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Invesco Water Resources ETF (PHO) Institutional Ownership

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+0.11 (+0.16%)
(As of 05/8/2024 ET)
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Institutional Ownership Changes (13F Filings) for Invesco Water Resources ETF (NASDAQ:PHO)

Number of
Institutional Buyers
(last 12 months)
151
Total
Institutional Inflows
(last 12 months)
$157.11M
Number of
Institutional Sellers
(last 12 months)
111
Total
Institutional Outflows
(last 12 months)
$44.63M
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PHO Institutional Buying and Selling by Quarter

Invesco Water Resources ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/8/2024Private Wealth Advisors LLC20,814$1.39M0.6%-4.9%0.065%
5/7/2024 Avalon Trust Co750$50K0.0%-17.6%0.002%
5/6/2024 Kades & Cheifetz LLC3,160$210K0.1%N/A0.010%
5/3/2024 Commerce Bank87,768$5.84M0.0%-0.4%0.274%
5/2/2024 Conservest Capital Advisors Inc.73,219$4.87M0.5%-0.6%0.228%
5/2/2024 Moloney Securities Asset Management LLC5,406$360K0.1%-10.0%0.017%
5/1/2024 Janney Montgomery Scott LLC24,416$1.63M0.0%-39.9%0.076%
5/1/2024 Sequoia Financial Advisors LLC3,042$203K0.0%-25.7%0.009%
4/30/2024 Private Advisor Group LLC32,819$2.19M0.0%-6.8%0.102%
4/30/2024 Perigon Wealth Management LLC3,504$233K0.0%+4.6%0.011%
4/29/2024Commonwealth Equity Services LLC397,014$26.43M0.0%-3.4%1.239%
4/29/2024 ETF Store Inc.3,288$219K0.1%N/A0.010%
4/29/2024 Wealthspan Partners LLC9,545$635K0.4%+62.7%0.030%
4/29/2024 First National Bank & Trust Co. of Newtown138,298$9.21M1.9%-3.2%0.432%
4/27/2024 Millburn Ridgefield Corp777$52K0.0%-75.2%0.002%
4/26/2024 YHB Investment Advisors Inc.902$60K0.0%N/A0.003%
4/26/2024 Bond & Devick Financial Network Inc.13,906$926K0.5%+8.4%0.043%
4/26/2024 Mesirow Financial Investment Management Inc.7,096$472K0.0%N/A0.022%
4/26/2024 MONECO Advisors LLC41,860$2.79M0.5%N/A0.131%
4/26/2024 Bogart Wealth LLC38,746$2.58M0.1%+5.0%0.121%
4/25/2024 Equitable Trust Co.15,060$1.00M0.1%+6.0%0.047%
4/25/2024 Cambridge Investment Research Advisors Inc.63,062$4.20M0.0%+4.0%0.197%
4/24/2024 Leavell Investment Management Inc.3,130$208K0.0%N/A0.010%
4/24/2024 Spire Wealth Management16,591$1.10M0.0%+1.8%0.052%
4/24/2024 Essex Financial Services Inc.3,055$203K0.0%N/A0.010%
4/23/2024 Nations Financial Group Inc. IA ADV6,660$443K0.0%+14.8%0.021%
4/23/2024 Fifth Third Bancorp2,600$173K0.0%+22.4%0.008%
4/23/2024 Gerber LLC8,413$560K0.5%-33.1%0.026%
4/23/2024 Raymond James Financial Services Advisors Inc.97,726$6.51M0.0%-29.1%0.306%
4/22/2024 Nilsine Partners LLC23,476$1.56M0.2%-1.5%0.074%
4/22/2024 PFG Investments LLC20,065$1.34M0.1%+8.8%0.063%
4/22/2024 Parsons Capital Management Inc. RI33,059$2.20M0.2%-0.6%0.104%
4/22/2024 Raymond James & Associates89,396$5.95M0.0%-2.3%0.280%
4/22/2024 American Institute for Advanced Investment Management LLP16,665$1.11M0.9%+2.3%0.052%
4/19/2024 Kovack Advisors Inc.3,271$218K0.0%N/A0.010%
4/18/2024 SeaCrest Wealth Management LLC26,549$1.77M0.2%-2.5%0.083%
4/18/2024 Woodmont Investment Counsel LLC400$27K0.0%N/A0.001%
4/18/2024 O ROURKE & COMPANY Inc28,423$1.89M1.1%+5.8%0.089%
4/18/2024 Miracle Mile Advisors LLC17,147$1.14M0.0%-2.2%0.054%
4/17/2024 Avalon Capital Management59,162$3.94M1.6%-0.4%0.185%
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4/17/2024 Hennion & Walsh Asset Management Inc.7,100$473K0.0%-3.3%0.022%
4/16/2024 Wealth Enhancement Advisory Services LLC23,360$1.56M0.0%-1.4%0.073%
4/15/2024 Wealthcare Advisory Partners LLC13,213$880K0.0%-18.3%0.041%
4/15/2024 Key Client Fiduciary Advisors LLC3,005$200K0.1%N/A0.009%
4/11/2024 Clarus Wealth Advisors9,037$585K0.3%-3.3%0.028%
4/10/2024 LexAurum Advisors LLC14,834$987K0.2%-1.6%0.046%
4/10/2024 EWG Elevate Inc.62,986$4.19M1.6%N/A0.197%
4/8/2024 Westwind Capital19,568$1.30M0.3%-1.5%0.061%
4/8/2024 Beese Fulmer Investment Management Inc.3,033$202K0.0%N/A0.010%
4/5/2024 Prism Advisors Inc.9,336$621K0.2%+4.8%0.029%
4/5/2024 NBC Securities Inc.3,041$212K0.0%-7.5%0.009%
3/22/2024PNC Financial Services Group Inc.272,268$16.57M0.0%-0.3%0.849%
3/15/2024B. Riley Wealth Advisors Inc.12,862$783K0.0%-48.2%0.040%
3/6/2024SageView Advisory Group LLC12,788$773K0.0%+32.5%0.040%
3/5/2024 Gerber LLC12,568$765K0.7%N/A0.039%
3/1/2024Creekmur Asset Management LLC1,286$78K0.0%N/A0.004%
2/22/2024Scarborough Advisors LLC862$52K0.0%N/A0.003%
2/15/2024Comerica Bank21,329$1.30M0.0%+0.8%0.067%
2/15/2024Concentric Wealth Management LLC11,575$704K0.2%-8.2%0.036%
2/14/2024Stamos Capital Partners L.P.5,750$350K0.1%-20.4%0.018%
2/13/20241832 Asset Management L.P.211,604$12.88M0.0%-2.3%0.660%
2/13/2024Cetera Advisor Networks LLC206,766$12.58M0.1%+0.1%0.645%
2/13/2024Bedell Frazier Investment Counselling LLC68,309$4.16M1.1%+0.5%0.213%
2/13/2024Belpointe Asset Management LLC3,464$211K0.0%N/A0.011%
2/13/2024Jones Financial Companies Lllp2,294$140K0.0%+53.5%0.007%
2/12/2024Scotia Capital Inc.49,417$3.01M0.0%-0.9%0.154%
2/12/2024Stifel Financial Corp89,261$5.43M0.0%+3.3%0.278%
2/12/2024Steward Partners Investment Advisory LLC21,787$1.33M0.0%-9.0%0.068%
2/12/2024 Eaton Financial Holdings Company LLC67,156$4.09M1.0%+2.2%0.209%
2/10/2024Linscomb & Williams Inc.62,376$3.80M0.2%-3.1%0.195%
2/9/2024Johnson Financial Group Inc.1,275$78K0.0%-45.2%0.004%
2/9/2024SageView Advisory Group LLC12,788$773K0.0%+32.5%0.040%
2/9/2024 Commerce Bank88,102$5.36M0.0%-0.5%0.275%
2/9/2024 Cambridge Investment Research Advisors Inc.60,651$3.69M0.0%+1.7%0.189%
2/9/2024Beaton Management Co. Inc.3,530$215K0.1%N/A0.011%
2/9/2024Corient Private Wealth LLC22,161$1.35M0.0%+32.5%0.069%
2/9/2024D.A. Davidson & CO.26,749$1.63M0.0%+0.6%0.083%
2/9/2024 Sachetta LLC1,000$61K0.0%N/A0.003%
2/9/2024Wells Fargo & Company MN227,949$13.87M0.0%+6.6%0.711%
2/9/2024Gladstone Institutional Advisory LLC3,838$234K0.0%-4.8%0.012%
2/9/2024UBS Group AG829,206$50.47M0.0%-2.1%2.586%
2/9/2024PNC Financial Services Group Inc.272,268$16.57M0.0%-0.3%0.849%
2/8/2024 Brown Advisory Inc.10,884$662K0.0%+1.8%0.034%
2/8/2024Verity Asset Management Inc.31,529$1.92M1.2%-1.1%0.098%
2/8/2024Beacon Pointe Advisors LLC51,639$3.14M0.0%+37.4%0.161%
2/8/2024Wade G W & Inc.3,428$209K0.0%N/A0.011%
2/8/2024 Janney Montgomery Scott LLC40,629$2.47M0.0%-0.5%0.127%
2/8/2024US Financial Advisors LLC4,587$279K0.1%+8.2%0.014%
2/8/2024 Pacific Sun Financial Corp6,688$407K0.3%-8.1%0.021%
2/8/2024 First United Bank & Trust3,338$203K0.1%N/A0.010%
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2/7/2024Theory Financial LLC67,418$4.10M2.2%+2.1%0.210%
2/7/2024Johnson Investment Counsel Inc.4,552$277K0.0%-7.3%0.014%
2/7/2024 NBC Securities Inc.3,286$199K0.0%-6.2%0.010%
2/7/2024Northwest Financial Advisors1,436$87K0.1%N/A0.004%
2/7/2024Principal Securities Inc.414$25K0.0%N/A0.001%
2/7/2024Clearwater Capital Advisors LLC5,427$330K0.0%-4.1%0.017%
2/7/2024 Bogart Wealth LLC36,908$2.25M0.1%+9.4%0.115%
2/6/2024EdgeRock Capital LLC3,904$235K0.2%N/A0.012%
2/6/2024 Welch & Forbes LLC12,200$742K0.0%-6.2%0.038%
2/6/2024 Apollon Wealth Management LLC33,056$2.01M0.1%+8.1%0.103%
(Data available from 1/1/2016 forward)

PHO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PHO shares?

During the previous two years, 284 institutional investors and hedge funds held shares of Invesco Water Resources ETF. The most heavily invested institutionals were Bank of America Corp DE ($87.99M), UBS Group AG ($50.47M), LPL Financial LLC ($33.66M), Commonwealth Equity Services LLC ($26.43M), HighTower Advisors LLC ($24.12M), PNC Financial Services Group Inc. ($16.57M), and Wells Fargo & Company MN ($13.87M).Learn more on PHO's institutional investors.

Which institutional investors have been buying Invesco Water Resources ETF stock?

Of the 229 institutional investors that purchased Invesco Water Resources ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($584.83K), HighTower Advisors LLC ($414.19K), Money Design Co. Ltd. ($329.08K), Commonwealth Equity Services LLC ($183.10K), LPL Financial LLC ($163.96K), CWM LLC ($157.31K), and David R. Rahn & Associates Inc. ($86.95K).

How much institutional buying is happening at Invesco Water Resources ETF?

Institutional investors have bought a total of 3,895,001 shares in the last 24 months. This purchase volume represents approximately $333.24M in transactions.

Which Invesco Water Resources ETF major shareholders have been selling company stock?

Of the 158 institutional investors that sold Invesco Water Resources ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Commonwealth Equity Services LLC ($156.20K), Money Design Co. Ltd. ($154.46K), Commerce Bank ($139.61K), PNC Financial Services Group Inc. ($134.01K), Raymond James Financial Services Advisors Inc. ($130.82K), CWM LLC ($121.54K), and TAP Consulting LLC ($115.16K).

How much institutional selling is happening at Invesco Water Resources ETF?

Institutional investors have sold a total of 2,039,449 shares in the last 24 months. This volume of shares sold represents approximately $174.00M in transactions.


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This page (NASDAQ:PHO) was last updated on 5/9/2024 by MarketBeat.com Staff

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