Who Owns PHO?
Invesco Water Resources ETF — Institutional Ownership & 13F Holdings
$69.61
+0.27 (+0.39%)
Market Cap
$2.2B
Shares Outstanding
28,610,134
Institutional Holders
365
Total Inst. Value
$727.5M
% of Float Held
—
QoQ Holder Change
+124
Institutional data as of Q1 2025
New Positions
79
Closed Positions
28
Increased
94
Decreased
89
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $107.4M | 1,664,614 |
| 2 | MORGAN STANLEY | $92.6M | 1,435,969 |
| 3 | Bank Julius Baer & Co. Ltd, ZurichNew | $51.6M | 708 |
| 4 | UBS Group AG | $39.3M | 608,386 |
| 5 | 1832 Asset Management L.P. | $32.3M | 500,911 |
| 6 | RAYMOND JAMES FINANCIAL INC | $30.2M | 467,556 |
| 7 | HighTower Advisors, LLC | $26.8M | 415,878 |
| 8 | ROYAL BANK OF CANADA | $24.5M | 379,490 |
| 9 | Gitterman Wealth Management, LLCNew | $23.4M | 363,423 |
| 10 | OSAIC HOLDINGS, INC. | $14.7M | 227,175 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| MORGAN STANLEY | +3K | $92.6M |
| Bank Julius Baer & Co. Ltd, ZurichNew | +708 | $51.6M |
| 1832 Asset Management L.P. | +9K | $32.3M |
| HighTower Advisors, LLC | +5K | $26.8M |
| Gitterman Wealth Management, LLCNew | +363K | $23.4M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| UBS Group AG | -143K | $39.3M |
| RAYMOND JAMES FINANCIAL INC | -58K | $30.2M |
| ROYAL BANK OF CANADA | -26K | $24.5M |
| STIFEL FINANCIAL CORP | -24K | $5.6M |
| BANK OF AMERICA CORP /DE/ | -22K | $107.4M |
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Frequently Asked Questions
How many institutional investors hold PHO?
As of Q1 2025, 365 institutional investors report holding PHO (Invesco Water Resources ETF) in their 13F filings.
Which hedge fund owns the most PHO?
The largest institutional holder of PHO is BANK OF AMERICA CORP /DE/ with $107.4M in shares.
Are institutions buying or selling PHO?
This quarter, 79 institutions opened new positions in PHO and 28 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.