Invesco Water Resources ETFPHOETF
13F holders, Q4 2025 (December 31)380holders −3
33new positions
36sold out
2famous investors
$73.11avg. 13F price*
At the end of Q4 2025, 380 institutions reported holding Invesco Water Resources ETF (PHO) in their 13F filings, down 3 from Q3 2025. 33 opened new positions and 36 sold out. The largest holders were Bank of America Corp. ($111.2M), Morgan Stanley ($92.1M) and LPL Financial LLC ($63.1M). 2 famous investors held it, including Steve Cohen (0.0% of Point72 Asset Management's portfolio) and 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $83.3M |
| Exits | 36 | $8.7M |
All 13F filers, Q3 2025 → Q4 2025: 892,463 shares bought and 1,317,245 shares sold, net −424,782 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 380 holders
| Bank of America Corp. | 0.01% | Reduce -3.6% | 1,580,006 | $111.2M |
| Morgan Stanley | 0.01% | Reduce -9.4% | 1,308,121 | $92.1M |
| LPL Financial LLC | 0.02% | Reduce -1.2% | 896,572 | $63.1M |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 27.45% | New | 198,306 | $39.5M |
| 1832 Asset Management L.P. | 0.05% | Add +0.8% | 520,185 | $36.6M |
| Raymond James Financial Inc. | 0.01% | Reduce -2.7% | 435,262 | $30.6M |
| UBS Group AG | 0.01% | Reduce -11.4% | 393,065 | $27.7M |
| Perigon Wealth Management, LLC | 0.48% | New | 384,283 | $27.1M |
| Royal Bank of Canada | 0.00% | Reduce -25.9% | 295,940 | $20.8M |
| PNC Financial Services Group, Inc. | 0.01% | Add +1.3% | 290,583 | $20.5M |
| Cetera Investment Advisers | 0.02% | Add +1.8% | 234,026 | $16.5M |
| Osaic Holdings, Inc. | 0.02% | Reduce -19.6% | 186,968 | $13.2M |
| Wells Fargo & Company | 0.00% | Reduce -5.0% | 181,486 | $12.8M |
| Prism Advisors, Inc. | 3.13% | Reduce -0.3% | 166,516 | $11.7M |
| Polianta Ltd | 1.42% | Reduce -30.6% | 153,700 | $10.8M |
| Cwm, LLC | 0.03% | Add +5.0% | 140,191 | $9.9M |
| Blair William & Co. | 0.03% | Add +0.3% | 136,477 | $9.6M |
| Hamilton Wealth, LLC | 1.58% | Add +1.7% | 117,631 | $8.3M |
| First National Bank & Trust Co. of Newtown | 1.45% | Reduce -0.5% | 112,159 | $7.9M |
| Sage Capital Management, LLC | 3.23% | Reduce -8.7% | 99,399 | $7.0M |
| Thryve Wealth Management LLC | 3.37% | — | 96,754 | $6.8M |
| WealthSpring Partners, LLC | 6.91% | — | 95,736 | $6.7M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 3.13% | New | 9,484 | $6.5M |
| Stifel Financial Corp. | 0.01% | Reduce -6.0% | 85,166 | $6.0M |
| Allstreet Capital Advisors LLC | 3.97% | — | 77,903 | $5.5M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -62.7% | 75,651 | $5.3M |
| Kestra Advisory Services, LLC | 0.02% | Add +2.3% | 75,270 | $5.3M |
| Conservest Capital Advisors, Inc. | 0.44% | Reduce -1.8% | 69,285 | $4.9M |
| Creative Planning | 0.00% | Add +0.7% | 65,730 | $4.6M |
| Bedell Frazier Investment Counselling, LLC | 0.83% | Reduce -3.0% | 61,189 | $4.3M |
| Commerce Bank | 0.02% | Reduce -1.1% | 60,007 | $4.2M |
| Cerity Partners LLC | 0.01% | Reduce -0.5% | 59,236 | $4.2M |
| Raab & Moskowitz Asset Management LLC | 0.91% | Reduce -0.1% | 58,954 | $4.2M |
| Avalon Capital Management | 0.96% | Add +0.9% | 57,292 | $4.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +11.5% | 56,050 | $3.9M |
| Linscomb Wealth, Inc. | 0.16% | Reduce -0.6% | 55,553 | $3.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -23.5% | 53,001 | $3.7M |
| Tocqueville Asset Management L.P. | 0.05% | Reduce -0.4% | 51,266 | $3.6M |
| Mercer Global Advisors Inc. | 0.01% | Add +1.6% | 51,037 | $3.6M |
| Focus Partners Wealth | 0.00% | Add +34.6% | 49,232 | $3.5M |
| HighTower Advisors, LLC | 0.00% | Reduce -88.3% | 49,181 | $3.5M |
| Scotia Capital Inc. | 0.01% | Add +0.1% | 48,691 | $3.4M |
| Jones Financial Companies LLLP | 0.00% | Add +21.8% | 45,788 | $3.2M |
| Atria Investments, Inc | 0.04% | New | 45,593 | $3.2M |
| D.A. Davidson & Co. | 0.02% | Add +85.0% | 43,096 | $3.0M |
| IFP Advisors, Inc | 0.07% | Reduce -0.3% | 41,890 | $2.9M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -1.6% | 39,096 | $2.8M |
| JPMorgan Chase & Co. | 0.00% | Add +15.3% | 37,282 | $2.6M |
| Cibc World Market Inc. | 0.00% | Reduce -1.3% | 34,400 | $2.4M |
| Chicago Partners Investment Group LLC | 0.06% | Add +0.0% | 32,045 | $2.4M |
| Dudley & Shanley, Inc. | 0.37% | No change | 32,780 | $2.3M |
| FMR LLC | 0.00% | Add +30.9% | 32,646 | $2.3M |
| Rockingstone Advisors LLC | 1.03% | Add +4.9% | 32,264 | $2.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -41.2% | 31,052 | $2.2M |
| O'ROURKE & COMPANY, Inc | 0.83% | Add +8.3% | 30,199 | $2.1M |
| Verity Asset Management, Inc. | 0.89% | Add +5.7% | 29,573 | $2.1M |
| Sovran Advisors, LLC | 0.17% | Add +20.8% | 26,873 | $2.0M |
| Rockefeller Capital Management L.P. | 0.00% | Add +10.1% | 28,222 | $2.0M |
| Private Advisor Group, LLC | 0.01% | Reduce -13.9% | 27,988 | $2.0M |
| Silverlake Wealth Management LLC | 0.44% | Reduce -2.7% | 27,580 | $1.9M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +6.8% | 26,747 | $1.9M |
| Parsons Capital Management Inc. | 0.11% | Reduce -0.4% | 27,259 | $1.9M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -2.6% | 26,936 | $1.9M |
| Curbstone Financial Management Corp | 0.36% | No change | 26,700 | $1.9M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -2.0% | 26,517 | $1.9M |
| Hilltop Holdings Inc. | 0.11% | No change | 26,150 | $1.8M |
| J.W. Cole Advisors, Inc. | 0.04% | Reduce -4.5% | 26,392 | $1.8M |
| Axxcess Wealth Management, LLC | 0.03% | New | 25,621 | $1.8M |
| Trust Co | 0.17% | No change | 25,075 | $1.8M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -6.2% | 24,888 | $1.8M |
| MML Investors Services, LLC | 0.00% | Add +6.2% | 24,459 | $1.7M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -3.8% | 24,007 | $1.7M |
| Captrust Financial Advisors | 0.00% | Reduce -0.1% | 23,209 | $1.6M |
| Bravias Capital Group, LLC | 0.98% | Add +35.4% | 23,021 | $1.6M |
| Guardian Capital LP | 0.05% | Add +0.9% | 22,900 | $1.6M |
| Corient Private Wealth LP | 0.00% | Add +17.1% | 21,880 | $1.5M |
| NewEdge Advisors, LLC | 0.01% | Add +9.5% | 20,833 | $1.5M |
| SeaCrest Wealth Management, LLC | 0.15% | Add +8.5% | 20,436 | $1.5M |
| Bond & Devick Financial Network, Inc. | 0.40% | Add +1.2% | 20,192 | $1.4M |
| Edmond DE Rothschild Holding S.A. | 0.02% | No change | 20,190 | $1.4M |
| PFG Investments, LLC | 0.07% | Reduce -1.0% | 20,005 | $1.4M |
| Capital Analysts, LLC | 0.04% | Reduce -0.1% | 19,191 | $1.4M |
| Weatherly Asset Management L. P. | 0.10% | No change | 18,972 | $1.3M |
| Summit Financial, LLC | 0.02% | Add +0.0% | 18,518 | $1.3M |
| Oppenheimer & Co. Inc. | 0.02% | Add +0.9% | 18,343 | $1.3M |
| Composition Wealth, LLC | 0.02% | No change | 18,004 | $1.3M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -52.1% | 17,873 | $1.3M |
| Glenmede Trust Co. NA | 0.01% | — | 17,280 | $1.2M |
| American Institute for Advanced Investment Management, LLP | 0.77% | Reduce -2.8% | 16,890 | $1.2M |
| Roberts Glore & Co. Inc. | 0.31% | No change | 16,491 | $1.2M |
| Fox Hill Wealth Management | 0.54% | Reduce -1.3% | 16,360 | $1.2M |
| Retirement Income Solutions, Inc. | 0.19% | Reduce -4.9% | 16,193 | $1.1M |
| Glen Eagle Advisors, LLC | 0.15% | Reduce -3.0% | 16,108 | $1.1M |
| Gouws Capital LLC | 0.60% | No change | 16,000 | $1.1M |
| Mustico Financial Group, Inc. | 0.85% | Add +16.5% | 15,098 | $1.1M |
| Spire Wealth Management | 0.04% | Add +2.0% | 15,432 | $1.1M |
| Dynamic Advisor Solutions LLC | 0.03% | Reduce -26.1% | 15,390 | $1.1M |
| OneDigital Investment Advisors LLC | 0.01% | Add +0.1% | 15,338 | $1.1M |
| Mariner, LLC | 0.00% | Reduce -24.9% | 15,317 | $1.1M |
| Cresset Asset Management, LLC | 0.00% | 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.