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Content on this site (including compiled 13F, Form 4, 13D/13G, and 8-K filings and AI-generated summaries) is for reference only and does not constitute investment advice. Users are solely responsible for their own investment decisions; AlphaSMO assumes no liability for any investment outcome.

PHO

PHO — Who Owns This Stock? 13F Breakdown

Invesco Water Resources ETF

-$33.7M

Net Activity

Institutions Holding

362

Popularity Rank

#1624

Avg Weight

0.13%

Total Value

$812.4M

Ownership Trend

362 institutions currently hold PHO, with 134 net buyers and 124 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

124

Net Buying Institutions

134

Key Holders

Key Holders

Top 5 by Value

Bank Of America CORP /de/

LPL Financial LLC

1832 Asset Management L.P.

Top 5 by Conviction

WealthSpring Partners, LLC

Thryve Wealth Management LLC

Allstreet Capital Advisors LLC

Prism Advisors, Inc.

Sage Capital Management, LLC

View all 362 holding institutions

Quarterly Activity

Recent Activity

+$462.4M

Total Buy Value

$416.9M

Total Sell Value

New buy23

Trim95

Add111

Sold out29

134

Net Buyers

124

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding INVESCO WATER RESOURCES ETF (PHO)?

Major stakeholders currently include Bank Of America CORP /de/ ($104.7M), Morgan Stanley ($88.4M), LPL Financial LLC ($55.9M). Based on the latest 13F filings, there are a total of 362 tracked investment funds and institutions maintaining positions in PHO.

What is the overall institutional sentiment toward PHO recently?

Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $33.7M, driven by 134 managers accumulating shares while 124 reduced their exposure.

Which institutions have been selling or reducing their PHO positions?

In the latest period, 95 funds trimmed their holdings, and 29 managers completely exited their positions. The aggregate reported sell value was $416.9M.

Are there any notable investors adding PHO to their portfolios?

Yes, buying activity remains notable. 23 institutions opened new positions in {ticker}, and 111 existing holders added to their shares. The total reported buy value for the quarter amounted to $462.4M.

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