Invesco Water Resources ETFPHOETF
13F holders, Q1 2025 (March 31)374holders −6
28new positions
34sold out
2famous investors
$64.19avg. 13F price*
At the end of Q1 2025, 374 institutions reported holding Invesco Water Resources ETF (PHO) in their 13F filings, down 6 from Q4 2024. 28 opened new positions and 34 sold out. The largest holders were Bank of America Corp. ($107.4M), Morgan Stanley ($92.6M) and LPL Financial LLC ($53.4M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Invesco Water Resources ETF
- CUSIP
- 46137V142
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $31.6M |
| Exits | 34 | $8.6M |
All 13F filers, Q4 2024 → Q1 2025: 1,026,224 shares bought and 537,847 shares sold, net +488,377 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 374 holders
| Bank of America Corp. | 0.01% | Reduce -1.3% | 1,664,614 | $107.4M |
| Morgan Stanley | 0.01% | Add +0.2% | 1,435,969 | $92.6M |
| LPL Financial LLC | 0.02% | Add +10.2% | 826,990 | $53.4M |
| UBS Group AG | 0.01% | Reduce -19.0% | 608,386 | $39.3M |
| 1832 Asset Management L.P. | 0.06% | Add +1.8% | 500,911 | $32.3M |
| Raymond James Financial Inc. | 0.01% | Reduce -11.1% | 467,556 | $30.2M |
| HighTower Advisors, LLC | 0.04% | Add +1.1% | 415,878 | $26.8M |
| Commonwealth Equity Services, LLC | 0.04% | Add +71.1% | 412,021 | $26.6M |
| Royal Bank of Canada | 0.01% | Reduce -6.4% | 379,490 | $24.5M |
| Gitterman Wealth Management, LLC | 6.23% | New | 363,423 | $23.4M |
| PNC Financial Services Group, Inc. | 0.01% | Add +2.4% | 290,265 | $18.7M |
| Osaic Holdings, Inc. | 0.03% | Reduce -1.9% | 227,175 | $14.7M |
| Polianta Ltd | 6.90% | No change | 221,600 | $14.3M |
| Wells Fargo & Company | 0.00% | Reduce -1.0% | 219,140 | $14.1M |
| Cetera Investment Advisers | 0.03% | Reduce -3.5% | 210,967 | $13.6M |
| Prism Advisors, Inc. | 3.92% | Reduce -4.3% | 197,542 | $12.7M |
| Cwm, LLC | 0.03% | Add +6.4% | 133,361 | $8.6M |
| Blair William & Co. | 0.02% | Reduce -0.3% | 119,229 | $7.7M |
| First National Bank & Trust Co. of Newtown | 1.57% | Reduce -2.3% | 115,994 | $7.5M |
| Hamilton Wealth, LLC | 1.80% | Add +0.6% | 115,887 | $7.5M |
| Sage Capital Management, LLC | 3.99% | Add +0.1% | 114,009 | $7.4M |
| Stifel Financial Corp. | 0.01% | Reduce -21.7% | 86,940 | $5.6M |
| Ameriprise Financial Inc. | 0.00% | Add +4.9% | 78,797 | $5.1M |
| Conservest Capital Advisors, Inc. | 0.49% | Reduce -0.7% | 72,130 | $4.7M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -4.6% | 71,872 | $4.6M |
| Bedell Frazier Investment Counselling, LLC | 1.05% | Reduce -1.3% | 63,814 | $4.1M |
| Money Design Co.,Ltd. | 0.20% | Reduce -9.0% | 62,091 | $4.0M |
| Linscomb Wealth, Inc. | 0.20% | No change | 61,887 | $4.0M |
| Creative Planning | 0.00% | Add +0.3% | 61,125 | $3.9M |
| Commerce Bank | 0.03% | Reduce -1.6% | 61,115 | $3.9M |
| Avalon Capital Management | 1.14% | Reduce -0.1% | 60,702 | $3.9M |
| Raab & Moskowitz Asset Management LLC | 0.99% | Add +0.8% | 60,696 | $3.9M |
| Cerity Partners LLC | 0.01% | No change | 58,216 | $3.8M |
| Truist Financial Corp. | 0.01% | Reduce -0.9% | 52,838 | $3.4M |
| Tocqueville Asset Management L.P. | 0.06% | Reduce -4.1% | 52,711 | $3.4M |
| Mercer Global Advisors Inc. | 0.01% | Add +1.7% | 52,330 | $3.4M |
| Scotia Capital Inc. | 0.02% | Add +1.4% | 49,672 | $3.2M |
| IFP Advisors, Inc | 0.09% | Add +24.9% | 44,281 | $2.9M |
| Prime Capital Investment Advisors, LLC | 0.03% | Add +48.4% | 43,809 | $2.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +33.3% | 43,348 | $2.8M |
| Atria Wealth Solutions, Inc. | 0.03% | Add +9.1% | 41,141 | $2.7M |
| Focus Partners Wealth | 0.01% | Reduce -3.8% | 39,612 | $2.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +32.3% | 39,599 | $2.6M |
| Beacon Pointe Advisors, LLC | 0.03% | Reduce -11.8% | 39,143 | $2.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.1% | 35,656 | $2.3M |
| Strive Asset Management, LLC | 1.55% | New | 34,490 | $2.2M |
| Cibc World Market Inc. | 0.01% | Add +638.4% | 34,077 | $2.2M |
| Dudley & Shanley, Inc. | 0.33% | No change | 32,780 | $2.1M |
| Citadel Advisors | 0.00% | Add +148.4% | 32,703 | $2.1M |
| Chicago Partners Investment Group LLC | 0.07% | Add +0.5% | 32,034 | $2.1M |
| Rockingstone Advisors LLC | 0.92% | Reduce -3.5% | 31,635 | $2.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -13.4% | 31,176 | $2.0M |
| CW Advisors, LLC | 0.02% | Add +0.1% | 30,000 | $1.9M |
| Silverlake Wealth Management LLC | 0.73% | Reduce -4.6% | 29,684 | $1.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -10.4% | 28,953 | $1.9M |
| O'ROURKE & COMPANY, Inc | 0.90% | Add +0.1% | 28,253 | $1.8M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -1.8% | 28,165 | $1.8M |
| Verity Asset Management, Inc. | 0.72% | Add +0.7% | 27,618 | $1.8M |
| Parsons Capital Management Inc. | 0.10% | Reduce -16.6% | 27,559 | $1.8M |
| Curbstone Financial Management Corp | 0.36% | No change | 26,700 | $1.7M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -0.9% | 26,481 | $1.7M |
| Hilltop Holdings Inc. | 0.11% | Reduce -12.8% | 26,150 | $1.7M |
| Private Advisor Group, LLC | 0.01% | Reduce -12.7% | 26,012 | $1.7M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -1.6% | 25,647 | $1.7M |
| Jones Financial Companies LLLP | 0.00% | Add +40.1% | 25,436 | $1.6M |
| Trust Co | 0.19% | No change | 25,075 | $1.6M |
| Captrust Financial Advisors | 0.00% | Add +5.2% | 24,482 | $1.6M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -6.3% | 26,917 | $1.6M |
| SeaCrest Wealth Management, LLC | 0.17% | Reduce -0.5% | 23,721 | $1.5M |
| FMR LLC | 0.00% | Add +6.1% | 23,672 | $1.5M |
| J.W. Cole Advisors, Inc. | 0.04% | Add +94.0% | 22,054 | $1.4M |
| Private Wealth Advisors, LLC | 0.58% | Add +0.9% | 21,540 | $1.4M |
| Capital Analysts, LLC | 0.05% | Reduce -1.2% | 21,427 | $1.4M |
| Rockefeller Capital Management L.P. | 0.00% | Add +7.2% | 21,334 | $1.4M |
| Nilsine Partners, LLC | 0.15% | Reduce -9.8% | 21,157 | $1.4M |
| Mariner, LLC | 0.00% | Reduce -29.3% | 20,658 | $1.3M |
| MML Investors Services, LLC | 0.00% | Add +30.7% | 20,601 | $1.3M |
| Corient Private Wealth LP | 0.00% | Reduce -2.4% | 20,358 | $1.3M |
| Edmond DE Rothschild Holding S.A. | 0.02% | Add +55.9% | 20,190 | $1.3M |
| Comerica Bank | 0.01% | Reduce -14.8% | 19,366 | $1.2M |
| Van Eck Associates Corp. | 0.00% | Add +2.2% | 19,097 | $1.2M |
| Weatherly Asset Management L. P. | 0.11% | Reduce -0.5% | 18,972 | $1.2M |
| PFG Investments, LLC | 0.08% | Reduce -0.1% | 18,806 | $1.2M |
| Bond & Devick Financial Network, Inc. | 0.43% | Reduce -0.3% | 18,479 | $1.2M |
| American Institute for Advanced Investment Management, LLP | 0.87% | Add +1.8% | 17,750 | $1.1M |
| Glenmede Trust Co. NA | 0.01% | Reduce -8.1% | 17,715 | $1.1M |
| Fox Hill Wealth Management | 0.66% | Reduce -2.2% | 17,344 | $1.1M |
| Retirement Income Solutions, Inc. | 0.23% | No change | 17,034 | $1.1M |
| Sovran Advisors, LLC | 0.14% | Add +23.2% | 17,653 | $1.1M |
| NewEdge Advisors, LLC | 0.01% | Add +5.3% | 16,980 | $1.1M |
| Roberts Glore & Co. Inc. | 0.33% | Reduce -6.9% | 16,530 | $1.1M |
| Composition Wealth, LLC | 0.02% | Reduce -0.6% | 16,290 | $1.1M |
| Glen Eagle Advisors, LLC | 0.17% | Reduce -3.8% | 16,160 | $1.0M |
| Spire Wealth Management | 0.03% | Add +0.3% | 16,100 | $1.0M |
| Gouws Capital LLC | 0.68% | No change | 16,000 | $1.0M |
| McGinn Penninger Investment Management, Inc. | 0.66% | New | 15,709 | $1.0M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -0.3% | 15,652 | $1.0M |
| Ledyard National Bank | 0.10% | Add +0.3% | 15,106 | $975K |
| D.A. Davidson & Co. | 0.01% | Add +1.7% | 15,069 | $972K |
| Apollon Wealth Management, LLC | 0.02% | Add +3.6% | 14,971 | $966K |
"% of holder's portfolio" is PHO's weight in each manager's 13F, not the share of Invesco Water Resources ETF the manager owns.