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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Neuberger Berman Group Llc | Sell | -45 | -0.4% | 10,352 | $728.88K | Q4 2025 | Oct 27, 2026 |
| Verus Capital Partners, Llc | Buy | +1 | +0.0% | 2,925 | $205.93K | Q4 2025 | Jul 09, 2026 |
| Independent Financial Group, Llc | Sell | -6,236 | -54.8% | 5,150 | $362.57K | Q4 2025 | May 15, 2026 |
| Advisory Advocates, Llc | Buy | +3,435 | — | 3,435 | $241.86K | Q4 2025 | May 05, 2026 |
| Bayban | Buy | +210 | — | 210 | $14.79K | Q4 2025 | Mar 05, 2026 |
| Ejmk Ventures Llc | Buy | +7,796 | — | 7,796 | $548.91K | Q4 2025 | Mar 03, 2026 |
| Thryve Wealth Management Llc | Buy | +96,754 | — | 96,754 | $6.81M | Q4 2025 | Feb 25, 2026 |
| Astoria Portfolio Advisors Llc. | Buy | +3,325 | — | 3,325 | $239.73K | Q4 2025 | Feb 24, 2026 |
| Sunbelt Securities, Inc. | Buy | +507 | — | 507 | $35.70K | Q4 2025 | Feb 20, 2026 |
| Corient Private Wealth Llc | Buy | +248,991 | — | 248,991 | $1.54M | Q4 2025 | Feb 19, 2026 |
| Raymond James Financial Inc | Buy | +435,262 | — | 435,262 | $30.65M | Q4 2025 | Feb 18, 2026 |
| Mercer Global Advisors Inc | Buy | +51,037 | — | 51,037 | $3.59M | Q4 2025 | Feb 18, 2026 |
| Hamilton Wealth, Llc | Buy | +44,483 | — | 44,483 | $2.40M | Q4 2025 | Feb 18, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +39,096 | — | 39,096 | $2.75M | Q4 2025 | Feb 18, 2026 |
| Guardian Capital Lp | Buy | +22,900 | — | 22,900 | $1.61M | Q4 2025 | Feb 18, 2026 |
| Newedge Advisors, Llc | Buy | +20,833 | — | 20,833 | $1.47M | Q4 2025 | Feb 18, 2026 |
| Kkm Financial Llc | Buy | +3,406 | — | 3,406 | $239.81K | Q4 2025 | Feb 18, 2026 |
| Caitlin John, Llc | Buy | +234 | — | 234 | $16.48K | Q4 2025 | Feb 18, 2026 |
| Bank Of America Corp | Buy | +1,580,006 | — | 1,580,006 | $111.25M | Q4 2025 | Feb 17, 2026 |
| Royal Bank Of Canada | Buy | +295,940 | — | 295,940 | $20.84M | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | Buy | +234,026 | — | 234,026 | $16.48M | Q4 2025 | Feb 17, 2026 |
| Osaic Holdings, Inc. | Buy | +186,968 | — | 186,968 | $13.17M | Q4 2025 | Feb 17, 2026 |
| Blair William & Co/Il | Buy | +136,477 | — | 136,477 | $9.61M | Q4 2025 | Feb 17, 2026 |
| Creative Planning | Buy | +65,730 | — | 65,730 | $4.63M | Q4 2025 | Feb 17, 2026 |
| Bedell Frazier Investment Counselling, Llc | Buy | +61,189 | — | 61,189 | $4.31M | Q4 2025 | Feb 17, 2026 |
| Ameriprise Financial Inc | Buy | +53,001 | — | 53,001 | $3.73M | Q4 2025 | Feb 17, 2026 |
| Jones Financial Companies Lllp | Buy | +45,788 | — | 45,788 | $3.22M | Q4 2025 | Feb 17, 2026 |
| Fmr Llc | Buy | +32,646 | — | 32,646 | $2.30M | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | Buy | +28,222 | — | 28,222 | $1.99M | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, Llc | Buy | +27,988 | — | 27,988 | $1.97M | Q4 2025 | Feb 17, 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.