Invesco Water Resources ETFPHOETF
13F holders, Q2 2026 (June 30)380holders +15
40new positions
23sold out
2famous investors
$69.45avg. 13F price*
At the end of Q2 2026, 380 institutions reported holding Invesco Water Resources ETF (PHO) in their 13F filings, up 15 from Q1 2026. 40 opened new positions and 23 sold out. The largest holders were Bank of America Corp. ($110.5M), Morgan Stanley ($90.1M) and LPL Financial LLC ($55.6M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Invesco Water Resources ETF
- CUSIP
- 46137V142
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 40 | $23.4M |
| Exits | 23 | $23.7M |
All 13F filers, Q1 2026 → Q2 2026: 796,146 shares bought and 1,071,331 shares sold, net −275,185 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 380 holders
| Bank of America Corp. | 0.01% | Add +2.2% | 1,600,010 | $110.5M |
| Morgan Stanley | 0.00% | Reduce -1.4% | 1,304,435 | $90.1M |
| LPL Financial LLC | 0.01% | Reduce -3.8% | 804,161 | $55.6M |
| 1832 Asset Management L.P. | 0.05% | Add +7.7% | 606,065 | $41.9M |
| Perigon Wealth Management, LLC | 0.52% | Add +11.8% | 477,462 | $33.0M |
| Atria Investments, Inc | 0.32% | Add +29.6% | 458,767 | $31.7M |
| Raymond James Financial Inc. | 0.01% | Reduce -17.4% | 346,907 | $24.0M |
| Royal Bank of Canada | 0.00% | Reduce -3.6% | 323,310 | $22.3M |
| UBS Group AG | 0.00% | Reduce -54.6% | 302,906 | $20.9M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -2.6% | 287,435 | $19.9M |
| Cetera Investment Advisers | 0.01% | Reduce -9.9% | 199,876 | $13.8M |
| Wells Fargo & Company | 0.00% | Reduce -6.1% | 192,918 | $13.3M |
| Bluespring Wealth Management, LLC | 0.25% | New | 185,547 | $12.8M |
| Prism Advisors, Inc. | 3.01% | Reduce -3.9% | 179,122 | $12.4M |
| Osaic Holdings, Inc. | 0.01% | Add +3.2% | 166,194 | $11.5M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -4.9% | 156,103 | $10.8M |
| Blair William & Co. | 0.03% | Add +1.8% | 144,533 | $10.0M |
| Ameriprise Financial Inc. | 0.00% | Add +110.6% | 123,674 | $8.5M |
| Hamilton Wealth, LLC | 1.52% | Reduce -2.9% | 119,988 | $8.3M |
| D.A. Davidson & Co. | 0.04% | Add +42.5% | 99,888 | $6.9M |
| WealthSpring Partners, LLC | 5.90% | Add +2.8% | 99,343 | $6.9M |
| Sage Capital Management, LLC | 2.61% | Reduce -0.3% | 96,853 | $6.7M |
| First National Bank & Trust Co. of Newtown | 1.20% | Reduce -11.4% | 84,073 | $5.9M |
| Allstreet Capital Advisors LLC | 3.48% | Add +0.3% | 77,391 | $5.3M |
| Stifel Financial Corp. | 0.00% | Add +4.4% | 77,121 | $5.3M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -10.3% | 76,069 | $5.3M |
| Conservest Capital Advisors, Inc. | 0.39% | Add +2.4% | 70,056 | $4.8M |
| Creative Planning | 0.00% | Reduce -0.9% | 64,890 | $4.5M |
| Focus Partners Wealth | 0.00% | Add +32.0% | 64,178 | $4.4M |
| Coppell Advisory Solutions LLC | 0.36% | New | 104 | $4.4M |
| Jones Financial Companies LLLP | 0.00% | Add +7.2% | 60,160 | $4.2M |
| Raab & Moskowitz Asset Management LLC | 0.80% | Reduce -0.6% | 57,388 | $4.0M |
| IFP Advisors, Inc | 0.07% | Add +1.2% | 56,740 | $3.9M |
| Cerity Partners LLC | 0.00% | Reduce -4.3% | 55,621 | $3.8M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +3.6% | 53,879 | $3.7M |
| BNP Paribas Financial Markets | 0.00% | Add +27.7% | 52,081 | $3.6M |
| Linscomb Wealth, Inc. | 0.15% | Reduce -12.7% | 51,008 | $3.5M |
| Mercer Global Advisors Inc. | 0.00% | Add +2.0% | 50,505 | $3.5M |
| Tocqueville Asset Management L.P. | 0.05% | Reduce -0.3% | 50,405 | $3.5M |
| Scotia Capital Inc. | 0.01% | Reduce -1.2% | 48,790 | $3.4M |
| Commerce Bank | 0.01% | Reduce -14.4% | 47,762 | $3.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +15.2% | 41,846 | $2.9M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +5.1% | 41,731 | $2.9M |
| HighTower Advisors, LLC | 0.00% | Reduce -20.2% | 41,026 | $2.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.1% | 34,975 | $2.4M |
| FMR LLC | 0.00% | Add +4.5% | 34,127 | $2.4M |
| Verity Asset Management, Inc. | 0.87% | Add +1.2% | 33,126 | $2.3M |
| Chicago Partners Investment Group LLC | 0.04% | Add +0.0% | 31,985 | $2.2M |
| Rockingstone Advisors LLC | 0.87% | Add +0.4% | 31,209 | $2.2M |
| SeaCrest Wealth Management, LLC | 0.23% | Add +81.1% | 29,875 | $2.1M |
| O'ROURKE & COMPANY, Inc | 0.71% | Reduce -0.3% | 29,574 | $2.0M |
| Integrated Wealth Concepts LLC | 0.01% | Add +108.8% | 28,261 | $2.0M |
| Parsons Capital Management Inc. | 0.09% | Add +3.1% | 28,117 | $1.9M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -9.0% | 26,991 | $1.9M |
| Curbstone Financial Management Corp | 0.31% | Reduce -2.1% | 26,150 | $1.8M |
| Hilltop Holdings Inc. | 0.15% | No change | 26,150 | $1.8M |
| Bravias Capital Group, LLC | 1.07% | Add +3.1% | 26,018 | $1.8M |
| Captrust Financial Advisors | 0.00% | Add +8.2% | 25,617 | $1.8M |
| Trust Co | 0.16% | No change | 25,075 | $1.7M |
| MML Investors Services, LLC | 0.00% | Add +32.0% | 24,558 | $1.7M |
| Guardian Capital LP | 0.04% | Add +2.6% | 23,900 | $1.7M |
| IHT Wealth Management, LLC | 0.03% | Add +162.5% | 22,896 | $1.6M |
| Oppenheimer & Co. Inc. | 0.02% | Add +23.2% | 22,829 | $1.6M |
| Silverlake Wealth Management LLC | 0.30% | Reduce -10.4% | 22,823 | $1.6M |
| J.W. Cole Advisors, Inc. | 0.03% | Reduce -14.9% | 22,033 | $1.5M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -8.8% | 21,751 | $1.5M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -17.2% | 20,491 | $1.4M |
| Private Advisor Group, LLC | 0.01% | Reduce -27.8% | 20,407 | $1.4M |
| PFG Investments, LLC | 0.05% | Reduce -0.7% | 20,238 | $1.4M |
| Bond & Devick Financial Network, Inc. | 0.34% | Add +0.1% | 20,232 | $1.4M |
| Edmond DE Rothschild Holding S.A. | 0.02% | No change | 20,190 | $1.4M |
| Summit Financial, LLC | 0.01% | Add +4.8% | 19,234 | $1.3M |
| Weatherly Asset Management L. P. | 0.09% | No change | 18,972 | $1.3M |
| Corient Private Wealth LP | 0.00% | Reduce -3.2% | 18,635 | $1.3M |
| BlackRock, Inc. | 0.00% | Reduce -0.7% | 18,606 | $1.3M |
| CIBC Bancorp USA Inc. | 0.00% | Add +0.1% | 18,459 | $1.3M |
| Mustico Financial Group, Inc. | 0.83% | Add +6.7% | 18,583 | $1.3M |
| NewEdge Advisors, LLC | 0.00% | Add +7.3% | 18,276 | $1.3M |
| Composition Wealth, LLC | 0.01% | Add +0.8% | 18,148 | $1.3M |
| Secure Asset Management, LLC | 0.16% | Reduce -0.3% | 16,542 | $1.1M |
| Capital Analysts, LLC | 0.03% | Reduce -15.1% | 16,434 | $1.1M |
| American Institute for Advanced Investment Management, LLP | 0.65% | Reduce -0.7% | 16,330 | $1.1M |
| Glenmede Trust Co. NA | 0.01% | No change | 16,255 | $1.1M |
| Roberts Glore & Co. Inc. | 0.28% | No change | 16,159 | $1.1M |
| Fox Hill Wealth Management | 0.45% | Reduce -0.8% | 16,105 | $1.1M |
| Gouws Capital LLC | 0.51% | No change | 16,000 | $1.1M |
| Retirement Income Solutions, Inc. | 0.19% | No change | 16,193 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -8.8% | 15,480 | $1.1M |
| Spire Wealth Management | 0.03% | Reduce -0.3% | 15,385 | $1.1M |
| Dynamic Advisor Solutions LLC | 0.03% | Reduce -5.0% | 15,291 | $1.1M |
| Mariner, LLC | 0.00% | Add +3.3% | 15,063 | $1.0M |
| Glen Eagle Advisors, LLC | 0.13% | Reduce -3.3% | 14,800 | $1.0M |
| MAI Capital Management | 0.00% | Add +12.9% | 14,727 | $1.0M |
| AlphaCore Capital LLC | 0.02% | Add +831.7% | 14,143 | $977K |
| FSM Wealth Advisors, LLC | 0.10% | Reduce -0.2% | 14,007 | $968K |
| Equitable Trust Co. | 0.04% | No change | 13,942 | $963K |
| Arkadios Wealth Advisors | 0.01% | Reduce -0.1% | 13,892 | $960K |
| OneDigital Investment Advisors LLC | 0.01% | Add +1.7% | 13,799 | $953K |
| Whittier Trust Co. of Nevada Inc. | 0.02% | No change | 13,250 | $919K |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -8.8% | 12,894 | $891K |
| Cresset Asset Management, LLC | 0.00% | Reduce -5.5% | 12,814 | $885K |
| Elk River Wealth Management LLC | 0.14% | No change | 12,625 | $872K |
| Truist Financial Corp. | 0.00% | Reduce -6.1% | 12,488 | $863K |
| AE Wealth Management LLC | 0.00% | Add +1435.3% | 12,451 | $860K |
| Apollon Wealth Management, LLC | 0.01% | Add +3.6% | 12,333 | $852K |
| LexAurum Advisors, LLC | 0.10% | Reduce -0.5% | 12,333 | $852K |
| Altfest L J & Co. Inc. | 0.08% | No change | 11,981 | $828K |
| Susquehanna International Group, LLP | 0.00% | Add +110.9% | 11,908 | $823K |
| Baird Financial Group, Inc. | 0.00% | Add +0.4% | 11,785 | $814K |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.02% | Reduce -0.3% | 11,568 | $799K |
| First City Capital Management, Inc. | 0.38% | No change | 11,335 | $783K |
| NewEdge Wealth, LLC | 0.01% | Add +1.2% | 11,281 | $779K |
| NTV Asset Management LLC | 0.08% | Reduce -2.5% | 11,125 | $769K |
| HM Payson & Co. | 0.01% | No change | 10,905 | $753K |
| Citadel Advisors | 0.00% | New | 10,704 | $739K |
| Arax Advisory Partners | 0.00% | Add +457.7% | 10,546 | $728K |
| Stamos Capital Partners, L.P. | 0.11% | Add +6.4% | 10,485 | $724K |
| Waverly Advisors, LLC | 0.00% | Add +76.2% | 10,394 | $718K |
| Neuberger Berman Group LLC | 0.00% | No change | 10,352 | $715K |
| US Bancorp \de | 0.00% | Reduce -5.4% | 9,878 | $682K |
| Goldman Sachs Group Inc. | 0.00% | New | 9,403 | $650K |
| Choreo, LLC | 0.01% | No change | 9,330 | $645K |
| Crestwood Advisors Group, LLC | 0.01% | Reduce -5.7% | 9,184 | $634K |
| Lynx Investment Advisory | 0.21% | Add +0.0% | 9,093 | $628K |
| &partners | 0.00% | Add +100.6% | 9,042 | $625K |
| North Star Asset Management Inc. | 0.02% | No change | 8,950 | $618K |
| National Bank of Canada | 0.00% | Reduce -0.7% | 8,931 | $617K |
| Independent Financial Group, LLC | 0.01% | Add +47.8% | 8,897 | $615K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -29.3% | 8,768 | $606K |
| Wealthfront Advisers LLC | 0.00% | Add +50.0% | 8,751 | $605K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +1.4% | 8,651 | $598K |
| Retirement Planning Co of New England, Inc. | 0.21% | Reduce -10.5% | 8,419 | $582K |
| Welch & Forbes LLC | 0.01% | Reduce -8.8% | 8,300 | $573K |
| Fifth Third Bancorp | 0.00% | Reduce -40.2% | 8,231 | $569K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +6.1% | 8,226 | $568K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Reduce -1.9% | 8,139 | $562K |
| Stonebridge Financial Group, LLC | 0.08% | — | 8,097 | $559K |
| Pacific Sun Financial Corp | 0.23% | Add +0.1% | 7,980 | $551K |
| Mosaic Financial Group, LLC | 0.35% | Add +0.1% | 7,971 | $551K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -47.3% | 7,947 | $549K |
| Legacy Edge Advisors, LLC | 0.05% | Add +10.8% | 7,922 | $547K |
| Burnham & Co LLC | 0.44% | — | 7,900 | $546K |
| Gerber, LLC | 0.25% | No change | 7,835 | $541K |
| Ausdal Financial Partners, Inc. | 0.02% | Reduce -27.9% | 7,826 | $541K |
| International Assets Investment Management, LLC | 0.03% | Reduce -14.1% | 7,691 | $530K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | No change | 7,653 | $529K |
| Advisory Services Network, LLC | 0.01% | Reduce -5.8% | 7,643 | $528K |
| Brown Advisory Inc. | 0.00% | No change | 7,593 | $525K |
| Stenham Asset Management Ltd | 0.37% | No change | 7,400 | $511K |
| LPWM LLC | 0.11% | No change | 7,387 | $510K |
| McGinn Penninger Investment Management, Inc. | 0.30% | Reduce -2.6% | 7,211 | $498K |
| SS&H Financial Advisors, Inc. | 0.13% | — | 7,200 | $497K |
| XTX Topco Ltd | 0.01% | New | 7,147 | $494K |
| Howard Capital Management Group, LLC | 0.03% | Reduce -1.1% | 7,122 | $492K |
| Beese Fulmer Investment Management, Inc. | 0.03% | No change | 7,100 | $490K |
| Bessemer Group Inc. | 0.00% | No change | 6,880 | $475K |
| Howe & Rusling Inc. | 0.03% | Add +2.2% | 6,745 | $466K |
| Pinnacle Financial Partners, Inc. | 0.00% | New | 6,719 | $464K |
| Columbus Macro, LLC | 0.05% | Add +0.2% | 6,719 | $464K |
| Envision Financial Transparency, LLC | 0.39% | New | 6,794 | $462K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | No change | 6,582 | $455K |
| Franklin Resources Inc. | 0.00% | Add +8.6% | 6,215 | $429K |
| CENTRAL TRUST Co | 0.01% | Add +2.2% | 6,211 | $429K |
| Atlantic Union Bankshares Corp | 0.01% | Add +2.5% | 6,173 | $426K |
| Pathstone Holdings, LLC | 0.00% | Add +0.1% | 6,145 | $425K |
| Bank of Montreal | 0.00% | Reduce -8.1% | 6,128 | $423K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +0.1% | 5,986 | $413K |
| North Star Investment Management Corp. | 0.02% | Add +3.5% | 5,921 | $409K |
| Wealthspan Partners, LLC | 0.13% | Reduce -23.0% | 5,912 | $408K |
| StoneX Group Inc. | 0.02% | New | 5,885 | $403K |
| Equitable Holdings, Inc. | 0.00% | Reduce -57.1% | 5,808 | $401K |
| NorthRock Partners, LLC | 0.01% | Reduce -1.7% | 5,747 | $397K |
| Graves Light Lenhart Wealth, Inc. | 0.04% | Add +0.0% | 5,700 | $394K |
| Venture Visionary Partners LLC | 0.01% | No change | 5,528 | $382K |
| Mechanics Bank Trust Department | 0.05% | Reduce -9.1% | 5,525 | $382K |
| Quantinno Capital Management LP | 0.00% | No change | 5,509 | $381K |
| Flputnam Investment Management Co. | 0.00% | Reduce -1.3% | 5,505 | $380K |
| EJMK Ventures LLC | 0.17% | Reduce -14.1% | 5,386 | $372K |
| Clearwater Capital Advisors, LLC | 0.03% | Add +3.1% | 5,351 | $370K |
| Walkner Condon Financial Advisors LLC | 0.04% | Add +15.0% | 5,341 | $369K |
| Clearstead Advisors, LLC | 0.00% | Add +1945.5% | 5,257 | $363K |
| LJI Wealth Management, LLC | 0.05% | Add +11.6% | 5,190 | $359K |
| Moneta Group Investment Advisors LLC | 0.00% | Reduce -4.2% | 5,169 | $357K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +73.2% | 5,153 | $356K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +0.2% | 5,149 | $356K |
| Ameritas Advisory Services, LLC | 0.01% | New | 5,146 | $356K |
| Paragon Capital Management Ltd | 0.07% | Add +0.2% | 4,982 | $344K |
| TD Waterhouse Canada Inc. | 0.00% | Add +12.4% | 4,978 | $343K |
| Brown Brothers Harriman & Co. | 0.00% | Add +62.3% | 4,870 | $336K |
| Moors & Cabot, Inc. | 0.01% | Reduce -19.2% | 4,835 | $334K |
| Virtue Capital Management, LLC | 0.04% | New | 4,809 | $332K |
| Parkside Financial Bank & Trust | 0.02% | No change | 4,750 | $328K |
| Tritonpoint Wealth, LLC | 0.03% | No change | 4,708 | $325K |
| TritonPoint Partners, LLC | 0.03% | New | 4,708 | $325K |
| Three Magnolias Financial Advisors, LLC | 0.18% | No change | 4,700 | $325K |
| Napier Financial, LLC | 0.07% | Add +4.9% | 4,639 | $320K |
| Ledyard National Bank | 0.03% | Reduce -0.2% | 4,532 | $313K |
| Wedbush Securities Inc. | 0.01% | Add +0.1% | 4,506 | $311K |
| Lyell Wealth Management, LP | 0.02% | Add +3.5% | 4,468 | $309K |
| Ritter Daniher Financial Advisory LLC / DE | 0.05% | No change | 4,411 | $305K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -25.0% | 4,342 | $300K |
| WealthBridge Capital Management, LLC | 0.06% | Reduce -1.7% | 4,314 | $298K |
| Aspire Capital Advisors LLC | 0.06% | Add +0.2% | 4,189 | $289K |
| Sanctuary Advisors, LLC | 0.00% | Add +7.7% | 4,177 | $289K |
| LRI Investments, LLC | 0.02% | No change | 4,170 | $288K |
| Osborne Partners Capital Management, LLC | 0.02% | No change | 4,077 | $282K |
| Wellington Shields & Co., LLC | 0.06% | Reduce -0.0% | 4,070 | $281K |
| Marble Harbor Investment Counsel, LLC | 0.03% | No change | 4,033 | $279K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -79.3% | 4,004 | $277K |
| Buckhead Capital Management LLC | 0.09% | No change | 4,000 | $276K |
| First Western Trust Bank | 0.01% | Reduce -20.7% | 4,000 | $276K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 3,990 | $276K |
| McElhenny Sheffield Capital Management, LLC | 0.07% | No change | 3,955 | $273K |
| Harbour Investments, Inc. | 0.00% | Add +1.4% | 3,942 | $272K |
| Nwam LLC | 0.01% | Add +0.1% | 3,929 | $271K |
| John G Ullman & Associates Inc. | 0.03% | No change | 3,920 | $271K |
| Rwa Wealth Partners, LLC | 0.00% | No change | 3,850 | $266K |
| Banco Santander, S.A. | 0.00% | Add +10.6% | 3,750 | $259K |
| Vise Technologies, Inc. | 0.00% | Reduce -6.6% | 3,716 | $257K |
| Modera Wealth Management, LLC | 0.00% | No change | 3,697 | $255K |
| Cibc World Market Inc. | 0.00% | No change | 3,687 | $255K |
| Florida Trust Wealth Management Co | 0.01% | No change | 3,600 | $249K |
| Beaton Management Co. Inc. | 0.10% | No change | 3,530 | $244K |
| Pinnacle Wealth Management Group, Inc. | 0.11% | No change | 3,500 | $242K |
| Daymark Wealth Partners, LLC | 0.01% | No change | 3,500 | $242K |
| Kirtland Hills Capital Management, LLC | 0.07% | No change | 3,476 | $240K |
| Peapack Gladstone Financial Corp. | 0.00% | Reduce -29.7% | 3,463 | $239K |
| Advisory Advocates, LLC | 0.20% | New | 3,385 | $234K |
| Traphagen Investment Advisors LLC | 0.02% | Add +0.1% | 3,372 | $233K |
| Astoria Portfolio Advisors LLC. | 0.04% | Add +0.1% | 3,329 | $230K |
| Millstone Evans Group, LLC | 0.12% | No change | 3,302 | $228K |
| Jacobi Capital Management LLC | 0.01% | Reduce -7.0% | 3,275 | $226K |
| Kovack Advisors, Inc. | 0.01% | Add +3.5% | 3,276 | $226K |
| Chemistry Wealth Management LLC | 0.04% | Add +0.0% | 3,261 | $225K |
| Merit Financial Group, LLC | 0.00% | Reduce -8.6% | 3,250 | $225K |
| AQR Capital Management | 0.00% | New | 3,222 | $223K |
| Wealth Enhancement Trust Services, Inc. | 0.02% | No change | 3,216 | $222K |
| Northern Trust Corp. | 0.00% | Reduce -7.3% | 3,200 | $221K |
| Thrivent Financial for Lutherans | 0.00% | New | 3,154 | $218K |
| Keybank National Association | 0.00% | No change | 3,100 | $214K |
| Sound Income Strategies, LLC | 0.01% | Reduce -9.8% | 3,094 | $214K |
| Benjamin Edwards Inc. | 0.00% | No change | 3,090 | $214K |
| Brookwood Investment Group LLC | 0.02% | No change | 3,059 | $211K |
| Sierra Capital LLC | 0.02% | New | 3,050 | $211K |
| Autumn Glory Partners, LLC | 0.06% | No change | 3,047 | $210K |
| JFS Wealth Advisors, LLC | 0.01% | No change | 3,035 | $210K |
| Per Stirling Capital Management, LLC. | 0.02% | Add +0.2% | 3,008 | $208K |
| Essex Financial Services, Inc. | 0.01% | Add +0.0% | 3,004 | $207K |
| Relyea Zuckerberg Hanson LLC | 0.02% | Reduce -25.1% | 2,981 | $206K |
| Barnes Wealth Management Group, Inc | 0.09% | New | 2,969 | $205K |
| Winthrop Advisory Group LLC | 0.01% | New | 2,969 | $205K |
| Leavell Investment Management, Inc. | 0.01% | New | 2,930 | $202K |
| Citizens Financial Group Inc. | 0.00% | New | 2,904 | $201K |
| RFG - Bristol Wealth Advisors, LLC | 0.05% | Reduce -42.3% | 2,900 | $200K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -5.5% | 2,850 | $197K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -2.2% | 2,663 | $184K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +0.5% | 2,477 | $171K |
| Aptus Capital Advisors, LLC | 0.00% | Add +6.7% | 2,395 | $165K |
| Lanark Financial, Inc. | 0.01% | Add +2.4% | 2,377 | $164K |
| First United Bank & Trust | 0.04% | No change | 2,260 | $156K |
| Westside Investment Management, Inc. | 0.02% | Add +0.1% | 2,218 | $153K |
| St Germain D J Co. Inc. | 0.01% | No change | 2,185 | $151K |
| Bangor Savings Bank | 0.01% | No change | 2,128 | $147K |
| Allworth Financial LP | 0.00% | Reduce -34.1% | 1,992 | $138K |
| Johnson Financial Group, Inc. | 0.00% | Add +1.6% | 1,989 | $137K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 1,957 | $135K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +2.0% | 1,783 | $123K |
| TFC Financial Management, Inc. | 0.01% | Add +0.2% | 1,776 | $123K |
| Whittier Trust Co. | 0.00% | No change | 1,736 | $121K |
| Parallel Advisors, LLC | 0.00% | No change | 1,751 | $121K |
| AdvisorNet Financial, Inc | 0.01% | No change | 1,700 | $117K |
| Larson Financial Group LLC | 0.00% | Reduce -30.2% | 1,550 | $107K |
| Centaurus Financial, Inc. | 0.00% | No change | 1,533 | $106K |
| EP Wealth Advisors, LLC | 0.00% | New | 1,497 | $103K |
| Bokf, NA | 0.00% | No change | 1,410 | $97K |
| Rothschild Investment LLC | 0.00% | No change | 1,350 | $93K |
| Pacific Center for Financial Services | 0.02% | No change | 1,345 | $93K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -50.4% | 1,338 | $92K |
| Trust Co. of Vermont | 0.00% | — | 1,200 | $83K |
| Chilton Capital Management LLC | 0.00% | No change | 1,165 | $80K |
| Rossby Financial, LCC | 0.01% | Add +6.4% | 1,118 | $77K |
| WealthShield Partners, LLC | 0.01% | Reduce -64.2% | 1,057 | $73K |
| United Financial Planning Group LLC | 0.04% | New | 1,060 | $70K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 1,002 | $69K |
| Axiom Investment Management LLC | 0.05% | No change | 1,000 | $69K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 980 | $68K |
| Townsend Asset Management Corp. /NC/ | 0.02% | Add +0.1% | 950 | $66K |
| Creative Financial Designs Inc. | 0.00% | No change | 946 | $65K |
| Smallwood Wealth Investment Management, LLC | 0.03% | No change | 890 | $61K |
| Consultiva Wealth Management, Corp. | 0.13% | No change | 850 | $59K |
| Global Retirement Partners, LLC | 0.00% | — | 833 | $58K |
| Sankala Group LLC | 0.04% | No change | 781 | $56K |
| Motco | 0.00% | No change | 800 | $55K |
| DecisionPoint Financial, LLC | 0.01% | No change | 800 | $55K |
| PlanVest Financial, Inc | 0.04% | No change | 785 | $54K |
| Hantz Financial Services, Inc. | 0.00% | No change | 779 | $54K |
| Marshall Investment Management, LLC | 0.02% | No change | 756 | $52K |
| Salem Investment Counselors Inc. | 0.00% | Add +36.4% | 750 | $52K |
| Legacy Bridge, LLC | 0.02% | No change | 710 | $49K |
| Frazier Financial Advisors, LLC | 0.02% | Reduce -28.6% | 700 | $48K |
| NBH Bank | 0.02% | — | 680 | $47K |
| Manchester Capital Management LLC | 0.01% | No change | 631 | $44K |
| JNBA Financial Advisors | 0.00% | Reduce -20.9% | 622 | $43K |
| Assetmark, Inc. | 0.00% | No change | 608 | $42K |
| Geneos Wealth Management Inc. | 0.00% | No change | 590 | $41K |
| SOA Wealth Advisors, LLC. | 0.01% | Reduce -31.3% | 564 | $39K |
| Biltmore Family Office, LLC | 0.01% | No change | 550 | $38K |
| Buck Wealth Strategies, LLC | 0.00% | New | 500 | $35K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 500 | $35K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Add +0.2% | 481 | $34K |
| Institute for Wealth Management, LLC. | 0.00% | New | 460 | $32K |
| First Horizon Corp. | 0.00% | Reduce -43.9% | 460 | $32K |
| NBT Bank, N.A. | 0.00% | No change | 443 | $31K |
| IAG Wealth Partners, LLC | 0.00% | No change | 425 | $29K |
| Breakwater Investment Management | 0.01% | No change | 424 | $29K |
| GAMMA Investing LLC | 0.00% | No change | 407 | $28K |
| City Holding Co. | 0.00% | No change | 400 | $28K |
| Eastern Bank | 0.00% | No change | 400 | $28K |
| Strengthening Families & Communities, LLC | 0.01% | Add +0.3% | 396 | $27K |
| Redwood Park Advisors LLC | 0.02% | No change | 387 | $27K |
| Ashton Thomas Private Wealth, LLC | 0.00% | Reduce -43.7% | 366 | $25K |
| Westfuller Advisors, LLC | 0.01% | Reduce -55.6% | 361 | $25K |
| GHP Investment Advisors, Inc. | 0.00% | Add +0.3% | 355 | $24K |
| Piscataqua Savings Bank | 0.02% | No change | 350 | $24K |
| Boreal Capital Management LLC | 0.02% | No change | 349 | $24K |
| IMA Advisory Services, Inc. | 0.00% | No change | 325 | $22K |
| Smartleaf Asset Management LLC | 0.00% | No change | 317 | $22K |
| Silver Grove Financial Group, Inc. | 0.01% | New | 300 | $21K |
| Kennebec Savings Bank | 0.02% | Reduce -59.3% | 293 | $20K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 276 | $19K |
| New England Capital Financial Advisors LLC | 0.00% | No change | 274 | $19K |
| Abound Wealth Management | 0.00% | No change | 264 | $18K |
| Gill Capital Partners, LLC | 0.00% | No change | 260 | $18K |
| Flagship Wealth Advisors, LLC | 0.00% | Add +0.4% | 255 | $18K |
| Horizon Investments, LLC | 0.00% | Reduce -50.0% | 252 | $17K |
| Medallion Wealth Advisors, LLC | 0.01% | Reduce -34.0% | 243 | $17K |
| Caitlin John, LLC | 0.01% | No change | 234 | $16K |
| Bogart Wealth, LLC | 0.00% | No change | 221 | $15K |
| Golden State Wealth Management, LLC | 0.00% | No change | 221 | $15K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 215 | $15K |
| UMB Bank, n.a. | 0.00% | No change | 215 | $15K |
| Compass Financial Management LLC | 0.00% | — | 200 | $15K |
| Bayban | 0.01% | No change | 210 | $15K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 206 | $14K |
| Portfolio Resources Advisor Group, Inc. | 0.01% | New | 200 | $14K |
| Center for Financial Planning, Inc. | 0.00% | No change | 200 | $14K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 200 | $14K |
| Ancora Advisors LLC | 0.00% | Reduce -93.4% | 169 | $12K |
| Costello Asset Management, INC | 0.00% | Reduce -64.3% | 147 | $10K |
| Private Trust Co. NA | 0.00% | No change | 145 | $10K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 137 | $9K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 135 | $9K |
| Colonial Trust Advisors | 0.00% | No change | 115 | $8K |
| IFG Advisory, LLC | 0.00% | New | 115 | $8K |
| Bellevue Asset Management, LLC | 0.00% | No change | 111 | $8K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.00% | New | 100 | $7K |
| Western Pacific Wealth Management, LP | 0.01% | No change | 101 | $7K |
| Graney & King, LLC | 0.00% | No change | 100 | $7K |
| Trust Co. of Toledo NA | 0.00% | No change | 100 | $7K |
| Mather Group, Llc. | 0.00% | New | 93 | $6K |
| Cape Investment Advisory, Inc. | 0.00% | New | 75 | $5K |
| Fiduciary Financial Advisors | 0.00% | New | 71 | $5K |
| Simplex Trading, LLC | 0.00% | New | 59 | $4K |
| Continuum Advisory, LLC | 0.00% | New | 58 | $4K |
| Kilter Group LLC | 0.00% | No change | 52 | $4K |
| Murphy & Mullick Capital Management Corp | 0.00% | New | 50 | $3K |
| Aberdeen Wealth Management LLC | 0.00% | New | 50 | $3K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 50 | $3K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 46 | $3K |
| Albion Financial Group | 0.00% | No change | 41 | $3K |
| Tucker Asset Management LLC | 0.00% | Reduce -71.2% | 40 | $3K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 40 | $3K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 28 | $2K |
| Cordant, Inc. | 0.00% | New | 28 | $2K |
| Capital Investment Counsel, Inc | 0.00% | New | 25 | $2K |
| Morris Financial Concepts, Inc. | 0.00% | New | 23 | $2K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -73.8% | 21 | $1K |
| Providence Capital Advisors, LLC | 0.00% | No change | 20 | $1K |
| Cassaday & Co Wealth Management LLC | 0.00% | No change | 12 | $829 |
| CoreCap Advisors, LLC | 0.00% | New | 5 | $345 |
"% of holder's portfolio" is PHO's weight in each manager's 13F, not the share of Invesco Water Resources ETF the manager owns.