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 |
| Cresset Asset Management, LLC | 0.00% | Reduce -16.4% | 14,832 | $957K |
| Equitable Trust Co. | 0.05% | No change | 14,789 | $954K |
| Tower Research Capital LLC (TRC) | 0.03% | Add +371.4% | 14,467 | $933K |
| MAI Capital Management | 0.01% | Reduce -1.9% | 13,794 | $890K |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.03% | Reduce -12.9% | 13,562 | $875K |
| NewEdge Wealth, LLC | 0.02% | Reduce -14.7% | 13,385 | $864K |
| LexAurum Advisors, LLC | 0.17% | Add +0.0% | 13,378 | $863K |
| Freedom Investment Management, Inc. | 0.07% | Reduce -2.7% | 13,361 | $862K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -2.2% | 13,114 | $846K |
| National Bank of Canada | 0.00% | Add +1.8% | 12,788 | $825K |
| Elk River Wealth Management LLC | 0.15% | No change | 12,625 | $815K |
| Baird Financial Group, Inc. | 0.00% | Add +1.6% | 12,582 | $812K |
| Snowden Capital Advisors LLC | 0.03% | Reduce -0.3% | 12,545 | $809K |
| NTV Asset Management LLC | 0.11% | No change | 12,265 | $791K |
| Welch & Forbes LLC | 0.01% | No change | 12,200 | $787K |
| Altfest L J & Co. Inc. | 0.10% | No change | 11,981 | $773K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -0.2% | 11,892 | $767K |
| HM Payson & Co. | 0.01% | No change | 11,571 | $747K |
| Bravias Capital Group, LLC | 0.60% | Add +8.6% | 11,543 | $745K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -6.4% | 11,473 | $740K |
| First City Capital Management, Inc. | 0.44% | No change | 11,335 | $731K |
| RFG - Bristol Wealth Advisors, LLC | 0.24% | New | 11,208 | $723K |
| Independent Financial Group, LLC | 0.02% | Add +50.0% | 11,182 | $721K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +14.4% | 11,058 | $713K |
| US Bancorp \de | 0.00% | Add +1.6% | 11,002 | $710K |
| Neuberger Berman Group LLC | 0.00% | Reduce -17.5% | 10,707 | $691K |
| Brown Advisory Inc. | 0.00% | No change | 10,363 | $669K |
| Ancora Advisors LLC | 0.01% | Add +0.0% | 10,076 | $650K |
| Secure Asset Management, LLC | 0.13% | Add +82.3% | 9,918 | $640K |
| Choreo, LLC | 0.01% | No change | 9,641 | $622K |
| Retirement Planning Co of New England, Inc. | 0.31% | Reduce -1.4% | 9,602 | $620K |
| Wealthspan Partners, LLC | 0.28% | Reduce -3.1% | 9,414 | $607K |
| International Assets Investment Management, LLC | 0.05% | Reduce -2.2% | 9,330 | $602K |
| Crestwood Advisors Group, LLC | 0.01% | Add +5.8% | 9,181 | $592K |
| IHT Wealth Management, LLC | 0.02% | Reduce -5.2% | 9,155 | $591K |
| North Star Asset Management Inc. | 0.03% | No change | 9,000 | $581K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +5.8% | 8,992 | $580K |
| Howard Capital Management Group, LLC | 0.04% | Add +1.3% | 8,924 | $576K |
| Summit Financial, LLC | 0.02% | Add +0.0% | 8,914 | $575K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -23.9% | 8,400 | $542K |
| Flagship Harbor Advisors, LLC | 0.03% | Add +0.0% | 8,266 | $533K |
| TD Private Client Wealth LLC | 0.01% | Add +449.3% | 8,239 | $532K |
| Advisory Services Network, LLC | 0.01% | Add +14.8% | 8,232 | $531K |
| Mosaic Financial Group, LLC | 0.42% | Reduce -33.5% | 7,942 | $512K |
| Gerber, LLC | 0.42% | No change | 7,835 | $506K |
| Two Sigma Investments, LP | 0.00% | New | 7,800 | $503K |
| Nations Financial Group Inc, /Ia/ | 0.04% | Add +8.4% | 7,740 | $499K |
| Waverly Advisors, LLC | 0.01% | Reduce -1.9% | 7,565 | $488K |
| Relyea Zuckerberg Hanson LLC | 0.07% | Reduce -16.5% | 7,560 | $488K |
| Pacific Sun Financial Corp | 0.28% | Add +6.9% | 7,498 | $484K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +0.1% | 7,481 | $483K |
| Mechanics Bank Trust Department | 0.07% | Reduce -7.4% | 7,480 | $483K |
| Stenham Asset Management Ltd | 0.19% | — | 7,400 | $477K |
| Susquehanna International Group, LLP | 0.00% | New | 7,218 | $466K |
| SS&H Financial Advisors, Inc. | 0.17% | No change | 7,200 | $465K |
| Bank of Montreal | 0.00% | Add +2.5% | 7,090 | $457K |
| Bessemer Group Inc. | 0.00% | Add +1.5% | 6,981 | $450K |
| Beese Fulmer Investment Management, Inc. | 0.04% | New | 6,933 | $447K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -3.8% | 6,832 | $441K |
| Prospera Financial Services Inc | 0.01% | Add +27.2% | 6,735 | $435K |
| Columbus Macro, LLC | 0.06% | No change | 6,680 | $431K |
| Hennion & Walsh Asset Management, Inc. | 0.02% | Reduce -4.0% | 6,655 | $429K |
| Banco Santander, S.A. | 0.00% | Add +8.0% | 6,650 | $429K |
| Mountain Capital Investment Advisors Inc. | 0.09% | Add +0.8% | 6,635 | $428K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | Reduce -9.6% | 6,582 | $425K |
| Howe & Rusling Inc. | 0.03% | Reduce -11.7% | 6,420 | $414K |
| Northern Trust Corp. | 0.00% | Add +12.5% | 6,331 | $408K |
| Sandy Spring Bank | 0.02% | Reduce -0.8% | 6,323 | $408K |
| Wealthfront Advisers LLC | 0.00% | Add +5.7% | 6,281 | $405K |
| Graves Light Lenhart Wealth, Inc. | 0.05% | No change | 6,196 | $400K |
| Pathstone Holdings, LLC | 0.00% | Reduce -28.9% | 6,141 | $396K |
| Franklin Resources Inc. | 0.00% | No change | 6,033 | $389K |
| CENTRAL TRUST Co | 0.01% | No change | 5,955 | $384K |
| North Star Investment Management Corp. | 0.03% | No change | 5,917 | $382K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 5,850 | $377K |
| Venture Visionary Partners LLC | 0.02% | No change | 5,828 | $376K |
| Peapack Gladstone Financial Corp. | 0.01% | No change | 5,760 | $372K |
| Flputnam Investment Management Co. | 0.01% | No change | 5,575 | $360K |
| Moors & Cabot, Inc. | 0.02% | Add +7.8% | 5,535 | $357K |
| Quantinno Capital Management LP | 0.00% | New | 5,495 | $355K |
| Western Financial Corp | 0.20% | Add +0.0% | 5,469 | $353K |
| NorthRock Partners, LLC | 0.01% | Add +178.3% | 5,346 | $345K |
| LRI Investments, LLC | 0.03% | Add +365.7% | 5,276 | $340K |
| Larson Financial Group LLC | 0.02% | Reduce -5.9% | 5,227 | $337K |
| Webster Bank, N. A. | 0.04% | No change | 5,220 | $337K |
| MinichMacGregor Wealth Management, LLC | 0.08% | Reduce -0.4% | 5,218 | $337K |
| Lynx Investment Advisory | 0.22% | New | 5,211 | $336K |
| Wedbush Securities Inc. | 0.01% | Reduce -3.3% | 5,140 | $332K |
| Innovative Advisory Group, LLC | 0.31% | No change | 5,013 | $323K |
| Transform Wealth, LLC | 0.02% | Add +0.0% | 4,909 | $317K |
| LPWM LLC | 0.10% | Add +8.7% | 4,875 | $315K |
| Ameritas Advisory Services, LLC | 0.01% | Add +23.9% | 4,768 | $310K |
| Marble Harbor Investment Counsel, LLC | 0.03% | No change | 4,783 | $309K |
| Wellington Shields & Co., LLC | 0.10% | Add +3.6% | 4,772 | $308K |
| Signature Estate & Investment Advisors LLC | 0.01% | New | 4,751 | $307K |
| Parkside Financial Bank & Trust | 0.04% | No change | 4,750 | $306K |
| Tritonpoint Wealth, LLC | 0.03% | No change | 4,708 | $304K |
| Three Magnolias Financial Advisors, LLC | 0.26% | Add +27.0% | 4,700 | $303K |
| HB Wealth Management, LLC | 0.00% | New | 4,644 | $300K |
| Aspen Wealth Strategies, LLC | 0.19% | Add +2.2% | 4,593 | $296K |
| Lido Advisors, LLC | 0.00% | Reduce -0.6% | 4,590 | $296K |
| Sanctuary Advisors, LLC | 0.00% | Add +0.0% | 4,581 | $296K |
| Alterna Wealth Management, Inc. | 0.22% | No change | 4,529 | $292K |
| Merit Financial Group, LLC | 0.00% | Reduce -21.1% | 4,481 | $289K |
| US Financial Advisors, LLC | 0.09% | Add +8.9% | 4,474 | $289K |
| JFS Wealth Advisors, LLC | 0.02% | Reduce -4.3% | 4,464 | $288K |
| Paragon Capital Management Ltd | 0.06% | Add +0.2% | 4,447 | $287K |
| Oxford Financial Group, LTD. LLC | 0.02% | No change | 4,440 | $286K |
| Ritter Daniher Financial Advisory LLC / DE | 0.08% | No change | 4,411 | $285K |
| WealthBridge Capital Management, LLC | 0.08% | Add +1.7% | 4,389 | $283K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -3.9% | 4,374 | $282K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 4,369 | $282K |
| Nwam LLC | 0.02% | Reduce -8.4% | 4,272 | $276K |
| Rwa Wealth Partners, LLC | 0.00% | Reduce -1.1% | 4,258 | $275K |
| TruWealth Advisors, LLC | 0.02% | Add +0.0% | 4,248 | $274K |
| Two Sigma Securities, LLC | 0.04% | New | 4,238 | $273K |
| Clearwater Capital Advisors, LLC | 0.03% | No change | 4,207 | $271K |
| McElhenny Sheffield Capital Management, LLC | 0.10% | Reduce -8.5% | 4,015 | $259K |
| First Western Trust Bank | 0.01% | No change | 4,000 | $258K |
| Johnson Investment Counsel Inc. | 0.00% | Reduce -1.2% | 4,000 | $258K |
| Flow Traders U.S. LLC | 0.01% | New | 3,967 | $256K |
| Tiaa Trust, National Association | 0.00% | Add +3.0% | 3,967 | $256K |
| Traphagen Investment Advisors LLC | 0.03% | Reduce -7.0% | 3,940 | $254K |
| Stamos Capital Partners, L.P. | 0.07% | Add +3.7% | 3,920 | $253K |
| John G Ullman & Associates Inc. | 0.04% | Reduce -11.3% | 3,920 | $253K |
| AllSquare Wealth Management LLC | 0.15% | No change | 3,900 | $252K |
| Modera Wealth Management, LLC | 0.00% | Reduce -10.5% | 3,807 | $246K |
| Legacy Edge Advisors, LLC | 0.04% | Add +10.8% | 3,766 | $243K |
| AlphaCore Capital LLC | 0.02% | New | 3,710 | $239K |
| KCM Investment Advisors LLC | 0.01% | No change | 3,708 | $239K |
| Osborne Partners Capital Management, LLC | 0.01% | Reduce -49.1% | 3,627 | $234K |
| KKM Financial LLC | 0.10% | Reduce -24.6% | 3,603 | $232K |
| Florida Trust Wealth Management Co | 0.01% | No change | 3,600 | $232K |
| D. E. Shaw & Co. | 0.00% | Reduce -10.1% | 3,554 | $229K |
| Benjamin Edwards Inc. | 0.00% | No change | 3,537 | $228K |
| Beaton Management Co. Inc. | 0.12% | No change | 3,530 | $228K |
| Pinnacle Wealth Management Group, Inc. | 0.16% | No change | 3,525 | $227K |
| Western Wealth Management, LLC | 0.02% | Reduce -0.2% | 3,520 | $227K |
| Daymark Wealth Partners, LLC | 0.01% | Reduce -14.6% | 3,500 | $226K |
| Klingenstein Fields & Co. LP | 0.01% | No change | 3,500 | $226K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 3,500 | $226K |
| Keybank National Association | 0.00% | No change | 3,393 | $219K |
| Montis Financial, LLC | 0.06% | Reduce -7.1% | 3,381 | $218K |
| Kirtland Hills Capital Management, LLC | 0.13% | No change | 3,476 | $216K |
| Millstone Evans Group, LLC | 0.14% | No change | 3,302 | $213K |
| Verus Capital Partners, LLC | 0.02% | Reduce -3.0% | 3,222 | $208K |
| O'Brien Greene & Co. Inc | 0.07% | No change | 3,200 | $206K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -9.6% | 3,190 | $206K |
| Leavell Investment Management, Inc. | 0.01% | Add +0.0% | 3,131 | $202K |
| WealthShield Partners, LLC | 0.03% | No change | 3,026 | $195K |
| Fifth Third Bancorp | 0.00% | Add +11.2% | 2,890 | $186K |
| First United Bank & Trust | 0.07% | Reduce -1.2% | 2,810 | $181K |
| Harbour Investments, Inc. | 0.01% | Reduce -9.6% | 2,708 | $175K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 2,700 | $174K |
| Lanark Financial, Inc. | 0.01% | — | 2,546 | $164K |
| First Pacific Financial | 0.03% | No change | 2,525 | $163K |
| Simplex Trading, LLC | 0.01% | Add +93.9% | 2,199 | $141K |
| St Germain D J Co. Inc. | 0.01% | No change | 2,185 | $141K |
| Bangor Savings Bank | 0.01% | No change | 2,128 | $137K |
| Aptus Capital Advisors, LLC | 0.00% | Add +9.1% | 2,095 | $135K |
| First Horizon Advisors, Inc. | 0.00% | No change | 2,070 | $134K |
| SOA Wealth Advisors, LLC. | 0.03% | Add +6246.8% | 64,674 | $130K |
| Arax Advisory Partners | 0.01% | No change | 1,991 | $128K |
| Avalon Trust Co | 0.01% | New | 1,975 | $127K |
| AdvisorNet Financial, Inc | 0.01% | No change | 1,800 | $116K |
| FSA Wealth Management LLC | 0.05% | Reduce -19.0% | 1,774 | $114K |
| TFC Financial Management, Inc. | 0.02% | New | 1,763 | $114K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +0.1% | 1,745 | $113K |
| Whittier Trust Co. | 0.00% | No change | 1,616 | $104K |
| Centricity Wealth Management, LLC | 0.09% | No change | 1,603 | $103K |
| Westside Investment Management, Inc. | 0.02% | Add +0.1% | 1,515 | $98K |
| MGB Wealth Management, LLC | 0.03% | No change | 1,450 | $94K |
| Bokf, NA | 0.00% | Reduce -22.1% | 1,410 | $91K |
| Rothschild Investment LLC | 0.01% | No change | 1,350 | $87K |
| Pacific Center for Financial Services | 0.02% | No change | 1,345 | $87K |
| Crowley Wealth Management, Inc. | 0.08% | Add +225.0% | 1,300 | $84K |
| Johnson Financial Group, Inc. | 0.00% | No change | 1,275 | $82K |
| Chilton Capital Management LLC | 0.00% | No change | 1,165 | $75K |
| WASHINGTON TRUST Co | 0.00% | No change | 1,100 | $71K |
| Rossby Financial, LCC | 0.03% | New | 1,050 | $67K |
| Bristlecone Advisors, LLC | 0.01% | No change | 1,034 | $67K |
| Townsend Asset Management Corp. /NC/ | 0.03% | Add +0.2% | 1,029 | $66K |
| CX Institutional | 0.00% | New | 1,000 | $65K |
| Cherry Tree Wealth Management, LLC | 0.02% | No change | 1,002 | $65K |
| Sachetta, LLC | 0.03% | No change | 1,000 | $65K |
| Trust Co. of Vermont | 0.00% | No change | 1,000 | $65K |
| Frazier Financial Advisors, LLC | 0.05% | No change | 980 | $63K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 980 | $63K |
| Ameriflex Group, Inc. | 0.03% | No change | 966 | $62K |
| NBT Bank, N.A. | 0.00% | No change | 943 | $61K |
| Kennebec Savings Bank | 0.06% | Add +1.5% | 906 | $58K |
| Smallwood Wealth Investment Management, LLC | 0.04% | New | 890 | $57K |
| Consultiva Wealth Management, Corp. | 0.19% | New | 850 | $55K |
| Farther Finance Advisors, LLC | 0.00% | Add +219.1% | 820 | $53K |
| DecisionPoint Financial, LLC | 0.01% | No change | 800 | $52K |
| Motco | 0.01% | No change | 800 | $52K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | New | 800 | $52K |
| Olde Wealth Management, LLC | 0.02% | New | 800 | $51K |
| JNBA Financial Advisors | 0.01% | Add +4.5% | 758 | $49K |
| Marshall Investment Management, LLC | 0.03% | No change | 756 | $49K |
| McClarren Financial Advisors, Inc. | 0.03% | Reduce -20.0% | 604 | $48K |
| Allworth Financial LP | 0.00% | No change | 728 | $47K |
| Legacy Bridge, LLC | 0.03% | No change | 710 | $46K |
| 2UniFi Bank | 0.03% | No change | 680 | $46K |
| Financial Connections Group, Inc. | 0.02% | No change | 703 | $45K |
| Creative Financial Designs Inc. | 0.00% | No change | 666 | $43K |
| Manchester Capital Management LLC | 0.01% | No change | 631 | $41K |
| Principal Securities, Inc. | 0.00% | No change | 590 | $39K |
| ORG Partners LLC | 0.01% | No change | 593 | $38K |
| Biltmore Family Office, LLC | 0.01% | No change | 550 | $35K |
| Salem Investment Counselors Inc. | 0.00% | No change | 550 | $35K |
| Sunbelt Securities, Inc. | 0.00% | No change | 507 | $33K |
| IAG Wealth Partners, LLC | 0.00% | No change | 425 | $27K |
| Parallel Advisors, LLC | 0.00% | Add +0.2% | 424 | $27K |
| Breakwater Investment Management | 0.01% | No change | 424 | $27K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +64.3% | 419 | $27K |
| Blue Trust, Inc. | 0.00% | No change | 416 | $27K |
| Costello Asset Management, INC | 0.01% | New | 410 | $26K |
| GAMMA Investing LLC | 0.00% | No change | 407 | $26K |
| ESL Trust Services, LLC | 0.01% | No change | 400 | $26K |
| Redwood Park Advisors LLC | 0.02% | No change | 387 | $25K |
| Assetmark, Inc. | 0.00% | New | 384 | $25K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 356 | $23K |
| GHP Investment Advisors, Inc. | 0.00% | Add +0.3% | 352 | $23K |
| Piscataqua Savings Bank | 0.02% | No change | 350 | $23K |
| Keystone Global Partners, LLC | 0.02% | — | 333 | $21K |
| IMA Advisory Services, Inc. | 0.00% | New | 325 | $21K |
| 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% | No change | 264 | $17K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 259 | $17K |
| Coldstream Capital Management Inc. | 0.00% | New | 258 | $17K |
| Clearstead Advisors, LLC | 0.00% | No change | 257 | $17K |
| Flagship Wealth Advisors, LLC | 0.01% | Add +0.4% | 254 | $16K |
| Horizon Investments, LLC | 0.00% | No change | 253 | $16K |
| BlackRock, Inc. | 0.00% | No change | 250 | $16K |
| Golden State Wealth Management, LLC | 0.00% | No change | 248 | $16K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 235 | $15K |
| Geneos Wealth Management Inc. | 0.00% | No change | 230 | $15K |
| Bogart Wealth, LLC | 0.00% | Reduce -34.2% | 221 | $14K |
| Tortoise Investment Management, LLC | 0.00% | No change | 210 | $14K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 206 | $13K |
| 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 | $12K |
| Private Trust Co. NA | 0.00% | No change | 145 | $9K |
| Aventura Private Wealth, LLC | 0.00% | New | 144 | $9K |
| Global Wealth Strategies & Associates | 0.00% | No change | 143 | $9K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 137 | $9K |
| Hughes Financial Services, LLC | 0.00% | New | 117 | $8K |
| Colonial Trust Advisors | 0.00% | No change | 115 | $7K |
| Bellevue Asset Management, LLC | 0.00% | No change | 111 | $7K |
| Valley National Advisers Inc. | 0.00% | No change | 118 | $7K |
| Evermay Wealth Management LLC | 0.00% | No change | 107 | $7K |
| Sage Mountain Advisors LLC | 0.00% | No change | 104 | $7K |
| Western Pacific Wealth Management, LP | 0.01% | Add +1.0% | 101 | $6K |
| Horizons Wealth Management | 0.00% | Reduce -74.0% | 100 | $6K |
| Graney & King, LLC | 0.00% | No change | 100 | $6K |
| 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 |
| Anfield Capital Management, LLC | 0.00% | No change | 81 | $5K |
| Caldwell Sutter Capital, Inc. | 0.00% | Reduce -34.8% | 75 | $5K |
| Orion Capital Management LLC | 0.00% | No change | 70 | $5K |
| CoreCap Advisors, LLC | 0.00% | No change | 52 | $3K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -44.4% | 45 | $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 |
| Fairman Group, LLC | 0.00% | No change | 18 | $1K |
| Creekmur Asset Management LLC | 0.00% | No change | 18 | $1K |
| AE Wealth Management LLC | 0.00% | Reduce -94.8% | 11 | $728 |
| Lowe Wealth Advisors, LLC | 0.00% | No change | 7 | $452 |
"% of holder's portfolio" is PHO's weight in each manager's 13F, not the share of Invesco Water Resources ETF the manager owns.