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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Buy | +14,723 | +108.8% | 28,261 | $1.95M | Q2 2026 | Sep 09, 2026 |
| Citadel Advisors Llc | Buy | +10,704 | — | 10,704 | $739.43K | Q2 2026 | Sep 02, 2026 |
| Corient Private Wealth Llc | Sell | -611 | -3.2% | 18,635 | $1.29M | Q2 2026 | Aug 27, 2026 |
| Envision Financial Transparency, Llc | Buy | +6,794 | — | 6,794 | $461.59K | Q2 2026 | Aug 21, 2026 |
| Mercer Global Advisors Inc | Buy | +1,004 | +2.0% | 50,505 | $3.49M | Q2 2026 | Aug 19, 2026 |
| Fox Hill Wealth Management | Sell | -125 | -0.8% | 16,105 | $1.11M | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +1,875 | +3.6% | 53,879 | $3.72M | Q2 2026 | Aug 18, 2026 |
| Equitable Holdings, Inc. | Sell | -7,736 | -57.1% | 5,808 | $401.18K | Q2 2026 | Aug 17, 2026 |
| Ameriprise Financial Inc | Buy | +123,674 | — | 123,674 | $8.54M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -73,019 | -17.4% | 346,907 | $23.96M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +34,345 | +2.2% | 1,600,010 | $110.53M | Q2 2026 | Aug 14, 2026 |
| Iht Wealth Management, Llc | Buy | +14,173 | +162.5% | 22,896 | $1.58M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -12,437 | -6.1% | 192,918 | $13.33M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -12,121 | -3.6% | 323,310 | $22.33M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Buy | +9,403 | — | 9,403 | $649.56K | Q2 2026 | Aug 14, 2026 |
| Xtx Topco Ltd | Buy | +7,147 | — | 7,147 | $493.71K | Q2 2026 | Aug 14, 2026 |
| Pinnacle Financial Partners, Inc. | Buy | +6,719 | — | 6,719 | $464.21K | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +6,262 | +110.9% | 11,908 | $822.60K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +5,184 | +3.2% | 166,194 | $11.48M | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, Llc | Buy | +5,146 | — | 5,146 | $355.52K | Q2 2026 | Aug 14, 2026 |
| &Partners | Buy | +4,534 | +100.6% | 9,042 | $624.60K | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, Llc | Buy | +4,494 | +76.2% | 10,394 | $717.99K | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +4,059 | +7.2% | 60,160 | $4.17M | Q2 2026 | Aug 14, 2026 |
| Aqr Capital Management Llc | Buy | +3,222 | — | 3,222 | $222.58K | Q2 2026 | Aug 14, 2026 |
| Thrivent Financial For Lutherans | Buy | +3,154 | — | 3,154 | $218.00K | Q2 2026 | Aug 14, 2026 |
| Sierra Capital Llc | Buy | +3,050 | — | 3,050 | $210.69K | Q2 2026 | Aug 14, 2026 |
| Ausdal Financial Partners, Inc. | Sell | -3,022 | -27.9% | 7,826 | $540.63K | Q2 2026 | Aug 14, 2026 |
| Cerity Partners Llc | Sell | -2,526 | -4.3% | 55,621 | $3.84M | Q2 2026 | Aug 14, 2026 |
| Mai Capital Management | Buy | +1,687 | +12.9% | 14,727 | $1.02M | Q2 2026 | Aug 14, 2026 |
| Peapack Gladstone Financial Corp | Sell | -1,460 | -29.7% | 3,463 | $239.00K | Q2 2026 | Aug 14, 2026 |
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.