PHO

Invesco Water Resources ETF
$67.39-1.07 (-1.56%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Shares Held

1.3026329216948965e+260B

Total Value

$9.100064000630003e+207T

% of Float

Price History

$58.13$62.25$66.37$70.49$74.61Jul 24May 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1MORGAN STANLEY1,302,632$91.0M0.01%Share
2BANK OF AMERICA CORP /DE/921,694$64.0M0.00%Share
3LPL Financial LLC896,572$63.0M0.02%Share
4SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co198,306$39.5M27.45%Share
51832 Asset Management L.P.520,185$36.0M0.03%Share
6BANK OF AMERICA CORP /DE/442,382$31.0M0.00%Share
7Perigon Wealth Management, LLC384,283$27.1M0.48%Share
8UBS Group AG364,409$25.7M0.00%Share
9Cetera Investment Advisers234,026$16.0M0.02%Share
10RAYMOND JAMES FINANCIAL INC215,133$15.0M0.00%Share
11RAYMOND JAMES FINANCIAL INC215,227$15.0M0.00%Share
12ROYAL BANK OF CANADA200,165$14.0M0.00%Share
13PNC FINANCIAL SERVICES GROUP, INC.190,532$13.0M0.01%Share
14Prism Advisors, Inc.166,516$11.7M3.13%Share
15Polianta Ltd153,700$10.8M1.42%Share
16NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO99,519$10.5M0.01%Share
17OSAIC HOLDINGS, INC.152,492$10.0M0.01%Share
18CWM, LLC140,191$9.9M0.03%Share
19BLAIR WILLIAM & CO/IL136,477$9.0M0.02%Share
20BANK OF AMERICA CORP /DE/141,825$9.0M0.00%Share
21FIRST NATIONAL BANK & TRUST CO OF NEWTOWN102,824$7.2M1.33%Share
22Sage Capital Management, LLC99,399$7.0M3.23%Share
23WealthSpring Partners, LLC95,736$6.7M6.91%Share
24Murphy, Middleton, Hinkle & Parker, Inc.9,484$6.5M3.13%Share
25WELLS FARGO & COMPANY/MN85,691$6.0M0.00%Share
26ROYAL BANK OF CANADA88,273$6.0M0.00%Share
27WELLS FARGO & COMPANY/MN95,795$6.0M0.00%Share
28BANK OF AMERICA CORP /DE/74,105$5.0M0.00%Share
29COMMONWEALTH EQUITY SERVICES, LLC75,651$5.0M0.01%Share
30Kestra Advisory Services, LLC75,270$5.0M0.02%Share
31Conservest Capital Advisors, Inc.69,285$4.9M0.44%Share
32Bedell Frazier Investment Counselling, LLC61,189$4.3M0.83%Share
33Raab & Moskowitz Asset Management LLC58,954$4.2M0.91%Share
34AVALON CAPITAL MANAGEMENT57,292$4.0M0.96%Share
35Creative Planning65,730$4.0M0.00%Share
36STIFEL FINANCIAL CORP65,361$4.0M0.00%Share
37Cerity Partners LLC58,761$4.0M0.01%Share
38D.A. DAVIDSON & CO.43,096$3.0M0.02%Share
39TOCQUEVILLE ASSET MANAGEMENT L.P.51,266$3.0M0.04%Share
40HighTower Advisors, LLC49,181$3.0M0.00%Share
41SCOTIA CAPITAL INC.48,691$3.0M0.01%Share
42MERCER GLOBAL ADVISORS INC /ADV51,037$3.0M0.00%Share
43Atria Investments, Inc45,593$3.0M0.03%Share
44JONES FINANCIAL COMPANIES LLLP45,788$3.0M0.00%Share
45AMERIPRISE FINANCIAL INC52,845$3.0M0.00%Share
46PNC FINANCIAL SERVICES GROUP, INC.45,408$3.0M0.00%Share
47PNC FINANCIAL SERVICES GROUP, INC.45,408$3.0M0.00%Share
48Focus Partners Wealth49,232$3.0M0.00%Share
49Linscomb Wealth, Inc.55,553$3.0M0.13%Share
50Hamilton Wealth, LLC44,483$2.4M0.46%Share