Who Owns Invesco Water Resources ETF (PHO)?Hedge Fund & Institutional Holders

$67.19+0.04 (+0.07%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$9.100064000630003e+207T

% of Float Held

—

QoQ Change in Holders

+15 / -1

Price History

$58.13$62.25$66.37$70.49$74.61Jul 24May 25Mar 26

PHO — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY CoNew Position+198K+$39.5M
Perigon Wealth Management, LLCNew Position+384K+$27.1M
Polianta LtdNew Position+154K+$10.8M
CWM, LLCNew Position+140K+$9.9M
FIRST NATIONAL BANK & TRUST CO OF NEWTOWNNew Position+112K+$7.9M
Sage Capital Management, LLCNew Position+99K+$7.0M
WealthSpring Partners, LLCNew Position+96K+$6.7M
Murphy, Middleton, Hinkle & Parker, Inc.New Position+9K+$6.5M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+76K+$5.0M
AVALON CAPITAL MANAGEMENTNew Position+57K+$4.0M
Cerity Partners LLCNew Position+59K+$4.0M
D.A. DAVIDSON & CO.New Position+43K+$3.0M
Linscomb Wealth, Inc.New Position+56K+$3.0M
Atria Investments, IncNew Position+46K+$3.0M
JONES FINANCIAL COMPANIES LLLPNew Position+46K+$3.0M

PHO — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
BANK OF AMERICA CORP /DE/Decreased-58K-$118.0B
MORGAN STANLEYDecreased-137K-$104.1B
LPL Financial LLCDecreased-11K-$65.4B
RAYMOND JAMES FINANCIAL INCDecreased-12K-$32.2B
UBS Group AGDecreased-50K-$32.0B
Hamilton Wealth, LLCDecreased-416K-$31.4B
HighTower Advisors, LLCDecreased-371K-$30.3B
ROYAL BANK OF CANADADecreased-103K-$28.8B
OSAIC HOLDINGS, INC.Decreased-46K-$16.9B
WELLS FARGO & COMPANY/MNDecreased-10K-$13.8B
Prism Advisors, Inc.Decreased-425-$12.0B
Strive Asset Management, LLCClosed Position-70-$6.6B
STIFEL FINANCIAL CORPDecreased-5K-$6.5B
Conservest Capital Advisors, Inc.Decreased-1K-$5.1B
AMERIPRISE FINANCIAL INCDecreased-16K-$5.0B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1MORGAN STANLEY1,302,632$91.0M0.01%Share
2BANK OF AMERICA CORP /DE/921,694$64.0M0.00%Share
3LPL Financial LLC896,572$63.0M0.02%Share
4SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co198,306$39.5M27.45%Share
51832 Asset Management L.P.520,185$36.0M0.03%Share
6BANK OF AMERICA CORP /DE/442,382$31.0M0.00%Share
7Perigon Wealth Management, LLC384,283$27.1M0.48%Share
8UBS Group AG364,409$25.7M0.00%Share
9Cetera Investment Advisers234,026$16.0M0.02%Share
10RAYMOND JAMES FINANCIAL INC215,227$15.0M0.00%Share
11RAYMOND JAMES FINANCIAL INC215,133$15.0M0.00%Share
12ROYAL BANK OF CANADA200,165$14.0M0.00%Share
13PNC FINANCIAL SERVICES GROUP, INC.190,532$13.0M0.01%Share
14Prism Advisors, Inc.166,516$11.7M3.13%Share
15Polianta Ltd153,700$10.8M1.42%Share
16NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO99,519$10.5M0.01%Share
17OSAIC HOLDINGS, INC.152,492$10.0M0.01%Share
18CWM, LLC140,191$9.9M0.03%Share
19BLAIR WILLIAM & CO/IL136,477$9.0M0.02%Share
20BANK OF AMERICA CORP /DE/141,825$9.0M0.00%Share
21FIRST NATIONAL BANK & TRUST CO OF NEWTOWN102,824$7.2M1.33%Share
22Sage Capital Management, LLC99,399$7.0M3.23%Share
23WealthSpring Partners, LLC95,736$6.7M6.91%Share
24Murphy, Middleton, Hinkle & Parker, Inc.9,484$6.5M3.13%Share
25WELLS FARGO & COMPANY/MN85,691$6.0M0.00%Share
26ROYAL BANK OF CANADA88,273$6.0M0.00%Share
27WELLS FARGO & COMPANY/MN95,795$6.0M0.00%Share
28COMMONWEALTH EQUITY SERVICES, LLC75,651$5.0M0.01%Share
29Kestra Advisory Services, LLC75,270$5.0M0.02%Share
30BANK OF AMERICA CORP /DE/74,105$5.0M0.00%Share
31Conservest Capital Advisors, Inc.69,285$4.9M0.44%Share
32Bedell Frazier Investment Counselling, LLC61,189$4.3M0.83%Share
33Raab & Moskowitz Asset Management LLC58,954$4.2M0.91%Share
34AVALON CAPITAL MANAGEMENT57,292$4.0M0.96%Share
35Cerity Partners LLC58,761$4.0M0.01%Share
36STIFEL FINANCIAL CORP65,361$4.0M0.00%Share
37Creative Planning65,730$4.0M0.00%Share
38D.A. DAVIDSON & CO.43,096$3.0M0.02%Share
39SCOTIA CAPITAL INC.48,691$3.0M0.01%Share
40Linscomb Wealth, Inc.55,553$3.0M0.13%Share
41MERCER GLOBAL ADVISORS INC /ADV51,037$3.0M0.00%Share
42JONES FINANCIAL COMPANIES LLLP45,788$3.0M0.00%Share
43TOCQUEVILLE ASSET MANAGEMENT L.P.51,266$3.0M0.04%Share
44PNC FINANCIAL SERVICES GROUP, INC.45,408$3.0M0.00%Share
45PNC FINANCIAL SERVICES GROUP, INC.45,408$3.0M0.00%Share
46Atria Investments, Inc45,593$3.0M0.03%Share
47HighTower Advisors, LLC49,181$3.0M0.00%Share
48Focus Partners Wealth49,232$3.0M0.00%Share
49AMERIPRISE FINANCIAL INC52,845$3.0M0.00%Share
50Hamilton Wealth, LLC44,483$2.4M0.46%Share

PHO Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025372$790.0M+163
Q3 2025209$734.3B-143
Q2 2025352$648.3B-14
Q1 2025366$752.1B+52
Q4 2024314$28.9T+46
Q3 2024268$435.9T+18
Q2 2024250$388.3T+8
Q1 2024242$396.5T—

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As of Q4 2025, 50 institutional investors hold PHO (Invesco Water Resources ETF). The largest holder is MORGAN STANLEY with $91.0M in shares. This quarter, 15 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own PHO?

As of Q4 2025, 50 institutional investors report holding PHO (Invesco Water Resources ETF) in their 13F filings.

Who is the largest institutional holder of PHO?

The largest institutional holder of PHO is MORGAN STANLEY with $91.0M in shares.

Is institutional ownership of PHO increasing or decreasing?

This quarter, 15 institutions opened new positions in PHO and 1 closed their positions.