | No change | 650 | $42K |
| JNBA Financial Advisors | 0.00% | Reduce -19.1% | 649 | $42K |
| Manchester Capital Management LLC | 0.00% | No change | 631 | $41K |
| Geneos Wealth Management Inc. | 0.00% | No change | 630 | $41K |
| Keener Financial Planning LLC | 0.02% | No change | 600 | $38K |
| ORG Partners LLC | 0.00% | New | 593 | $38K |
| Biltmore Family Office, LLC | 0.01% | No change | 550 | $36K |
| Salem Investment Counselors Inc. | 0.00% | No change | 550 | $36K |
| Larson Financial Group LLC | 0.00% | New | 525 | $34K |
| Blue Trust, Inc. | 0.00% | No change | 500 | $33K |
| Operose Advisors LLC | 0.01% | Add +0.2% | 507 | $33K |
| Bogart Wealth, LLC | 0.00% | Reduce -98.7% | 504 | $33K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 500 | $32K |
| Simplex Trading, LLC | 0.00% | New | 451 | $29K |
| Principal Securities, Inc. | 0.00% | Reduce -3.1% | 430 | $28K |
| IAG Wealth Partners, LLC | 0.01% | No change | 425 | $28K |
| Breakwater Investment Management | 0.01% | No change | 424 | $28K |
| Coppell Advisory Solutions LLC | 0.00% | — | 421 | $27K |
| GAMMA Investing LLC | 0.00% | No change | 407 | $26K |
| Valley National Advisers Inc. | 0.00% | Reduce -7.9% | 406 | $26K |
| Horizons Wealth Management | 0.02% | No change | 384 | $26K |
| ESL Trust Services, LLC | 0.01% | No change | 400 | $26K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 385 | $25K |
| Cassady Schiller Wealth Management, LLC | 0.01% | New | 377 | $24K |
| Piscataqua Savings Bank | 0.02% | No change | 350 | $23K |
| Syntrinsic LLC | 0.01% | No change | 325 | $21K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Add +454.6% | 305 | $20K |
| M&R Capital Management Inc. | 0.00% | No change | 300 | $19K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 276 | $18K |
| New England Capital Financial Advisors LLC | 0.01% | No change | 271 | $18K |
| Allworth Financial LP | 0.00% | Add +2.8% | 259 | $18K |
| Abound Wealth Management | 0.01% | No change | 263 | $17K |
| Clearstead Advisors, LLC | 0.00% | No change | 257 | $17K |
| Assetmark, Inc. | 0.00% | Add +24900.0% | 250 | $16K |
| Emfo, LLC | 0.01% | Add +4.8% | 242 | $16K |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 240 | $16K |
| Caitlin John, LLC | 0.01% | No change | 234 | $15K |
| Farther Finance Advisors, LLC | 0.00% | Add +15.2% | 227 | $14K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | Reduce -26.4% | 206 | $14K |
| Hobbs Group Advisors, LLC | 0.01% | — | 218 | $14K |
| Tortoise Investment Management, LLC | 0.00% | New | 210 | $14K |
| Pacifica Partners Inc. | 0.01% | Add +0.5% | 205 | $13K |
| Center for Financial Planning, Inc. | 0.00% | No change | 200 | $13K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 200 | $13K |
| Continuum Advisory, LLC | 0.00% | No change | 191 | $12K |
| Mfa Wealth Advisors, LLC | 0.00% | New | 168 | $11K |
| ICA Group Wealth Management, LLC | 0.01% | Reduce -40.2% | 150 | $10K |
| Private Trust Co. NA | 0.00% | No change | 145 | $9K |
| Global Wealth Strategies & Associates | 0.00% | No change | 143 | $9K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 137 | $9K |
| Hanson & Doremus Investment Management | 0.00% | No change | 120 | $8K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 115 | $7K |
| Colonial Trust Advisors | 0.00% | No change | 115 | $7K |
| Evermay Wealth Management LLC | 0.00% | New | 107 | $7K |
| Sage Mountain Advisors LLC | 0.00% | Add +173.7% | 104 | $7K |
| Scarborough Advisors, LLC | 0.00% | No change | 101 | $7K |
| Western Pacific Wealth Management, LP | 0.00% | No change | 100 | $7K |
| WFA of San Diego, LLC | 0.01% | — | 100 | $6K |
| Kelly Financial Services LLC | 0.00% | No change | 92 | $6K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 86 | $6K |
| Painted Porch Advisors LLC | 0.00% | New | 85 | $6K |
| Global Financial Private Client, LLC | 0.00% | No change | 83 | $5K |
| Eagle Bay Advisors LLC | 0.00% | No change | 82 | $5K |
| Anfield Capital Management, LLC | 0.00% | No change | 81 | $5K |
| Baldwin Wealth Partners LLC | 0.00% | No change | 70 | $5K |
| Clear Point Advisors Inc. | 0.00% | No change | 56 | $4K |
| CoreCap Advisors, LLC | 0.00% | No change | 52 | $3K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 50 | $3K |
| Albion Financial Group | 0.00% | No change | 41 | $3K |
| SouthState Bank Corp | 0.00% | No change | 35 | $2K |
| Pin Oak Investment Advisors Inc. | 0.00% | No change | 33 | $2K |
| Strategic Financial Concepts, LLC | 0.00% | New | 27,734 | $2K |
| Tyler-Stone Wealth Management | 0.00% | No change | 26 | $2K |
| Belpointe Asset Management LLC | 0.00% | Reduce -99.3% | 24 | $2K |
| Creekmur Asset Management LLC | 0.00% | No change | 18 | $1K |
| Balefire, LLC | 0.00% | New | 17 | $1K |
| Global Retirement Partners, LLC | 0.00% | No change | 9 | $584 |
| Providence Capital Advisors, LLC | 0.00% | No change | 8 | $519 |
| Lowe Wealth Advisors, LLC | 0.00% | No change | 7 | $454 |
| Fairman Group, LLC | 0.00% | No change | 5 | $333 |
| McClarren Financial Advisors, Inc. | 0.00% | Reduce -88.3% | 129 | $71 |
| Lindbrook Capital, LLC | 0.00% | No change | 1 | $65 |
"% of holder's portfolio" is PHO's weight in each manager's 13F, not the share of Invesco Water Resources ETF the manager owns.