Invesco Water Resources ETFPHOETF
13F holders, Q3 2025 (September 30)383holders −11
19new positions
25sold out
$72.12avg. 13F price*
At the end of Q3 2025, 383 institutions reported holding Invesco Water Resources ETF (PHO) in their 13F filings, down 11 from Q2 2025. 19 opened new positions and 25 sold out. The largest holders were Bank of America Corp. ($118.1M), Morgan Stanley ($104.2M) and LPL Financial LLC ($65.4M).
- Company
- Invesco Water Resources ETF
- CUSIP
- 46137V142
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $4.8M |
| Exits | 25 | $7.0M |
All 13F filers, Q2 2025 → Q3 2025: 400,355 shares bought and 220,194 shares sold, net +180,161 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 383 holders
| Bank of America Corp. | 0.01% | Add +2.2% | 1,638,327 | $118.1M |
| Morgan Stanley | 0.01% | Add +1.4% | 1,444,683 | $104.2M |
| LPL Financial LLC | 0.02% | Add +10.4% | 907,589 | $65.4M |
| 1832 Asset Management L.P. | 0.06% | Add +2.0% | 516,283 | $37.2M |
| Raymond James Financial Inc. | 0.01% | Reduce -2.9% | 447,325 | $32.3M |
| UBS Group AG | 0.01% | Add +4.8% | 443,460 | $32.0M |
| HighTower Advisors, LLC | 0.03% | Add +0.8% | 419,964 | $30.3M |
| Royal Bank of Canada | 0.01% | Add +2.8% | 399,099 | $28.8M |
| Gitterman Wealth Management, LLC | 6.10% | Reduce -0.3% | 368,922 | $26.6M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -0.2% | 287,007 | $20.7M |
| Osaic Holdings, Inc. | 0.02% | Add +6.1% | 232,502 | $16.9M |
| Cetera Investment Advisers | 0.02% | Add +5.0% | 229,843 | $16.6M |
| Polianta Ltd | 6.58% | No change | 221,600 | $16.0M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -0.4% | 203,048 | $14.6M |
| Wells Fargo & Company | 0.00% | Add +1.2% | 191,123 | $13.8M |
| Prism Advisors, Inc. | 3.25% | Add +2.4% | 166,941 | $12.0M |
| Blair William & Co. | 0.03% | Reduce -0.7% | 136,047 | $9.8M |
| Cwm, LLC | 0.03% | Add +0.6% | 133,520 | $9.6M |
| Hamilton Wealth, LLC | 1.74% | Add +1.4% | 115,645 | $8.3M |
| First National Bank & Trust Co. of Newtown | 1.54% | Reduce -1.8% | 112,749 | $8.1M |
| Sage Capital Management, LLC | 3.53% | Reduce -3.9% | 108,823 | $7.8M |
| Strive Asset Management, LLC | 3.59% | Add +24.0% | 91,856 | $6.6M |
| Stifel Financial Corp. | 0.01% | Add +2.0% | 90,598 | $6.5M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -1.5% | 73,602 | $5.3M |
| Conservest Capital Advisors, Inc. | 0.47% | Add +0.1% | 70,536 | $5.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -13.6% | 69,293 | $5.0M |
| Creative Planning | 0.00% | Add +1.4% | 65,261 | $4.7M |
| Bedell Frazier Investment Counselling, LLC | 0.93% | Reduce -0.1% | 63,075 | $4.5M |
| Commerce Bank | 0.02% | Reduce -0.7% | 60,644 | $4.4M |
| Cerity Partners LLC | 0.01% | Add +0.1% | 59,519 | $4.3M |
| Raab & Moskowitz Asset Management LLC | 0.95% | Reduce -2.1% | 59,001 | $4.3M |
| Truist Financial Corp. | 0.01% | Add +1.3% | 56,944 | $4.1M |
| Avalon Capital Management | 1.00% | Reduce -0.3% | 56,806 | $4.1M |
| Linscomb Wealth, Inc. | 0.17% | No change | 55,887 | $4.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +6.3% | 52,791 | $3.8M |
| Tocqueville Asset Management L.P. | 0.05% | Add +0.4% | 51,491 | $3.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +10.1% | 50,272 | $3.6M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -1.3% | 50,249 | $3.6M |
| Scotia Capital Inc. | 0.01% | Reduce -0.8% | 48,665 | $3.5M |
| IFP Advisors, Inc | 0.08% | Reduce -8.3% | 42,002 | $3.0M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +9.0% | 39,719 | $2.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +77.5% | 37,325 | $2.7M |
| Jones Financial Companies LLLP | 0.00% | Add +12.1% | 37,589 | $2.7M |
| Focus Partners Wealth | 0.00% | Reduce -4.6% | 36,562 | $2.6M |
| Cibc World Market Inc. | 0.01% | Add +0.7% | 34,862 | $2.5M |
| Dudley & Shanley, Inc. | 0.38% | No change | 32,780 | $2.4M |
| Private Advisor Group, LLC | 0.01% | Add +10.4% | 32,497 | $2.3M |
| Chicago Partners Investment Group LLC | 0.06% | Add +0.0% | 32,042 | $2.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.8% | 32,328 | $2.3M |
| Rockingstone Advisors LLC | 1.09% | Reduce -1.1% | 30,749 | $2.2M |
| Van Eck Associates Corp. | 0.00% | Add +21.7% | 28,714 | $2.1M |
| Silverlake Wealth Management LLC | 0.50% | Reduce -2.5% | 28,355 | $2.0M |
| Verity Asset Management, Inc. | 0.66% | Add +3.5% | 27,976 | $2.0M |
| O'ROURKE & COMPANY, Inc | 0.84% | Reduce -1.4% | 27,871 | $2.0M |
| Prime Capital Investment Advisors, LLC | 0.03% | Reduce -2.3% | 27,666 | $2.0M |
| J.W. Cole Advisors, Inc. | 0.04% | Reduce -2.8% | 27,649 | $2.0M |
| Parsons Capital Management Inc. | 0.11% | No change | 27,359 | $2.0M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -1.3% | 27,052 | $2.0M |
| Curbstone Financial Management Corp | 0.37% | No change | 26,700 | $1.9M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -3.8% | 26,520 | $1.9M |
| Hilltop Holdings Inc. | 0.10% | No change | 26,150 | $1.9M |
| Rockefeller Capital Management L.P. | 0.00% | Add +23.4% | 25,631 | $1.8M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -12.3% | 25,056 | $1.8M |
| Trust Co | 0.18% | No change | 25,075 | $1.8M |
| FMR LLC | 0.00% | Reduce -4.5% | 24,945 | $1.8M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -0.3% | 24,943 | $1.8M |
| D.A. Davidson & Co. | 0.01% | Add +46.8% | 23,297 | $1.7M |
| Captrust Financial Advisors | 0.00% | Reduce -5.9% | 23,220 | $1.7M |
| MML Investors Services, LLC | 0.00% | Add +3.5% | 23,028 | $1.7M |
| Guardian Capital LP | 0.05% | New | 22,700 | $1.6M |
| Sovran Advisors, LLC | 0.14% | Reduce -5.4% | 22,244 | $1.6M |
| Dynamic Advisor Solutions LLC | 0.04% | Add +12.1% | 20,827 | $1.5M |
| Nilsine Partners, LLC | 0.13% | Reduce -3.9% | 20,428 | $1.5M |
| Mariner, LLC | 0.00% | Add +6.5% | 20,407 | $1.5M |
| PFG Investments, LLC | 0.08% | Add +1.4% | 20,216 | $1.5M |
| Edmond DE Rothschild Holding S.A. | 0.02% | No change | 20,190 | $1.5M |
| Bond & Devick Financial Network, Inc. | 0.43% | Add +2.7% | 19,957 | $1.4M |
| SeaCrest Wealth Management, LLC | 0.15% | Reduce -17.8% | 18,837 | $1.4M |
| Capital Analysts, LLC | 0.04% | Reduce -10.6% | 19,210 | $1.4M |
| NewEdge Advisors, LLC | 0.01% | Add +2.7% | 19,023 | $1.4M |
| Weatherly Asset Management L. P. | 0.11% | No change | 18,972 | $1.4M |
| Corient Private Wealth LP | 0.00% | Reduce -6.2% | 18,692 | $1.3M |
| Summit Financial, LLC | 0.02% | Add +0.0% | 18,516 | $1.3M |
| Oppenheimer & Co. Inc. | 0.02% | Add +25.3% | 18,174 | $1.3M |
| Composition Wealth, LLC | 0.02% | Add +9.7% | 18,004 | $1.3M |
| Glenmede Investment Management, LP | 0.01% | Reduce -25.7% | 17,615 | $1.3M |
| American Institute for Advanced Investment Management, LLP | 0.82% | Reduce -0.7% | 17,370 | $1.3M |
| Retirement Income Solutions, Inc. | 0.21% | No change | 17,034 | $1.2M |
| Bravias Capital Group, LLC | 0.82% | Add +33.7% | 17,008 | $1.2M |
| Glen Eagle Advisors, LLC | 0.17% | Add +3.2% | 16,611 | $1.2M |
| Comerica Bank | 0.00% | Reduce -12.2% | 16,596 | $1.2M |
| Fox Hill Wealth Management | 0.56% | Reduce -3.7% | 16,567 | $1.2M |
| Roberts Glore & Co. Inc. | 0.33% | Reduce -0.5% | 16,491 | $1.2M |
| Gouws Capital LLC | 0.63% | No change | 16,000 | $1.2M |
| OneDigital Investment Advisors LLC | 0.01% | Add +0.5% | 15,330 | $1.1M |
| Spire Wealth Management | 0.04% | Reduce -1.9% | 15,131 | $1.1M |
| Cresset Asset Management, LLC | 0.00% | No change | 14,832 | $1.1M |
| Integrated Wealth Concepts LLC | 0.01% | Add +5.0% | 14,375 | $1.0M |
| Apollon Wealth Management, LLC | 0.02% | Add +0.0% | 14,168 | $1.0M |
| Secure Asset Management, LLC | 0.17% | Add +8.0% | 14,153 | $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.