INVESCO WATER RESOURCES ETF (PHO) Institutional Ownership Changes & 13F Activity

INVESCO WATER RESOURCES ETF (PHO) institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Sequoia Financial Advisors, Renaissance Technologies LLC, and Matrix Private Capital Group.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q2 2026Sequoia Financial AdvisorsBuy45,986$413,485
Q1 2026Sequoia Financial AdvisorsBuy45,982$399,939
Q4 2025Sequoia Financial AdvisorsBuy2495,978$420,929
Q3 2025Sequoia Financial AdvisorsBuy4575,729$413,102
Q2 2025Sequoia Financial AdvisorsBuy2,0825,272$368,561
Q1 2025Sequoia Financial AdvisorsSell-3383,190$205,819
Q4 2024Renaissance Technologies LLCSell-8003,300$217,107
Q4 2024Sequoia Financial AdvisorsBuy4863,528$232,108
Q3 2024Renaissance Technologies LLCSell-2,4004,100$289,214
Q2 2024Renaissance Technologies LLCSell-7,4006,500$421,915
Q1 2024Sequoia Financial AdvisorsSell-1,0513,042$202,506
Q4 2023Sequoia Financial AdvisorsBuy614,093$249,100
Q2 2023Sequoia Financial AdvisorsSell-1,4584,032$227,365
Q1 2023Sequoia Financial AdvisorsBuy5,4905,490$292,892
Q3 2022Matrix Private Capital GroupBuy50472$22
Q1 2022Renaissance Technologies LLCBuy1,50013,900$737
Q4 2021Renaissance Technologies LLCSell-90012,400$754
Q3 2021Renaissance Technologies LLCBuy13,30013,300$728
Q4 2019Matrix Private Capital GroupBuy422422$16

Frequently asked questions about PHO activity

  • Which institutional owners are buying PHO?

    Institutional owners buying PHO include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in PHO activity?

    "Buy" means an investor increased their reported position in PHO compared to the prior reporting period. This reflects growing exposure to INVESCO WATER RESOURCES ETF (PHO) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in PHO increasing?

    Institutional interest in PHO can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

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