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 $790.85M 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 $104.68M in its March 31, 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 $109.86M, representing an estimated gain of +4.95% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 58% 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
365
Total Reported Value
$790.85M
Largest Holder
Bank Of America Corp
Largest Position
$104.68M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
34
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% | 1,565,665 | $104,680,382 | $109,862,713 | +$5,182,331 | +4.95% | |
| Morgan Stanley | 0.01% | 1,322,472 | $88,420,558 | $92,797,860 | +$4,377,302 | +4.95% | |
| Lpl Financial Llc | 0.01% | 836,098 | $55,901,523 | $58,668,997 | +$2,767,474 | +4.95% | |
| Ubs Group Ag | 0.01% | 667,470 | $44,627,044 | $46,836,370 | +$2,209,326 | +4.95% | |
| 1832 Asset Management L.P. | 0.05% | 562,918 | $37,636,697 | $39,499,956 | +$1,863,259 | +4.95% | |
| Atria Investments, Inc | 0.32% | 458,767 | $31,691,645 | $32,191,680 | +$500,035 | +1.58% | |
| Perigon Wealth Management, Llc | 0.52% | 427,217 | $28,563,720 | $29,977,817 | +$1,414,097 | +4.95% | |
| Raymond James Financial Inc | 0.01% | 419,926 | $28,076,295 | $29,466,207 | +$1,389,912 | +4.95% | |
| Royal Bank Of Canada | 0.00% | 335,431 | $22,428,000 | $23,537,193 | +$1,109,193 | +4.95% | |
| Pnc Financial Services Group, Inc. | 0.01% | 249,673 | $16,693,167 | $17,519,554 | +$826,387 | +4.95% | |
| Cetera Investment Advisers | 0.02% | 221,756 | $14,826,603 | $15,560,619 | +$734,016 | +4.95% | |
| Wells Fargo & Company/Mn | 0.00% | 205,355 | $13,730,056 | $14,409,760 | +$679,704 | +4.95% | |
| Prism Advisors, Inc. | 3.01% | 179,122 | $12,373,748 | $12,568,991 | +$195,243 | +1.58% | |
| Cwm, Llc | 0.03% | 180,133 | $12,043,723 | $12,639,933 | +$596,210 | +4.95% | |
| Commonwealth Equity Services, Llc | 0.01% | 156,103 | $10,783,616 | $10,953,748 | +$170,132 | +1.58% | |
| Osaic Holdings, Inc. | 0.02% | 161,010 | $10,766,621 | $11,298,072 | +$531,451 | +4.94% | |
| Blair William & Co/Il | 0.03% | 142,050 | $9,497,435 | $9,967,649 | +$470,214 | +4.95% | |
| Hamilton Wealth, Llc | 0.60% | 123,518 | $8,258,413 | $8,667,258 | +$408,845 | +4.95% | |
| D.A. Davidson & Co. | 0.04% | 99,888 | $6,900,278 | $7,009,141 | +$108,863 | +1.58% | |
| Thryve Wealth Management Llc | 4.50% | 100,872 | $6,744,302 | $7,078,188 | +$333,886 | +4.95% | |
| Sage Capital Management, Llc | 2.61% | 96,853 | $6,691,615 | $6,796,175 | +$104,560 | +1.56% | |
| Wealthspring Partners, Llc | 5.93% | 96,687 | $6,464,471 | $6,784,527 | +$320,056 | +4.95% | |
| First National Bank & Trust Co Of Newtown | 1.37% | 94,896 | $6,344,718 | $6,658,852 | +$314,134 | +4.95% | |
| Kestra Advisory Services, Llc | 0.02% | 76,069 | $5,254,879 | $5,337,762 | +$82,883 | +1.58% | |
| Stifel Financial Corp | 0.00% | 73,856 | $4,938,074 | $5,182,476 | +$244,402 | +4.95% | |
| Conservest Capital Advisors, Inc. | 0.38% | 70,056 | $4,839,495 | $4,915,830 | +$76,335 | +1.58% | |
| Creative Planning | 0.00% | 65,492 | $4,378,773 | $4,595,574 | +$216,801 | +4.95% | |
| Bedell Frazier Investment Counselling, Llc | 0.83% | 61,554 | $4,115,501 | $4,319,244 | +$203,743 | +4.95% | |
| Raab & Moskowitz Asset Management Llc | 0.80% | 57,388 | $3,964,353 | $4,026,916 | +$62,563 | +1.58% | |
| Ameriprise Financial Inc | 0.00% | 58,720 | $3,926,008 | $4,120,382 | +$194,374 | +4.95% | |
| Ifp Advisors, Inc | 0.07% | 56,740 | $3,919,599 | $3,981,446 | +$61,847 | +1.58% | |
| Cerity Partners Llc | 0.01% | 58,147 | $3,887,767 | $4,080,175 | +$192,408 | +4.95% | |
| Commerce Bank | 0.02% | 55,822 | $3,732,258 | $3,917,030 | +$184,772 | +4.95% | |
| Jones Financial Companies Lllp | 0.00% | 56,101 | $3,674,083 | $3,936,607 | +$262,524 | +7.15% | |
| Linscomb Wealth, Inc. | 0.15% | 51,008 | $3,523,604 | $3,579,231 | +$55,627 | +1.58% | |
| Beacon Pointe Advisors, Llc | 0.02% | 52,004 | $3,476,996 | $3,649,121 | +$172,125 | +4.95% | |
| Hightower Advisors, Llc | 0.00% | 51,399 | $3,436,428 | $3,606,668 | +$170,240 | +4.95% | |
| Tocqueville Asset Management L.P. | 0.05% | 50,548 | $3,379,639 | $3,546,953 | +$167,314 | +4.95% | |
| Mercer Global Advisors Inc | 0.00% | 49,501 | $3,309,608 | $3,473,485 | +$163,877 | +4.95% | |
| Scotia Capital Inc. | 0.01% | 49,397 | $3,302,704 | $3,466,187 | +$163,483 | +4.95% | |
| Focus Partners Wealth | 0.00% | 48,626 | $3,251,116 | $3,412,086 | +$160,970 | +4.95% | |
| Bnp Paribas Financial Markets | 0.00% | 40,793 | $2,727,420 | $2,862,445 | +$135,025 | +4.95% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 39,695 | $2,654,001 | $2,785,398 | +$131,397 | +4.95% | |
| Envestnet Asset Management Inc | 0.00% | 36,312 | $2,427,795 | $2,548,013 | +$120,218 | +4.95% | |
| Verity Asset Management, Inc. | 0.92% | 32,729 | $2,188,261 | $2,296,594 | +$108,333 | +4.95% | |
| Fmr Llc | 0.00% | 32,673 | $2,184,498 | $2,292,664 | +$108,166 | +4.95% | |
| Chicago Partners Investment Group Llc | 0.04% | 31,985 | $2,161,897 | $2,244,387 | +$82,490 | +3.82% | |
| Rockingstone Advisors Llc | 0.87% | 31,209 | $2,155,918 | $2,189,936 | +$34,018 | +1.58% | |
| Seacrest Wealth Management, Llc | 0.23% | 29,875 | $2,063,765 | $2,096,329 | +$32,564 | +1.58% | |
| O'Rourke & Company, Inc | 0.79% | 29,661 | $1,983,113 | $2,081,312 | +$98,199 | +4.95% |
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.