PHO Institutional Ownership & Shareholders
INVESCO WATER RESOURCES ETF (PHO) is currently held by 378 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $810.35M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $118.02M, representing an estimated gain of +6.77% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 55% 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
378
Total Reported Value
$810.35M
Largest Holder
Bank Of America Corp
Largest Position
$110.53M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
50
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 | $118,016,738 | +$7,488,063 | +6.77% | |
| Morgan Stanley | 0.00% | 1,304,435 | $90,110,436 | $96,215,126 | +$6,104,690 | +6.77% | |
| Lpl Financial Llc | 0.01% | 804,161 | $55,551,445 | $59,314,915 | +$3,763,470 | +6.77% | |
| 1832 Asset Management L.P. | 0.05% | 606,065 | $41,866,970 | $44,703,354 | +$2,836,384 | +6.77% | |
| Perigon Wealth Management, Llc | 0.51% | 481,251 | $32,643,282 | $35,497,074 | +$2,853,792 | +8.74% | |
| Atria Investments, Inc | 0.31% | 464,792 | $31,526,859 | $34,283,058 | +$2,756,199 | +8.74% | |
| Raymond James Financial Inc | 0.01% | 346,907 | $23,964,279 | $25,587,860 | +$1,623,581 | +6.78% | |
| Royal Bank Of Canada | 0.00% | 323,310 | $22,334,000 | $23,847,346 | +$1,513,346 | +6.78% | |
| Ubs Group Ag | 0.00% | 302,906 | $20,924,747 | $22,342,347 | +$1,417,600 | +6.77% | |
| Pnc Financial Services Group, Inc. | 0.01% | 241,850 | $16,706,999 | $17,838,856 | +$1,131,857 | +6.77% | |
| Cetera Investment Advisers | 0.01% | 199,876 | $13,807,468 | $14,742,854 | +$935,386 | +6.77% | |
| Wells Fargo & Company/Mn | 0.00% | 192,918 | $13,326,811 | $14,229,632 | +$902,821 | +6.77% | |
| Sns Financial Group, Llc | 0.25% | 185,547 | $12,817,587 | $13,685,947 | +$868,360 | +6.77% | |
| Cwm, Llc | 0.03% | 180,133 | $12,043,723 | $13,286,610 | +$1,242,887 | +10.32% | |
| Prism Advisors, Inc. | 3.02% | 176,546 | $12,031,610 | $13,022,033 | +$990,423 | +8.23% | |
| Osaic Holdings, Inc. | 0.01% | 166,194 | $11,482,678 | $12,258,469 | +$775,791 | +6.76% | |
| Blair William & Co/Il | 0.03% | 144,533 | $9,984,341 | $10,660,754 | +$676,413 | +6.77% | |
| Commonwealth Equity Services, Llc | 0.01% | 138,654 | $9,404,914 | $10,227,119 | +$822,205 | +8.74% | |
| Ameriprise Financial Inc | 0.00% | 123,674 | $8,543,377 | $9,122,194 | +$578,817 | +6.78% | |
| Hamilton Wealth, Llc | 1.52% | 119,988 | $8,288,771 | $8,850,315 | +$561,544 | +6.77% | |
| D.A. Davidson & Co. | 0.04% | 104,704 | $7,102,126 | $7,722,967 | +$620,841 | +8.74% | |
| Sage Capital Management, Llc | 2.49% | 96,522 | $6,548,265 | $7,119,463 | +$571,198 | +8.72% | |
| First National Bank & Trust Co Of Newtown | 1.20% | 84,073 | $5,899,361 | $6,201,224 | +$301,863 | +5.12% | |
| Stifel Financial Corp | 0.00% | 77,121 | $5,327,233 | $5,688,445 | +$361,212 | +6.78% | |
| Kestra Advisory Services, Llc | 0.01% | 73,608 | $4,992,800 | $5,429,326 | +$436,526 | +8.74% | |
| Wealthspring Partners, Llc | 5.25% | 73,077 | $4,956,793 | $5,390,160 | +$433,367 | +8.74% | |
| Conservest Capital Advisors, Inc. | 0.38% | 70,056 | $4,839,495 | $5,167,331 | +$327,836 | +6.77% | |
| Creative Planning | 0.00% | 65,485 | $4,441,861 | $4,830,174 | +$388,313 | +8.74% | |
| Focus Partners Wealth | 0.00% | 64,178 | $4,433,510 | $4,733,769 | +$300,259 | +6.77% | |
| Coppell Advisory Solutions Llc | 0.36% | 104 | $4,351,787 | $7,671 | -$4,344,116 | -99.82% | |
| Jones Financial Companies Lllp | 0.00% | 60,160 | $4,169,111 | $4,437,402 | +$268,291 | +6.44% | |
| Bedell Frazier Investment Counselling, Llc | 0.83% | 61,554 | $4,115,501 | $4,540,223 | +$424,722 | +10.32% | |
| Avior Wealth Management, Llc | 0.10% | 56,814 | $3,853,718 | $4,190,601 | +$336,883 | +8.74% | |
| Cerity Partners Llc | 0.00% | 55,621 | $3,842,310 | $4,102,605 | +$260,295 | +6.77% | |
| Ifp Advisors, Inc | 0.07% | 56,614 | $3,840,128 | $4,175,849 | +$335,721 | +8.74% | |
| Raab & Moskowitz Asset Management Llc | 0.76% | 56,433 | $3,827,840 | $4,162,498 | +$334,658 | +8.74% | |
| Beacon Pointe Advisors, Llc | 0.02% | 53,879 | $3,721,963 | $3,974,115 | +$252,152 | +6.77% | |
| Bnp Paribas Financial Markets | 0.00% | 52,081 | $3,597,755 | $3,841,495 | +$243,740 | +6.77% | |
| Linscomb Wealth, Inc. | 0.15% | 51,008 | $3,523,604 | $3,762,350 | +$238,746 | +6.78% | |
| Mercer Global Advisors Inc | 0.00% | 50,505 | $3,488,913 | $3,725,249 | +$236,336 | +6.77% | |
| Tocqueville Asset Management L.P. | 0.05% | 50,405 | $3,481,977 | $3,717,873 | +$235,896 | +6.77% | |
| Scotia Capital Inc. | 0.01% | 48,790 | $3,370,567 | $3,598,750 | +$228,183 | +6.77% | |
| Commerce Bank | 0.01% | 47,762 | $3,299,399 | $3,522,925 | +$223,526 | +6.77% | |
| Envestnet Asset Management Inc | 0.00% | 41,846 | $2,890,699 | $3,086,561 | +$195,862 | +6.78% | |
| Jpmorgan Chase & Co | 0.00% | 34,975 | $2,399,355 | $2,579,756 | +$180,401 | +7.52% | |
| Fmr Llc | 0.00% | 34,127 | $2,357,505 | $2,517,208 | +$159,703 | +6.77% | |
| Chicago Partners Investment Group Llc | 0.04% | 32,019 | $2,305,675 | $2,361,721 | +$56,046 | +2.43% | |
| Verity Asset Management, Inc. | 0.87% | 33,390 | $2,264,844 | $2,462,846 | +$198,002 | +8.74% | |
| Seacrest Wealth Management, Llc | 0.24% | 31,466 | $2,134,339 | $2,320,932 | +$186,593 | +8.74% | |
| Rockingstone Advisors Llc | 0.84% | 30,899 | $2,095,879 | $2,279,110 | +$183,231 | +8.74% |
Frequently asked questions about PHO
Who are the largest institutional holders of PHO?
The largest institutional holders of PHO reported in the latest SEC Form 13F filings include Bank Of America Corp, Morgan Stanley, Lpl Financial Llc, 1832 Asset Management L.P., and Perigon Wealth Management, Llc. InsiderSet ranks institutional holders by their latest reported PHO position.
What is PHO institutional ownership?
This page tracks PHO positions reported by institutional investment managers through SEC Form 13F. INVESCO WATER RESOURCES ETF (PHO) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PHO?
InsiderSet currently tracks 378 institutional managers reporting PHO holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of PHO shareholders.
How much PHO stock do institutions own?
Institutional investment managers disclosed approximately $810.35M in PHO holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PHO institutional ownership last updated?
The latest PHO institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional PHO holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its PHO position after the reporting date.
Are institutions buying or selling PHO?
Institutional buying and selling can be analyzed by comparing PHO positions across consecutive 13F reporting periods. InsiderSet's PHO Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PHO ownership changes.
How has PHO institutional ownership changed over time?
InsiderSet tracks PHO institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.