Invesco Water Resources ETFPHOETF
13F holders, Q4 2024 (December 31)380holders −7
24new positions
39sold out
4famous investors
$65.80avg. 13F price*
At the end of Q4 2024, 380 institutions reported holding Invesco Water Resources ETF (PHO) in their 13F filings, down 7 from Q3 2024. 24 opened new positions and 39 sold out. The largest holders were Bank of America Corp. ($110.9M), Morgan Stanley ($94.3M) and UBS Group AG ($49.4M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $6.3M |
| Exits | 39 | $12.9M |
All 13F filers, Q3 2024 → Q4 2024: 611,622 shares bought and 571,209 shares sold, net +40,413 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 380 holders
| Bank of America Corp. | 0.01% | Add +3.6% | 1,686,274 | $110.9M |
| Morgan Stanley | 0.01% | Add +5.5% | 1,432,868 | $94.3M |
| UBS Group AG | 0.01% | Add +15.3% | 751,189 | $49.4M |
| LPL Financial LLC | 0.02% | Add +10.2% | 750,169 | $49.4M |
| Raymond James Financial Inc. | 0.01% | — | 525,970 | $34.6M |
| 1832 Asset Management L.P. | 0.06% | Reduce -1.9% | 492,154 | $32.4M |
| HighTower Advisors, LLC | 0.04% | Add +1.4% | 411,275 | $27.1M |
| Royal Bank of Canada | 0.01% | Add +2.6% | 405,324 | $26.7M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -3.1% | 283,581 | $18.7M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -26.9% | 240,781 | $15.8M |
| Osaic Holdings, Inc. | 0.03% | Add +21.6% | 231,666 | $15.2M |
| Polianta Ltd | 6.97% | No change | 221,600 | $14.6M |
| Wells Fargo & Company | 0.00% | Reduce -0.4% | 221,354 | $14.6M |
| Cetera Investment Advisers | 0.03% | Reduce -5.6% | 218,498 | $14.4M |
| Prism Advisors, Inc. | 4.07% | Add +9.6% | 206,352 | $13.6M |
| Cwm, LLC | 0.03% | Add +4.0% | 125,319 | $8.2M |
| Blair William & Co. | 0.02% | Reduce -1.5% | 119,562 | $7.9M |
| First National Bank & Trust Co. of Newtown | 1.63% | Reduce -11.1% | 118,658 | $7.8M |
| Hamilton Wealth, LLC | 1.84% | Reduce -0.5% | 115,192 | $7.6M |
| Sage Capital Management, LLC | 3.79% | Reduce -3.4% | 113,890 | $7.5M |
| Stifel Financial Corp. | 0.01% | Add +4.1% | 110,989 | $7.3M |
| Kestra Advisory Services, LLC | 0.03% | Add +3.2% | 75,333 | $5.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -12.3% | 75,146 | $4.9M |
| Conservest Capital Advisors, Inc. | 0.49% | Reduce -0.5% | 72,648 | $4.8M |
| Money Design Co.,Ltd. | 0.23% | Reduce -14.4% | 68,219 | $4.5M |
| Bedell Frazier Investment Counselling, LLC | 1.05% | Reduce -2.0% | 64,675 | $4.3M |
| Commerce Bank | 0.03% | Reduce -28.8% | 62,115 | $4.1M |
| Linscomb Wealth, Inc. | 0.20% | Add +0.0% | 61,887 | $4.1M |
| Creative Planning | 0.00% | Add +3.8% | 60,941 | $4.0M |
| Avalon Capital Management | 1.29% | Reduce -0.7% | 60,771 | $4.0M |
| Raab & Moskowitz Asset Management LLC | 0.97% | Add +0.6% | 60,246 | $4.0M |
| Cerity Partners LLC | 0.01% | Add +2.4% | 58,216 | $3.8M |
| Tocqueville Asset Management L.P. | 0.06% | Reduce -1.6% | 54,971 | $3.6M |
| Truist Financial Corp. | 0.01% | Reduce -0.2% | 53,332 | $3.5M |
| Mercer Global Advisors Inc. | 0.01% | Add +5.8% | 51,449 | $3.4M |
| Scotia Capital Inc. | 0.02% | Reduce -2.0% | 48,977 | $3.2M |
| Beacon Pointe Advisors, LLC | 0.03% | Reduce -11.5% | 44,365 | $2.9M |
| Focus Partners Wealth | 0.01% | Add +4.8% | 41,194 | $2.7M |
| Moneco Advisors, LLC | 0.28% | Reduce -0.1% | 40,735 | $2.7M |
| Atria Wealth Solutions, Inc. | 0.03% | Add +6.9% | 37,722 | $2.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -25.2% | 37,583 | $2.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -31.7% | 35,996 | $2.4M |
| IFP Advisors, Inc | 0.08% | Add +945.0% | 35,447 | $2.3M |
| Parsons Capital Management Inc. | 0.12% | No change | 33,059 | $2.2M |
| Rockingstone Advisors LLC | 0.95% | Reduce -26.9% | 32,800 | $2.2M |
| Dudley & Shanley, Inc. | 0.33% | No change | 32,780 | $2.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -46.0% | 32,509 | $2.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +81.2% | 32,331 | $2.1M |
| Chicago Partners Investment Group LLC | 0.07% | Add +0.0% | 31,880 | $2.1M |
| Silverlake Wealth Management LLC | 0.79% | Reduce -0.6% | 31,117 | $2.0M |
| Hilltop Holdings Inc. | 0.12% | No change | 30,000 | $2.0M |
| CW Advisors, LLC | 0.03% | Reduce -0.5% | 29,986 | $2.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +9.4% | 29,936 | $2.0M |
| Private Advisor Group, LLC | 0.01% | Reduce -7.2% | 29,786 | $2.0M |
| Prime Capital Investment Advisors, LLC | 0.03% | Add +5.5% | 29,512 | $1.9M |
| Mariner, LLC | 0.00% | Add +2.6% | 29,213 | $1.9M |
| Janney Montgomery Scott LLC | 0.01% | Add +2.6% | 28,678 | $1.9M |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.0% | 28,710 | $1.9M |
| O'ROURKE & COMPANY, Inc | 0.91% | Reduce -3.1% | 28,218 | $1.9M |
| Verity Asset Management, Inc. | 1.02% | Reduce -14.1% | 27,440 | $1.8M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +17.4% | 26,715 | $1.8M |
| Curbstone Financial Management Corp | 0.37% | No change | 26,700 | $1.8M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +4.7% | 26,056 | $1.7M |
| Trust Co | 0.19% | New | 25,075 | $1.6M |
| SeaCrest Wealth Management, LLC | 0.16% | Reduce -5.1% | 23,832 | $1.6M |
| Nilsine Partners, LLC | 0.17% | Reduce -3.9% | 23,443 | $1.5M |
| Captrust Financial Advisors | 0.00% | Add +3.5% | 23,274 | $1.5M |
| Comerica Bank | 0.01% | Reduce -6.8% | 22,723 | $1.5M |
| FMR LLC | 0.00% | Add +14.3% | 22,316 | $1.5M |
| Capital Analysts, LLC | 0.06% | Reduce -1.2% | 21,678 | $1.4M |
| Private Wealth Advisors, LLC | 0.61% | Add +0.0% | 21,343 | $1.4M |
| Corient Private Wealth LP | 0.00% | Add +4.2% | 20,855 | $1.4M |
| Rockefeller Capital Management L.P. | 0.00% | Add +5.1% | 19,907 | $1.3M |
| Bond & Devick Financial Network, Inc. | 0.56% | No change | 18,527 | $1.3M |
| Glenmede Trust Co. NA | 0.01% | Reduce -10.0% | 19,265 | $1.3M |
| Weatherly Asset Management L. P. | 0.11% | No change | 19,072 | $1.3M |
| PFG Investments, LLC | 0.08% | Add +2.8% | 18,824 | $1.2M |
| Van Eck Associates Corp. | 0.00% | Add +49.6% | 18,680 | $1.2M |
| Jones Financial Companies LLLP | 0.00% | Add +107.1% | 18,156 | $1.2M |
| Cresset Asset Management, LLC | 0.01% | Reduce -17.3% | 17,752 | $1.2M |
| Roberts Glore & Co. Inc. | 0.35% | No change | 17,750 | $1.2M |
| Fox Hill Wealth Management | 0.66% | Reduce -3.2% | 17,734 | $1.2M |
| American Institute for Advanced Investment Management, LLP | 0.86% | Add +0.1% | 17,435 | $1.1M |
| Retirement Income Solutions, Inc. | 0.23% | No change | 17,034 | $1.1M |
| Glen Eagle Advisors, LLC | 0.18% | Reduce -0.8% | 16,794 | $1.1M |
| Composition Wealth, LLC | 0.02% | Reduce -2.0% | 16,386 | $1.1M |
| NewEdge Advisors, LLC | 0.01% | Reduce -2.0% | 16,127 | $1.1M |
| Spire Wealth Management | 0.03% | Add +0.0% | 16,059 | $1.1M |
| Gouws Capital LLC | 0.72% | No change | 16,000 | $1.1M |
| MML Investors Services, LLC | 0.00% | Add +7.8% | 15,759 | $1.0M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -0.3% | 15,700 | $1.0M |
| NewEdge Wealth, LLC | 0.02% | No change | 15,692 | $1.0M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.03% | Reduce -0.5% | 15,564 | $1.0M |
| Ledyard National Bank | 0.09% | Reduce -2.6% | 15,063 | $991K |
| D.A. Davidson & Co. | 0.01% | Reduce -5.0% | 14,820 | $975K |
| Equitable Trust Co. | 0.05% | Reduce -1.8% | 14,789 | $973K |
| Sovran Advisors, LLC | 0.14% | — | 14,324 | $953K |
| Apollon Wealth Management, LLC | 0.02% | Reduce -2.4% | 14,448 | $951K |
| MAI Capital Management | 0.01% | Add +369.4% | 14,054 | $925K |
| Freedom Investment Management, Inc. | 0.08% | Add +0.9% | 13,731 | $903K |
| Oppenheimer & Co. Inc. | 0.01% | Add +7.2% | 13,414 | $883K |
| LexAurum Advisors, LLC | 0.18% | Reduce -4.4% | 13,377 | $880K |
| Citadel Advisors | 0.00% | Reduce -46.4% | 13,164 | $866K |
| Neuberger Berman Group LLC | 0.00% | Reduce -0.4% | 12,976 | $854K |
| Edmond DE Rothschild Holding S.A. | 0.01% | New | 12,950 | $852K |
| Elk River Wealth Management LLC | 0.15% | No change | 12,625 | $831K |
| Snowden Capital Advisors LLC | 0.03% | Add +1.3% | 12,585 | $828K |
| National Bank of Canada | 0.00% | Add +3.6% | 12,559 | $826K |
| Baird Financial Group, Inc. | 0.00% | Reduce -1.6% | 12,385 | $815K |
| NTV Asset Management LLC | 0.11% | Reduce -5.9% | 12,265 | $807K |
| Integrated Wealth Concepts LLC | 0.01% | Add +6.8% | 12,252 | $806K |
| Welch & Forbes LLC | 0.01% | No change | 12,200 | $803K |
| Altfest L J & Co. Inc. | 0.10% | No change | 11,981 | $788K |
| Mosaic Financial Group, LLC | 0.56% | Add +0.0% | 11,943 | $786K |
| NorthCoast Asset Management LLC | 0.00% | Add +0.8% | 11,920 | $784K |
| HM Payson & Co. | 0.01% | No change | 11,571 | $761K |
| J.W. Cole Advisors, Inc. | 0.03% | Reduce -1.5% | 11,366 | $748K |
| First City Capital Management, Inc. | 0.40% | No change | 11,335 | $746K |
| Bravias Capital Group, LLC | 0.59% | — | 10,630 | $727K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +1.1% | 11,033 | $726K |
| US Bancorp \de | 0.00% | Add +14.4% | 10,834 | $713K |
| EWG Elevate Inc. | 0.21% | New | 10,715 | $705K |
| Brown Advisory Inc. | 0.00% | Reduce -1.2% | 10,363 | $682K |
| Ancora Advisors LLC | 0.01% | Add +0.0% | 10,074 | $663K |
| Retirement Planning Co of New England, Inc. | 0.31% | Add +0.1% | 9,738 | $641K |
| Wealthspan Partners, LLC | 0.31% | Reduce -2.6% | 9,717 | $639K |
| Independent Advisor Alliance | 0.01% | New | 9,708 | $639K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +11.1% | 9,666 | $636K |
| IHT Wealth Management, LLC | 0.02% | Add +17.0% | 9,657 | $635K |
| Choreo, LLC | 0.01% | No change | 9,641 | $635K |
| International Assets Investment Management, LLC | 0.05% | New | 9,539 | $623K |
| Relyea Zuckerberg Hanson LLC | 0.08% | No change | 9,055 | $596K |
| North Star Asset Management Inc. | 0.03% | No change | 9,000 | $592K |
| Summit Financial, LLC | 0.02% | Add +4.5% | 8,911 | $586K |
| Howard Capital Management Group, LLC | 0.04% | Reduce -13.0% | 8,814 | $580K |
| Crestwood Advisors Group, LLC | 0.01% | Reduce -0.3% | 8,676 | $571K |
| Pathstone Holdings, LLC | 0.00% | No change | 8,641 | $568K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +11.1% | 8,495 | $559K |
| Flagship Harbor Advisors, LLC | 0.03% | No change | 8,265 | $544K |
| Mechanics Bank Trust Department | 0.07% | No change | 8,080 | $532K |
| Clarus Wealth Advisors | 0.26% | Reduce -2.3% | 8,097 | $529K |
| Gerber, LLC | 0.38% | Reduce -2.4% | 7,835 | $515K |
| Waverly Advisors, LLC | 0.01% | Reduce -3.4% | 7,714 | $508K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -4.2% | 7,476 | $492K |
| Independent Financial Group, LLC | 0.02% | Add +2.9% | 7,455 | $490K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | No change | 7,278 | $479K |
| Howe & Rusling Inc. | 0.04% | No change | 7,270 | $478K |
| SS&H Financial Advisors, Inc. | 0.17% | No change | 7,200 | $474K |
| Advisory Services Network, LLC | 0.01% | Add +21.7% | 7,171 | $472K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Add +4.8% | 7,138 | $470K |
| Osborne Partners Capital Management, LLC | 0.03% | Reduce -12.1% | 7,122 | $469K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -7.4% | 7,100 | $467K |
| Pacific Sun Financial Corp | 0.25% | Add +3.9% | 7,013 | $461K |
| Hennion & Walsh Asset Management, Inc. | 0.02% | No change | 6,930 | $456K |
| Bank of Montreal | 0.00% | Reduce -82.7% | 6,916 | $455K |
| Bessemer Group Inc. | 0.00% | No change | 6,880 | $453K |
| Mountain Capital Investment Advisors Inc. | 0.09% | Add +7.9% | 6,580 | $446K |
| Columbus Macro, LLC | 0.06% | No change | 6,680 | $439K |
| Sandy Spring Bank | 0.02% | Reduce -1.5% | 6,373 | $419K |
| Graves Light Lenhart Wealth, Inc. | 0.05% | No change | 6,196 | $408K |
| Banco Santander, S.A. | 0.00% | Reduce -14.1% | 6,160 | $405K |
| Franklin Resources Inc. | 0.00% | No change | 6,033 | $397K |
| CENTRAL TRUST Co | 0.01% | Reduce -4.4% | 5,955 | $392K |
| Wealthfront Advisers LLC | 0.00% | Add +10.8% | 5,940 | $391K |
| North Star Investment Management Corp. | 0.03% | No change | 5,917 | $389K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 5,850 | $385K |
| Venture Visionary Partners LLC | 0.02% | No change | 5,828 | $383K |
| Peapack Gladstone Financial Corp. | 0.01% | No change | 5,760 | $379K |
| Merit Financial Group, LLC | 0.01% | Reduce -49.4% | 5,683 | $374K |
| Northern Trust Corp. | 0.00% | Reduce -14.9% | 5,626 | $370K |
| Flputnam Investment Management Co. | 0.01% | No change | 5,575 | $367K |
| Larson Financial Group LLC | 0.02% | Reduce -0.6% | 5,554 | $365K |
| Western Financial Corp | 0.20% | Add +1.8% | 5,468 | $360K |
| Secure Asset Management, LLC | 0.05% | Add +9.5% | 5,441 | $358K |
| Wedbush Securities Inc. | 0.01% | Reduce -8.4% | 5,313 | $350K |
| Prospera Financial Services Inc | 0.01% | Add +53.5% | 5,295 | $349K |
| MinichMacGregor Wealth Management, LLC | 0.07% | Add +1.1% | 5,237 | $345K |
| Webster Bank, N. A. | 0.04% | No change | 5,220 | $343K |
| Moors & Cabot, Inc. | 0.02% | No change | 5,135 | $338K |
| Innovative Advisory Group, LLC | 0.29% | — | 5,013 | $330K |
| SFI Advisors, LLC | 0.23% | New | 4,935 | $325K |
| Transform Wealth, LLC | 0.02% | Add +43.4% | 4,907 | $323K |
| Marble Harbor Investment Counsel, LLC | 0.03% | No change | 4,783 | $315K |
| KKM Financial LLC | 0.13% | No change | 4,782 | $315K |
| Sanctuary Advisors, LLC | 0.00% | Add +22.2% | 4,580 | $314K |
| Parkside Financial Bank & Trust | 0.04% | No change | 4,750 | $313K |
| Tritonpoint Wealth, LLC | 0.03% | No change | 4,708 | $310K |
| JFS Wealth Advisors, LLC | 0.02% | Reduce -2.2% | 4,665 | $307K |
| Nwam LLC | 0.02% | Reduce -26.9% | 4,662 | $307K |
| Cibc World Market Inc. | 0.00% | Add +36.9% | 4,615 | $304K |
| Lido Advisors, LLC | 0.00% | Reduce -9.5% | 4,616 | $304K |
| Wellington Shields & Co., LLC | 0.09% | No change | 4,605 | $303K |
| Avantax Advisory Services, Inc. | 0.00% | Add +57.6% | 4,549 | $299K |
| Alterna Wealth Management, Inc. | 0.25% | No change | 4,529 | $298K |
| Aspen Wealth Strategies, LLC | 0.19% | New | 4,496 | $296K |
| LPWM LLC | 0.09% | No change | 4,487 | $295K |
| Paragon Capital Management Ltd | 0.06% | Add +0.1% | 4,440 | $292K |
| Oxford Financial Group, LTD. LLC | 0.02% | No change | 4,440 | $292K |
| John G Ullman & Associates Inc. | 0.04% | No change | 4,420 | $291K |
| Ritter Daniher Financial Advisory LLC / DE | 0.08% | No change | 4,411 | $290K |
| McElhenny Sheffield Capital Management, LLC | 0.10% | No change | 4,390 | $289K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 4,369 | $287K |
| WealthBridge Capital Management, LLC | 0.08% | No change | 4,314 | $284K |
| Rwa Wealth Partners, LLC | 0.00% | Add +3.6% | 4,306 | $283K |
| Modera Wealth Management, LLC | 0.00% | Reduce -1.1% | 4,254 | $280K |
| TruWealth Advisors, LLC | 0.02% | Add +3.5% | 4,247 | $279K |
| Traphagen Investment Advisors LLC | 0.03% | Reduce -5.9% | 4,235 | $279K |
| Clearwater Capital Advisors, LLC | 0.03% | No change | 4,207 | $277K |
| Turning Point Benefit Group, Inc. | 0.26% | — | 4,173 | $275K |
| Bleakley Financial Group, LLC | 0.01% | Add +0.0% | 4,145 | $273K |
| US Financial Advisors, LLC | 0.08% | Add +2.5% | 4,109 | $270K |
| Daymark Wealth Partners, LLC | 0.01% | No change | 4,100 | $270K |
| Johnson Investment Counsel Inc. | 0.00% | Reduce -3.6% | 4,049 | $266K |
| First Western Trust Bank | 0.01% | No change | 4,000 | $263K |
| James Investment Research, Inc. | 0.03% | Add +25.3% | 3,999 | $263K |
| D. E. Shaw & Co. | 0.00% | Reduce -21.8% | 3,954 | $260K |
| Millennium Management | 0.00% | Reduce -73.6% | 3,915 | $258K |
| AllSquare Wealth Management LLC | 0.15% | No change | 3,900 | $257K |
| Tiaa Trust, National Association | 0.00% | No change | 3,853 | $253K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -3.8% | 3,849 | $253K |
| Canal Capital Management, LLC | 0.04% | New | 3,848 | $253K |
| Trustmark Bank Trust Department | 0.02% | Reduce -0.8% | 3,834 | $252K |
| Diversify Advisory Services, LLC | 0.01% | Add +28.9% | 3,877 | $250K |
| Stamos Capital Partners, L.P. | 0.06% | Add +5.3% | 3,780 | $249K |
| KCM Investment Advisors LLC | 0.01% | No change | 3,708 | $244K |
| Three Magnolias Financial Advisors, LLC | 0.26% | — | 3,700 | $243K |
| Equitable Holdings, Inc. | 0.00% | Add +14.1% | 3,645 | $240K |
| Montis Financial, LLC | 0.07% | New | 3,641 | $240K |
| Florida Trust Wealth Management Co | 0.01% | No change | 3,600 | $237K |
| Benjamin Edwards Inc. | 0.00% | No change | 3,537 | $233K |
| Western Wealth Management, LLC | 0.01% | Reduce -5.4% | 3,528 | $232K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 3,528 | $232K |
| Beaton Management Co. Inc. | 0.12% | No change | 3,530 | $232K |
| Pinnacle Wealth Management Group, Inc. | 0.14% | No change | 3,525 | $232K |
| Klingenstein Fields & Co. LP | 0.01% | No change | 3,500 | $230K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 3,500 | $230K |
| Kirtland Hills Capital Management, LLC | 0.15% | No change | 3,476 | $229K |
| Legacy Edge Advisors, LLC | 0.04% | Reduce -26.0% | 3,400 | $224K |
| Keybank National Association | 0.00% | No change | 3,393 | $223K |
| Verus Capital Partners, LLC | 0.02% | Add +0.0% | 3,320 | $218K |
| Millstone Evans Group, LLC | 0.15% | — | 3,302 | $217K |
| Renaissance Technologies | 0.00% | Reduce -19.5% | 3,300 | $217K |
| O'Brien Greene & Co. Inc | 0.07% | No change | 3,200 | $211K |
| Aries Wealth Management | 0.06% | No change | 3,200 | $211K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -0.0% | 3,065 | $207K |
| Leavell Investment Management, Inc. | 0.01% | No change | 3,130 | $206K |
| Key Client Fiduciary Advisors, LLC | 0.09% | No change | 3,080 | $203K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -83.7% | 3,069 | $202K |
| Autumn Glory Partners, LLC | 0.10% | Reduce -6.3% | 3,047 | $200K |
| WealthShield Partners, LLC | 0.03% | No change | 3,026 | $199K |
| Harbour Investments, Inc. | 0.01% | Add +1.0% | 2,996 | $197K |
| First United Bank & Trust | 0.07% | Reduce -2.6% | 2,845 | $187K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 2,700 | $178K |
| Fifth Third Bancorp | 0.00% | No change | 2,600 | $171K |
| First Pacific Financial | 0.04% | New | 2,525 | $166K |
| FSA Wealth Management LLC | 0.06% | Reduce -15.9% | 2,189 | $144K |
| St Germain D J Co. Inc. | 0.01% | No change | 2,185 | $144K |
| Bangor Savings Bank | 0.01% | No change | 2,128 | $140K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -1.3% | 2,070 | $136K |
| Arax Advisory Partners | 0.01% | No change | 1,991 | $131K |
| NorthRock Partners, LLC | 0.00% | No change | 1,921 | $126K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 1,920 | $126K |
| EP Wealth Advisors, LLC | 0.00% | New | 1,909 | $126K |
| AdvisorNet Financial, Inc | 0.01% | No change | 1,800 | $118K |
| Bokf, NA | 0.00% | Reduce -13.2% | 1,810 | $117K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +0.1% | 1,744 | $115K |
| Icon Wealth Advisors, LLC | 0.01% | No change | 1,703 | $112K |
| Whittier Trust Co. | 0.00% | No change | 1,616 | $106K |
| Centricity Wealth Management, LLC | 0.10% | — | 1,603 | $105K |
| Westside Investment Management, Inc. | 0.02% | Reduce -28.6% | 1,514 | $100K |
| TD Private Client Wealth LLC | 0.00% | Add +25.2% | 1,500 | $99K |
| MGB Wealth Management, LLC | 0.03% | Add +93.3% | 1,450 | $95K |
| Rothschild Investment LLC | 0.01% | No change | 1,350 | $89K |
| Pacific Center for Financial Services | 0.02% | No change | 1,345 | $88K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -63.7% | 1,275 | $87K |
| Chilton Capital Management LLC | 0.00% | No change | 1,165 | $77K |
| LRI Investments, LLC | 0.01% | No change | 1,133 | $75K |
| Simplex Trading, LLC | 0.00% | Add +8623.1% | 1,134 | $74K |
| WASHINGTON TRUST Co | 0.00% | No change | 1,100 | $72K |
| Bristlecone Advisors, LLC | 0.01% | No change | 1,034 | $68K |
| Townsend Asset Management Corp. /NC/ | 0.02% | Reduce -7.6% | 1,027 | $68K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +0.1% | 1,019 | $67K |
| Ameriflex Group, Inc. | 0.03% | — | 966 | $66K |
| Denver PWM, LLC | 0.03% | Add +0.1% | 1,004 | $66K |
| Cherry Tree Wealth Management, LLC | 0.02% | No change | 1,002 | $66K |
| Sachetta, LLC | 0.03% | Reduce -4.9% | 1,000 | $66K |
| Trust Co. of Vermont | 0.00% | Reduce -50.0% | 1,000 | $66K |
| Frazier Financial Advisors, LLC | 0.05% | No change | 980 | $65K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 980 | $64K |
| NBT Bank, N.A. | 0.00% | No change | 943 | $62K |
| Ransom Advisory, Ltd | 0.03% | No change | 908 | $60K |
| Kennebec Savings Bank | 0.06% | Add +5.7% | 893 | $58K |
| Marshall Investment Management, LLC | 0.03% | — | 756 | $53K |
| DecisionPoint Financial, LLC | 0.02% | No change | 800 | $53K |
| Motco | 0.01% | No change | 800 | $53K |
| Allworth Financial LP | 0.00% | Add +181.1% | 728 | $50K |
| McClarren Financial Advisors, Inc. | 0.14% | Add +11.7% | 755 | $49K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 732 | $48K |
| JNBA Financial Advisors | 0.00% | No change | 725 | $48K |
| Legacy Bridge, LLC | 0.02% | Reduce -41.3% | 710 | $47K |
| Financial Connections Group, Inc. | 0.02% | No change | 703 | $46K |
| 2UniFi Bank | 0.03% | — | 680 | $45K |
| Creative Financial Designs Inc. | 0.00% | No change | 666 | $44K |
| Manchester Capital Management LLC | 0.00% | No change | 631 | $42K |
| Castleview Partners, LLC | 0.02% | Add +11.3% | 623 | $41K |
| ORG Partners LLC | 0.01% | No change | 593 | $39K |
| Keener Financial Planning LLC | 0.02% | No change | 600 | $39K |
| Principal Securities, Inc. | 0.00% | Add +37.2% | 590 | $39K |
| Kestra Investment Management, LLC | 0.00% | New | 565 | $37K |
| Biltmore Family Office, LLC | 0.01% | No change | 550 | $36K |
| Salem Investment Counselors Inc. | 0.00% | No change | 550 | $36K |
| Sunbelt Securities, Inc. | 0.00% | No change | 507 | $33K |
| Wingate Wealth Advisors, Inc. | 0.03% | — | 500 | $33K |
| IAG Wealth Partners, LLC | 0.00% | No change | 425 | $28K |
| Breakwater Investment Management | 0.01% | No change | 424 | $28K |
| Parallel Advisors, LLC | 0.00% | Reduce -64.8% | 423 | $28K |
| Blue Trust, Inc. | 0.00% | Reduce -16.8% | 416 | $27K |
| GAMMA Investing LLC | 0.00% | No change | 407 | $27K |
| Crowley Wealth Management, Inc. | 0.02% | — | 400 | $26K |
| ESL Trust Services, LLC | 0.01% | No change | 400 | $26K |
| Redwood Park Advisors LLC | 0.02% | — | 387 | $25K |
| Horizons Wealth Management | 0.02% | No change | 384 | $25K |
| Cassady Schiller Wealth Management, LLC | 0.01% | No change | 377 | $25K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Add +16.3% | 356 | $24K |
| GHP Investment Advisors, Inc. | 0.00% | New | 351 | $23K |
| Piscataqua Savings Bank | 0.02% | No change | 350 | $23K |
| Bogart Wealth, LLC | 0.00% | No change | 336 | $22K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 323 | $21K |
| Eastern Bank | 0.00% | No change | 300 | $20K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 276 | $18K |
| New England Capital Financial Advisors LLC | 0.01% | No change | 272 | $18K |
| Abound Wealth Management | 0.01% | Add +0.4% | 264 | $17K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 259 | $17K |
| Clearstead Advisors, LLC | 0.00% | No change | 257 | $17K |
| Farther Finance Advisors, LLC | 0.00% | No change | 257 | $17K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -49.0% | 255 | $17K |
| Flagship Wealth Advisors, LLC | 0.01% | — | 253 | $17K |
| Horizon Investments, LLC | 0.00% | New | 253 | $17K |
| BlackRock, Inc. | 0.00% | New | 250 | $16K |
| Golden State Wealth Management, LLC | 0.00% | — | 248 | $16K |
| Medallion Wealth Advisors, LLC | 0.01% | — | 235 | $15K |
| Caitlin John, LLC | 0.01% | No change | 234 | $15K |
| Geneos Wealth Management Inc. | 0.00% | No change | 230 | $15K |
| Sugarloaf Wealth Management, LLC | 0.00% | New | 229 | $15K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 206 | $14K |
| AE Wealth Management LLC | 0.00% | New | 211 | $14K |
| Tortoise Investment Management, LLC | 0.00% | No change | 210 | $14K |
| Pacifica Partners Inc. | 0.01% | No change | 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 | $13K |
| Private Trust Co. NA | 0.00% | No change | 145 | $10K |
| 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 | $8K |
| Colonial Trust Advisors | 0.00% | No change | 115 | $8K |
| Bellevue Asset Management, LLC | 0.00% | New | 111 | $7K |
| Evermay Wealth Management LLC | 0.00% | No change | 107 | $7K |
| Valley National Advisers Inc. | 0.00% | No change | 118 | $7K |
| Sage Mountain Advisors LLC | 0.00% | No change | 104 | $7K |
| Western Pacific Wealth Management, LP | 0.01% | No change | 100 | $7K |
| Graney & King, LLC | 0.01% | — | 100 | $7K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 86 | $6K |
| Painted Porch Advisors LLC | 0.00% | No change | 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 |
| Russell Investments Group, Ltd. | 0.00% | New | 81 | $5K |
| Orion Capital Management LLC | 0.00% | New | 70 | $5K |
| CoreCap Advisors, LLC | 0.00% | No change | 52 | $3K |
| Valued Wealth Advisors LLC | 0.00% | New | 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 |
| Creekmur Asset Management LLC | 0.00% | No change | 18 | $1K |
| Fairman Group, LLC | 0.00% | Add +260.0% | 18 | $1K |
| Synergy Asset Management, LLC | 0.00% | New | 10 | $705 |
| Lowe Wealth Advisors, LLC | 0.00% | No change | 7 | $461 |
| Lanark Financial, Inc. | 0.02% | — | 2 | $167 |
"% of holder's portfolio" is PHO's weight in each manager's 13F, not the share of Invesco Water Resources ETF the manager owns.