Invesco Water Resources ETFPHOETF
13F holders, Q2 2025 (June 30)394holders +20
39new positions
21sold out
1famous investor
$69.92avg. 13F price*
At the end of Q2 2025, 394 institutions reported holding Invesco Water Resources ETF (PHO) in their 13F filings, up 20 from Q1 2025. 39 opened new positions and 21 sold out. The largest holders were Bank of America Corp. ($112.1M), Morgan Stanley ($99.6M) and LPL Financial LLC ($57.5M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco Water Resources ETF
- CUSIP
- 46137V142
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 39 | $7.2M |
| Exits | 21 | $3.7M |
All 13F filers, Q1 2025 → Q2 2025: 325,947 shares bought and 845,174 shares sold, net −519,227 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 394 holders
| Bank of America Corp. | 0.01% | Reduce -3.7% | 1,603,355 | $112.1M |
| Morgan Stanley | 0.01% | Reduce -0.7% | 1,425,365 | $99.6M |
| LPL Financial LLC | 0.02% | Reduce -0.6% | 822,343 | $57.5M |
| 1832 Asset Management L.P. | 0.06% | Add +1.0% | 505,965 | $35.4M |
| Raymond James Financial Inc. | 0.01% | Reduce -1.5% | 460,590 | $32.2M |
| UBS Group AG | 0.01% | Reduce -30.4% | 423,199 | $29.6M |
| HighTower Advisors, LLC | 0.04% | Add +0.2% | 416,656 | $29.1M |
| Royal Bank of Canada | 0.01% | Add +2.3% | 388,343 | $27.1M |
| Gitterman Wealth Management, LLC | 6.03% | Add +1.8% | 369,969 | $25.9M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -0.9% | 287,504 | $20.1M |
| Polianta Ltd | 6.68% | No change | 221,600 | $15.5M |
| Osaic Holdings, Inc. | 0.03% | Reduce -3.6% | 219,053 | $15.3M |
| Cetera Investment Advisers | 0.03% | Add +3.7% | 218,838 | $15.3M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -50.5% | 203,949 | $14.3M |
| Wells Fargo & Company | 0.00% | Reduce -13.8% | 188,927 | $13.2M |
| Prism Advisors, Inc. | 3.25% | Reduce -17.5% | 163,018 | $11.4M |
| Blair William & Co. | 0.03% | Add +14.9% | 136,963 | $9.6M |
| Cwm, LLC | 0.03% | Reduce -0.5% | 132,754 | $9.3M |
| First National Bank & Trust Co. of Newtown | 1.61% | Reduce -1.0% | 114,804 | $8.0M |
| Hamilton Wealth, LLC | 1.78% | Reduce -1.6% | 114,025 | $8.0M |
| Sage Capital Management, LLC | 3.81% | Reduce -0.7% | 113,211 | $7.9M |
| Stifel Financial Corp. | 0.01% | Add +2.2% | 88,858 | $6.2M |
| Ameriprise Financial Inc. | 0.00% | Add +1.7% | 80,158 | $5.6M |
| Kestra Advisory Services, LLC | 0.03% | Add +3.9% | 74,704 | $5.2M |
| Strive Asset Management, LLC | 3.12% | Add +114.8% | 74,074 | $5.2M |
| Conservest Capital Advisors, Inc. | 0.49% | Reduce -2.3% | 70,476 | $4.9M |
| Creative Planning | 0.00% | Add +5.3% | 64,385 | $4.5M |
| Bedell Frazier Investment Counselling, LLC | 1.11% | Reduce -1.0% | 63,161 | $4.4M |
| Commerce Bank | 0.03% | Reduce -0.1% | 61,065 | $4.3M |
| Raab & Moskowitz Asset Management LLC | 1.01% | Reduce -0.7% | 60,297 | $4.2M |
| Cerity Partners LLC | 0.01% | Add +2.2% | 59,490 | $4.2M |
| Avalon Capital Management | 1.07% | Reduce -6.2% | 56,969 | $4.0M |
| Truist Financial Corp. | 0.01% | Add +6.4% | 56,223 | $3.9M |
| Money Design Co.,Ltd. | 0.19% | Reduce -9.9% | 55,953 | $3.9M |
| Linscomb Wealth, Inc. | 0.18% | Reduce -9.7% | 55,887 | $3.9M |
| Tocqueville Asset Management L.P. | 0.05% | Reduce -2.7% | 51,308 | $3.6M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -2.7% | 50,932 | $3.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +14.5% | 49,651 | $3.5M |
| Scotia Capital Inc. | 0.02% | Reduce -1.2% | 49,083 | $3.4M |
| IFP Advisors, Inc | 0.09% | Add +3.5% | 45,831 | $3.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +15.3% | 45,664 | $3.2M |
| Focus Partners Wealth | 0.01% | Reduce -3.3% | 38,322 | $2.7M |
| Beacon Pointe Advisors, LLC | 0.03% | Reduce -6.9% | 36,444 | $2.5M |
| Cibc World Market Inc. | 0.01% | Add +1.6% | 34,633 | $2.4M |
| Jones Financial Companies LLLP | 0.00% | Add +31.8% | 33,529 | $2.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -6.7% | 33,261 | $2.3M |
| Dudley & Shanley, Inc. | 0.36% | No change | 32,780 | $2.3M |
| Chicago Partners Investment Group LLC | 0.07% | Add +0.0% | 32,038 | $2.3M |
| Rockingstone Advisors LLC | 1.14% | Reduce -1.8% | 31,074 | $2.2M |
| Atria Wealth Solutions, Inc. | 0.05% | Reduce -26.8% | 30,127 | $2.1M |
| Citadel Advisors | 0.00% | Reduce -8.7% | 29,860 | $2.1M |
| Private Advisor Group, LLC | 0.01% | Add +13.1% | 29,427 | $2.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +11.4% | 28,579 | $2.0M |
| Silverlake Wealth Management LLC | 0.60% | Reduce -2.0% | 29,093 | $2.0M |
| J.W. Cole Advisors, Inc. | 0.04% | Add +28.9% | 28,431 | $2.0M |
| Prime Capital Investment Advisors, LLC | 0.03% | Reduce -35.4% | 28,314 | $2.0M |
| O'ROURKE & COMPANY, Inc | 0.92% | Add +0.1% | 28,274 | $2.0M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +4.1% | 27,556 | $1.9M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -2.7% | 27,405 | $1.9M |
| Parsons Capital Management Inc. | 0.12% | Reduce -0.7% | 27,359 | $1.9M |
| Verity Asset Management, Inc. | 0.90% | Reduce -2.2% | 27,021 | $1.9M |
| Curbstone Financial Management Corp | 0.38% | No change | 26,700 | $1.9M |
| Hilltop Holdings Inc. | 0.12% | No change | 26,150 | $1.8M |
| FMR LLC | 0.00% | Add +10.4% | 26,126 | $1.8M |
| Trust Co | 0.20% | No change | 25,075 | $1.8M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -7.0% | 25,023 | $1.7M |
| Captrust Financial Advisors | 0.00% | Add +0.8% | 24,677 | $1.7M |
| Sovran Advisors, LLC | 0.18% | Add +33.2% | 23,520 | $1.7M |
| Glenmede Investment Management, LP | 0.01% | — | 23,715 | $1.7M |
| Van Eck Associates Corp. | 0.00% | Add +23.6% | 23,599 | $1.6M |
| SeaCrest Wealth Management, LLC | 0.17% | Reduce -3.4% | 22,908 | $1.6M |
| MML Investors Services, LLC | 0.00% | Add +8.0% | 22,253 | $1.6M |
| Capital Analysts, LLC | 0.05% | Add +0.3% | 21,494 | $1.5M |
| Nilsine Partners, LLC | 0.15% | Add +0.5% | 21,265 | $1.5M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -32.5% | 21,029 | $1.5M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -2.7% | 20,762 | $1.5M |
| Edmond DE Rothschild Holding S.A. | 0.02% | No change | 20,190 | $1.4M |
| PFG Investments, LLC | 0.08% | Add +6.0% | 19,929 | $1.4M |
| Corient Private Wealth LP | 0.00% | Reduce -2.2% | 19,918 | $1.4M |
| Bond & Devick Financial Network, Inc. | 0.45% | Add +5.1% | 19,429 | $1.4M |
| Mariner, LLC | 0.00% | Reduce -7.3% | 19,152 | $1.3M |
| Weatherly Asset Management L. P. | 0.11% | No change | 18,972 | $1.3M |
| Comerica Bank | 0.01% | Reduce -2.4% | 18,903 | $1.3M |
| Dynamic Advisor Solutions LLC | 0.04% | Add +106.6% | 18,576 | $1.3M |
| NewEdge Advisors, LLC | 0.01% | Add +9.0% | 18,515 | $1.3M |
| Summit Financial, LLC | 0.03% | Add +107.7% | 18,513 | $1.3M |
| American Institute for Advanced Investment Management, LLP | 0.87% | Reduce -1.4% | 17,495 | $1.2M |
| Fox Hill Wealth Management | 0.62% | Reduce -0.8% | 17,197 | $1.2M |
| Retirement Income Solutions, Inc. | 0.22% | No change | 17,034 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Add +135.1% | 16,972 | $1.2M |
| Roberts Glore & Co. Inc. | 0.34% | Add +0.3% | 16,575 | $1.2M |
| Composition Wealth, LLC | 0.02% | Add +0.8% | 16,420 | $1.1M |
| Glen Eagle Advisors, LLC | 0.17% | Reduce -0.4% | 16,101 | $1.1M |
| Gouws Capital LLC | 0.68% | No change | 16,000 | $1.1M |
| D.A. Davidson & Co. | 0.01% | Add +5.3% | 15,871 | $1.1M |
| Spire Wealth Management | 0.04% | Reduce -4.2% | 15,431 | $1.1M |
| NorthCoast Asset Management LLC | 0.00% | Add +29.7% | 15,424 | $1.1M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -2.5% | 15,253 | $1.1M |
| CW Advisors, LLC | 0.01% | Reduce -49.8% | 15,069 | $1.1M |
| Cresset Asset Management, LLC | 0.01% | No change | 14,832 | $1.0M |
"% of holder's portfolio" is PHO's weight in each manager's 13F, not the share of Invesco Water Resources ETF the manager owns.