Invesco Water Resources ETFPHOETF
13F holders, Q1 2026 (March 31)365holders −15
19new positions
32sold out
1famous investor
$66.87avg. 13F price*
At the end of Q1 2026, 365 institutions reported holding Invesco Water Resources ETF (PHO) in their 13F filings, down 15 from Q4 2025. 19 opened new positions and 32 sold out. The largest holders were Bank of America Corp. ($104.7M), Morgan Stanley ($88.4M) and LPL Financial LLC ($55.9M). One famous investor held it Steve Cohen (0.0% of Point72 Asset Management's portfolio).
- Company
- Invesco Water Resources ETF
- CUSIP
- 46137V142
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $5.5M |
| Exits | 32 | $57.8M |
All 13F filers, Q4 2025 → Q1 2026: 1,185,228 shares bought and 732,652 shares sold, net +452,576 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 365 holders
| Bank of America Corp. | 0.01% | Reduce -0.9% | 1,565,665 | $104.7M |
| Morgan Stanley | 0.01% | Add +1.1% | 1,322,472 | $88.4M |
| LPL Financial LLC | 0.01% | Reduce -6.8% | 836,098 | $55.9M |
| UBS Group AG | 0.01% | Add +69.8% | 667,470 | $44.6M |
| 1832 Asset Management L.P. | 0.05% | Add +8.2% | 562,918 | $37.6M |
| Perigon Wealth Management, LLC | 0.52% | Add +11.2% | 427,217 | $28.6M |
| Raymond James Financial Inc. | 0.01% | Reduce -3.5% | 419,926 | $28.1M |
| Atria Investments, Inc | 0.26% | Add +676.4% | 353,972 | $23.7M |
| Royal Bank of Canada | 0.00% | Add +13.3% | 335,431 | $22.4M |
| PNC Financial Services Group, Inc. | 0.01% | Add +1.6% | 295,258 | $19.7M |
| Cetera Investment Advisers | 0.02% | Reduce -5.2% | 221,756 | $14.8M |
| Wells Fargo & Company | 0.00% | Add +13.2% | 205,355 | $13.7M |
| Prism Advisors, Inc. | 3.33% | Add +12.0% | 186,428 | $12.5M |
| Cwm, LLC | 0.03% | Add +28.5% | 180,133 | $12.0M |
| Commonwealth Equity Services, LLC | 0.02% | Add +117.0% | 164,173 | $11.0M |
| Osaic Holdings, Inc. | 0.02% | Reduce -13.9% | 161,010 | $10.8M |
| Polianta Ltd | 1.36% | No change | 153,700 | $10.3M |
| Blair William & Co. | 0.03% | Add +4.1% | 142,050 | $9.5M |
| Hamilton Wealth, LLC | 1.61% | Add +5.0% | 123,518 | $8.3M |
| Thryve Wealth Management LLC | 4.50% | Add +4.3% | 100,872 | $6.7M |
| Sage Capital Management, LLC | 3.05% | Reduce -2.2% | 97,169 | $6.5M |
| WealthSpring Partners, LLC | 5.93% | Add +1.0% | 96,687 | $6.5M |
| First National Bank & Trust Co. of Newtown | 1.37% | Reduce -15.4% | 94,896 | $6.3M |
| Kestra Advisory Services, LLC | 0.02% | Add +12.7% | 84,836 | $5.7M |
| Allstreet Capital Advisors LLC | 3.82% | Reduce -0.9% | 77,164 | $5.2M |
| Stifel Financial Corp. | 0.00% | Reduce -13.3% | 73,856 | $4.9M |
| D.A. Davidson & Co. | 0.03% | Add +62.7% | 70,106 | $4.7M |
| Conservest Capital Advisors, Inc. | 0.41% | Reduce -1.3% | 68,420 | $4.6M |
| Creative Planning | 0.00% | Reduce -0.4% | 65,492 | $4.4M |
| Bedell Frazier Investment Counselling, LLC | 0.83% | Add +0.6% | 61,554 | $4.1M |
| Ameriprise Financial Inc. | 0.00% | Add +10.8% | 58,720 | $3.9M |
| Linscomb Wealth, Inc. | 0.17% | Add +5.1% | 58,408 | $3.9M |
| Cerity Partners LLC | 0.01% | Reduce -1.8% | 58,147 | $3.9M |
| Raab & Moskowitz Asset Management LLC | 0.86% | Reduce -2.0% | 57,755 | $3.9M |
| IFP Advisors, Inc | 0.08% | Add +33.9% | 56,090 | $3.8M |
| Commerce Bank | 0.02% | Reduce -7.0% | 55,822 | $3.7M |
| Jones Financial Companies LLLP | 0.00% | Add +22.5% | 56,101 | $3.7M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +33.0% | 52,004 | $3.5M |
| HighTower Advisors, LLC | 0.00% | Add +4.5% | 51,399 | $3.4M |
| Tocqueville Asset Management L.P. | 0.05% | Reduce -1.4% | 50,548 | $3.4M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -3.0% | 49,501 | $3.3M |
| Scotia Capital Inc. | 0.01% | Add +1.4% | 49,397 | $3.3M |
| Focus Partners Wealth | 0.00% | Reduce -1.2% | 48,626 | $3.3M |
| BNP Paribas Financial Markets | 0.00% | New | 40,793 | $2.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -29.2% | 39,695 | $2.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +16.9% | 36,312 | $2.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.2% | 35,359 | $2.3M |
| Chicago Partners Investment Group LLC | 0.05% | Reduce -0.2% | 31,981 | $2.2M |
| Dudley & Shanley, Inc. | 0.36% | No change | 32,780 | $2.2M |
| Verity Asset Management, Inc. | 0.92% | Add +10.7% | 32,729 | $2.2M |
| FMR LLC | 0.00% | Add +0.1% | 32,673 | $2.2M |
| Rockingstone Advisors LLC | 0.95% | Reduce -3.7% | 31,084 | $2.1M |
| O'ROURKE & COMPANY, Inc | 0.79% | Reduce -1.8% | 29,661 | $2.0M |
| Rockefeller Capital Management L.P. | 0.00% | Add +5.1% | 29,649 | $2.0M |
| Private Advisor Group, LLC | 0.01% | Add +1.0% | 28,273 | $1.9M |
| Parsons Capital Management Inc. | 0.08% | No change | 27,259 | $1.8M |
| Curbstone Financial Management Corp | 0.34% | No change | 26,700 | $1.8M |
| Hilltop Holdings Inc. | 0.16% | No change | 26,150 | $1.7M |
| J.W. Cole Advisors, Inc. | 0.06% | Reduce -1.9% | 25,896 | $1.7M |
| Silverlake Wealth Management LLC | 0.36% | Reduce -7.7% | 25,462 | $1.7M |
| Bravias Capital Group, LLC | 1.10% | Add +9.7% | 25,242 | $1.7M |
| Trust Co | 0.16% | No change | 25,075 | $1.7M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -6.7% | 24,751 | $1.7M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -4.1% | 23,863 | $1.6M |
| Captrust Financial Advisors | 0.00% | Add +2.1% | 23,686 | $1.6M |
| Guardian Capital LP | 0.04% | Add +1.8% | 23,300 | $1.6M |
| PFG Investments, LLC | 0.06% | Add +1.9% | 20,379 | $1.4M |
| Bond & Devick Financial Network, Inc. | 0.38% | Add +0.1% | 20,208 | $1.4M |
| Edmond DE Rothschild Holding S.A. | 0.02% | No change | 20,190 | $1.3M |
| Capital Analysts, LLC | 0.03% | Add +0.9% | 19,364 | $1.3M |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -28.2% | 19,347 | $1.3M |
| Corient Private Wealth LP | 0.00% | Reduce -12.0% | 19,246 | $1.3M |
| Weatherly Asset Management L. P. | 0.10% | No change | 18,972 | $1.3M |
| BlackRock, Inc. | 0.00% | Add +1660.1% | 18,727 | $1.3M |
| MML Investors Services, LLC | 0.00% | Reduce -23.9% | 18,601 | $1.2M |
| Oppenheimer & Co. Inc. | 0.02% | Add +1.0% | 18,534 | $1.2M |
| CIBC Bancorp USA Inc. | 0.00% | — | 18,449 | $1.2M |
| Summit Financial, LLC | 0.02% | Reduce -0.9% | 18,347 | $1.2M |
| Mustico Financial Group, Inc. | 0.84% | Add +15.4% | 17,420 | $1.2M |
| Composition Wealth, LLC | 0.02% | No change | 18,004 | $1.2M |
| NewEdge Advisors, LLC | 0.00% | Reduce -18.2% | 17,033 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -5.1% | 16,966 | $1.1M |
| Secure Asset Management, LLC | 0.18% | Add +21.6% | 16,595 | $1.1M |
| SeaCrest Wealth Management, LLC | 0.12% | Reduce -19.3% | 16,500 | $1.1M |
| American Institute for Advanced Investment Management, LLP | 0.71% | Reduce -2.7% | 16,440 | $1.1M |
| Glenmede Trust Co. NA | 0.01% | Reduce -5.9% | 16,255 | $1.1M |
| Fox Hill Wealth Management | 0.52% | Reduce -0.8% | 16,230 | $1.1M |
| Retirement Income Solutions, Inc. | 0.18% | No change | 16,193 | $1.1M |
| Roberts Glore & Co. Inc. | 0.30% | Reduce -2.0% | 16,159 | $1.1M |
| Dynamic Advisor Solutions LLC | 0.03% | Add +4.6% | 16,102 | $1.1M |
| Gouws Capital LLC | 0.57% | No change | 16,000 | $1.1M |
| Spire Wealth Management | 0.04% | Add +0.0% | 15,434 | $1.0M |
| Glen Eagle Advisors, LLC | 0.14% | Reduce -5.0% | 15,297 | $1.0M |
| Mesirow Financial Investment Management, Inc. | 0.02% | Add +118.8% | 15,084 | $1.0M |
| Mariner, LLC | 0.00% | Reduce -4.8% | 14,586 | $975K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +35.4% | 14,132 | $945K |
| FSM Wealth Advisors, LLC | 0.12% | Add +17.6% | 14,034 | $938K |
| Equitable Trust Co. | 0.04% | No change | 13,942 | $932K |
| Arkadios Wealth Advisors | 0.02% | Add +3.1% | 13,899 | $929K |
| Fifth Third Bancorp | 0.00% | Add +376.4% | 13,769 | $921K |
"% of holder's portfolio" is PHO's weight in each manager's 13F, not the share of Invesco Water Resources ETF the manager owns.