INVESCO WATER RESOURCES ETF PHO
$69.67
+1.1% 52w: $64.03 – $74.27
Latest 13F among current holders filed 2 days ago (Oct 30, 2026)
Price — last 12 months
research preview data64.0369.1574.27
Oct 17, 2025 Jul 2, 2026
Institutional holders
368
-16 QoQ
13F value
$816.2M
-5.2% QoQ
Smart-money holders
12
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
4.9×
$1.9M calls / $394K puts
Institutional value by quarter
Number of holders
Who owns PHO?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Bank broker | 1.6M | $104.7M | 0.0% | -0.9% |
| MORGAN STANLEY | Bank broker | 1.3M | $88.4M | 0.0% | +1.1% |
| LPL Financial LLC | Bank broker | 836.1K | $55.9M | 0.0% | -6.7% |
| UBS Group AG | Bank broker | 667.5K | $44.6M | 0.0% | +69.8% |
| 1832 Asset Management L.P. | Other | 562.9K | $37.6M | 0.0% | +8.2% |
| Perigon Wealth Management, LLC | Wealth advisor | 427.2K | $28.6M | 0.5% | +11.2% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 419.9K | $28.1M | 0.0% | -3.5% |
| Atria Investments, Inc | Wealth advisor | 354.0K | $23.7M | 0.3% | +676.4% |
| ROYAL BANK OF CANADA | Bank broker | 335.4K | $22.4M | 0.0% | +13.3% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 295.3K | $19.7M | 0.0% | +1.6% |
| Cetera Investment Advisers | Wealth advisor | 221.8K | $14.8M | 0.0% | -5.2% |
| WELLS FARGO & COMPANY/MN | Bank broker | 205.4K | $13.7M | 0.0% | +13.2% |
| Prism Advisors, Inc. | Wealth advisor | 186.4K | $12.5M | 3.3% | +12.0% |
| CWM, LLC | Wealth advisor | 180.1K | $12.0M | 0.0% | +28.5% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 164.2K | $11.0M | 0.0% | +117.0% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 161.0K | $10.8M | 0.0% | -13.9% |
| Polianta Ltd | Wealth advisor | 153.7K | $10.3M | — | Held |
| BLAIR WILLIAM & CO/IL | Diversified mechanical | 142.1K | $9.5M | 0.0% | +4.1% |
| Hamilton Wealth, LLC | Wealth advisor | 123.5K | $8.3M | — | +5.0% |
| THRYVE WEALTH MANAGEMENT LLC | Wealth advisor | 100.9K | $6.7M | — | +4.3% |
| Sage Capital Management, LLC | Wealth advisor | 97.2K | $6.5M | 3.1% | -2.2% |
| WealthSpring Partners, LLC | Wealth advisor | 96.7K | $6.5M | 5.9% | +1.0% |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | Wealth advisor | 94.9K | $6.3M | 1.4% | -15.4% |
| Kestra Advisory Services, LLC | Wealth advisor | 84.8K | $5.7M | 0.0% | +12.7% |
| ALLSTREET CAPITAL ADVISORS LLC | — | 77.2K | $5.2M | — | -0.9% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 73.9K | $4.9M | 0.0% | -13.3% |
| D.A. DAVIDSON & CO. | Wealth advisor | 70.1K | $4.7M | 0.0% | +62.7% |
| Conservest Capital Advisors, Inc. | Wealth advisor | 68.4K | $4.6M | 0.4% | -1.2% |
| Creative Planning | Wealth advisor | 65.5K | $4.4M | 0.0% | -0.4% |
| Bedell Frazier Investment Counselling, LLC ★2 | Fundamental diversified | 61.6K | $4.1M | 0.8% | +0.6% |
| AMERIPRISE FINANCIAL INC | Bank broker | 58.7K | $3.9M | 0.0% | +10.8% |
| Linscomb Wealth, Inc. | Wealth advisor | 58.4K | $3.9M | 0.2% | +5.1% |
| Cerity Partners LLC | Diversified mechanical | 58.1K | $3.9M | 0.0% | -1.8% |
| Raab & Moskowitz Asset Management LLC | Other | 57.8K | $3.9M | 0.9% | -2.0% |
| IFP Advisors, Inc | Wealth advisor | 56.1K | $3.8M | 0.1% | +33.9% |
| COMMERCE BANK | Diversified mechanical | 55.8K | $3.7M | 0.0% | -7.0% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 56.1K | $3.7M | 0.0% | +22.5% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 52.0K | $3.5M | 0.0% | +33.0% |
| HighTower Advisors, LLC | Diversified mechanical | 51.4K | $3.4M | 0.0% | +4.5% |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | Other | 50.5K | $3.4M | 0.1% | -1.4% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 49.5K | $3.3M | 0.0% | -3.0% |
| SCOTIA CAPITAL INC. | Other | 49.4K | $3.3M | 0.0% | +1.4% |
| Focus Partners Wealth | Wealth advisor | 48.6K | $3.3M | 0.0% | -1.2% |
| BNP PARIBAS FINANCIAL MARKETS | Bank broker | 40.8K | $2.7M | 0.0% | New |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 39.7K | $2.7M | 0.0% | -29.2% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 36.3K | $2.4M | 0.0% | +16.9% |
| JPMORGAN CHASE & CO | Bank broker | 35.4K | $2.3M | 0.0% | -5.2% |
| Chicago Partners Investment Group LLC | Wealth advisor | 32.0K | $2.2M | 0.0% | -0.2% |
| DUDLEY & SHANLEY, INC. ★3 | Fundamental concentrated | 32.8K | $2.2M | — | Held |
| Verity Asset Management, Inc. | Other | 32.7K | $2.2M | 0.9% | +10.7% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.