Who owns Invesco Water Resources ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of PHO from SEC Form 13F filings across 382 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 382 institutions disclosed 11.7M shares of Invesco Water Resources ETF worth $812.6M — about 41.9% of shares outstanding; the largest disclosed holder is BANK OF AMERICA CORP /DE/. Source: SEC Form 13F filings, parsed by EvidInvest.
382
13F holders
$812.6M
value, 2026 filers
41.9%
of shares outstanding (11.7M sh)
53
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of PHO's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 1.6M | $110.5M | 0.0% | 5.7% | +2.2% |
| 2 | MORGAN STANLEY | 1.3M | $90.1M | 0.0% | 4.7% | -1.4% |
| 3 | LPL Financial LLC | 804,161 | $55.6M | 0.0% | 2.9% | -3.8% |
| 4 | 1832 Asset Management L.P. | 606,065 | $41.9M | 0.0% | 2.2% | +7.7% |
| 5 | Perigon Wealth Management, LLC | 477,462 | $33.0M | 0.5% | 1.7% | +11.8% |
| 6 | Atria Investments, Inc | 458,767 | $31.7M | 0.3% | 1.6% | +29.6% |
| 7 | RAYMOND JAMES FINANCIAL INC | 346,907 | $24.0M | 0.0% | 1.2% | -17.4% |
| 8 | ROYAL BANK OF CANADA | 323,310 | $22.3M | 0.0% | 1.2% | -3.6% |
| 9 | UBS Group AG | 302,906 | $20.9M | 0.0% | 1.1% | -54.6% |
| 10 | PNC Financial Services Group, Inc. | 287,435 | $19.9M | 0.0% | 1% | -2.6% |
| 11 | Cetera Investment Advisers | 199,876 | $13.8M | 0.0% | 0.7% | -9.9% |
| 12 | WELLS FARGO & COMPANY/MN | 192,918 | $13.3M | 0.0% | 0.7% | -6.1% |
| 13 | Bluespring Wealth Management, LLCNEW | 185,547 | $12.8M | 0.2% | 0.7% | new |
| 14 | Prism Advisors, Inc. | 179,122 | $12.4M | 3.0% | 0.6% | -3.9% |
| 15 | OSAIC HOLDINGS, INC. | 166,194 | $11.5M | 0.0% | 0.6% | +3.2% |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | 156,103 | $10.8M | 0.0% | 0.6% | -4.9% |
| 17 | BLAIR WILLIAM & CO/IL | 144,533 | $10.0M | 0.0% | 0.5% | +1.7% |
| 18 | AMERIPRISE FINANCIAL INC | 123,674 | $8.5M | 0.0% | 0.4% | +110.6% |
| 19 | Hamilton Wealth, LLC | 119,988 | $8.3M | 1.5% | 0.4% | -51.4% |
| 20 | D.A. DAVIDSON & CO. | 99,888 | $6.9M | 0.0% | 0.4% | +42.5% |
| 21 | WealthSpring Partners, LLC | 99,343 | $6.9M | 5.9% | 0.4% | +2.7% |
| 22 | Sage Capital Management, LLC | 96,853 | $6.7M | 2.6% | 0.3% | -0.3% |
| 23 | FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 84,073 | $5.9M | 1.2% | 0.3% | -11.4% |
| 24 | ALLSTREET CAPITAL ADVISORS LLCNEW | 77,391 | $5.3M | 3.5% | 0.3% | new |
| 25 | STIFEL FINANCIAL CORP | 77,121 | $5.3M | 0.0% | 0.3% | +4.4% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.