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 (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Bank Of America Corp, Raymond James Financial Inc, Royal Bank Of Canada, Corient Private Wealth Llc, and Cetera Investment Advisers.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Neuberger Berman Group LlcSell-45-0.4%10,352$728.88KQ4 2025Oct 27, 2026
Verus Capital Partners, LlcBuy+1+0.0%2,925$205.93KQ4 2025Jul 09, 2026
Independent Financial Group, LlcSell-6,236-54.8%5,150$362.57KQ4 2025May 15, 2026
Advisory Advocates, LlcBuy+3,435—3,435$241.86KQ4 2025May 05, 2026
BaybanBuy+210—210$14.79KQ4 2025Mar 05, 2026
Ejmk Ventures LlcBuy+7,796—7,796$548.91KQ4 2025Mar 03, 2026
Thryve Wealth Management LlcBuy+96,754—96,754$6.81MQ4 2025Feb 25, 2026
Astoria Portfolio Advisors Llc.Buy+3,325—3,325$239.73KQ4 2025Feb 24, 2026
Sunbelt Securities, Inc.Buy+507—507$35.70KQ4 2025Feb 20, 2026
Corient Private Wealth LlcBuy+248,991—248,991$1.54MQ4 2025Feb 19, 2026
Raymond James Financial IncBuy+435,262—435,262$30.65MQ4 2025Feb 18, 2026
Mercer Global Advisors IncBuy+51,037—51,037$3.59MQ4 2025Feb 18, 2026
Hamilton Wealth, LlcBuy+44,483—44,483$2.40MQ4 2025Feb 18, 2026
Beacon Pointe Advisors, LlcBuy+39,096—39,096$2.75MQ4 2025Feb 18, 2026
Guardian Capital LpBuy+22,900—22,900$1.61MQ4 2025Feb 18, 2026
Newedge Advisors, LlcBuy+20,833—20,833$1.47MQ4 2025Feb 18, 2026
Kkm Financial LlcBuy+3,406—3,406$239.81KQ4 2025Feb 18, 2026
Caitlin John, LlcBuy+234—234$16.48KQ4 2025Feb 18, 2026
Bank Of America CorpBuy+1,580,006—1,580,006$111.25MQ4 2025Feb 17, 2026
Royal Bank Of CanadaBuy+295,940—295,940$20.84MQ4 2025Feb 17, 2026
Cetera Investment AdvisersBuy+234,026—234,026$16.48MQ4 2025Feb 17, 2026
Osaic Holdings, Inc.Buy+186,968—186,968$13.17MQ4 2025Feb 17, 2026
Blair William & Co/IlBuy+136,477—136,477$9.61MQ4 2025Feb 17, 2026
Creative PlanningBuy+65,730—65,730$4.63MQ4 2025Feb 17, 2026
Bedell Frazier Investment Counselling, LlcBuy+61,189—61,189$4.31MQ4 2025Feb 17, 2026
Ameriprise Financial IncBuy+53,001—53,001$3.73MQ4 2025Feb 17, 2026
Jones Financial Companies LllpBuy+45,788—45,788$3.22MQ4 2025Feb 17, 2026
Fmr LlcBuy+32,646—32,646$2.30MQ4 2025Feb 17, 2026
Rockefeller Capital Management L.P.Buy+28,222—28,222$1.99MQ4 2025Feb 17, 2026
Private Advisor Group, LlcBuy+27,988—27,988$1.97MQ4 2025Feb 17, 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.