INVESCO WATER RESOURCES ETF (PHO) Institutional Shareholders
INVESCO WATER RESOURCES ETF (PHO) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $803.48M in PHO holdings during the latest filing period.
Bank Of America Corp is currently the largest disclosed institutional shareholder of PHO tracked by InsiderSet, reporting ownership valued at approximately $110.53M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $109.52M, representing an estimated loss of -0.91% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 56% of the total disclosed PHO value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Morgan Stanley, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in INVESCO WATER RESOURCES ETF (PHO).
This page ranks the largest institutional PHO shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
370
Total Reported Value
$803.48M
Largest Holder
Bank Of America Corp
Largest Position
$110.53M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
48
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.01% | 1,600,010 | $110,528,675 | $109,520,685 | -$1,007,991 | -0.91% | |
| Morgan Stanley | 0.00% | 1,304,435 | $90,110,436 | $89,288,576 | -$821,860 | -0.91% | |
| Lpl Financial Llc | 0.01% | 804,161 | $55,551,445 | $55,044,820 | -$506,625 | -0.91% | |
| 1832 Asset Management L.P. | 0.05% | 606,065 | $41,866,970 | $41,485,149 | -$381,821 | -0.91% | |
| Perigon Wealth Management, Llc | 0.52% | 477,462 | $32,983,094 | $32,682,274 | -$300,820 | -0.91% | |
| Atria Investments, Inc | 0.32% | 458,767 | $31,691,645 | $31,402,601 | -$289,044 | -0.91% | |
| Raymond James Financial Inc | 0.01% | 346,907 | $23,964,279 | $23,745,784 | -$218,495 | -0.91% | |
| Royal Bank Of Canada | 0.00% | 323,310 | $22,334,000 | $22,130,570 | -$203,431 | -0.91% | |
| Ubs Group Ag | 0.00% | 302,906 | $20,924,747 | $20,733,916 | -$190,831 | -0.91% | |
| Pnc Financial Services Group, Inc. | 0.01% | 241,850 | $16,706,999 | $16,554,633 | -$152,367 | -0.91% | |
| Cetera Investment Advisers | 0.01% | 199,876 | $13,807,468 | $13,681,512 | -$125,956 | -0.91% | |
| Wells Fargo & Company/Mn | 0.00% | 192,918 | $13,326,811 | $13,205,237 | -$121,574 | -0.91% | |
| Sns Financial Group, Llc | 0.25% | 185,547 | $12,817,587 | $12,700,692 | -$116,895 | -0.91% | |
| Prism Advisors, Inc. | 3.01% | 179,122 | $12,373,748 | $12,260,901 | -$112,847 | -0.91% | |
| Cwm, Llc | 0.03% | 180,133 | $12,043,723 | $12,330,104 | +$286,381 | +2.38% | |
| Osaic Holdings, Inc. | 0.01% | 166,194 | $11,482,678 | $11,375,979 | -$106,699 | -0.93% | |
| Commonwealth Equity Services, Llc | 0.01% | 156,103 | $10,783,616 | $10,685,250 | -$98,366 | -0.91% | |
| Blair William & Co/Il | 0.03% | 144,533 | $9,984,341 | $9,893,284 | -$91,057 | -0.91% | |
| Ameriprise Financial Inc | 0.00% | 123,674 | $8,543,377 | $8,465,485 | -$77,892 | -0.91% | |
| Hamilton Wealth, Llc | 1.52% | 119,988 | $8,288,771 | $8,213,179 | -$75,592 | -0.91% | |
| D.A. Davidson & Co. | 0.04% | 99,888 | $6,900,278 | $6,837,334 | -$62,944 | -0.91% | |
| Wealthspring Partners, Llc | 5.90% | 99,343 | $6,862,595 | $6,800,028 | -$62,567 | -0.91% | |
| Sage Capital Management, Llc | 2.61% | 96,853 | $6,691,615 | $6,629,588 | -$62,027 | -0.93% | |
| First National Bank & Trust Co Of Newtown | 1.20% | 84,073 | $5,899,361 | $5,754,797 | -$144,564 | -2.45% | |
| Stifel Financial Corp | 0.00% | 77,121 | $5,327,233 | $5,278,932 | -$48,301 | -0.91% | |
| Kestra Advisory Services, Llc | 0.02% | 76,069 | $5,254,879 | $5,206,923 | -$47,956 | -0.91% | |
| Conservest Capital Advisors, Inc. | 0.38% | 70,056 | $4,839,495 | $4,795,333 | -$44,162 | -0.91% | |
| Focus Partners Wealth | 0.00% | 64,178 | $4,433,510 | $4,392,984 | -$40,526 | -0.91% | |
| Coppell Advisory Solutions Llc | 0.36% | 104 | $4,351,787 | $7,119 | -$4,344,668 | -99.84% | |
| Jones Financial Companies Lllp | 0.00% | 60,160 | $4,169,111 | $4,117,952 | -$51,159 | -1.23% | |
| Bedell Frazier Investment Counselling, Llc | 0.83% | 61,554 | $4,115,501 | $4,213,371 | +$97,870 | +2.38% | |
| Raab & Moskowitz Asset Management Llc | 0.80% | 57,388 | $3,964,353 | $3,928,209 | -$36,144 | -0.91% | |
| Ifp Advisors, Inc | 0.07% | 56,740 | $3,919,599 | $3,883,853 | -$35,746 | -0.91% | |
| Cerity Partners Llc | 0.00% | 55,621 | $3,842,310 | $3,807,257 | -$35,053 | -0.91% | |
| Beacon Pointe Advisors, Llc | 0.02% | 53,879 | $3,721,963 | $3,688,018 | -$33,945 | -0.91% | |
| Bnp Paribas Financial Markets | 0.00% | 52,081 | $3,597,755 | $3,564,944 | -$32,811 | -0.91% | |
| Linscomb Wealth, Inc. | 0.15% | 51,008 | $3,523,604 | $3,491,498 | -$32,106 | -0.91% | |
| Mercer Global Advisors Inc | 0.00% | 50,505 | $3,488,913 | $3,457,067 | -$31,846 | -0.91% | |
| Tocqueville Asset Management L.P. | 0.05% | 50,405 | $3,481,977 | $3,450,222 | -$31,755 | -0.91% | |
| Scotia Capital Inc. | 0.01% | 48,790 | $3,370,567 | $3,339,676 | -$30,892 | -0.92% | |
| Commerce Bank | 0.01% | 47,762 | $3,299,399 | $3,269,309 | -$30,090 | -0.91% | |
| Envestnet Asset Management Inc | 0.00% | 41,846 | $2,890,699 | $2,864,359 | -$26,340 | -0.91% | |
| Jpmorgan Chase & Co | 0.00% | 34,975 | $2,399,355 | $2,394,039 | -$5,316 | -0.22% | |
| Fmr Llc | 0.00% | 34,127 | $2,357,505 | $2,335,993 | -$21,512 | -0.91% | |
| Verity Asset Management, Inc. | 0.87% | 33,126 | $2,288,344 | $2,267,475 | -$20,869 | -0.91% | |
| Chicago Partners Investment Group Llc | 0.04% | 31,985 | $2,161,897 | $2,189,373 | +$27,476 | +1.27% | |
| Rockingstone Advisors Llc | 0.87% | 31,209 | $2,155,918 | $2,136,256 | -$19,662 | -0.91% | |
| Seacrest Wealth Management, Llc | 0.23% | 29,875 | $2,063,765 | $2,044,944 | -$18,821 | -0.91% | |
| O'Rourke & Company, Inc | 0.71% | 29,574 | $2,043,008 | $2,024,340 | -$18,668 | -0.91% | |
| Integrated Wealth Concepts Llc | 0.01% | 28,261 | $1,952,283 | $1,934,465 | -$17,818 | -0.91% |
Frequently asked questions about PHO
Who owns the most PHO stock?
The largest holders of PHO are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INVESCO WATER RESOURCES ETF (PHO).
Is PHO widely held by superinvestors?
Many widely followed stocks like PHO appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PHO is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.