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 Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Raymond James Financial Inc, Bank Of America Corp, Integrated Wealth Concepts Llc, and Iht Wealth Management, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcBuy+14,723+108.8%28,261$1.95MQ2 2026Sep 09, 2026
Citadel Advisors LlcBuy+10,70410,704$739.43KQ2 2026Sep 02, 2026
Corient Private Wealth LlcSell-611-3.2%18,635$1.29MQ2 2026Aug 27, 2026
Envision Financial Transparency, LlcBuy+6,7946,794$461.59KQ2 2026Aug 21, 2026
Mercer Global Advisors IncBuy+1,004+2.0%50,505$3.49MQ2 2026Aug 19, 2026
Fox Hill Wealth ManagementSell-125-0.8%16,105$1.11MQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+1,875+3.6%53,879$3.72MQ2 2026Aug 18, 2026
Equitable Holdings, Inc.Sell-7,736-57.1%5,808$401.18KQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+123,674123,674$8.54MQ2 2026Aug 14, 2026
Raymond James Financial IncSell-73,019-17.4%346,907$23.96MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+34,345+2.2%1,600,010$110.53MQ2 2026Aug 14, 2026
Iht Wealth Management, LlcBuy+14,173+162.5%22,896$1.58MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-12,437-6.1%192,918$13.33MQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-12,121-3.6%323,310$22.33MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+9,4039,403$649.56KQ2 2026Aug 14, 2026
Xtx Topco LtdBuy+7,1477,147$493.71KQ2 2026Aug 14, 2026
Pinnacle Financial Partners, Inc.Buy+6,7196,719$464.21KQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+6,262+110.9%11,908$822.60KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+5,184+3.2%166,194$11.48MQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+5,1465,146$355.52KQ2 2026Aug 14, 2026
&PartnersBuy+4,534+100.6%9,042$624.60KQ2 2026Aug 14, 2026
Waverly Advisors, LlcBuy+4,494+76.2%10,394$717.99KQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+4,059+7.2%60,160$4.17MQ2 2026Aug 14, 2026
Aqr Capital Management LlcBuy+3,2223,222$222.58KQ2 2026Aug 14, 2026
Thrivent Financial For LutheransBuy+3,1543,154$218.00KQ2 2026Aug 14, 2026
Sierra Capital LlcBuy+3,0503,050$210.69KQ2 2026Aug 14, 2026
Ausdal Financial Partners, Inc.Sell-3,022-27.9%7,826$540.63KQ2 2026Aug 14, 2026
Cerity Partners LlcSell-2,526-4.3%55,621$3.84MQ2 2026Aug 14, 2026
Mai Capital ManagementBuy+1,687+12.9%14,727$1.02MQ2 2026Aug 14, 2026
Peapack Gladstone Financial CorpSell-1,460-29.7%3,463$239.00KQ2 2026Aug 14, 2026
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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.